policy automation industry solutions - oracle automation industry solutions opa use cases and...
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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 2
Oracle Policy Automation Technology Vision
Microsoft Office
Policy Modeling OPA Hub
OPA Interviews
Policy Authoring,
Analytics and Lifecycle
Call Center
OPA API
OPA Mobile
OPA Batch
Processor
Siebel, RightNow,
CRMOD, …
Your Application
Self-Service Face-to-face
Back-office
Integrations
Customer
Experience
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 4
OPA Adoption Continues to Accelerate Across Industries
Life
Sciences Insurance Utilities Taxation
Media Higher
Education Transport Justice
Hospitality Pensions Telco Other
Government
Consumer
Goods Healthcare Defense
Financial
Services
Automotive City Services
and Licensing
Manufacturing
and High Tech
Social
Services
Hundreds of customers in
over 20 different industries Compliance
automation
Benefit
calculations
Claim eligibility Education course
applications
Warranty
management Customer needs
and on-boarding
Complaint logging
Payment
determinations Mobile inspections
and ticketing
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 6
Policy Automation in Higher Education
Use Policy Automation for:
Degree or Program Eligibility
Fee Liabilities
Enrolment
English Language
Requirements
Credit Transfers
Scholarships and Grants
Graduation Requirements
Academic Advising
Academic Promotion
More information
See the Path Finder sample policy
model supplied with OPA
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Policy Automation in Financial Services
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
More information
OPA Data Sheet for Financial Services
See the Know Your Customer sample
policy model supplied with OPA
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Policy Automation in Insurance
Use Policy Automation for:
Underwriting
New business
Automated claim adjudication
Complex calculations; rating,
settlements and payouts
Fraud detection
Subrogation alerts
Regulatory compliance
More information
OPA Data Sheet for Insurance
Whitepaper: Rules for Rules: Bringing
Order and Efficiency to the Modern
Insurance Enterprise
See the Insurance Picker sample
policy model supplied with OPA
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Policy Automation in Healthcare
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
More information
Whitepaper: Is OPA a good fit for my
business?
See the Healthy Eating and Patient
Safety Incidents sample policy models
supplied with OPA
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 10
Policy Automation in Media and Entertainment
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
More information
Whitepaper: Is OPA a good fit for my
business?
See the Copyright Permissions
sample policy model supplied with
OPA
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Policy Automation in Retail
Use Policy Automation for:
Sales and bonus calculations
Pricing rules
Loyalty programs
Coupon allocation
Shipping and import duties
Product matching
On-line self service customer
enquiries
HR
More information
Whitepaper: Is OPA a good fit for my
business?
See the Retail sample policy model(s)
supplied with OPA
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 12
Policy Automation in Telecommunications
Use Policy Automation for:
• Product recommendation /
allocation / approvals
• Order placement and reversal
• After sales service requests
• Technical troubleshooting
• Warranty management
• Sales Bonuses and
Compensation
• Service Feasibility Assessment /
Service dependencies
• ERP: Tax, HR, Approvals etc
• Revenue Recognition
More information
Whitepaper: Is OPA a good fit for my
business?
See the Service Delta sample policy
model supplied with OPA
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Policy Automation in Utilities
Use Policy Automation for:
• Health/safety inspections
• Contract management
• Compliance management
• Document management
• Customer on-boarding
• Service calculations
• Power calculators
• Self-service customer enquiries
More information
Whitepaper: Is OPA a good fit for my
business?
See the Know Your Customer sample
policy model supplied with OPA for an
example of customer on-boarding
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Policy Automation in Automotive
Use Policy Automation for:
Incentive / bonus calculations
Fleet management
Warranty management
Spare parts management
Billing and claims processing
Roadside assistance
More information
Whitepaper: Is OPA a good fit for my
business?
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Policy Automation in Manufacturing
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
More information
Whitepaper: Is OPA a good fit for my
business?
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 16
Policy Automation in High Technology
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 Consolidations / Co-
terminations / Compliance
• Joint venture contract considerations
for Royalty Distribution / Cost
Allocations
More information
Whitepaper: Is OPA a good fit
for my business?
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 17
Policy Automation in Travel and Transport
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
More information
Whitepaper: Is OPA a good fit for my
business?
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 18
Policy Automation in Oil and Gas
Use Policy Automation for:
• Deep Water Regulations
• Land Rights Management
• Joint Ventures: Allocation of cost /
Distribution of Revenue
• Warranty / Service Management
• Complex Regulations / Legislations
compliance
• Pricing / Tax calculations
• Complex Territory Management
• Complex Approval Identification
• HR: OSHA
• HR: Shift Staffing Compliance
More information
Whitepaper: Is OPA a good fit
for my business?
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 20
Policy Automation in Government
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
More information
Whitepaper: Is OPA a good fit for my
business?
OPA Data Sheet for Public Sector
OPA Data Sheet for Social Services
See the Simple Benefits and Student
Benefits sample policy models
supplied with OPA
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 21
Policy Automation in HCM
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
More information
Whitepaper: Is OPA a good fit for
my business?
See the Simple Benefits and
Student Benefits sample policy
models supplied with OPA
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 22
Policy Automation in ERP
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)
More information
Whitepaper: Is OPA a good fit for
my business?
See the Simple Benefits, Student
Benefits and Employee or
Contractor sample policy models
supplied with OPA
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 23
Policy Automation in CX
Use Policy Automation for:
• Eligibility
• Compliance
• Self service
• Call center
• Claims processing
• Entitlement calculations
• Customer on-boarding
• Loan origination
• Commissions
• Mobile service
More information
Whitepaper: Is OPA a good fit for
my business?
The Insurance Picker sample policy
model supplied with OPA shows a
policy summary tailored to the
customer’s needs
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 24
Where to get more information
Overview
Policy Automation: http://www.oracle.com/technetwork/apps-tech/policy-automation/overview/index.html
Oracle Cloud Service: http://www.oracle.com/au/products/applications/rightnow/overview/index.html
Forums
Policy Automation: https://forums.oracle.com/forums/forum.jspa?forumID=828
RightNow: http://communities.rightnow.com/groups/eedd6685ae/summary
Documentation
Policy Automation User Guide:
http://documentation.custhelp.com/euf/assets/devdocs/february2014/PolicyAutomation/en/Default.htm
RightNow User Guide and more: https://cx.rightnow.com/app/answers/detail/a_id/5168
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 25
Social Media – Keep in Touch!
https://twitter.com/OracleOPA
https://www.facebook.com/OraclePolicyAutomation
http://www.linkedin.com/groups/Oracle-Policy-Automation-3431282/about
http://www.youtube.com/user/OraclePAVideos
https://blogs.oracle.com/OPA/