7 Mandatory Configuration in EPM

You must perform the following steps in your Account Reconciliation, Financial Consolidation and Close, Tax Reporting, Planning, or Planning Modules environment to connect your EPM business process to the Digital Assistant URL and Channel ID you set up previously for the EPM Digital Assistant in Oracle Digital Assistant.

Account Reconciliation Configuration

By completing these steps, you add the Digital Assistant settings to your EPM business process to enable the digital assistant. The chat widget will then show up on Home once you complete these steps.

  1. Sign in to Account Reconciliation.

  2. From Home, select Application, then Configuration and then Settings.

  3. On System Settings, select Digital Assistant Settings.
    Digital Assistant Settings in Account Reconciliation
  4. In Service URI (Uniform Resource Identifier), enter the Digital Assistant URI which is the Oracle Digital Assistant Service URI that you see when you log on to the service. The URI should be entered without either http:// or https:// preceding it.
  5. In Channel ID, enter the channel ID you noted down when you created the Oracle Web channel. See Setting Up Channels
  6. The Account Reconciliation Assistant is now ready to use and you will see an icon on the user interface.Digital Assistant icon

Financial Consolidation and Close, Tax Reporting, Planning, or Planning Modules Configuration

By completing these steps, you add the Digital Assistant settings to your EPM business process to enable the digital assistant. The chat widget will show up on the Home page of Financial Consolidate and Close once you complete these steps.

  1. Sign in to Financial Consolidation and Close, Tax Reporting, Planning, or Planning Modules.

  2. From Home, select Application, then Settings.

  3. Scroll to the bottom to see Digital Assistant Settings.
  4. In Channel ID, enter the channel ID you noted down when you created the Oracle Web channel. See Setting Up Channels
    FCCS Digital Assistant Settings
  5. In Service Name, enter the Digital Assistant URI which is the Oracle Digital Assistant Service URI (Uniform Resource Identifier) that you see when you log on to the service. The URI should be entered without either http:// or https:// preceding it.
  6. The Financial Consolidation and Close , Tax Reporting, Planning, or Planning Modules Assistant is now ready to use and you will see an icon on the user interface.Digital Assistant icon