How to Use EPM Assistants with AI Agent Studio

Use EPM Assistants to quickly create custom AI agents in AI Agent Studio that automate interactions with Oracle Fusion Cloud Enterprise Performance Management using REST APIs.

Overview

EPM Assistants are downloadable templates for creating custom AI agents that interact withCloud EPM services using REST APIs.

EPM Assistants include 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:

• 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

These templates do not include application-specific configurations. You must customize them to align with your Cloud EPM business process.

AI Agent Studio

AI Agent Studio is a design-time environment in Oracle Fusion Applications where you can:

1. Create and configure AI agents
2. Import and extend EPM Assistants
3. Validate agent configurations
4. Deploy agents and multi-agent workflows

You can extend EPM Assistants or create new AI agents for your specific use cases.

Developing and customizing AI agents requires working knowledge of AI Agent Studio, including how to configure agents, tools, and workflows. See How do I use AI Agent Studio?

Supported Cloud EPM Applications

Ensure that you have the required Cloud EPM applications to download and use EPM Assistants.

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

• Enterprise Profitability and Cost Management
• FreeForm
• Planning

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:

1. Download the EPM Assistants package and extract the JSON files for your business process. See Downloading EPM Assistants
2. Configure a connection using the confidential application created in your Cloud EPM environment. See Establishing a Data Source Connection in AI Agent Studio.
3. Import the JSON files into AI Agent Studio. See Importing EPM Assistants into AI Agent Studio.
4. 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.