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OPA by Industry Oracle Policy Automation examples and use cases for every industry
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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
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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
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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
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How is Oracle Policy Automation used?
Interactive self service
Risk assessment
Contact centre automation
Complex calculations
Case management
Process improvement
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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
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Examples by Industry
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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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Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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.
The interview can be viewed online at:
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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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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
The interview can be viewed online at:
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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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.
The interview can be viewed online at:
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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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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
The interview can be viewed online at:
https://opalive-opa.custhelp.com/web-determinations/startsession/RetailDiscounts
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 Retail Discounts.
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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.
The interview can be viewed online at:
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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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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.
The interview can be viewed online at:
https://opalive-opa.custhelp.com/web-determinations/startsession/EnergySaver
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 Energy Saver.
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• Incentive / bonus calculations
• Fleet management
• Warranty management
• Spare parts management
• Billing and claims processing
• Roadside assistance
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OPA in Automotive
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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
The interview can be viewed online at:
https://opalive-opa.custhelp.com/web-determinations/startsession/Travel+Compensation
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 Travel Compensation.
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Use Policy Automation for:
• 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:
https://opalive-opa.custhelp.com/web-determinations/startsession/HazMan
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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
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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Cross-Industry Use Cases
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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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
The interviews can be viewed online at:
– http://opalive.custhelp.com/
– MyBenefits is also available in the OPA app on the AppStore / GooglePlay
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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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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
The interviews can be viewed online at:
– http://opalive.custhelp.com/
– MyBenefits is also available in the OPA app on the AppStore / GooglePlay
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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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
Use Policy Automation for:
• 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
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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
The interviews can be viewed online at:
– http://opalive.custhelp.com/
– in the OPA app on the AppStore / GooglePlay
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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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
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... 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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