OPA by Industry · Title: OPA in Any Industry Author: Fiona Guy - Oracle Created Date: 10/23/2015...

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

OPA by Industry Oracle Policy Automation examples and use cases for every industry


Oracle Policy Automation

Enables organizations in all industries to

achieve greater business agility through

policy automation

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Policy

Automate

Model

Update

Collect

Analyze


On-Premises Applications

APIs Interviews

Management

Oracle Policy Automation Cloud Service

Oracle Policy Automation Overview

Oracle Policy Automation for Mobile Devices

Cloud Applications

Modeling

Mobile App

Mobile SDK


The Oracle Policy Automation Difference

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Manage policies (Word and Excel)

No need for custom development

Deploy across multiple channels

Provide detailed explanations

Share logic with other apps

Track and audit any decision

Understand impact with what if analysis

Manage complete policy lifecycle

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 5

How is Oracle Policy Automation used?

Interactive self service

Risk assessment

Contact centre automation

Complex calculations

Case management

Process improvement

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 6

OPA Adoption Continues to Accelerate Across Industries

Hundreds of customers in over 20 different industries

Sales bonus incentives

Compliance automation

Claim eligibility Education course

applications

Warranty management

Customer needs and on-boarding

Complaint logging

Payment determinations

Mobile inspections and ticketing

Needs Analysis


Examples by Industry

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Use Policy Automation for:

• Degree or Program Eligibility

• Fees, Enrolment

• Language Requirements

• Credit Transfers

• Scholarships and Grants

• Graduation Requirements

• Academic Advising

• Academic Promotion

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OPA in Higher Education


Check it out: OPA in Higher Education

OPA comes with a built-in Higher Education sample, showing how OPA can be used for:

– Course and campus recommendations

– Tailored links to appropriate scholarships and more information

The interview can be viewed online at:

https://opalive-opa.custhelp.com:443/opalive_opa/web-determinations/startsession/PathFinder

If you have Oracle Policy Modeling installed, you can view the project by opening the Example Policy Models and selecting PathFinder.

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https://opalive-opa.custhelp.com/opalive_opa/web-determinations/startsession/PathFinder





http://documentation.custhelp.com/euf/assets/devdocs/august2015/PolicyAutomation/en/Default.htm




• Self-service Applications and Online Forms

• Insurance Quoting, Underwriting and Claims Adjudication

• Loan Origination and Pre-authorization

• Needs Analysis

• Regulatory Compliance

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OPA in Financial Services


Check it out: OPA in Financial Services

OPA comes with a built-in Financial Services sample, showing how OPA can be used for Customer On-Boarding, Customer Scoring, Decision Making Compliance and Traceability.


https://opalive-opa.custhelp.com:443/opalive_opa/web-determinations/startsession/KnowYourCustomer

or in the OPA app on the AppStore / GooglePlay

If you have Oracle Policy Modeling installed, you can view the project by opening the Example Policy Models and selecting Know Your Customer.

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https://opalive-opa.custhelp.com/opalive_opa/web-determinations/startsession/KnowYourCustomer





https://itunes.apple.com/us/app/oracle-policy-automation/id885569091?mt=8

https://play.google.com/store/apps/details?id=com.oracle.opa&hl=en





• Underwriting

• New business

• Automated claim adjudication

• Complex calculations; rating, settlements and payouts

• Fraud detection

• Subrogation alerts

• Regulatory compliance

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OPA in Insurance


Check it out: OPA in Insurance

OPA comes with a built-in Insurance sample, showing how OPA can be used for:

– Product recommendation

– Premium calculations

– Personalized policy/claim documentation

– Streamlined application processing


https://opalive-opa.custhelp.com/web-determinations/startsession/InsurancePicker

If you have Oracle Policy Modeling installed, you can view the project by opening the Example Policy Models and selecting Insurance Picker.

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Use Policy Automation for: • Self-service health advice

• Co Pay calculations

• Memberships

• Patient and staff safety management

• Equipment maintenance/repair

• Regulatory compliance, standards and alerts

• Compliance checking of outsourced services

• What-if government incentive and rebate target calculations

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OPA in Healthcare


Check it out: OPA in Healthcare OPA comes with several built-in Healthcare

samples: – The Patient Safety Incidents sample shows how OPA can

determine the appropriate remedial action to take when a staff member is involved in a patient safety incident

– The Healthy Eating sample shows how OPA can be used in health awareness, screening and education

– The Health Diagnosis sample shows how OPA can provide self-service health diagnosis and targeted referral

The interview can be viewed online at: – http://opalive.custhelp.com/

If you have Oracle Policy Modeling installed, you can view the projects by opening the Example Policy Models and selecting the appropriate sample.

