1. Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
  2. Appendix: Using the EPM Account Reconciliation or Financial Consolidation and Close Skill with Fusion Applications Digital Assistant (FADA)

Part V Appendix: Using the EPM Account Reconciliation or Financial Consolidation and Close Skill with Fusion Applications Digital Assistant (FADA)

These instructions cover the configuration steps needed to use the EPM skills (Account Reconciliation or Financial Consolidation and Close) while also using Fusion Applications Digital Assistant (FADA).

Note:

The EPM skills are supported only when the EPM instance is deployed on an OCI (Gen 2) Environment.

These are the steps to configure the Account Reconciliation or Consolidation and Close skill with Fusion Application Digital Assistant:

  1. Login to the Fusion Apps Digital Assistant and note the ODA instance URL and redirect URL in the form of https://<ODA_Instance_URL>/connectors/v2/callbackinstance.

    Here’s an example: https://idcs-oda-fxxxxxxxxxabcxxxx.data.digitalassistant.oci.oc-test.com/connectors/v2/callback

  2. Complete three tasks covered in Configure Authentication Parameters for an OAuth 2 OCI (Gen 2) Environment in the Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management guide. OAuth configuration is required to enable the EPM skills to work when combined with the Fusion Applications Digital Assistant:
    1. Create an Oracle Identity Cloud Service (IDCS) Confidential App
    2. Configure the Oracle Digital Assistant (ODA) Instance to Point to the IDCS Instance
    3. Configure the Account Reconciliation Skill to Point to the Authentication Service

  3. Configure the EPM skills in the Fusion Applications Digital Assistant:

    1. Choose the Account Reconciliation skill and extend the skill. See Extending a Skill in the Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management guide. Repeat this step for the Consolidation and Close skill.
    2. Update the modifiable entities to match your environment. See Import Application Value List Entities in the Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management guide. Repeat this step for each EPM skill.
    3. For Consolidation and Close, add the custom dimensions you may have in your EPM Financial Consolidation and Close environment to your extended skill. See About Pre-Populated Dimensions for Financial Consolidation and Close n the Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management guide.

  4. Train the Skill (for both Ht and Tm models): See Training the Skill in the Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management guide.

  5. Publish each of the EPM skills. See Publish in Create, Configure and Version Skills in the Using Oracle Digital Assistant guide.

  6. Extend the Fusion Applications Digital Assistant. See Oracle By Example Extending the Fusion Applications Digital Assistant.
  7. Remove the older version of the EPM skill from the Fusion Applications Digital Assistant. To remove an older version, click the X next to the skill you want to remove.

  8. Add the newly configured EPM skill to the Fusion Applications Digital Assistant. To add the skill, click + Add Skill on the upper left.

  9. Publish the Fusion Application Digital Assistant. See Create, Version and Publish Digital Assistants in the Using Oracle Digital Assistant guide.