7 Implementing EPM Assistants in AI Agent Studio
EPM Assistants are available to Oracle Fusion Cloud Enterprise Performance Management and Oracle Fusion Cloud Enterprise Data Management customers who have AI Agent Studio for Fusion Cloud Applications.
Note:
For information about all AI features available with Cloud EPM and Cloud EDM, see AI Features for Cloud Enterprise EPM and Cloud EDM in Features with AI .Overview
EPM Assistants are downloadable templates that help you create AI agents in AI Agent Studio for Cloud EPM or Cloud EDM. The assistants use Cloud EPM or Cloud EDM REST APIs to interact with business processes.
Each assistant includes sample agent definitions (for example, based on a Vision application) that you can use as a starting point to create your own custom AI agents in AI Agent Studio.
EPM Assistants are implementation accelerators rather than turnkey solutions. Before implementing an EPM Assistant, configure identity, authentication, security, and data source connections for your Cloud EPM or Cloud EDM environment.
When imported into AI Agent Studio, EPM Assistants 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 or Cloud EDM 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 or Cloud EDM application-specific requirements.
For a list of supported business processes and EPM Assistants, refer to EPM Assistants for Cloud Enterprise EPM and Cloud EDM in Features with AI.
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.
AI Agent Studio uses configured connections to securely communicate with Cloud EPM or Cloud EDM through REST APIs.
Developing and customizing AI agents requires familiarity with AI Agent Studio concepts and configuration tasks.
Table 7-1 AI Agent Studio Resources
| Resource | Use It For |
|---|---|
| How do I use AI Agent Studio? | Learn about AI Agent Studio concepts and configuration tasks. |
| Watch the demo for an overview of AI Agent Studio configuration, testing, controls, and deployment lifecycle concepts. | |
| Fusion AI Agent Studio Learning Path | Enable the implementation team on AI Agent Studio security, tools, workflow agents, monitoring, prompt engineering, and related resources. |
How EPM Assistants Connect to Cloud EPM or Cloud EDM
- AI Agent Studio hosts the agent design-time and runtime configuration.
- Imported EPM Assistant artifacts define agent teams, tools, and business objects.
- An AI Agent Studio data source points to the target Cloud EPM or Cloud EDM REST API endpoint and identity domain.
- A confidential application enables OAuth/JWT-based access to Cloud EPM or Cloud EDM REST APIs.
- Cloud EPM or Cloud EDM validates the request and applies data and business-process security before data is returned or the action is executed.
Phases for Implementing EPM Assistants in AI Agent Studio
Implement EPM Assistants in the following phases.
Table 7-2 Implementation Phases
| Phase | Purpose | Completion Criteria |
|---|---|---|
| Define Scope and Requirements | Identify the Cloud EPM or Cloud EDM business process, environments, service URLs, implementation owners, users, and initial assistant use cases. | Complete and approve the implementation plan. |
| Configure Access | Configure user access, Cloud EPM or Cloud EDM roles, business process security, and single sign-on (SSO). | Verify that design-time users can open AI Agent Studio and that Cloud EPM or Cloud EDM users can sign in to the target environment with the required roles. |
| Configure Authentication | Create and activate the confidential application, and configure certificates, client credentials, and OAuth settings. | Verify the Client ID, scope, public certificate, and private key handling requirements. |
| Configure Data Source and Import Assistants | Create the AI Agent Studio data source, download the EPM Assistants package, import the JSON artifacts, and verify business object mappings. | Verify that the imported business objects reference the correct data source. |
| Validate and Deploy | Use Play and Debug Play to test authentication, authorization, data retrieval, actions, and performance. | Complete business validation and security review before publishing the AI agents. |