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http://opalive.custhelp.com/





• Advertising sales bonus calculators and incentives

• Pricing of works

• Scheduling and content compliance

• Copyright and reuse

• Lead management

• Complaint processes

• OH&S / human resource management

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OPA in Media and Entertainment


Check it out: OPA in Media and Entertainment

OPA comes with a built-in Media and Entertainment sample, showing how OPA can be used for internal compliance and copyright laws.


https://opalive-opa.custhelp.com/web-determinations/startsession/CopyrightPermissions

If you have Oracle Policy Modeling installed, you can view the project by opening the Example Policy Models and selecting Copyright Permissions.

See also Viewing OPA in Retail.

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• Sales and bonus calculations

• Pricing rules

• Loyalty programs

• Coupon allocation

• Shipping, import duties

• Product matching

• On-line self service customer enquiries

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OPA in Retail


Check it out: OPA in Retail

OPA comes with a built-in Retail sample, showing how OPA can be used for:

– Shipping calculations

– Brand discounts

– Customer loyalty bonuses


https://opalive-opa.custhelp.com/web-determinations/startsession/RetailDiscounts


If you have Oracle Policy Modeling installed, you can view the project by opening the Example Policy Models and selecting Retail Discounts.

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• Product recommendation / allocation / approvals

• Order placement and reversal

• After sales service requests

• Technical troubleshooting / warranty management

• Sales Bonuses & Compensation

• Service Feasibility Assessment / Service dependencies

• ERP: Tax, HR, Approvals etc

• Revenue Recognition

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OPA in Telecommunications


Check it out: OPA in Telecommunications

OPA comes with a built-in Telecommunications sample, showing how OPA can be used to identify which services need to be stopped, started and retained based on a change to a customer’s product plan.


https://opalive-opa.custhelp.com/web-determinations/startsession/ServiceDelta

If you have Oracle Policy Modeling installed, you can view the project by opening the Example Policy Models and selecting Service Delta.

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• Health/safety inspections

• Contract management

• Compliance management

• Document management

• Customer on-boarding

• Service calculations

• Power calculators

• Self-service customer enquiries

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OPA in Utilities


Check it out: OPA in Utilities

OPA comes with a built-in Utilities sample, showing how OPA can be used for Self-service or agent recommendation of household energy saving techniques, tailored to the customer’s energy usage.


https://opalive-opa.custhelp.com/web-determinations/startsession/EnergySaver


If you have Oracle Policy Modeling installed, you can view the project by opening the Example Policy Models and selecting Energy Saver.

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• Incentive / bonus calculations

• Fleet management

• Warranty management

• Spare parts management

• Billing and claims processing

• Roadside assistance

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OPA in Automotive



• Contract management

• Product Safety Compliance

• OH&S

• Warranty

• Shipping, import duty and taxation calculators

• Pricing and incentive calculators

• Environmental policy compliance

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OPA in Manufacturing


Check it out: OPA in Manufacturing

There is a demonstration suitable for Manufacturing showing how OPA can be used for:

– Disposing of a hazardous waste container

– Reporting a spill and

– Conducting a safety inspection

This demonstration can be viewed online at:

https://opalive-opa.custhelp.com/web-determinations/startsession/HazMan

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• Opportunity and Deal Management

• Account / Opportunity Segmentation

• Complex Approvals & Territory Management

• Customer Advocacy Policies

• Multinational Customer Management

• Service / Warranty Entitlement

• Contract Consolidation, Co-termination & Compliance

• Joint venture contract considerations for Royalty Distribution / Cost Allocations

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OPA in High Technology


Check it out: OPA in High Technology

OPA comes with a built-in High Technology sample, showing how OPA can be used for customer needs analysis and product recommendation.

This interview is not available online.

If you have Oracle Policy Modeling installed, you can view the project by opening the Example Policy Models and selecting Product Recommendation.

