How to Use EPM Assistants with AI Agent Studio

EPM Assistants can be used by all Oracle Fusion Cloud Enterprise Performance Management and Oracle Enterprise Data Management Cloud customers who have AI Agent Studio for Fusion Cloud Applications.

Overview

EPM Assistants are downloadable templates for creating custom AI agents that interact with Cloud EPM services using REST APIs. Each assistant includes sample agent definitions (for instance, based on a Vision application) that you can use as a starting point to create your own custom AI Agents in AI Agent Studio.

When imported into AI Agent Studio, EPM Assistants automatically create the foundational components required for agent development, including:

Agent teams – Groups of collaborating agents
Agents – Individual AI entities performing tasks
Tools – API-based operations agents can execute
Business objects – Representations of Cloud EPM data and processes

Because these templates are designed for broad use across customers, they do not include application-specific configurations. You must customize the imported components to align with your Cloud EPM business process and implementation.

AI Agent Studio

AI Agent Studio is a design-time environment within Oracle Fusion Applications that enables you to create, configure, validate, and deploy AI agents and multi-agent workflows. You can use AI Agent Studio to import and extend EPM Assistants, modify agent behavior, configure tools and business objects, and build new AI agents for your organization's specific use cases.

Developing and customizing AI agents requires familiarity with AI Agent Studio concepts and configuration tasks. For more information, see How do I use AI Agent Studio?

Supported Cloud EPM Applications

EPM Assistants are currently supported for the following Cloud EPM business processes:

Account Reconciliation
Enterprise Profitability and Cost Management
FreeForm
Narrative Reporting
Planning
Task Manager

Note:

AI agents currently operate within a single Cloud EPM business process. Cross-process orchestration is not supported.

Integration Prerequisites

Ensure the following prerequisites are met:

Ensure SSO is setup between AI Agent Studio and the Cloud EPM environments. See Configuring SSO Between Services Across Identity Domains within an Oracle Cloud Account
Create a confidential application in Identity Domain for AI Agent Integration with Cloud EPM environments. See Creating a Confidential Application in Identity Domain for AI Agent Integration

Using EPM Assistants with AI Agent Studio

To use EPM Assistants with AI Agent Studio:

Download the EPM Assistants package and extract the JSON files for your business process. See Downloading EPM Assistants
Configure a connection using the confidential application created in your Cloud EPM environment. See Establishing a Data Source Connection in AI Agent Studio.
Import the JSON files into AI Agent Studio. See Importing EPM Assistants into AI Agent Studio.
Verify the business objects and run the AI Agents. See Running and Validating AI Agents

This setup enables secure, API-driven interaction between AI Agent Studio and Cloud EPM business processes.