Task Overview for Financial Consolidation and Close

Here's a summary of the tasks you can perform with EPM Digital Assistant for Financial Consolidation and Close.

Your administrator can review the utterances in the Oracle Digital Assistant development environment, and add and adjust them as needed.

Table 15-1 Financial Consolidation and Close Tasks

Task	Enter in the assistant	Learn more
View or change the POV	Show me the POV, then select an option	View or Change the POV
See the close status	Show me the close status, then view tasks and select options	See the Close Status
View journals by status - working, submitted, approved, or posted. Submit, approve, reject, view line items, or unpost, depending on the status	Show all journals, then select options	View Journals by Status
View an account for a certain period and year. Increase, decrease, or update account by a specific amount or to a specific amount.	What is the account for period, year Substitute an actual account, period, and year for the text in italics; you can also use to instead of by. Increase account by amount Decrease account by amount Update account by amount	View Accounts
Consolidate data	Consolidate data for entity, scenario, year, period Substitute an actual entity, year, and period for the text in italics	Consolidate Data
Run a rule for the current POV	Calculate rule rule name Substitute an actual rule name for the text in italics	Run Rules
Generate reports	I want to generate a report Generate Task Manager report Generate report report_name	Generating Reports for Tax Reporting or Financial Consolidation and Close
Access job details	What is the status of my job Status of job_type job Do I have jobs run yesterday	Accessing Job Status and Job Details
Show task summary	Show task summary Show my open tasks Show my late tasks	Showing Task Summary