The Example Projects for Oracle Intelligent Advisor Series 2022 : myBenefits

After a brief break while most of our team we attending an offsite meeting, we return this week to our 2022 Flagship Series showing you how to make the most out of the Oracle Intelligent Advisor Example Projects. As we have said before, it is sometimes surprising how few people actually leverage these projects to help them learn how to use the product. So what have we in store with the myBenefits project?

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

How to use the myBenefits Project in Oracle Intelligent Advisor

  1. How to use the myBenefits Project

    This project demonstrates a good example of how to collect information relative to a family’s circumstances and how to use that information to calculate simple eligibility for some public sector services. The project is extremely well constructed with lots of source materials referenced or contained directly in the project. In addition, it is a complete package that includes test cases, PDF form output, Value Lists, Excel and Word files, good Interview Screens that have been restyled and optimized for a nice layout.myBenefits Image

  2. What does the myBenefits Project demonstrate?

    The project showcases so much it is difficult to know where to start – probably we can say that for learners, the best areas to focus on are the entity functions like InstanceCountIf and others of the same family, the excellent way the documents have been laid out with commentary, table of contents and other reference materials, Excel rules and how to use Apply Sheet for rule sheet selection, and of course as we just mentioned, RTF and PDF templates. They are very high standard for an example – we salute the amount of work that has gone into this. Finally, Test Cases are front and centre. We look at all these items in the video below.

  3. Adaptation Ideas for myBenefits

    There are so many things we decided to make a list of the top five areas where you can exercise your skills and try and modify or extend the example project : aside from updating the seed data in some of the tables, to be able to verify the calculation of the different benefits, temporal reasoning would be an excellent next step for the management of the household and their situation, adding a decision service or two to demonstrate “outsourcing” some of the tabular data to another “team”, taking a look at the RTF template used to create the Form output and experimenting with our own Signature extension from last week :).

    If you are not sure what some of those mean, follow the links or watch the video!

  4. Upsides and Downsides

    It’s one of the best. And just because it is “public sector” does not mean you should ignore it if you are “private sector”. The myBenefits project contains so much good stuff that anyone can benefit from it (see what we did there?). Don’t forget the online documentation has details of the project too.

If you want to watch a walkthrough video with us to see how to make the most of this example project, here it is. You can also subscribe to our YouTube Channel for lots more Oracle Intelligent Advisor content.


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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