Tutorial: Conduct an Interview in Web Determinations Using CRM On Demand Data

This tutorial provides a step-by-step guide on how to conduct an interview in Oracle Web Determinations against CRM On Demand data. It covers the mapping of the rulebase model to the CRM On Demand data model, deployment of the rulebase and running the interview in Web Determinations. The example focuses on determining the market potential of an account based on the number of employees.

Note:

Before going through with this tutorial ensure that the "Market Potential" field is properly added on the detail page of the Account record type in order to see the result after completing the interview.

Set up the data model

  1. Create a new rulebase and name it as "AccountMarketPotential".
  2. From the menu, select File -> CRM On Demand -> Import Data Model.
  3. Select the Account schema from Release 19 Web Services 1.0.
  4. Click on Open and follow the Import CRMOD Data Model wizard to create a rulebase data model and a mapping file.




  5. The first page of the wizard, Select and Configure CRMOD Objects, allows us to create a data model from the selected Account schema; by default, the Account object is mapped to the Global entity and its child components mapped to non-singleton entities. Ensure that the Account object is checked.





  6. Click on the Next button.

  7. The Select Attributes to be Loaded and/or Saved page enables us to select all fields of the Account object which will be mapped as Load/Save attributes. The attribute will be created following a naming convention of crmod<Business Object>Field, that is crmodAccountName.

    Note: the Null Value drop-down selection will only be enabled when the attribute direction is either "Load" or "Both"; for "Save", it is disabled.

    Select the following fields and set the appropriate properties as follows:
Field Name Direction Null Value
AccountId Load Unknown
AccountName Load Unknown
NumberEmployees Load Unknown
MarketPotential Save Unknown


AccountId is selected by default and is used for loading data and saving data back to CRM On Demand. You can use the Search Rows filter to enable a quick search of the field names.








  1. Click Next to proceed.

  2. The Configure Relationships page will show an empty relationship list since only one record type was mapped in the Select and Configure CRM On Demand Objects page. Click Next to proceed.





  3. Review the Summary screen then click on the Finish button.







Write the rulebase

  1. Add a new Word document called "Market Potential.doc" and then write the rule table as shown here:.

  2. Create a new screen file called Screens.xint .
  3. Create a new Question screen called Account Information.
  4. Add the rest of the attributes on this question screen.





  5. Compile the rule document and then build the rulebase in Oracle Policy Modeling.

Deploy the rulebase in the CRM On Demand Connector for Web Determinations.

  1. Copy the compiled rulebase zip file named AccountMarketPotential.zip (located in the output folder) into the rulebases directory of the deployed Web Determinations.





  2. Open Web Determinations in a browser and then pass a caseID with the Account Id , that is, caseID=HRZ401-ILALC





    Notice that the interview is already complete.

  3. Click on the Why? link to view the decision report or click on the Data Review button to check the pre-seeded data.





  4. Click on the Save button on the top-right corner and ensure that the Market Potential field in CRM On Demand was properly updated.