<Insert Picture Here> Oracle Policy Automation 10.3 Features and Benefits

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1 <Insert Picture Here> Oracle Policy Automation 10.3 Features and Benefits June 2011

2 Introducing Oracle Policy Automation 10.3 Highlights include: Fast and easy generation of documents such as decision letters, claim forms and assessment summaries using Oracle s BI Publisher. New syntactic parsers to allow native rule authoring in Italian, Japanese, Portuguese and Russian More than 340 resolved issues and enhancements 2

3 New Syntactic Parsers Other Enhancements More Information 3

4 Adding a new document Document templates are added to a project screens file and automatically included with the compiled rulebase Default location is the Development\include\templates folder A rulebase can contain one or many documents Documents can be produced in rtf, pdf, html or Excel formats Quick and easy schema generation to assist template authoring For more information: OPM Help Topic: Create a new interview document 4

5 Authoring a new document Authoring in Word allows the user access to all of Word s powerful text, image, layout and formatting options Rulebase schema is easily imported, showing which attributes can be added to the document For more information: OPM Help Topic: Develop a template for an interview document 5

6 Adding attribute text and values Attribute values and text can be inserted into the document simply by dragging and dropping from the Field dialog For more information: OPM Help Topic: Develop a template for an interview document: Insert a field 6

7 Adding entity-level information Entities are neatly handled by grouping tags ( for-each ) BI Publisher can optionally sort entity instances by attribute value For example, sorting by name allows children to be listed in alphabetical order For more information: OPM Help Topic: Develop a template for an interview document: Insert entity-level attributes 7

8 Adding graphs, charts and conditional formatting Basic graphs, charts and conditional formatting can be achieved through tools on the BI Publisher ribbon For more information: OPM Help Topic: Develop a template for an interview document 8

9 Adding advanced functionality More advanced functionality can be achieved by editing the Advanced tab in the BI Publisher field or Alt Text of an image or chart For more information: OPM Help Topic: BI Publisher code for Oracle Policy Modeling 9

10 Displaying the document Documents can be added to the Summary Screen by selecting the New Document control Available documents presented in a dropdown list Control/edit caption text, appearance, visibility etc in the same manner as for other summary screen items For more information: OPM Help Topic: Change how interview data is summarized and reviewed 10

11 Previewing a new document Documents can be viewed directly from the OPM Debugger For more information: OPM Help Topic: Test an interview or screen flow 11

12 Previewing a new document Documents can also be previewed within Word 1. Sample xml is generated from a Web Determinations session 2. Saved sample data is then loaded into BI Publisher in Word 3. Range of preview formats available For more information: OPM Help Topic: Develop a template for an interview document: Preview the document 12

13 Sample rulebases Sample rulebases have been provided with the 10.3 release to demonstrate how generated documents can be used Default installation to C:\Program Files\Oracle\Policy Modeling\examples Healthy Eating Rulebase Social Services Screening Rulebase For more information: OPM Help Topic: Example rulebases 13

14 New Syntactic Parsers Other Enhancements More Information 14

15 New Syntactic Parsers OPM 10.3 supports native rule authoring in 5 additional languages: Italian Japanese Portuguese (Brazilian) Portuguese (European) Russian Rule authoring in Word and Excel is now fully localized for every syntactic and non-syntactic parser language Complete function reference available for every language from the Help menu Now included with OPM: 19 syntactic parsers 4 non-syntactic (RLS) parsers For more information: OPM Help Topic: Write rules in other languages 15

16 New Syntactic Parsers Example: Russian Parser Language and region selected on project creation Rules can then be authored in their native language For more information: OPM Help Topic: Write rules in other languages 16

17 New Syntactic Parsers Example: Russian Parser Verb editor automatically adjusts for more complex verb forms For more information: OPM Help Topic: Language specific considerations 17

18 New Syntactic Parsers Example: Russian Parser Full language support for debugging with or without screens Attributes displayed in native language 3rd person ( the applicant ) and 2nd person ( You ) sentence forms automatically supported When debugging with screens Uses the Web Determinations template for the selected language All screen text is displayed using translations for the selected language All decision reports and are displayed in the selected language For more information: OPM Help Topic: Language specific considerations 18

19 New Syntactic Parsers Other Enhancements More Information 19

20 Other Enhancements Over 340 resolved issues and enhancements, including; Improved Sorting in Debugger: Users may now sort attributes by name, value or text Batch Project Upgrade: Using the command-line compiler, a project can be upgraded without user interaction, making it possible to create a script that would iterate through a list of projects to be upgraded Greater Control Of Translation Validation: Users may mark rulebase text as does not need translation for a particular language Bundled Subversion: Subversion included as an optional component in the installation of Oracle Policy Modeling Language Parser Documentation: User documentation describes best practises and conventions that should be used for particular language parsers Plus many more! For more information: Oracle Policy Modeling Release Notes 20

21 New Syntactic Parsers Other Enhancements More Information 21

22 More Information It s easy! Step-by-step guides to using the new functionality can be found in the OPM Help The OPM Forums are always open for your questions and comments, we love to hear from you! Oracle employees: External: 22