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Oracle Policy Automation (OPA) Overview
Peter JeavonsJuly 2010
Dynamic Legislation is Driving the Need to Automate Policies
Freedom of information is increasing the pressure from customers and citizens to prove compliance with policies and standards
Budgetary pressures forceefficiencies
Costly IT projects and resource-intensive call centres are expected to innovate, and deliver more with less
Accountability requires transparency
Security, geopolitical and financial events drive frequent legislative changes and high expectations of enforcement
Making accurate and consistent decisions is difficult when finely targeted policies are needed to deliver the best outcomes
Policy complexity is growing
Legislative changes are accelerating
Policy Automation benefits
• Dramatically improves time-to-market for changes to policies and rules• Simplifies development and maintenance • Ensures accuracy and consistency in complex
decisions and determinations • Helps balance the workload with IT resources• Assesses the impact of changes in policy on
customers and citizens through “what if” scenarios• Provides full audit-trail capability
DRAFT ONLY
Business users create the content
Unique tools check rules
& show implications
Quick, high performance deployment
• Business people write rules in Natural Language with no cost or risk associated with translation by IT
• Manage rules with Microsoft Word, Excel, Visio reduces training requirement and allows for agility with updates
• Policy Isomorphism providing confidence in and visibility of rules
• In-built simulation and scenario modelling gives capacity to analyse and test policy and rule outcomes
• Detailed determination reporting documents how conclusions were reached for audit purposes
• Automated and interactive rule testing to ensure that deployments give correct results
• Fully SOA-enabled out-of-the-box providing low cost flexibility
• Integrated with Siebel and other applications• High performance inference engine with Temporal
Reasoning architecture
Policy Automation value proposition
Oracle Policy Automation
Oracle Policy Modelling and Automation
Oracle Policy Modellng
Oracle Web Determinations
Oracle Determinations Engine
Oracle Determinations Server (SOA)
CRM, Portal
HR, ERP
Middleware / Native Web Services / Java / .NET
Other Database
Oracle Policy Automation Connector for Siebel
Oracle Policy Automation Connector for SAP JCo
ITPolicy Automation Customers
Financial Services and InsuranceGovernment Other
• American Fidelity (US)• Countrywide (US)• Credit Suisse (Switzerland)• UBS (Switzerland)• BUPA (UK, Ireland)• NASD (US)• United Healthcare (US)• HealthMarkets (US)• American International
Assurance (US)• Farm Bureau Financial Services
(US)
• British American Tobacco (UK)• Motosport (US)• Cisco (US)• Intel (US)• AT&T (US)• Toyota Motor Corp (US)
• Internal Revenue Service (US)• Govt of British Columbia
(Canada)• Montana DMV (US)• Massachusetts DMV (US)• HM Revenue & Customs (UK)• Home Office (UK)• Ministry of Defence (UK)• Dept Trade and Industry (UK)• Dept of Social Security (Sweden)• Westchester County (US)• ICF Road Home (US)• 50+ Local Councils (UK)• Small Business Service (UK)• Dept of Statistics (Netherlands)• Dept of Defence (Australia)• Dept of Veterans’ Affairs
(Australia)• Dept of Immigration (Australia)• NSW Government (Australia)
Policy Automation unique product differentiators
Key Enabler: Policy Isomorphism (Patented)
8
The Source Legislation or
Policy
Executable Document in Natural Language that Business users can
understand and modifyCopy, Paste, Markup
Key Enabler: Determination Reporting
9
Positive and Negative
statementsautomatically
created to explain determination
Can be used to build the content
for a letter of advice or audit
Natural language engine provides personalization
and pronoun substitution
Key enabler: Temporal Reasoning (Patent Pending)
• Efficiently handle changes in:– Eligibility, e.g. a change in minimum age, which takes affect on a certain date– Rates, e.g. quarterly increase of a benefit rate– Customer circumstances, e.g. number of children, marital status
• Benefits of the Oracle Policy Modeling approach to temporal reasoning:– Accurate calculation of payments even when notification is retrospective– Expressing time-based logic is simple and concise – Optimal performance, without forgoing transparency or decision audits
10 10
Annual rate
increase
Annual rate
increase
Annual rate
increase
Claimant is married
New childPay riseNew child
Neweligibility
rules come into effect
Key Enabler: Dynamic interactive interviews
11
Asks least number of
questions in most logical
order to finalize a determination
Questions automatically created from
source document without need
for any programming
