Oracle EPM - Narrative Reporting Assistant

Narrative Reporting Assistant is now available as an importable agent that integrates with Fusion AI Studio to provide a chat-based experience for discovering Narrative Reporting artifacts and seeking answers about a selected report’s data (report interrogation). 

This feature is available only to Fusion customers; it isn’t available to EPM customers without Fusion Cloud subscriptions.

With the Narrative Reporting Assistant, you can:

• Search and browse Narrative Reporting Library artifacts through chat, including Reports, Report Packages, and Bursting Definitions. The agent retrieves lists that match your search criteria, based on artifact name and description. 
• Select a report and ask questions about its results, such as summarizing or analyzing the report output. Report interrogation uses the report in context for follow-up questions. Analysis is currently limited to the first grid in the report, including hidden first grids.
• Refresh data sources for a Report Package. The agent refreshes a specific data source by name or refreshes all data sources within the selected Report Package. The refresh is executed as a Job Scheduler job.
• Run a Bursting Definition by submitting a Job Scheduler job. The job status and results are viewed in the Jobs interface through links returned in chat.

Business Benefit: The new Narrative Reporting Assistant helps you quickly find information through chat, summarize report results without manual data hunting, and streamline common operational tasks, such as refreshing Report Package data sources or running Bursting Definitions with less context switching.

Steps to enable and configure

• Ensure that the Narrative Reporting environment with Fusion AI Studio is enabled
• Assign the Service Administrator role in Cloud EPM

Oracle EPCM Interrogation Assistant update

Oracle has released a new PCM Interrogation Assistant

A new PCM Interrogation Assistant is available to help you efficiently explore modeling artifacts, application context, and metadata. The PCM Interrogation Assistant supports:

• Listing models, forms, and points of view
• Leveraging advanced rule property search within enhanced list rules
• Discovering platform library objects
• Querying application context 

The PCM Interrogation Assistant includes preconfigured definitions that help you quickly create AI agents in AI Agent Studio. 

These agents use GenAI to automate tasks and interact with Cloud Enterprise Performance Management (EPM) applications. You design and manage them in AI Agent Studio, where they communicate with Cloud EPM services.

Business Benefit: AI agents retrieve data, trigger actions, and automate interactions with EPM business processes to help you streamline operations, reduce manual effort, and accelerate insight-driven decision-making.

Oracle EPM Automate - New Restore Environment API update

 Oracle's new restoreEnvironment EPM Automate Command and REST API

The new restoreEnvironment EPM Automate command and REST API are now available. 

This command restores Oracle Fusion Cloud EPM and Oracle Fusion Cloud EDM environments from an Environment Backup created by the daily maintenance process.

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

Business Benefit: This command provides an efficient and reliable self-service operation to restore an environment to the exact same state when the backup was created in the case of a catastrophic failure.

Required Roles

• Service Administrator
• To restore users and application role assignments:
• Service Administrator
• Identity Domain Administrator and any application role.

Sample Command:

epmautomate restoreEnvironment ENV_BACKUP_NAME




[UsersAndPreDefinedRoles=true|false] [DailyMaintenanceStartTime=true|false] [StoredSnapshotsAndFiles=true|false], where:

• ENV_BACKUP_NAME is the name of the environment backup snapshot that you want to use to restore the current environment.

Oracle EPM Assistants with AI Agent Studio

EPM Assistants with AI Agent Studio

EPM Assistants include preconfigured JSON definitions that help you quickly create AI agents in AI Agent Studio. These agents use GenAI to automate tasks and interact with Cloud Enterprise Performance Management (EPM) applications. 

You design and manage them in AI Agent Studio, where they communicate with Cloud EPM services through REST APIs.

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

Business Benefit:  This capability enables you to quickly create AI agents to interact in Cloud EPM. AI agents retrieve data, trigger actions, and automate interactions with EPM business processes. 

In addition, you can streamline operations, reduce manual effort, and accelerate insight-driven decision-making.

Steps to enable and configure in your Cloud

• Ensure that a Fusion Applications environment with AI Agent Studio enabled is available.
• Assign the Service Administrator role in Cloud EPM.
• Configure federation between the Fusion Applications and Cloud EPM identity domains.
• Create a confidential application in Cloud EPM IAM.

Next Steps

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 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 Fusion Agents and Configuration Steps

 

Fusion AI Agents Integration for Cloud EPM

Fusion AI Agents integration is now available for Cloud EPM, enabling organizations to leverage generative AI to interact with Cloud EPM business processes.

Customers can now download AI agent artifacts directly from their Cloud EPM environment (available as EPM Assistant) and import them into Oracle Fusion AI Agent Studio to create and customize AI agents. 

These artifacts provide predefined agent components that serve as templates for building AI-driven workflows that interact with Cloud EPM APIs.

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

Business Benefit:  This capability enables organizations to quickly introduce generative AI into their Cloud EPM workflows. 

By creating AI agents that retrieve data, trigger actions, and automate interactions with EPM business processes, customers can streamline operations, reduce manual effort, and accelerate insight-driven decision-making.

Steps to enable and configure

• Ensure that a Fusion Applications environment with AI Agent Studio enabled is available.
• Assign the Service Administrator role in Cloud EPM.
• Configure federation between the Fusion Applications and Cloud EPM identity domains.
• Create a confidential application in Cloud EPM IAM.

Oracle EPM Cloud and Groovy updates !

Oracle EPM Cloud update: Important Groovy Changes 

Oracle is pausing Cloud EPM monthly updates from 25.11 – 26.03, with updates resuming in 26.04 (April 2026).

Looking Ahead to 26.05 (May 2026)

Oracle has flagged two major changes

• New Groovy engine with stricter validation
• Removal of setIPAllowList, getIPAllowList, and the IPAllowList REST API

Why the Groovy update matters?
- Some existing Groovy business rules that work today may fail after the 26.05 update.  Oracle strongly recommends validating scripts ahead of time.

Action recommended now
- Run the Groovy Script Validator (available since 25.08)
- Fix any flagged issues
- Fully test Groovy rules before May

Skipping 26.04?
- You can’t self‑skip this update using EPM Automate due to the extended pause. An Oracle Service Request (SR) is required if you plan to opt out.

Oracle EPM - Defining Data Flows

Data is the basis for all cloud Oracle Fusion Cloud Enterprise Performance Management business processes, and it is an important decision when it comes to selecting the tools to enable the ability to load the required data. 

Many times, a discussion related to integration tools precedes a discussion of the required data flows, and it is these data flows that drive the integration tools discussion.

The best practice for integrations is to first define data flows by determining the sources, transformations, and target business processes. This should be completed before any discussion of tools or integration features. 

- For example, a data flow may use the Fusion GL as the source, Financial Consolidation and Close as the target, and then transformations to map the source chart of accounts into the dimensionality within Financial Consolidation and Close.

After the data flows are identified, it is then an exercise to determine the tools that will enable each of the data flows. 

For net-new cloud Cloud EPM implementations, it is recommended to first review the integration tools available in EPM before considering other tools. 

- (For example, the Data Integration, which is available in each Cloud EPM business process, can support most, if not all, defined data flows.)