20D: Intelligent Advisor Policy Modeling for Experts Ed 3

Reviewing Policy Modeling Concepts

• Objectives
• Course Structure: Policy Modeling for Experts
• What Is Oracle Intelligent Advisor?
• Oracle Intelligent Advisor Components
• Oracle Policy Modeling Overview
• Oracle Policy Modeling: Rules
• Oracle Policy Modeling: Attributes
• Oracle Policy Modeling: Interviews
• Creating Screens
• Collecting Information
• Debugging
• Oracle Intelligent Advisor Hub
• Summary
• Topic 1 Practices

Conclusions and Conditions

• Objectives
• Identifying Conditions in Source Material
• Identifying Conditions in Source Material Example
• Example Solution – each sentence a separate, positive statement
• Networks of Rules
• Summary
• Practices for Topic 2

Negations and Linking Rules

• Objectives
• Writing Rules in the Negative
• Avoiding Multiple Conclusions
• Summary
• Topic 3 Practices

Grouping Operators and Intermediate Attributes

• Objectives
• Using a Combination of AND and OR
• Using Grouping Operator: All
• Using Grouping Operator: Any
• Placing Grouping Operators in Rules
• Using Intermediate Attributes
• Summary
• Topic 4 Practices
• 5a Testing Rules Part 1: Using the Debugger
• Objectives 5a-2
• Verifying Rules 5a-3
• Debugger and Unit Testing 5a-4
• Using the Debugger 5a-5
• Data Tab 5a-6
• Data Tab Actions 5a-7
• Setting Input Values 5a-8
• Viewing the Inferred Attributes (Data View) 5a-9
• Decision tab 5a-10
• Interview tab 5a-11
• Interview tab: Screen List 5a-12
• Interview tab: Understanding Behavior 5a-13
• Navigating to Rules from the Debugger 5a-14
• Re-testing after making changes 5a-15
• Summary 5a-16
• Topic 5 (Part 1) Practices 5a-17
• 5b Testing Rules Part 2 – Using Test Cases
• Objectives 5b-2
• Using Test Cases 5b-3
• Creating Test Case Documents 5b-4
• Test case structure 5b-5
• Test case structure: Description 5b-6
• Test case structure: Test Case ID 5b-7
• Test case structure: Input attributes 5b-8
• Test case structure: Expected values 5b-9
• Test case structure: Actual values 5b-10
• Setting up test case columns 5b-11
• Creating Test Cases 5b-12
• Running Test Cases 5b-14
• Running Test Cases: Results 5b-15
• Debugging Incorrect Test Case Results 5b-16
• Keeping Values to Show Changes over Time 5b-17
• Charting Results 5b-18
• Summary 5b-19
• Topic 5 (Part 2) Practices 5b-20

Comparisons in Rules

• Objectives
• Introduction
• Using Non-Boolean Attributes in Conditions
• Comparison Operators
• Using Values in Rules
• Example 1
• Example 2
• Summary
• Topic 6 Practices
• 7a Calculations in Rules Part 1: Arithmetic Calculations
• Objectives 7a-2
• Methods for Calculating Non-Boolean Attributes 7a-3
• Assigning a Value 7a-4
• Reminder: Using Values in Rules 7a-5
• Standard Arithmetic 7a-6
• Common Arithmetic Functions 7a-7
• Example 7a-8
• Summary 7a-16
• Topic 7 (Part 1) Practices 7a-17
• 7b Calculations in Rules Part 2: Using Functions in Rules
• Objectives 7b-2
• Methods for Calculating Non-Boolean Attributes 7b-3
• Using Functions in Rules 7b-4
• Examples of Intelligent Advisor Functions 7b-5
• ��Is there a function for… ?” 7b-6
• Examples 7b-7
• Special Functions 7b-8
• Using the Rule Assistant to Write Function Rules 7b-9
• Walkthrough: Writing a Function Rule 7b-10
• TIP: Keep it Simple! 7b-14
• Summary 7b-15
• Topic 7 (Part 2) Practices 7b-16

