Oracle RightNow Policy Automation Cloud Service

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Oracle RightNow Policy Automation Cloud Service
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Oracle Policy Automation Cloud Service

• Allows to build dynamic, interactive
  questionnaires based on business requirements
• and complex policy documents
• These questionnaires can also be served to
  customers through customer portal
• With policy automation customer can
• Deliver consistent, accurate and transparent
  self-service advice that is easily kept
• up-to -date with the latest legislation and
  policies
• Improves customer satisfaction by guiding
  customers to apply for only those
• benefits and services that are relevant to
  their circumstances

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Oracle Policy Automation Cloud Service- Usage

• Usage of policy automation to
• Determine customers eligibility for a benefit,
  permit, loan, discount, license, product
• upgrade, or parental leave
• Determine customers rate of benefit, allowance,
  deduction, tax, discount, waiting
• period, or follow-up
• Create online forms, such as online self-service
  applications, change-of-circumstance
• forms, agent checklists, decision summaries,
  or audit reports.

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Oracle Policy Automation Cloud Service-Features

• Features
• Desktop modeling interface for policy experts
• Ability to write rules in Microsoft Word or Excel
• Data object mapping between policy automation and
  Oracle RightNow CX
• Intuitive questionnaire designer for creating
  dynamic and personalized questionnaires
• Ability to create incidents and update records in
  Oracle RightNow CX based on
• questionnaire answers

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Set Up
Step 1 - Create the user OPA_Client in
RightNow CX Cloud services 1. Create a Profile
by doing the following i. Give the profile a
name in the Profile Interfaces - Edit view
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Set UpContinued
ii. Set permissions on the Profile Permissions
- Edit view as follows Connect
Data Integration in the Administration area and
Account Authentication in the
Public SOAP API area.
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Set UpContinued
2. Create a new user called OPA_Client and
assign it to the Profile as created
above i. On the Home tab, select the
Staff Accounts by Group folder and click
on New ii. Create a new Group for the
OPA_Client user iii. Select the Staff
Accounts by Group folder and click on Details to
add the user to the OPAServiceProfile.
Set the password that will be used in step 3
below by clicking on the Change Password
button and enter and confirm your password,
ensuring it follows the password policy
of your organization. In addition to the
password, you should set the Time Zone to
anything between GMT-1 and GMT-14. The time
zone must be west of UTC (Coordinated
Universal Time)
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Set UpContinued
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Set Up ..Continued
Step 2 - Enter the password for the user
OPA_Client in OPA Hub Need more information on
OPA Hub
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Thank You