The Example Projects for Oracle Intelligent Advisor Series 2022 : Student Benefits

Last time out we looked at an Example Project called Service Delta which was designed to work as a Web Service. This time out we are looking at Student Benefits, which although it is an Interview, also has a specific use case. This project, like the very first one in the Example Project series, is designed to be used as an integrated Interview in the Oracle B2C Service Agent Desktop or Customer Portal. It will of course still work in the Debugger, but it can be an even greater learning experience if you have the opportunity to add it to a Portal or Desktop.

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 Student Benefits Example Project:

Time needed: 20 minutes.

How to use the Student Benefits Project in Oracle Intelligent Advisor

  1. How to use the Student Benefits Project

    Probably many of us have, at some time or other, applied to get some sort of grant – in this case, we look at student benefits for students who are applying to an educational establishment and who are of limited means – so they need help to pay for their studies. That’s what the Student Benefits Example Project is all about.

    Student Benefits

  2. What does the Student Benefits Project demonstrate

    The project showcases data mapping from and to Oracle B2C Service. The project is designed to load Contact data and to create a new Incident at the end of the interview. There are a variety of simple, structured rules to determine if you are eligible – and there are two basic eligibility steps – financial and residential. If you meet them both, then you are in theory able to apply for benefit. So remember that if you intend to embed this in Oracle B2C Service Cloud, it should be in a context where the Contact Id is the primary id, and the interview will create the Incident. You do not need to embed it on an Incident-focused page as you might get an error regarding the inability to find a Contact.

    In addition to these key features, the project makes use of custom goals in the interview to ensure only the relevant information is displayed.

    Student Benefits Rules

  3. Adaptation Ideas for Student Benefits

    The project being designed to create a new Incident in Oracle B2C Service Cloud, the most obvious adaptation ideas for the Student Benefits Example Project will be to create new rules to populate other fields in the Incident record that will be created in the application. A concrete example might be to determine the incident status dependent on the exact situation of the applicant – for example below a certain threshold will have a different status than others. This gives the learner the opportunity to create a simple table to manage the different outcomes.Student Benefits Status

  4. Upsides and Downsides

    A simple, easy to edit and easy to understand project whether you have Oracle B2C Service or not – but an extra bonus of course if you do have access to B2C , so you can experiment with the placement of the necessary widget and observe the integration at work. You can quite easily swap this project over to use your own Oracle B2C Service Connection, you will need to change the name and select yours from the list, and click the Refresh button to reload the data model, before you continue.

    Then you can copy an existing workspace, add the Tab and insert an Oracle Intelligent Advisor Control in the new tab.

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.

video
play-sharp-fill

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 intelligent-advisor.com, he also is Co-Founder of the Siebel Hub.

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Intelligent Advisor IT Consulting Serving Customers Worldwide
Hide picture