NEW *** Oracle EPM Integration Agent

Oracle EPM -  New Version for EPM Integration Agent

A new version of the EPM Integration Agent is available in this release. The key updates include:

• Java 17 or higher is required to run this Integration Agent version.
• Resource Scope support for OAuth 2.0 authentication has been added, enabling compliance with the Resource Scope requirement for OAuth 2.0–based integrations.

If you are upgrading to this version, make sure that your environment is running Java 17 or later. If using OAUTH method for authentication, update the OAUTH2 configurations as needed to take advantage of the new Resource Scope support.

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Business Benefit: The new version strengthens integration security by supporting Resource Scope in OAuth 2.0 authentication and ensures compatibility with current Java platform standards by requiring Java 17 or later.

Workflow for EPM Integration Agent

The EPM Integration Agent can be deployed in two modes: synchronous and asynchronous. The mode determines how communication is opened between your on-premises data and the Cloud EPM. 

When an integration is executed in synchronous mode, the Cloud EPM initiates a direct call from the Cloud EPM to the appropriate agent based on the cluster assignment. When an integration is executed in asynchronous mode, the Cloud EPM queues for the integration job to execute. 

The agent polls at intervals and executes the jobs queued.

Oracle EPM - Application Monitoring Menu Diagnostics

Oracle Application Monitoring Menu

The Application Diagnostics menu under Global Navigator: Monitor is now renamed to Application Monitoring to distinguish it from the Application Diagnostics tool.

Applies to: Enterprise Profitability and Cost Management, FreeForm, Planning

Application Monitoring enables Service Administrators, at design-time, to identify and resolve design flaws before an application is placed in production (and on an ongoing basis, as the application evolves with new members and data is added to the application) and used by end users. 

Service Administrators can use application diagnostics to evaluate the following:

• An entire application

• Types of artifacts such as forms and approval units

• Individual "cherry picked" artifacts

Application Monitoring identifies changes that Service Administrators can make at design-time to resolve artifacts with design flaws, and provides easy access to the editors required to modify them. 

At runtime, internal processes perform checks that may deny system requests if artifacts need to be modified. Application Monitoring evaluates your application and artifacts based on the user a Service Administrator selects. 

This enables you to determine the potential problems that may occur at runtime given the individual user's variables and security access as part of the analysis.

Business Benefit: This enhancement distinguishes the Application Monitoring menu from the Application Diagnostics tool.

Oracle EPM - FCCS and How to Enable AI for IPM Insights

 Oracle EPM - Enabling AI in Financial Consolidation and Close for IPM Insights

Enable AI in Financial Consolidation and Close to empower users with data science optimized for multidimensional planning and forecasting use cases and to utilize Reports to generate narrative summaries.

To enable AI in Financial Consolidation and Close:

1. From the Home Page, click Application, and then click Settings.
2. In the Enable AI section, select Generative AI to enable these abilities:

   • Automatically generate narrative summaries for a single insight or group of insights.

   • Enable Gen AI narrative summaries for Reports.
3. Click Save.

Use Cases for IPM Insights

• IPM Insights requires an EPM Enterprise Subscription.
• IPM Insights works with these business processes:
• Planning. IPM Insights works with these Planning application types:
  • Custom
  • Modules
  • FreeForm
  • Sales Planning
  • Strategic Workforce Planning
  • Cash Forecasting
• FreeForm.

• Oracle Sales Planning Cloud and Oracle Strategic Workforce Planning Cloud.

• Enterprise Profitability and Cost Management.
• Tax Reporting.
• Financial Consolidation and Close.

Oracle EPM - FCCS EPM Assistants update

Oralce EPM Assistants in FCCS (Financial Consolidation and Close Cloud)

Financial Consolidation and Close provides EPM assistants to perform administrative and operational tasks.

EPM Assistants are available to Oracle Fusion Cloud Enterprise Performance Management and Oracle Fusion Cloud Enterprise Data Management customers who have AI Agent Studio for Fusion Cloud Applications.

The assistants are available as importable agents that integrate with Fusion AI Studio, enabling a chat-based experience. 

They are exclusively available to Fusion customers and are not supported for EPM customers without Fusion Cloud subscriptions. For information about setting up EPM Assistants, see How to Use EPM Assistants with AI Agent Studio in Getting Started Guide for Administrators.

