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Intelligent Advisor Interviews supported by Oracle Integration

Philip Whitwell
Director

The post will walk you through how to recreate a demo I put together to test out the new (as of 19D) Intelligent Advisor(IA) Interview functionality that allows you to use Oracle Integration Cloud (OIC) to manage both the Load and Save events.

A walkthrough of the finished demo is available here.

The scenario is that a UK based team are processing paternity absence requests, the team are not given general access to HCM and a custom VBCS web app and Intelligent Advisor are used to ensure that the absences follow the correct policy.  If the employee is eligible an absence record is created with the paternity leave details and if they have direct reports and incident is created in Service Cloud for an agent to follow up with the team.

The demonstration starts with a VBCS application that creates a table view on HCM Cloud employees, filtering to show only employees in the UK - so the correct paternity policy applies. Once the user finds the correct employee they can click on a button that opens a page with an IA Interview.  The deployment of the Paternity policy model contains a connection to OIC and the chosen Employee Id is passed as a parameter into the IA CCA component so that control of the Load of employee data is passed to an Integration in OIC.  The OIC Integration then pulls from detailed data from the employee record in HCM including any direct reports. At the end of the Interview, when submit is clicked a Save Integration flow is invoked in OIC which performs updates in both HCM Cloud and Service Cloud.

The best place to start is in the Intelligent Advisor help topic on the use of the OPA Adapter in Oracle Integration.

 

Oracle Integration Cloud needs to be >19.4.1 to include the OPA OIC Adapter that works with Interviews (Invoke action) 

Importing and adding credentials for VBCS App

The first step to recreate the demo is to download the VBCS application from HCMVBCSApp.

Import this app into your VBCS environment.

Then goto Service Connections and change to use the URL for your HCM environment and enter suitable credentials here...

If using a GSE demo instance the user BRIAN.HOOPER has suitable permissions.

Next run the VBCS to check that it brings back a list of employees, as shown below...

If you click the Open Interview button it should open an Interview in a new page (however until you complete last step the Interview will be pointing to my GSE instance) but the next step is to deploy the policy model and OIC package to your own environments.

Importing the Oracle Integration package and setting up

In your OIC environment navigate to Packages and click the Import button. Click here to download the package -> OIC Package

The imported package will add three Connections and two Integrations to your OIC environment as below...

Follow instructions here on how to create a API Client in your Intelligent Advisor environment.

Next edit the OPAInterview Connection in OIC to use these API Client credentials.

  • Access Token URI  is in this format: https://xxxServerxxx.com/opa-hub/api/auth
  • Client Id is the client identier of the newly created API Client and
  • Client Secret is the password.

This Connection is needed in OIC so that the OIC Integrations can communicate back to the OPA Hub to update the deployments so they are aware of where to route the load and save events to when the Interview is running.

Update the HCMGSE Connection with the same credentials used in the VBCS Service Connection.

  • https://server.com/fndAppCoreServices/ServiceCatalogService?wsdl
  • Interface Catalog URL (optional):    https://server.com/helpPortalApi/otherResources/latest/interfaceCatalogs
  • Same user credentials as VBCS

Update the OSvC Connection with suitable credentials to create an incident

  • WSDL URL:    https://server.com/services/soap/connect/soap?wsdl=typed
     

Deploying the ParentalLeave policy model

You can you use the traditional method to deploy the policy model.  Download the ParentLeave policy model and then use Oracle Policy Modelling to deploy to your OPA Hub or

You can use the JSONRequestToDeployParentalLeave JSON request and use a use a REST client such as POSTMan to  POST to your OPA Hub. Note the JSON payload includes a Base64 encoded string of the deployment.  The endpoint will be of the form https://server.com/opa-hub/api/12.2.13/deployments

Creating the Connection from Hub to OIC

In your OPA Hub create a new Connection of type Integration Cloud, as below.

Next go back to your deployment and select the newly created Connection

We now get a warning that the OIC does not have Integrations that are listening for the ParentalLeaveOICExample SAVE v1 ParentalLeaveOICExample LOAD v1 events.

So now we need to update the import Integration in OIC to listen for these events.

Update the Integrations in OIC

First open the HCMRetrieveEmployeeData Integration

Edit the LoadEmployee step and make select the v1 operation and keep the EmployeeId query parameter

 Ensure that you add Tracking Info - using EmpolyeeId and Save and Activate the Integration.

Next open the HCMCreateHCMandOSvCRecords Integration, as shown below

Edit the DealWithHCMSave step to update to use SAVE v1 operation

Add Tracking Info - PersonID and then save and activate the Integration.

Once both Integrations are activated then you can go back to the deployment in your OPA Hub and now you should be able to active the deployment.

Finally change the CCA Component in VBCS to point at your OPA environment and deployment.

Once you have changed the Deployment Name and the Application Variable: opaSiteURL

Now run the VBCS application, select your employee and then launch the Interview and on the first page you should see data retrieved from HCM Cloud.

 

 

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Comments ( 1 )
  • Pam Monday, June 8, 2020
    Nice! Does it also support the other operations (SetCheckpoint, GetCheckpoint, ExecuteQuery, GetMetaData and CheckAlive)?
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