AI Assistants in Oracle EPM!
Oralce EPM assistants are importable assistants that integrate with Fusion AI Agent Studio to provide a chat-based experience.
EPM assistants can be used by all Cloud Enterprise EPM and Cloud EDM customers who have AI Agent Studio for Fusion Cloud Applications.
The following assistants are available:
- Transaction Matching Assistant for Administrators:
- Helps Service Administrators run jobs like Train Match Prediction, Auto Match, Run Auto Alert, Archive Transactions, and Purge Transactions.
- Account Reconciliation Assistant for Administrators:
- Helps Service Administrators manage periods, run the Train Predicted Attribute and Predict Predicted Attribute jobs, and check job status.
- Account Reconciliation Assistant for Users:
- Helps users interact with reconciliations, performing tasks such as viewing reconciliation details, adding comments to a reconciliation, and displaying comments.
- Account Reconciliation Run Report Assistant for Users: Allows users to run Reconciliation Compliance and Transaction Matching related reports.
Business Benefit:
- Account Reconciliation Assistants enhance the user experience by enabling you to quickly find information and perform tasks through natural language interactions.
- The assistants streamline common operational tasks, thereby increasing productivity and improving operational efficiency.
How to enable and configure?
- Ensure that the Fusion Applications environment with Fusion AI Studio is enabled
- 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 (Identity and Access Management)