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• Fare rules, Penalties

• Sales and bonus incentives

• Agent management

• Issue reporting

• Passenger entitlements

• Loyalty and membership

• Maintenance / OH&S compliance

• HCM

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OPA in Travel and Transport


Check it out: OPA in Travel and Transport

OPA comes with a built-in Travel and Transport sample, showing how OPA can be used for travel compensation, passenger entitlements and customer self-service


https://opalive-opa.custhelp.com/web-determinations/startsession/Travel+Compensation


If you have Oracle Policy Modeling installed, you can view the project by opening the Example Policy Models and selecting Travel Compensation.

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• Deep Water Regulations

• Land Rights Management

• Joint Ventures: Allocation of cost / Distribution of Revenue

• Warranty / Service Management

• Regulatory compliance

• Pricing / Tax calculations

• Complex Approval Identification

• HR: OSHA, Shift Staffing Compliance

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OPA in Oil and Gas

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Check it out: OPA in Oil and Gas

There is a demonstration suitable for Oil and Gas showing how OPA can be used for:

– Disposing of a hazardous waste container

– Reporting a spill and

– Conducting a safety inspection

This demonstration can be viewed online at:


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• Central Government

• Eligibility, calculations

• Citizen Self-Service, Cross Channel Consistency

• Grants

• Visas

• Justice and Public Safety

• Taxation/Revenue Management

• Compliance

• HCM

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OPA in Government


Check it out: OPA in Government

OPA comes with several Public Sector samples, including:

– MyBenefits: eligibility and payment calculations

– DMV Document Guide: CX, compliance

– Business License Wizard: licensing and permits

The interviews can be viewed online at:

– http://opalive.custhelp.com/

– MyBenefits is also available in the OPA app on the AppStore / GooglePlay


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Cross-Industry Use Cases

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• Variable pay and allowance rules specific to a company

• Unique absence policies

• Career advice/Job Matching

• Disciplinary policies

• Promotion policies

• Job Vacancy screening

• Voluntary Redundancy payments

• Compensation

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OPA in HCM


Check it out: OPA in HCM

OPA comes with several samples that are relevant to HCM, including:

– MyBenefits: self-service eligibility, payment calculations

– Employee or Contractor: payroll / tax policies CX, compliance





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• Call Centre support

• Self-service (citizen, business, employee)

• E-forms replacement

• Complex eligibility (risk, scoring)

• HCM (retirement, compensation, pensions, benefits, holiday, recruitment)

• Insurance (health, dental, life, disability)

• Financials (payments, improper payments, tax, vehicles, discount/loyalty, payroll)

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OPA in ERP


Check it out: OPA in ERP

OPA comes with several samples that are relevant to ERP, including:

– MyBenefits: self-service eligibility and payment calculations

– Employee or Contractor: payroll and taxation policies CX, compliance





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• Eligibility

• Compliance

• Self service, Call center, Cross Channel Consistency

• Claims processing

• Entitlement calculations

• Customer on-boarding

• Loan origination

• Commissions

• Mobile service

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OPA in Customer Experience


Check it out: OPA in CX

OPA comes with several samples that show CX capabilities, including:

– Business Licence Wizard and Energy Saver for customer self-service

– Insurance Picker for tailored policy advice

– Know Your Customer for customer on-boarding



– in the OPA app on the AppStore / GooglePlay


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Where to get more information

Learn more about Oracle Policy Automation here:

http://www.oracle.com/us/products/applications/oracle-policy-automation/overview/index.html

http://www.oracle.com/technetwork/apps-tech/policy-automation/overview/index.html















... or visit us on Social Media

http://www.youtube.com/user/OraclePAVideos

https://www.facebook.com/OraclePolicyAutomation

https://twitter.com/OracleOPA

http://www.linkedin.com/groups/Oracle-Policy-Automation-3431282/about

https://blogs.oracle.com/OPA/

https://forums.oracle.com/forums/forum.jspa?forumID=828

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https://blogs.oracle.com/OPA/







OPA by Industry · Title: OPA in Any Industry Author: Fiona Guy - Oracle Created Date: 10/23/2015...

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Transcript of OPA by Industry · Title: OPA in Any Industry Author: Fiona Guy - Oracle Created Date: 10/23/2015...