X

Smart Advice. Personalized. Agile. Auditable

Combining Siebel IP 2016 and native OPA 12.x Interviews + Answer Service

Philip Whitwell
Director

Purpose

The attached whitepaper is a guide for Siebel customers that wish to take advantage of OPA 12.x functionality that is not supported by the Siebel Open UI OPA Interview Applet provided with Siebel IP2016. It provides detailed instructions for how to extend the Siebel IP2016 OPA integration to support native OPA interviews, with support for all the latest control styles, dynamic screen rendering, document attachments and checkpoints. Included as an appendix is an example of how to integrate the OPA Answer Service. The whitepaper and resource bundle links are at the top of this post.

Executive Overview

The attached whitepaper describes a low risk approach for Oracle customers to adopt the latest versions of Siebel and Oracle Policy Automation, while also taking advantage of all the latest OPA interview features.

To use Oracle Policy Automation versions up to 10.4.x with Siebel CRM, Oracle provides a product called Oracle Policy Automation Connector for Siebel. This connector supports the native OPA advice experiences called interviews that load and save data from Siebel, and making decisions in Siebel workflows with calls to OPA Determinations API Assess web service.

For Oracle Policy Automation 12 and later, the integration between Siebel and OPA moved into the core Siebel product, and no separate OPA connector is needed. Siebel IP2014 released the first integration to OPA version 12, and with the release of Siebel IP2016 both interviews and web service integration with OPA v12 are supported. An OpenUI OPA Interview Applet is provided, which renders OPA interviews as Siebel OpenUI controls. Custom configuration of an OPA interview is required before it can be used with this applet, and only some OPA interview features are supported.

This whitepaper explains in detail how to extend the functionality of the Siebel IP2016 OPA integration to support native OPA interviews in a

similar fashion to OPA Connector for Siebel 10.4, but with full compatibility with OPA 12.x. In particular, it explains how to add support to Siebel for the
standard OPA 12 web service connector operations Load, Submit, GetCheckpoint and SetCheckpoint.

The referenced .zip file includes workflows, integration objects and other Siebel repository objects that extend the functionality of the Siebel IP2016 OPA integration. These changes can be maintained during subsequent Siebel upgrades.

Introduction

When is the Siebel Open UI OPA Interview Applet not enough?

The Open UI OPA Applet currently supports a subset of OPA interview features. Unlike native OPA interviews, it cannot use OPA rules to dynamically change the appearance of a screen as data is entered on that screen, nor support control types such as sliders, image buttons and signatures. It also does not currently support checkpoints that allow saving and resuming OPA interviews, nor file attachments for uploaded documents or generated forms. In general, the Open UI OPA Applet only adds support for certain missing OPA interview features in each Siebel innovation pack release.

By contrast, implementing native OPA interviews allows for immediate and complete adoption of all new OPA front-end functionality as it is released,
without any custom screen configuration to support the Siebel Open UI OPA Applet.

The tables below compare native OPA interviews with the Siebel IP2016 Open UI OPA applet.

 

Siebel Open UI OPA Applet

Native OPA Interviews

100% Open UI Compatibility

Yes

No

Siebel industry examples

Yes

No

No Siebel customization

Yes

No

Fully supported by Oracle
Support

Yes

No*

All OPA controls supported

No

Yes

Dynamic screen behavior

No

Yes

Attachments, signatures and
custom controls

No

Yes

Checkpoints

No

Yes

Standard OPA screen authoring

No

Yes

Simple upgrade from OPA 10.4

No

Yes

*All standard Siebel and OPA functionality is fully supported. The recommended customizations outlined in this whitepaper must be supported by in-house Siebel developers, Oracle Consulting Services or Siebel-certified partners.

The purpose of this whitepaper is to eliminate most of the risk of adopting native OPA interviews with Siebel IP2016 and later, by providing the community with clear steps that can be followed by any qualified Siebel personnel. The recommended path outlined is supported with current and later versions of Siebel and Oracle Policy Automation.

Join the discussion

Comments ( 4 )
  • Richard Napier Thursday, March 30, 2017

    Hi. I've just downloaded and installed a fresh test copy of IP16.0.0.0.0 and OPA 12 Feb 17. The steps in the PDF went some way to explaining the process of getting this to work. Thanks. But the checkpoint part of the document has me stumped. Firstly, the checkpoint workflow uses a Siebel BC based on S_PA_DCSN_RPT - this table is not in the Siebel Repository (and not in the physical database either) and therefore of course the set and get workflows fail. I have checked the SIF files that are provided and they are not in there either. In addition the view that is shown in the PDF for consulting the base64 output of checkpoints does not exist in the Siebel Repository either. Perhaps you could indicate where these objects come from (what version, what patch etc) Thanks


  • Phil Whitwell Thursday, March 30, 2017

    Richard,

    The article is aimed at customers migrating from the old Connector for 10.4.x so it assumes that the views and tables used are present.

    The easiest way forward is to install the old OPA Connector for Siebel.

    I will rework the Checkpoint example to also allow for a table to be created from scratch.

    Thanks for the feedback


  • Richard Napier Tuesday, June 27, 2017
    Hello Again. I'm looking at these steps and although the article mentions IP16, I am thinking this might work for IP15.5 or later? Given the presence of the Filter Business Services in IP15.5 and the fact that it is running of generic workflows for the most part, would this be an option for people not yet upgraded to 16? Thanks as ever for your interesting article!
  • Phil Whitwell Tuesday, July 4, 2017
    It is possible to use with IP15 and above. We have a couple of customers who are using happily.
    Thanks and sorry for the delay
    Phil
Please enter your name.Please provide a valid email address.Please enter a comment.CAPTCHA challenge response provided was incorrect. Please try again.