Oracle Policy Modelling and Oracle Policy Automation Workshop

Course Details
Tuition (USD): $3,720.00 • Classroom (4 days)

This 4-day Workshop is being delivered by Richard Napier. Richard has been working in the field of Customer Relationship Management since 1991. He has been working with Siebel CRM for 20 years, and Oracle Policy Automation for 11 years.

Richard writes for the OPA Hub and is co-founder of the Siebel Hub.

Richard is the author of the best-selling books Getting Started with Oracle Policy Automation and Getting Started with Oracle Service Cloud.

This four day seminar introduces trainees to a complete, hands-on view of the Oracle Policy Automation 12 environment. Exercises reinforce presentations on modelling policies, administration of the team, deployment and collaboration and integration.


The seminar assumes no knowledge of Oracle Policy Automation 12. Basic knowledge of Microsoft Office and Windows is assumed. Some knowledge of business software (ERP, CRM or similar) is useful. The target audience is any member (policy designer, modeller, team leader, manager, and administrator) of the Oracle Policy Automation project.

Course Details


The target environment for this seminar is Oracle Policy Automation 12 December 2017 or later.


  • Introduction
  • Oracle Policy Automation : Architecture
  • Oracle Policy Automation : Job Roles
  • Oracle Policy Automation : Software
  • Oracle Policy Modelling : Basic Principles
  • Oracle Policy Modelling: Writing Good Rules
  • Oracle Policy Modelling: Attributes and Data Types
  • Oracle Policy Modelling: Using Functions
  • Oracle Policy Modelling: Basic Interviews
  • Oracle Policy Modelling: Enhancing Interviews
  • Oracle Policy Automation: Working in Teams
  • Oracle Policy Automation: User Roles and Collections
  • Oracle Policy Automation: About the Hub Application
  • Oracle Policy Modelling: Repository Uploads & Downloads
  • Oracle Policy Modelling: Versions & Hub Locations
  • Oracle Policy Modelling: Debugging and Deploying
  • Oracle Policy Automation: Deployments & Activations
  • Oracle Policy Automation: Deployment Types
  • Oracle Policy Automation: Testing Deployments
  • Oracle Policy Modelling: RTF and PDF Forms
  • Oracle Policy Modelling: Advanced Controls
  • Oracle Policy Modelling: Validations and Error Management
  • Oracle Policy Modelling: Entities, Relationships and Instances
  • Oracle Policy Modelling: Writing Rules for Entities
  • Oracle Policy Modelling: Connections and Data Mapping
  • Oracle Policy Automation : Good Practice and Refactoring
  • Oracle Policy Modelling: Extensions
  • Summary

The course materials provided are copies of all slides used, plus a copy of the best-selling Oracle Policy Automation book Getting Started with Oracle Policy Automation.

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