Generative AI for Management Reporting Narratives - Oracle EPM

 Generative AI for Management Reporting Narratives

Reports provide the ability to utilize Generative AI (GenAI) for generating narrative summaries in a text box. It is used for the following three use cases:

• Describing exceptions: Describe the cell(s) where a condition is satisfied. For example, a grid cell that satisfies the variance threshold defined by the report designer as a condition.
• Describing the causality for exceptions: Examine one of the relevant cell dimensions where the condition was satisfied and describe the top 3 contributors to it.
• Performing a comparative analysis: If the grid has prior time periods in the columns, describe the cell value in comparison to the prior period.

The generation of narrative summaries within a report is exposed via the conditional text framework with corresponding machine learning property files (Prompt Template properties file) for each use case, which provides examples to generate the textual narrative via GenAI. Conditional text is defined for rows, columns, or cells, and if the condition is satisfied, the GenAI service returns the resulting narrative text using the ConditionalText text function.

NOTE: 

• The Reports GenAI feature is only currently available in EPM Cloud Enterprise Narrative Reporting deployments. It is not available in Oracle Enterprise Performance Management Cloud Platform application deployments, in the Standard EPM Cloud Narrative Reporting deployments, or Legacy Enterprise Performance Reporting Cloud Service (EPRCS) deployments.

• The GenAI feature is available only for OCI environments, and it is not yet available in all OCI regions. To view the regions where it is available, please refer to the OCI (Gen 2) Geographical Regions and Identifiers section of the Oracle Enterprise Performance Management Cloud Operations Guide.

• For the initial release, narratives will only be generated in English.

• The Reports GenAI feature is a decision support tool. End users make any final decision regarding the interpretation of the information it provides. AI should be treated as a decision support tool only. Always review AI-generated content and verify its accuracy before using or relying on it.

We developed three sample GenAI Reports to help you learn more about the GenAI functionality. For more information, refer to the following links:

• Installing Samples in Administering Narrative Reporting
• Reviewing the Sample Reports in Designing with Reports for Oracle Enterprise Performance Management Cloud

Business Benefit: GenAI can bring more intelligence to reporting and analysis to aide decision-making in finance.

Steps to Enable

Enabling Generative AI in Narrative Reporting

Currently the Generative AI (GenAI) service is not available in all data centers. If GenAI is available in your data center, you can enable it from the Tools > Settings card.

To enable GenAI, follow these steps:

• On the Narrative Reporting Home Page, select Tools, then select Settings.
• In the Settings window, in the left panel, select Generative AI. 

NOTE: If the Generative AI is not available in your data center, the Generative AI panel displays “Generative AI is not available”.

• Click on the checkbox to Enable Generative AI, then click Save.