Key Enabler: Business User Regression Testing
Clearly define and communicate expected behavior for complex scenarios
Ensure that between policy versions only expected differences occur
Instantly run 100s or 1000s of test cases, and drill into report results
Key Enabler: Policy Visualization
Quickly find dependencies across sections, and claimant data
Clearly identify base data needed for decision making purposes
Find orphaned sections of legislation, and identify unused data items
Key Enabler: Outstanding Performance• Patented high-speed Linear Inferencing algorithm
– Faster than Rete which is widely used within BRE industry– Better exploits modern CPU architectures– More space efficient (stateless)– Well suited to batch/transactional processing scenarios
• Results of benchmarking:– Over 1 million premise evaluations/sec– Using dual CPU Sun Fire 280R
0
0.5
1
1.5
2
2.5
3
0 2000 4000 6000 8000 10000 12000
# concurrent users
Ave
rage
resp
onse
tim
e (s
ecs)
Oracle Web Determinations on 8 CPU Sun server
British Columbia Chooses Oracle to Modernize their Systems for Social Welfare
Requirements• Provide better integration of services and protection of children• Deliver a single view of the citizen across services• Enable visibility into service and productivity
Why Oracle • Leading policy automation, rules determination and case management• Proven Enterprise platform that is available commercially off the shelf (COTS)• Business Insight
Policy Automation delivers rapid benefits to Dentists in Sweden
Challenges• Implement new Dental Reform legislation in tight timescales• Deliver new Dental benefits calculations and improve Fraud detection• Complete in parallel with modernisation of Legacy back office systems
Results • New legislation delivered in four months• Highly scalable and performant solution • Success achieved by ‘externalising’ rules from core applications• Business users built and now own the rules• Benchmark for future modernisation projects
Australian Immigration Department Gains Client Visibility with Policy Automation
Challenges• Improve openness and accountability• Deliver a unified and accurate internal view
of all client dealings• Streamline overlapping processes and
deliver global consistency
Results• Visa applicants can now test eligibility
against 57 visa classes through self-service• 98% of call center visa inquiries are now
handled through self-service• 1,500 policies automated for over 750,000
annual visa applications, delivering consistency for 7,000 global staff
• Legislative changes in 1.5 hours that used to take 3 days to complete
Veterans’ Entitlements
Overview• Department is responsible for providing
funding to former Australian soldiers and service personnel
• It approves and provides funding for Healthcare, Pensions and Home renovations.
Challenges• Highly critical Auditor General report on
veteran compensation payments• Lengthy claim process: veterans dying
before processing completed• Up to 12 staff members involved in
processing each claim• Legislation allowed subjectivity and
discretion by assessors• Assessments were inconsistent and
open to appeal
Results• 60% more claims in 60% less time• 80% productivity improvements• Appeals reduced by 30% (cost of appeals
previously half the total cost)• 33% reduction in the processing staff • Reduced reliance on senior staff / doctors• Administrative savings alone of more than
$2m per annum
Solution• Enabled comprehensive re-engineering
compensation claims policy and process• Guides assessors through the rules for
more than 250 medical conditions• Personalised evidence-gathering
questionnaires tailored to the client’s medical circumstances and service history
• Determination of rates of payments
Tax and Revenues
Overview• Department is responsible for Tax
revenues from 58M UK residents• It also processes Tax credit claims and is
responsible for all UK ports plus associated Customs procedures.
Challenges• Inaccurate and inconsistent advice
being provided by staff• Drive to reduce costs and increase use
of technology• Complexity of legislation and frequency
of changes required.• Reduce time to market for new
applications• Improve the Citizen interaction
experience• Closing the tax gap through efficient
tax collection
Results• Up to Ten times quicker deployment• First project saved £3M+• Significant Call Centre headcount savings• Increased Self Service usage• Policy Automation part of five year
strategic plan.
Solution• Improved accuracy consistency and
transparency of determinations by staff• Quicker deployment of legislative changes
and new applications• Business now owns policies and has
greater flexibility and control.• Solutions deployed across multiple
channels including Self service
The Enterprise Policy Automation Difference