Rule Tables in Word

• Objectives
• Conditional Calculations
• Alternative Conclusions
• Structure of Rule Tables
• Condition Order in Rule Tables
• Writing Rule Tables – With Rule Assistant
• Writing Rule Tables – Without Rule Assistant
• Modifying and Deleting Rule Tables
• Summary
• Topic 8 Practices

Practicing Writing Rules Recap

• Objectives
• Writing Rules
• Writing Rules in the Negative
• Using Grouping Operators
• Using Intermediate Attributes
• Using Non-Boolean Attributes in Conditions
• Comparison Operators
• Using Values in Rules
• Calculations
• Examples of Intelligent Advisor Functions
• Conditional Calculations
• Testing Rules
• Summary
• Topic 9 Practices

Rule Tables in Excel

• Objectives
• Getting Started in Excel
• Using Non-Boolean Attributes: Declarations
• Using Boolean Attributes
• Styles Used for Declarations
• Styles Used for Rule Tables
• Alternative Conclusions in Excel
• Applying Styles
• Creating Rule Tables
• Multiple Conditions
• Incomplete Cells
• Comparisons
• Specifying a Range
• Merged Cells
• How to Merge Cells
• Multiple Conclusions
• Legend Keys (Abbreviations)
• Legend Keys for Boolean Attributes
• Choosing Whether to Use Word or Excel
• Summary
• Topic 10 Practices

Entities

• Objectives
• Introduction
• What is an Entity?
• Entity Types: Global
• Entity Instances
• Entity Instances: Example
• How to Create Entities
• Identification Attributes
• Using Entity Attributes in Rules
• Checking Entity Level
• Writing Entity Rules
• Testing Entity Rules
• Summary
• Topic 11 Practices

Relationships

• Objectives
• Introducing Relationships
• Relationship Components
• Source Entity
• Target Entity
• Relationship Type
• Relationship Text
• Relationships in Policy Modeling
• Creating Additional Relationships in Policy Modeling
• Reverse Relationships
• Self-Referential Relationships
• Inferred Relationships and Entities
• Testing Relationships
• Summary
• Topic 12 Practices

Reasoning with Entities

• Objectives
• Prerequisites
• Some Examples Where Reasoning with Entities is Useful
• Rule Entity Levels
• Identifying Entity Level Attributes
• Identifying Entity Level in Rules
• Proving an Entity Attribute from a Global Attribute
• Proving a Global Attribute from an Entity Attribute
• Using ForAll and Exists
• Using the ForAll Operator
• Using the Exists Operator
• Using ForAll and Exists: Example 1
• Using ForAll and Exists: Example 2
• Using ForAll and Exists: Example 3
• Using ForAll and Exists for Multiple Conditions
• Using ForAll and Exists: Example 4
• Natural Language Forms
• Entity Functions
• Using the Rule Assistant with Entity Functions
• Reminder: Using Values in Rules
• Summary
• Topic 13 Practices

When to Use Entities Review

• Objectives
• Deciding When to Use Entities
• Creating Entity-Level Attributes
• Writing Rules with Entities
• Summary
• Topic 14 Practices

Entity and Relationship Screens

• Objectives
• Entity and Relationship Terminology Refresher
• Collecting Entity Instances
• Collecting Entity Data
• Changing the Orientation of Entity Collection
• Creating Blank Instances
• Changing the Text of the Add/Remove Instance Buttons
• Entity-specific Screens
• Using Entity-Specific Values on Screens
• Using the Attribute Value in the Screen Title
• Identifying Instances belonging to Relationships
• Adding Relationships to Screens
• Adding Filters to Relationship Collection
• Testing Entity and Relationship Collect Screens
• Testing Entity-Level Screens
• Summary
• Topic 15 Practices

Reviewing Entities and Relationships

• Objectives
• What is an Entity?
• Entity Instances
• What is a Relationship?
• Creating Entities
• Relationships in Policy Modeling
• Using Entity Attributes in Rules
• Using Relationships in Rules
• Entity Functions
• Collecting Entity Instances
• Debugging Entity and Relationship Screens
• Summary
• Topic 16 Practices

