Policy Automation Industry Solutions OPA use cases and examples by industry

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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

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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

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Examples by Industry

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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

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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

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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?

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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?

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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?

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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?

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Cross-Industry Use Cases

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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

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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

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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

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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

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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

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