Training

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OPA Core Training

Overview

This course has been designed for participants without any background in Oracle Policy Automation (OPA) to equip them with all the core skills required to write business rules in OPA, develop entire rulebases and create interactive interviews. After completing this course, participants will be comfortable modeling a wide range of rules, policy and legislation, with minimal supervision required.
Monad has high-quality, innovative training material which is hands-on from the very first lesson! All of our trainers are highly established OPA experts and are able to adapt the course, where possible, to specific themes (such as Insurance, Public Sector or Financial) to suit the needs of the students.

Duration

Typically 4 days. Monad can be flexible and may be able to spread the course over several weeks, but we recommend that the course is delivered in a single week to be most effective.

Prerequisites

  • OPM Cloud installed on participants’ machines
  • Basic IT proficiency including MS Word and MS Excel
  • No knowledge of OPM is required or assumed; this is an entry-level course designed as a starting point for learning OPA

Course Outline

Day 1

  • OPA Background
  • OPM Orientation
  • Business Rules Introduction
  • Boolean Logic for OPA
  • Simple Rules
Day 2

  • Complex Rules and Policy Interpretation
  • Variables, Comparisons and Calculations
  • Rule Tables
  • Decision Tables
Day 3

  • Data Modeling and Entities
  • Relationships and Cross-entity Reasoning
  • Names
  • Testing
Day 4

  • Interviews and Screen Order
  • Data Validation
  • Implementation

OPA 10 Core Training

Overview

This course has been designed for participants without any background in Oracle Policy Automation (OPA) to equip them with all the core skills required to write business rules in OPA, develop entire rulebases and create interactive interviews using Oracle Web Determinations (OWD). The course takes the participant all the way up to the standard required to pass Oracle’s OPA Implementation Specialist exam, which is Oracle’s formal certification of OPA skills.

After completing this course, participants will be comfortable modeling and testing rules with minimal supervision. The majority of participants who take the certification exam pass with a high score.

Monad has high-quality, innovative training material which is hands-on from the very first lesson! All of our trainers are established OPA experts and are able to adapt the course, where appropriate, to specific themes (such as Public Sector or Financial Services) to suit the needs of the students.

Duration

Typically 5 days. Monad can be flexible and may be able to spread the course over several weeks, but we recommend that the course is delivered in a single week to be most effective

Prerequisites

  • OPM (10.3 or later) installed on participants’ machines
  • Basic IT proficiency including MS Word and MS Excel
  • No knowledge of OPM is required or assumed; this is an entry-level course designed as a starting point for learning OPA

Course Outline

Day 1

  • OPA Background
  • OPM Orientation
  • Business Rules Introduction
  • Boolean Logic for OPA
  • Writing Simple Rules
Day 2

  • Complex Rules and Policy Interpretation
  • Variables, Comparisons and Calculations
  • Rule Tables
  • Decision Tables
Day 3

  • Data Modeling
  • Entities
  • Relationships
  • Cross-entity Reasoning
  • Public Names
Day 4

  • Testing
  • Data Validation
  • Screens
  • Screen Order
Day 5

  • Implementation
  • Review
  • Tailored Exercises
  • Mock Examination (60 realistic questions from the OPA exam)

OPA 10 Advanced Training

Overview

The Advanced OPA Training course is aimed at participants on the road to becoming OPA Rules Architects and wishing to take their Oracle Policy Automation (OPA) skills to expert level, beyond the required standard for Oracle certification as an OPA Implementation Specialist.

One of the highlights of the course is the large topic of Temporal Reasoning, OPA’s market leading feature for modeling changing rules and circumstances over time.  This complex topic is covered in great detail, complemented by our challenging hands-on exercises which ensure that the participants are confident modeling rules with a temporal element.  Other highlights include Advanced Data Modeling techniques such as Inferred Relationships and Inferred Entities (new in version 10.4).

After taking this course, the participant will have the skills to model virtually any type of rule or logic in OPA. They will start to progress from a Rule Developer towards a Rule Architect, where they should then be able to assist other Rule Developers.

Duration

Typically 3 days.  Monad can be flexible and may be able to spread the course over several weeks, but we recommend that the course is delivered in a single week to be most effective.

Prerequisites

  • OPM (10.3 or later) installed on participants’ machines;
  • Basic IT proficiency including MS Word and MS Excel;
  • Prior basic OPA training, e.g. obtained from Monad’s OPA Core Training course;
  • Practical OPA expertise obtained from OPA project work (desirable but not required).

