Intelligent Advisor Release 23A (12.2.30) is now available for public cloud and private cloud (on-premise) customers.
Be sure to also review the features added to 22D since our last post.
Updated version of Intelligent Advisor Flow component in Visual Builder (Monthly Update 2)
There has been a major version update (v2.1.0) to the Intelligent Advisor Flow component in Visual Builder. (The previous version was 1.2.0.) The release contains several critical enhancements to support the initial Intelligent Advisor mobile application template release:
- A new Flow Session Manager component is included to better manage flow session and flow deployment for offline use, without user interface rendering.
- The Flow component and Flow Session Manager component can now start new flow sessions completely offline with a compiled flow model cached locally in advance.
- The Flow component now:
- supports synchronous inter-page data actions.
- supports a Boolean flow item custom property stage to further divide the rendering into stages and prevent the user from going back to previous stages.
- supports a final confirmation page group and displays a submit button on the last page preceding the group.
- supports fallback control rendering based on a control’s data type and input style.
- provides an option to forcedly use the locally cached flow version instead of the latest one deployed in the Hub.
- simplifies the display of the in-component navigation tree.
- only accepts the JWT retrieved from the /flow/start web determinations endpoint as the token property.
For a full list of changes in the Flow component, see the Changelog in the Intelligent Advisor Flow component documentation (accessed by clicking the component in the Components tab in Visual Builder).
Starter project for Visual Builder mobile application that loads and saves mobile assessments (Monthly Update 2)
A mobile application template is now provided in Visual Builder to support building a mobile application that uses an Intelligent Advisor flow. The template is pre-configured to use the Intelligent Advisor Flow component and Intelligent Advisor Flow Session Manager component. This allows customers to quickly get started building guided experiences for field agents and inspectors that work even on disconnected devices.
The template contains the core logic to:
- start or resume an assessment flow
- synchronize the assessment metadata from and to the B2C Service custom object
- create and delete assessments directly in the application
- manage the local cache of Intelligent Advisor flow projects
- handle the data action event raised from the assessment flow
- support offline assessments run based on cached flow projects and pre-loaded external data
Multiple document support for flow projects (Monthly Update 2)
Flow projects now support the creation of multiple rule documents. This improves the authoring and navigation of flow rules in Intelligent Advisor Hub, particularly for projects with complex rules. There is a new Project tab that displays an overview of the flow project. It shows the flow, as well as the rule documents that make up the flow. There is a button for creating additional rule documents in the project.
Decision service reference caching for test cases (Monthly Update 1)
A serialized cache that persists across regression tester runs has been added that improves performance for customers using decision services in their Policy Modeling projects. Running tests that trigger deployment-based decision services will now result in a “.cache” project folder being created, with a file being created for each deployment in use. This feature works transparently as part of using regression testing in Policy Modeling with no visual changes apparent.
Display values included in interview transcripts
The value that was displayed for an input on an interview screen is now included in the generated transcript. (Previously, only the underlying value was recorded.) This feature is available via a new property displayValue, in the input object. To use this feature:
- For transcripts attached via the Submit button, there is a new option in the compatiblityOptions.json file of the project called “TranscriptAttachmentVersion” and this should be set to “12.2.30”.
- For transcripts generated using an interview extension connection, the Interview.fetch() method should specify the version format for the session transcript file as “12.2.30”.
New Excel form output types
For RTF form templates, there are now two Excel output types to choose from:
- Excel (.xlsx) – this is a new option
- Excel 97-2003 (.xls) – this replaces the previous single “Excel” option
Existing policy models with form controls with the output type “Excel” will be upgraded to use the “Excel 97-2003 (.xls)” output type.
Oracle Integration Intelligent Advisor Adapter support for decision services
Intelligent Advisor decision services can now be called by the Oracle Integration Intelligent Advisor Adapter to make decisions and calculations based on rules authored by the business. These browser-authored decision services can be incorporated into process flows with any applications for which Oracle Integration has an adapter.
New Fusion Sales and Fusion service Interview object
A new Interview object has been added to Fusion Service for storing Intelligent Advisor checkpoint and transcript data. Checkpoints allow interactive assessments and cases to be easily resumed. Transcripts keep a record of all questions asked and answers provided during the interview.
This eliminates the manual configuration of location that was previously required to store interview checkpoint and transcript details.
Support for Fusion Sales and Fusion Service Interaction objects
Fusion Sales and Fusion Service now supports the creation, loading, updating and executing of queries on the Interaction object and its associated children through Intelligent Advisor interviews. The Interaction object is primarily used to record the communication that happens between a customer and an agent by means of any communication channel such as web, email, phone or chat. Child Interactions can be used where an interaction happens within an interaction. An example of this could be if during a web interaction, a conversation through chat also takes place.
Want to start using the 23A release?
Public cloud: You can upgrade your testing sites at any time via Oracle Cloud Portal Service Cloud Configuration Assistant. All sites will be automatically upgraded according to the published schedule.
Private cloud (on-premises): Licensed customers should download from Oracle® Software Delivery Cloud.