Improving Attribute Text

• Objectives
• Introduction
• Nouns
• Substitution Attributes
• Pronouns
• Verbs
• Adding a new verb
• Changing Sentence Forms
• Adverbs
• Articles
• Choosing Attribute Tense
• Unusual Sentence Forms
• Overriding Attribute Text
• Attribute Naming Conventions
• Capitalization
• Summary
• Topic 17 Practices

Data Validation

• Objectives
• Validating Input Data
• Methods for Validating Input Data
• Input Validation in the Edit Attribute Dialog
• Input Validation for Text Attributes
• Example Regular Expressions
• Error Rules
• Warning Rules
• Choosing When Errors and Warnings Appear
• Making Error and Warning Rules More Meaningful
• Viewing Input Validation in the Debugger
• Viewing Validation in the Debugger Without Interviews
• Summary
• Topic 18 Practices
• 19a Explanations and Audit Reports Part 1: Explanations
• Objectives 19a-2
• Report on a Decision 19a-3
• Explanations 19a-4
• Adding an Explanation to a Screen 19a-5
• Explanation Screen Appearance 19a-6
• Adding an Explanation to a Form 19a-7
• Hiding Attributes in the Explanation 19a-8
• Marking Attributes as Silent or Invisible 19a-9
• Viewing Decisions in the Debugger 19a-10
• Summary 19a-11
• Topic 19 Part 1 Practices 19a-12
• 19b Explanations and Audit Reports Part 2: Audit Reports
• Objectives 19b-2
• Audit Reports 19b-3
• Creating Audit Reports 19b-4
• Summary 19b-5

Introduction To Forms

• Objectives
• What are Forms?
• Form Templates
• Creating Forms: Preparation
• Creating a New Form
• Creating Form Content
• Creating Form Content: Using Policy Model Data
• Using Policy Model Data: Step 1
• Using Policy Model Data: Step 2
• Using Policy Model Data: Advanced
• Forms: Summary of Features
• Adding Forms to Screens
• Saving Forms
• Testing Forms Available to End Users
• Testing Forms Saved on Submit
• Previewing Forms
• Summary
• Topic 20 Practices

Using Intelligent Advisor in Other Languages

• Objectives
• Language Support in Intelligent Advisor
• Authoring Policy Models in Other Languages
• Deploying Interviews in Other Languages
• Adding Translations
• Using Translated Interviews
• Testing a Translated Interview
• Deploying and Running a Translated Intelligent Advisor interview
• Summary
• Topic 21 Practices

Data Mapping

• Objectives
• Introduction
• Input Mapping
• Output Mapping
• Connecting to another Application
• Intelligent Advisor Hub Connections
• Connecting Policy Modeling to an Intelligent Advisor Hub
• Selecting a Connection
• Specifying the Mapping Settings
• Mapping Data: Entities
• Mapping Data: New Attributes
• Mapping Data: Existing Attributes
• Mapping Data: Using Value Lists
• Interview Submit
• Saving Other Interview Assets
• Choosing When to Load Data
• Testing Interviews with Mapped Data
• Testing Interviews with Dynamically Mapped Data
• Working with Complex Data Models
• Summary

Enhancing Interviews

• Objectives
• Introduction
• Understanding Interview Behavior
• Displaying Screens: Default Behaviour
• Displaying Screens
• Showing and Hiding Screen Controls
• Showing and Hiding Screen Controls: Advanced
• Showing Attribute Values on Screen
• How to Show Attribute Values on Screen
• Showing Attribute Values on Screen: Advanced
• Creating more personalized attribute text
• How to Personalize Attribute Text
• Using Gender
• Displaying Advice
• Displaying Advice on End Screens
• Interview Buttons
• Interview Styles
• Value Lists
• Using a Value List
• Screen Controls
• Using Defaults
• Using html to Enhance Screen Controls
• Summary
• Topic 23 Practices

Policy Modeling for Experts Consolidation Practice Overview

• Objectives
• Prerequisites
• Summary
• Topic 24 Course Consolidation Practice