2. Oracle Application Server Portal: Advanced Content Management for Custom Integration John Dunne (Deputy CTO, HPHC) Anton Nielsen (Technical Director, Oracle) Suzanne D’Souza (Senior Consultant, Oracle) Session id: 40182

3. Topics  Harvard Pilgrim Healthcare Background and Vision  Integrating with Existing Enterprise Security Services  Building the User Interface – Pixel Perfect Perfection  Custom Item Types and Item Templates  Navigation Bar and Sitemap  Broker Portal – OIC Extension  Creative use of Perspectives  Custom Search  Managing Content w/ Approvals in 9026  What Next?

4. E-Business Suite and Portal: The HPHC Vision…… Employers, Providers, Brokers and Members conduct business On Oracle E-Business Suite applications via the Portal

5. Background  HPHC’s goal to make healthcare easier for member, employers, brokers and providers through personalization and integration  Portal on the intranet  Portal to reduce administrative costs

6. Integrating with ESS  HPHC had an existing security infrastructure using Netegrity  Challenge: Configure Oracle9iAS Portal to utilize Netegrity for authentication on Windows 2000  Solution: – Implement IIS and Oracle Reverse Proxy – Utilize standard Oracle9iAS Single Sign-On features to catch Netegrity authentication

7. Pixel Perfect Perfection  Former site was ColdFusion – Site design took 1 year to be approved – no design changes allowed – Site was largely static – 1 person maintained with help of outsourcing vendor – User Interface Templates  Migration to Portal intended to speed content delivery and ease site management – Utilizing Custom Item Types to ensure consistency and ease development

8. Templates  1-2 UI Templates per Pagegroup  1-2 Page Templates per page group  Public/Members Template Changes when user is logged in

9. UI Template #PAGE.STYLE# #PAGE.BASE# Harvard Pilgrim Health Care - #TITLE# DECLARE v_user_logged_on boolean; BEGIN v_user_logged_on := portal.wwctx_api.is_logged_on; IF v_user_logged_on THEN -- build logged on UI … ELSE -- build note logged on UI … END IF; …

10. Page Tempate  Item Region  Portlet Region  Quicklinks Region  Hidden Files Region  Login Region  NavBar, BottomLinks, Page Title in UI Template

11. Custom Item Types

12. Item Templates

13. NavBar & SiteMap

14. HPHC Insurance Brokers Business  Over 600 insurance brokers bring new business to the HPHC health plan.  Brokers were receiving paper commission statements via the mail.

15. “We want to replace our paper statement with an electronic statement displayed through the portal” -John Dunne, HPHC

16. The Broker Portal Features:  Online registration  Access to personalized, secure commission and account information  24X7 access  Download information in Excel format

17. Oracle Portal Framework Oracle Portal Framework Financials Incentive Compensation Oracle Payables ORACLE E-BUSINESS SUITEORACLE9iAS PORTAL Data Sources User Interface Components

18. E-Business Suite Oracle9iAS Portal http://www.harvardpilgrim.org The Solution

19. CRM Data Source Broker resource id Jtf_rs_salesreps Database Link Dynamic Page Application Component User Interface E-Business Suite and Portal: The Connection………. Custom attribute in OID: Broker resource id Logged in Broker Portal/OID

20. Online Commission Reports  Broker Summary Statement  Broker detailed fully insured accounts statement  Broker detailed ASO accounts statement

21. Access to the Broker Portal

22. Broker Portal: Summary Report

23. UI Templates and Dynamic Pages  Portal 9.0.2.2 did not apply the UI Template to the Dynamic Page display  Portal 9.0.2.6 does...

24. D E M O N S T R A T I O N Broker Portal Demo

25. The Benefits HPHC positioned as an e-health leader………  Portal framework reduced development time  Data downloadable in Excel format which is convenient for Brokers  24X7 access to real time information  Personalized, secure access to key information ……..Resulting in Increased productivity for Brokers

26. Perspectives & Custom Search  Demo HealthLinks Library

27. Managing Content – 9.0.2.6  Staging Area  View Only User  Approvals

28. What’s Next?  Personalized Content  Value added portlets – Rates – To Do Lists – Health News  Intranet Consilidation – Document Searching – Collaboration

29. Next Steps….  To request a complimentary 1-on-1 consultation to begin a personalized assessment of the potential benefits of an Oracle solution based on your organization’s environment, stop by the Oracle Consultations area in the Oracle DEMOgrounds section of the Exhibit Hall.  For information on our services, visit the Oracle Consulting booth in the Oracle Services area in the Oracle DEMOgrounds section of the Exhibit Hall.

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