1. Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
  2. Configuring EPM Digital Assistant for New Users
  3. Pulling and Extending the EPM Digital Assistant Skills
  4. Pulling EPM Digital Assistant Skills

Pulling EPM Digital Assistant Skills

Pulling the EPM Digital Assistant from the Oracle Digital Assistant Skill Store:

  1. In Oracle Digital Assistant (ODA), click menu icon to open the Side Menu. Select Development, and then select Store.

  2. Locate the tile for EPM Digital Assistant.
    Pulling EPM_DigitalAssistant from Skill Store
  3. Click Options menu (the Options menu) and then select Pull from the drop down.

  4. Verify that the Pull option has installed the five EPM skills in Installed state by clicking EPM Digital Assistant.
    Click on name to verify

  5. You can now see that the EPM skills for Account Reconciliation, Consolidation and Close, Tax Reporting, Planning, and Planning Modules are installed.
    Skills in EPM Digital Assistant
  6. In order to continue configuration, you must extend the EPM Digital Assistant in order to be able to customize or modify the metadata to match your EPM business process environment. For example, for Financial Consolidation and Close, Tax Reporting, Planning, or Planning Modules, you need to add dimensions.