Course Outline

Day 1

  • Temporal Reasoning:
    • Introduction and Theory
    • Changes in rates & ref data
    • Changes in policy & rules
    • Change in circumstances

Day 2

  • Temporal Reasoning:
    • Advanced Temporal Reasoning
    • Rule design
  • Shortcut Rules
  • Structural Elements
  • Decision Report Optimisation

Day 3

  • Advanced Entity Relationships:
    • Inferred relationships
    • Inferred entities (OPA v10.4)
  • Advanced Entity Reasoning

Technical OPA Training

Overview

This training course covers the technical aspects of OPA, including event handling and customization/integration of the Oracle Determinations Engine (ODE), Oracle Web Determinations (OWD), and Oracle Determinations Server (ODS). It is geared towards technical developers with basic understanding of OPA rules development, who wish to progress to becoming an OPA technical specialist.

In the majority of cases, OPA rulebases require integration with existing applications, external systems and databases. OPA On-Premise is not packaged with any out-of-the-box integrations, but does provide many extension points suitable for all kinds of technical integration.

Monad’s Technical OPA Training gives the participant a complete walkthrough of the two key low level APIs: the OPA Determinations Engine API and the OPA Interview Engine API. This provides the student with a solid foundation on which to build custom integrations or to embed within their own applications. The course then progresses from this solid foundation to cover the two web applications delivered as part of the suite; OWD (Oracle Web Determinations) and ODS (Oracle Determinations Server) and the various extensibility strategies associated with them.

Included on this course is the module OPA Rules Writing for Technical Developers which is a rapid introduction to OPA rulebases and modeling techniques. It is essential that every technical developer understands the fundamentals of how OPA rulebases are compiled and authored by rule developers. This module is tailored towards Technical Developers as opposed to legal/policy experts.

This course is not available anywhere else – Monad is the only firm globally to offer the OPA Technical Training course.

Duration

Typically 5 days. Monad can be flexible and may be able to spread the course over several weeks, but we recommend that the course is delivered in a single week to be most effective.

Prerequisites

  • OPM (10.3 or later) installed on participants’ machines;
  • A .NET/Java IDE, preferably Eclipse for Java or Visual Studio 2010+ for .NET;
  • Proficiency in Java and/or .NET technology and programming techniques;
  • Basic proficiency in MS Word and MS Excel;

Prior knowledge of OPA rules development is desirable but not required if the OPA Rules Writing for Technical Developers module is included.

Typical Course Outline (can be customised)

Day 1

  • Setting up OPA Development Environment
  • OPA Rule Writing for Technical Developers
Day 2

  • OPA Rule Writing for Technical Developers
  • Determinations Engine API
  • Custom Function Extensions
  • Inferencing Listeners
  • Rulebase Listener
Day 3

  • Custom Formatters
  • Interview Engine
  • Event Handlers
Day 4

  • Customising Oracle Web Determinations (OWD)
Day 5

  • Customising Oracle Determinations Server (ODS)

Module Contents

All lessons are accompanied by exercises with worked solutions using Java, .NET or XML soap clients.

  • Batch Processor Module covers the batch processor which allows cases to be processed in batch. It provides training on using both CSV files and database connections for input and output.
  • Determinations Engine Module covers the concepts, API constructs and extension points associated with the use of the core OPA Determinations Engine.
  • Determinations Server Module provides a detailed technical view of the OPA Determinations Server application.
  • Interview Engine Module covers the concepts, API constructs and extension points associated with the use of the core OPA Determinations Engine.
  • OPA Runtime Module provides a high level technical view of the OPA Runtime technical stack.
  • Web Determinations Module covers the concepts, API constructs and extension points associated with the use of OPA Web Determinations.

Optional Extensions

There is a lot of material covered in this course, not all of which will be relevant to all customers. Monad’s Technical OPA Training can be tailored to specific requirements of the project or engagement the participants will be working on. For example, the course can be delivered in Java or .NET. Also, modules specific to OWD or ODS can be excluded/included where appropriate

Other Offerings

In addition to these courses, Monad also provide the following specialised courses:

  • Understanding OPA – for many organisations, it is key to understand the capability of OPA to be able to make judgements on where it can be most effectively deployed. This short course is targeted at business users who will learn about the capabilities of OPA and where and when it is most appropriate to use the technology.
  • OPA Cloud Connector for Siebel – This training course is designed for Siebel specialists with basic OPA knowledge wishing to integrate OPA into Siebel using the OPA Cloud Connector for Siebel.
  • OPA Connector for Salesforce.com – This training course is designed for Salesforce specialists with basic OPA knowledge wishing to integrate OPA into Salesforce.com using the OPA Connector for Salesforce.com.