Identifying Roles and Responsibilities

Identify the roles and responsibilities that must be aligned before implementing EPM Assistants.

Table 7-4 Roles and Responsibilities for Implementing EPM Assistants

Role Responsibilities
Implementation Lead Define the implementation scope, sequence activities, track issues, and coordinate deployment.
Fusion Security Administrator Configure Oracle Fusion Applications roles, permission groups, privileges, and AI Agent Studio access.
Oracle Fusion Cloud Enterprise Performance Management or Oracle Fusion Cloud Enterprise Data Management Service Administrator Download EPM Assistants, assign Cloud EPM or Cloud EDM roles, verify business process security, and test REST API access.
Identity Domain Administrator Configure identity domains, single sign-on (SSO), confidential applications, certificates, OAuth settings, and application activation.
AI Agent Studio Administrator Create data sources, import assistants, validate mappings, test and publish AI agents.
Security or Network Administrator Review certificate management, approve authentication configuration, and verify identity and network security requirements.
Business Process Owner Define business scenarios, validate assistant responses, and approve production deployment.