The Example Projects for Oracle Intelligent Advisor Series 2022 : Loan Advisor

I really cannot believe it – we are almost half-way through the list of example projects – helping (we hope) people learn and extend their range in this Example Project series. This week we will look at the Loan Advisor project. And this one is a real cracker for people wanting to learn some advanced techniques or prepare a cool demo. But it also has plenty for the new starter, or for someone who is interested in rule implementations.

There is a video code-along demonstration at the end of this article where we will look at the features mentioned below. So let’s get into the Loan Advisor Example Project:

Time needed: 20 minutes.

How to use the Loan Advisor Project in Oracle Intelligent Advisor

  1. How to use the Loan Advisor Project

    The concept behind the Loan Advisor Example Project is a financial services scenario you probably can relate to – you want to ask your Bank for a loan and they want to know the risk factor and whether you are asking for too much money with little security, in their eyes at least. It is a richly graphical interview with even some charts.

  2. What does the Loan Advisor Project demonstrate

    The project showcases three major Oracle Intelligent Advisor functionalities – obviously the rules around the calculation of the repayments, but more specifically, the project uses an entity model that includes an iterative inferred entity, and some reverse relationships. These are moderately advanced so this is a great project for people looking to extend their range beyond simple interviews. Finally, the project uses a JavaScript extension to deliver some custom charts.

    The Loan Advisor project also has some excellent multi-level rules, especially in the Eligibility Word document. If you are looking for an example of how to create nested logic similar to parentheses, then this is a great example of both uses of rule levels:

  3. Adaptation Ideas for Loan Advisor

    There is so much to be learned from in this project – you could add new loan types (simple change), extend the default durations and other default attribute values (simple change) and could go all the way to modifying the iterative instances or adding a new custom chart (more advanced). The video below has some links in the description so you can think about those in more detail. If you are interested in reading the online help in respect of Rule Levels, this is present at this page.

  4. Upsides and Downsides

    What’s not to like – this a really good learning project. It should be required reading and testing for anyone interested in relationships and entity reasoning. Plus, it has a decent amount of mathematically-oriented rules so you can quite easily pick up the basics. Get in there and learn!

If you want to watch a code-along video with me to see how to make some of the changes listed, here it is. You can also subscribe to our YouTube Channel.

Richard Napier

Author: Richard Napier

After 8 years in case management and ERP software roles, Richard Napier joined Siebel Systems in 1999 and took up the role of managing the nascent Siebel University in Southern Europe. He subsequently was Director of Business Development and Education for InFact Group (now part of Business & Decisions) for 8 years. He now runs Intelligent Advisor IT Consulting OÜ. Owner of, he also is Co-Founder of the Siebel Hub.

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