Install and Configure the Recipe

On your Oracle Integration instance, install the recipe to deploy and configure the integration and associated resources.

Install the recipe on your Oracle Integration instance. See Install a Recipe or Accelerator.

After you've installed the recipe, configure the following resources:

Configure the Oracle ERP Cloud Connection

  1. In the Connections section, click the connection name.
  2. In the Properties section, enter the Oracle ERP Cloud host name. For example: https://your_domain_name.fa.DC.oraclecloud.com.
  3. In the Security section, enter the following details:
    Field Information to Enter
    Security Policy Select Username Password Token.
    Username Enter the username of the account created for Oracle Integration on the Oracle ERP Cloud instance. See Configure Oracle ERP Cloud.
    Password Enter the password of the account created for Oracle Integration on the Oracle ERP Cloud instance.
  4. Click Save. If prompted, click Save again.
  5. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  6. To return to the project workspace, click Go back Back icon.

Configure the REST Trigger Connection

  1. In the Connections section, click the connection name.
  2. Click Test to ensure that your connection is successfully configured. In the resulting dialog, click Test again.

    A message confirms if your test is successful.

  3. Click Save. If prompted, click Save again.
  4. To return to the project workspace, click Go back Back icon.

Configure the Integration Flows

Edit the Validate Invoice Against Corporate Policy and Retrieve Data from GenAI RAG integration flows to configure actions for the following OCI AI services.

OCI Document Understanding

  1. In the Integrations section, click the Validate Invoice Against Corporate Policy integration flow.
  2. On the integration canvas, click the OCI Document Understanding element, and then click Actions Actions icon and select Edit.
  3. Click Next and select the OCI compartment.
  4. Click Next and then Done.
  5. Click Save to save the integration.
  6. To return to the project workspace, click Go back Back icon.

To know more about the document understanding action, see Extract Document Information with a Document Understanding Action in Using Integrations in Oracle Integration 3.

OCI Generative AI

  1. In the Integrations section, click the Validate Invoice Against Corporate Policy integration flow.
  2. On the integration canvas, click the OCI Generative AI element, and then click Actions Actions icon and select Edit.
  3. Click Next and select the OCI region, OCI compartment, model, and model ID.
  4. Click Next and then Done.
  5. Click Save to save the integration.
  6. To return to the project workspace, click Go back Back icon.

To know more about the generative AI action, see Generate Text with a Generative AI Action in Using Integrations in Oracle Integration 3.

OCI Generative AI Agents

  1. In the Integrations section, click the Retrieve Data from GenAI RAG integration flow.
  2. On the integration canvas, click the OCI Generative AI Agents RAG element for List agent endpoints action (ListRAGAgentEndpoints), and then click Actions Actions icon and select Edit.
  3. Click Next and select the OCI region and OCI compartment.
  4. Click Next and then Done.
  5. On the integration canvas, click the OCI Generative AI Agents RAG element for Create session action (RAGbasedChatSession), and then click Actions Actions icon and select Edit.
  6. Click Next and select the OCI region.
  7. Click Next and then Done.
  8. Click Save to save the integration.
  9. To return to the project workspace, click Go back Back icon.

To know more about the generative AI agents RAG action, see Ask Questions and Receive Answers Based on Current Enterprise Data with a Generative AI Agents RAG Action in Using Integrations in Oracle Integration 3.

Configure the Lookup Table

Edit the lookup key in the ManagerEmail_Lookup lookup table to enter the email address of the manager to whom notifications have to be sent for invoice approval.

  1. In the Lookups section, click the lookup name.
  2. In the value column, enter the email address of the manager.
  3. Click Save. If prompted, click Save again.
  4. To return to the project workspace, click Go back Back icon.