EPM Assistants

• Calculation Assistant to Create Configurable Consolidation Rules for Administrators

  Helps Service Administrators create Configurable Consolidation rules with rulesets, or add new rules to an existing ruleset. 

• By providing a guided framework, the Calculation Agent Assistant reduces the complexity and time involved in setting up Configurable Consolidation rules.

• Consolidation Performance Diagnostic Assistant for Administrators

  Service Administrators can run the diagnostic assistant to automatically identify deviations from standard configurations, proactively highlighting potential application corruptions or misconfigurations. 

• It suggests actionable next steps based on consolidation job analytics.

Oracle EPM Working with the Reporting Agent

Oracle EPM Reporting Agent, also known as "Ask Oracle", is a GenAI-powered agent available in Narrative Reporting Library and Report Preview.

Using Ask Oracle to Search the Library

To search the Narrative Reporting library using Ask Oracle:

1. On the Narrative Reporting Home Page, select Library.
2. In the Ask Oracle search bar at the top of the library, enter a natural-language request, and then click Search.

3. A few examples of the library prompts are:

   • Find a report quickly: Show me a list of Cash Flow reports → Ask Oracle to return matching reports from the Library.

   • Handle an incomplete report name: What is the actual net revenue from the Monthly P&L Report? → Ask Oracle prompts the user to select the intended matching report, then answers using that report context.

   • Locate related artifacts: Find reports that start with Income Statement or Show me books related to financial reporting → Ask Oracle to return relevant Library artifacts for the user to open or review.

Oracle EPM - FCCS Assistants update !

 Oracle Financial Consolidation and Close Assistants Update for July 2026

This EPM Assistant enables Service Administrators to download AI agent templates for integrating Cloud Enterprise EPM or Cloud EDM with Fusion AI Agent Studio. 

The following assistants are available:

• Calculation Assistant to Create Configurable Consolidation Rules for Administrators: Helps Administrators create Configurable Consolidation rules with rulesets, or add new rules to an existing ruleset. 
• By providing a guided framework, the Calculation Agent Assistant reduces the complexity and time involved in setting up Configurable Consolidation rules.

• Consolidation Performance Diagnostic Assistant for Administrators: The diagnostic assistant can automatically identify deviations from standard configurations, proactively highlighting potential application corruptions or misconfigurations. 
• It suggests actionable next steps based on consolidated job analytics.

Business Benefit: The Financial Consolidation and Close Assistants significantly reduce the manual effort and time required for Service Administrators to set up Configurable Consolidation rules, and enable earlier detection of issues, reducing debugging efforts and minimizing downtime due to configuration issues.

EPM Assistants are downloadable templates for creating custom AI agents that interact with Cloud EPM services using REST APIs.

EPM Assistants include sample agent definitions (for instance, based on a Vision application) that you can use as a starting point to create your own custom AI Agents in AI Agent Studio.

When imported into AI Agent Studio, EPM Assistants automatically create:

• Agent teams – Groups of collaborating agents
• Agents – Individual AI entities performing tasks
• Tools – API-based operations that agents can execute
• Business objects – Representations of Cloud EPM data and processes

These templates do not include application-specific configurations. You must customize them to align with your Cloud EPM business process.

Oracle EPM - Application Diagnostics Tool

 Using Oracle EPM Application Diagnostics to Optimize Application Design

Administrators use the Application Diagnostics tool to evaluate application design against Oracle-recommended Essbase and Planning best practices and to identify issues that may affect performance, maintainability, and overall application health.

The tool performs self-service assessments across key design areas, including metadata, dimensions, forms, and executed rules, and identifies potential concerns, such as dimension property settings, form suppression settings, and rules that were launched with errors.

To run Application Diagnostics:

1. From the Home page, click Application and then click Overview.
2. From the Actions menu, select Application Diagnostics.

This tool generates an Excel report in the Inbox/Outbox folder containing diagnostic findings, impact details, and recommendations for improvement, enabling administrators to proactively optimize application design and troubleshoot issues more efficiently.

Best Practices for Designing Your Application

Follow the basic steps in the Design Best Practices guide to design an application based on best practices that meets your business needs.

Use the best practices in Getting Started with Your Design in Design Best Practices.

The Design Best Practices guide helps you plan and design high-quality, scalable Planning applications by providing clear, proven guidelines that enhance efficiency, usability, and long-term success.

Whether you are starting a new implementation or enhancing an existing solution, this information will support better outcomes across the project lifecycle.