Oracle EPM - Summarizing Insights with Generative AI !!

 Summarizing Insights with Generative AI

Insights now provides the ability to use Generative AI (GenAI) to automatically generate a narrative summary for a single insight or group of insights.

Applies To: Enterprise Profitability and Cost Management, FreeForm, Planning, Tax Reporting

Insight summaries can be used in these ways:

• For a single insight, to provide additional context beyond the brief rule-based description in the insight.
• For multiple insights, based on a parent member, generate a summary that evaluates the parent member and all of their children. 
• This summary can help you zero in on the root cause for the insight and makes it easy to share an analysis of a set of insights with colleagues.

For a single insight, GenAI evaluates the existing analysis, metrics, methods, and rule-based summary, and using Large Language Models, generates a meaningful narrative description of the insight:

Steps to Enable

To enable Generative AI to summarize insights:

• From the Home Page, click Application, and then click Settings.
• In the Enable AI section, select Generative AI to enable insight summaries.

Tips And Considerations

• Insight summaries use GenAI. Output from GenAI may not always be factual, accurate, or appropriate. You are responsible for reviewing and using GenAI output at your discretion.  
• The Insights Generative AI summary feature requires an EPM Enterprise Cloud service subscription.
• For the initial release, narratives are generated in English only.
• Summaries are available for all insight types.
• For narrative summaries for multiple insights, the analysis reviews and summarizes only a single insight type at a time.
• Administrators need to re-run existing insights for users to be able to see the AI summary.
• 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, refer to Availability of Generative AI in the Oracle Enterprise Performance Management Cloud Operations Guide.

NEW Oracle SmartView with inclusion of IPM in the April 2025 updates !!

 New Version of Oracle Smart View for Office

Oracle Smart View for Office version 25.100 is available from My Oracle Support and Oracle Technical Resources (formerly Oracle Technology Network).

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

The following new features are included:

• Use IPM Insights in Smart View
• Set Default POV for Private and Named Connections
• Enhancements in Inserted Reports:
  • Insert Same Report Multiple Times
  • Refresh All Reports at Once
• Constants Added to HypGetOption / HypSetOption VBA Functions
• Smart View Version Check when Installing Extensions

Business Benefit: This Smart View release includes the latest features, improvements, and defect fixes.

Downloading and Installing Clients

You can download components and utilities from the Downloads page, including Oracle Smart View for Office, which is available on the Oracle Technology Network.

o install clients:

1. Sign in to an environment. See Accessing Cloud EPM and Oracle Enterprise Data Management Cloud Environments.
2. On the Home page, access Settings and Actions by clicking your user name at the top right corner of the screen.
3. Click Downloads.
   The Downloads page opens. This page lists only the components applicable to the service that you are currently accessing.
4. Download the component that you want to install:
   For Smart View only:
   1. Click Download from Oracle Technology Network.
      The Oracle Technology Network download page is displayed.
   2. Click Download Latest Version.
   3. Select Accept License Agreement, and then click Download Now.
   4. If prompted to sign in, enter your Oracle Technology Network credentials and click Sign In.
   5. Follow the on-screen instructions and save the Smart View archive to a local folder.
   6. Unzip the Smart View archive to extract SmartView.exe.
   7. Close all Microsoft Office applications.
   For components other than Smart View:
   1. In the Downloads page, click the Download button of the component that you want to install.
   2. Follow the on-screen instructions and save the installer to a local folder.
5. Run the installer (for example, SmartView.exe) as an administrator.

   Note:

   Before installing Smart View or any Smart View extension, close all Microsoft Office applications.

   Some Smart View extensions use the SVEXT extension. Double-click the downloaded file and follow the onscreen prompts to install it.