Using 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

  • 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.

Key resources