1. <Insert Picture Here>
Oracle Policy Automation:
Creating next generation unemployment benefit determinations,
calculations and self service applications
Peter Jeavons, Senior Director, Public Sector Industry Group, Europe, Middle East & Africa
2 December 2009

2. Oracle’s Policy Automation
For 20 years Haley (Oracle’s Policy Automation
Oracle Policy software) has focused on public sector policy
Automation is automation
focused on Dynamic self-service applications and high-volume
modeling, enterprise automation
automating and Based on often complex policy and legislation
optimizing the Screening, eligibility and payment determinations
implementation of
The former Haley Office Rules suite is now Oracle
legislation and policy Policy Modeling and Oracle Policy Automation
for public sector and
The Oracle Policy Automation suite is recognized as a
other heavily public sector leader by industry analysts
regulated industries
Customers include the world’s largest government
agencies in UK, Europe and North America
Government agencies use Haley to serve tens of
millions of citizens, both online and in batch processes
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3. Oracle in Social Services
• Social services is a critical focus for Oracle
• Customers moving from custom software to Commercial off the Shelf (COTS)
packaged applications
• More than 1,100 agencies world-wide, with many expected to modernize their
systems within the next two to five years
• With Policy Automation, Oracle will be a leader in social services
• Oracle’s ERP and Siebel CRM applications are the leading front and back office
solutions for public sector
• Oracle’s Determinations Engine is unique in its capabilities for Social Services
• OPA is the core determinations engine of Oracle’s social services solution
Oracle’s OPA’s Oracle’s ERP
Siebel CRM Eligibility Payments
Multi Channel Policies, Laws
AR/AP
Case Management Circumstances etc
Citizens
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4. Dynamic legislation drives the need to automate policies
Policy Making accurate and consistent decisions
complexity is is difficult when finely targeted policies are
growing needed to deliver the best outcomes
Legislative Security, geopolitical and financial events
changes are drive frequent legislative changes and high
accelerating expectations of enforcement
Budgetary Costly IT projects and resource-intensive
pressures force call centres are expected to innovate, and
efficiencies deliver more with less
Accountability Freedom of information is increasing the
requires pressure from customers and citizens to
transparency prove compliance with policies and
standards
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5. Policy Automation Value Proposition
• Business people write rules in Natural Language and therefore
no cost or risk associated with translation by IT
•Business users • Manage rules with business tools like Microsoft Word, Excel,
create the Visio reduces training requirement and allows for agility with
content updates
• Policy Isomorphism providing confidence in and visibility of rules
• In-built simulation and scenario modelling gives capacity to
•Unique tools analyse and test policy and rule outcomes
check rules & • Detailed determination reporting documents how conclusions
show were reached for audit purposes
implications • Automated and interactive rule testing to ensure that
deployments give correct results
•Quick, high • Fully SOA-enabled out-of-the-box providing low cost flexibility
performance • Integrated with Siebel
deployment • High performance inference engine with Temporal Reasoning
architecture
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6. 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
• Reduces the burden on IT resources
• Assesses the impact of changes in policy on
customers and citizens through “what if” scenarios
• Provides full audit-trail capability
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7. Key Enabler: Policy Isomorphism (Patented)
The Source Executable Document in Natural
Legislation or Language that Business users can
Policy Copy, Paste, Markup understand and modify
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8. Key Enabler: Dynamic interactive interviews
•Questions
automatically
created from
source document
without need
for any
programming
•Asks least
number of
questions in most
logical order to
finalize a
determination
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9. Key Enabler: Determination Reporting
Positive and
Negative
statements
automatically
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
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10. 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 Modelling 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
Annual Claimant is New Annual Pay rise New Annual New child
rate married child rate eligibility rate
increase increase rules come increase
into effect
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11. 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
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12. Key Differentiator: Multi Lingual capability
•Easily add new verbs as needed
Model rules in your native
language in Word or Excel
Integrate natural language
questions into any application
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13. Modernising Social Welfare systems at British Colombia
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
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14. Delivering 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
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15. Unemployment and related benefits
Overview
Solution
• Centrelink is a government agency
delivering a range of Commonwealth • Centrelink use Oracle Policy Modeling to
services to the Australian community. capture over 6,000 of their own business
policies
• Centrelink is set up so people can get the
help they need in one place, responsible to • Streamlined customer interviews enable
Australia’s Department of Human Services screening and initial data capture for clients
using Centrelink offices and call centres
Challenges Business Results
• Customer details manually entered from • Reduced training time for new staff
paper form into the mainframe system • Significant savings in customer
• Not user-friendly, with a high level of staff processing times and associated costs
training particularly in mainframe coding • Reduction in repeat contacts from a
• Repeat visits for the customer with customer
duplication of data collection and process • Easier job and business process redesign
restarts
• Ability to rapidly extend the system to
other payment types
• Consistent service delivery across a
greater range of channels
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16. Kansas Department of Labour (KDOL)
• Initially selected Siebel for use in Call Centres
• Completed successful implementation
• Extended use to Case Management
• Using OPA for weekly certification of all
unemployment benefits
• All eligibility determinations
• All calculations
• Audit trails
• Handling change of circumstances
• Provision of on-line Citizen services
• Replacing modifications in Siebel with OPA
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17. <Insert Picture Here>
Oracle Policy Automation:
Live Spanish software demonstration

18. Summary: The Policy Automation Difference
• Handling business logic that requires:
• Modelling complex legislation, policy, regulation in a portable
Microsoft Office Document
• Temporal logic or data changes
• Frequent rule changes or updates
• Business rules managed in English or other languages
• While delivering:
• Explanations for how decisions were reached
• Interactive decision guidance
• Compatibility, integration and high performance
• Incomparable rule authoring lifecycle productivity
• Strong testing and maintainability
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19. Questions
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