1. Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
  2. Configuring EPM Digital Assistant for New Users
  3. Customizing Skills
  4. Importing Application Value List Entities
  5. Recommendations and Restrictions When Importing Application Value List Entities

Recommendations and Restrictions When Importing Application Value List Entities

  • Do not use duplicate synonyms (synonyms in different entities).

  • Do not use numbers in the synonyms since certain numbers are not identified for data update in Financial Consolidation and Close (for example, 300, 500, 2000, 2100).

  • Add only entities that are needed in the conversation utterances.

  • Add synonyms for the entities in addition to aliases or names that are defined in the application.

  • For Account Reconciliation, you will have to enter the exact name for recon name whereas period, and filter name can have synonyms.

  • For Consolidation and Close, Tax Reporting, Planning, or Planning Modules, a synonym must not contain the following:
    • a colon or comma
    • end with a question mark, period or comma
    For example, I/C Receivables - Project Mfg. is invalid because it ends with a period.