Oracle Policy Automation / Modeling (earlier Haley Office Rules / Determination)

Oracle Policy Automation

Oracle Policy Automation is product from Haley  (earlier Ruleburst) which empowers business users to translate legislation and policy into automated business rules using natural language.

Oracle acquired Haley in Oct. 2008 and released it with new name Policy Automation and Modelling (but with same functionality)

This post covers brief overview of Oracle Policy Automation & Oracle Policy Modelling and its corresponding product with Haley.
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Product/Software

1. Oracle Policy Modeling (OPM) – (under Haley it was Haley Office Rules) empowers business users to create business rules via Microsoft Office tools like word, excel, visio. Business users could use Oracle Policy Modelling to deploy business rules to determination services.

2. Oracle Policy Automation (OPA) – (Under Haley it was Haley Determination Services) is runtime environment for Business Rules created using Oracle Policy Modeling. OPA (Oracle Policy Automation) includes Oracle Determinations Server (Haley Determination Server), Oracle Determinations Engine (Haley Determinations Engine) and Oracle Web Determinations (Haley Interactive)

3. Oracle Policy Automation Connector for Siebel & SAP – To integrate Siebel CRM or SAP with OPA

4. Oracle Policy Automation for Mobile Devices

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Software Download

Download Software from edelivery : Select a Product Pack – Oracle Policy Automation (v9.4) Media Pack   and download  Haley Determination Services 2008 v9.4.1

Note* Oracle Policy Automation (Haley Rules Office) is different from Oracle Business Rules (part of Oracle Fusion Middleware) 

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About the Author Atul Kumar

Oracle ACE, Author, Speaker and Founder of K21 Technologies & K21 Academy : Oracle Gold Partner specialising in Design, Implement, and Trainings.

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18 comments
Rupesh says April 28, 2009

Good Learning !!, I was searching for this product info, now got it 🙂

Reply
gaurav says September 5, 2009

hi sir,this is gaurav.i want help frm u. becoz i m pursuing mca frm birla inst. of tech.mesra.
i want that i learn oracle frm u.
becoz my aim is to become a dba

Reply
Stafford says December 7, 2009

Thanks for writing this article, I installed OPA on Vista with word7 and it works well and this is such a great tool from Oracle, I am also a Siebel person so the two will go well for me in terms of integration.

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Milan says February 15, 2010

Hi Atul, finally I did find here some great overview of OPA. I have downloaded Oracle Policy Automation for Java v10.0.1.14.0 (I will be installing it on Red Hat Enterprise Linux Server release 5.1 (Tikanga)), but I couldn’t found Oracle Policy Automation Installation Guide in this package? Is it possible you to provide me with this PDF?
Also I would like to integrate it with Siebel. Am having confusion here: should be Oracle Policy Automation Connector for Siebel v10.0.1.14.0 installed on client side?
Thank you for answers

Regards

Milan

Reply
Atul Kumar says February 15, 2010

@ Milan,
For Documentation – Go to edelivery.oracle.com and under OPA select version 9 and use same documentation for version 10 too.

Q: Should be Oracle Policy Automation Connector for Siebel v10.0.1.14.0 installed on client side ?

No this should be on server side

Reply
Milan says February 15, 2010

Hi Atul, thank you for your reply. On my server I do have Linux x86 wise OS installed, but if search for this platform for siebel connector on edelivery am not getting any option for connector on this platform. Is there any workarround?
Thanking you in advance

milan

Reply
Atul Kumar says February 15, 2010

@Milan,
Check if there is installer for version 9 . Ask Oracle support for connector for version 10

Reply
mohammed sanaullah says June 8, 2010

What is the difference between Oracle Policy Automation and Oracle Business Rules

Reply
saleem says October 6, 2010

Hi Atul,

This is really a very useful article!

I am new to OPM and wondering, if you could guide me to some tutorials for OPM. also would appriciate if you give some details how the OPM data model is created and can we create new entities; if yes how these will be connected with global entity?

Any help would be very much appriciated.

Thanks,
Muhammad

Reply
Vel says October 13, 2010

I need to get started wit OPA where i can find the study materials.

Reply
debt says October 17, 2010

@mohammed sanaullah
OPA is an execution plateform of Business Rules.
We design the business Rules on OPM, and theses rules are executed on OPA.
Jack

Reply
Manohar says February 24, 2011

Hi Atul,

I am very much interested to learn OPA..can you give me some suggetions how can we write rules in OPA..

Regards
Manu

Reply
GAURAV says July 6, 2011

Hi Atul,

I want to integrate OPM with Flex. I want your help regarding this.As i am new in OPM can you please make me understand how can i do this.

