Extending an EPM Digital Assistant Skill

Use this procedure to extend either the EPM Digital Assistant or the Account Reconciliation, Consolidation and Close, Tax Reporting, Planning, or Planning Modules skill:

1. In Oracle Digital Assistant, click Side Menu. Select Development and then select Digital Assistants.
   
   

2. Under EPM Digital Assistant, select Options, and then from the drop down, select Extend.
   
   
3. The Create Extended Digital Assistant dialog displays. Enter the required information and then click Extend.
   • Display Name is required and cannot be changed.
   • The name is automatically populated based on your entry in Display Name.
   • The version is automatically populated based on the Base Digital Assistant.
   
   
   

   Once you click Extend, you can see the extended skill you created. For example, the Sample Digital Assistant.
   
   

4. You should also extend the Account Reconciliation, Consolidation and Close, Tax Reporting, Planning, or Planning Modules skill.
   1. Select EPM Digital Assistant and the Skill dialog displays.
   2. From the Skill dialog, select either Account Reconciliation , Consolidation and Close, Tax Reporting, Planning, or Planning Modules skill.

   3. Click Options, and select Extend. This is an example for the Account Reconciliation skill but you can follow the same steps for Consolidation and Close, Tax Reporting, Planning, or Planning Modules skill.

   After the skill is successfully extended it is visible in the Development > Skills list as an Extended skill.

There are three parameters listed for all the objects:

• Local: Any new changes
• Inherited: Which came directly from the installed build
• Customized: Any modifications/customization on top of the Inherited objects