1. Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
  2. Configuring EPM Digital Assistant for New Users
  3. Configuring Applications
  4. Configuring Financial Consolidation and Close, Tax Reporting, Planning, or Planning Modules

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

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 Digital Assistant icon icon on the user interface.