Reply
Bhaskara Reddy Sannapureddy says April 2, 2012

We are integrating CRMOD with OPA., But I click in interview “SAVE” BUTTON THROWS below exception. Please help
0 [Thread-2] INFO com.oracle.util.plugins.PluginRegistry – Successfully created plugin factory: com.oracle.determinations.web.crmod.plugins.CrmodAdapter
21 [Thread-2] INFO com.oracle.util.plugins.PluginRegistry – Successfully created plugin factory: com.oracle.determinations.web.crmod.plugins.CrmodAdapter
91903 [http-8080-1] INFO com.oracle.determinations.web.crmod.config.ConnectorProperties – Config File path : configuration/crmod-data-adapter.properties
91934 [http-8080-1] INFO com.oracle.determinations.web.crmod.plugins.CrmodAdapter – Found mapping file ScreeningInterview-mapping.xml.
92045 [http-8080-1] INFO com.oracle.util.plugins.PluginRegistry – Successfully created instance of plugin: com.oracle.determinations.web.crmod.plugins.CrmodAdapter
92045 [http-8080-1] INFO com.oracle.determinations.interview.engine.local.LocalInterviewSession – Data adaptor plugin ( class com.oracle.determinations.web.crmod.plugins.CrmodAdapter ) found – attaching to session.
92045 [http-8080-1] INFO com.oracle.determinations.interview.engine.local.LocalInterviewSession – No Commentary plugin supplied – using default
92049 [http-8080-1] INFO com.oracle.determinations.interview.engine.local.LocalInterviewSession – No List provider supplied – using default
92051 [http-8080-1] INFO com.oracle.determinations.interview.engine.local.LocalInterviewSession – No DocGen plugin supplied – using default
175526 [http-8080-1] ERROR com.oracle.determinations.web.platform.servlet.WebDeterminationsServletUtility – com.oracle.determinations.interview.engine.exceptions.DataAdaptorException: CRMOD-OPA ERR [Missing or unparsable CaseId.]
com.oracle.determinations.interview.engine.exceptions.DataAdaptorException: CRMOD-OPA ERR [Missing or unparsable CaseId.]
at com.oracle.determinations.web.crmod.plugins.CrmodAdapter.save(CrmodAdapter.java:95)
at com.oracle.determinations.web.platform.controller.actions.SaveAction.doSave(SaveAction.java:133)
at com.oracle.determinations.web.platform.controller.actions.SaveAction.getResource(SaveAction.java:61)
at com.oracle.determinations.web.platform.servlet.WebDeterminationsServlet.doGet(WebDeterminationsServlet.java:80)
at javax.servlet.http.HttpServlet.service(HttpServlet.java:617)
at javax.servlet.http.HttpServlet.service(HttpServlet.java:717)
at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:290)
at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:206)
at com.oracle.determinations.web.platform.util.CharsetFilter.doFilter(CharsetFilter.java:46)
at org.apache.catalina.core.ApplicationFilterChain.internalDoFilter(ApplicationFilterChain.java:235)
at org.apache.catalina.core.ApplicationFilterChain.doFilter(ApplicationFilterChain.java:206)
at org.apache.catalina.core.StandardWrapperValve.invoke(StandardWrapperValve.java:233)
at org.apache.catalina.core.StandardContextValve.invoke(StandardContextValve.java:191)
at org.apache.catalina.core.StandardHostValve.invoke(StandardHostValve.java:127)
at org.apache.catalina.valves.ErrorReportValve.invoke(ErrorReportValve.java:102)
at org.apache.catalina.core.StandardEngineValve.invoke(StandardEngineValve.java:109)
at org.apache.catalina.connector.CoyoteAdapter.service(CoyoteAdapter.java:298)
at org.apache.coyote.http11.Http11AprProcessor.process(Http11AprProcessor.java:861)
at org.apache.coyote.http11.Http11AprProtocol$Http11ConnectionHandler.process(Http11AprProtocol.java:579)
at org.apache.tomcat.util.net.AprEndpoint$Worker.run(AprEndpoint.java:1584)
at java.lang.Thread.run(Unknown Source)

Reply
Atul Kumar says April 2, 2012

@ Bhaskara Reddy Sannapureddy,

1. What is version of CRMOD & OPA ?
2. Which document you are using to integrate OPA with CRMOD ?

Reply
Bhaskara Reddy Sannapureddy says April 2, 2012

Ans 1) OPA_Connector_CRMOnDemand_v10.3.0.2048.0

Ans 2) OPA_Documentation_v10.3.0.77.0 and
Installed OPA has

“C:\Program Files\Oracle\Policy Automation – CRM On Demand\help\Content\Welcome.htm”

Reply
Mr Rao says May 13, 2013

Looking for Oracle policy automation online trainning.please contact me(venkataraogollangi@gmail.com) if anybody can provide.

Reply
ashoklvr says August 5, 2013

Hi Atul

There is a requirement to integrate OPA with Oracle Business Rules component of SOA. Is there a standard integration method. Can you help me understand how to achieve this integration

Reply
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