Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• Part I Introduction to Oracle Fusion Cloud EPM for Digital Assistant
  • 2 Overview of the Digital Assistant
  • 3 Prerequisites for Using the Digital Assistant
    • Ordering and Setting Up Oracle Digital Assistant (ODA) Platform
• Part II Configuring Digital Assistant for New Users
  • 4 Pulling and Extending the Digital Assistant Skills
    • Pulling Oracle Fusion Cloud EPM for Digital Assistant Skills
      • Extending Oracle Fusion Cloud EPM for Digital Assistant Skills
        • Understanding the Relationship Between One Extended Skill and Cloud EPM Instances in Your Environment
        • Understanding the Difference Between Extending and Cloning
        • Extending an Digital Assistant Skill
  • 5 Customizing Skills
    • Customizing Skills for Account Reconciliation
      • Application Entities for Account Reconciliation
      • Extracting Entities for Account Reconciliation
    • Customizing Skills for Financial Consolidation and Close, Tax Reporting, Planning, and Planning Modules
      • Application Entities for Financial Consolidation and Close
      • Application Entities for Tax Reporting
      • Application Entities for Planning
      • Application Entities for Planning Modules
      • Extracting Entities for Financial Consolidation and Close, Tax Reporting, Planning, or Planning Modules
    • Importing Application Value List Entities
      • Preparing Application Entities for Import in a CSV File
      • Steps to Import Application Value List Entities
      • Recommendations and Restrictions When Importing Application Value List Entities
    • Understanding Where Information is Stored in Your Consolidation and Close or Tax Reporting Extended Skill
    • Adding Custom Dimensions to an Extended Skill
      • About Pre-Populated Dimensions for Financial Consolidation and Close
      • About Pre-Populated Dimensions for Tax Reporting
      • About Pre-Populated Dimensions for Planning
      • About Pre-Populated Dimensions for Planning Modules
      • Adding a Custom Dimension
    • Training the Skill
  • 6 Setting Up Channels
    • Configuring the Oracle Web Channel
    • Routing the Channel to the Skill
    • Configuring Slack as a Channel
    • Configuring Microsoft (MS) Teams Channel
  • 7 Setting Up Authentication
    • Configuring Authentication Parameters for a Classic Environment
    • Configuring Authentication Parameters for an OAuth 2 OCI (Gen 2) Environment
  • 8 Configuring Applications
    • Configuring Account Reconciliation
    • Configuring Financial Consolidation and Close, Tax Reporting, Planning, or Planning Modules
  • 9 Optional Configuration
    • Modifying Utterances and Entity Values
    • Enabling Intents
  • 10 Troubleshooting Digital Assistant
• Part III Managing Digital Assistant Skills for Existing Users
  • 11 Managing Value Lists
  • 12 Upgrading to a New Version of a Skill
    • Pulling a New Version of Digital Assistant Skills
    • Rebasing a Skill
  • 13 Removing Custom Dimensions From an Extended Skill
• Part IV Getting Started with Using Digital Assistant
  • 14 Using the Assistant on the Web
  • 15 Using the Assistant on Microsoft Teams
  • 16 Using the Assistant on Slack
  • 17 Getting Help
  • 18 Using the Assistant for Account Reconciliation
    • Task Overview for Account Reconciliation
    • Showing Reconciliations
    • Showing Reconciliations by Date
    • Viewing Reconciliation Balances
    • Adding a Comment
    • Viewing Comments for a Reconciliation
    • Viewing the Period Status
    • Updating the Period Status
    • Generating Reports
  • 19 Using the Assistant for Financial Consolidation and Close
    • Task Overview for Financial Consolidation and Close
    • Managing the Close Status
      • Managing Journals
      • Viewing Journals by Status
    • Showing the POV
    • Changing the POV
    • Working with Data
    • Executing Rules
    • Updating Data and Running Business Rules
    • Consolidating
    • Generating Reports
    • Accessing Job Status and Job Details
    • Displaying Additional Dimension Values When Updating Data
  • 20 Using the Assistant for Planning
    • Task Overview
    • Working with Cubes
    • Showing the POV
    • Changing the POV
    • Working with Data
    • Updating Data
    • Running Business Rules
    • Showing Task Summary
    • Generating Reports
    • Displaying Additional Dimension Values When Updating Data
  • 21 Using the Assistant for Planning Modules
    • Task Overview
    • Working with Cubes
    • Showing the POV
    • Changing the POV
    • Working with Data
    • Updating Data
    • Running Business Rules
    • Generating Reports
    • Displaying Additional Dimension Values When Updating Data
  • 22 Using the Assistant for Tax Reporting
    • Task Overview for Tax Reporting
    • Managing the Task Status
    • Setting the Context by Selecting a Cube
    • Showing the POV for Tax Reporting
    • Changing the POV for Tax Reporting
    • Working with Data
    • Changing the Members of Dimensions
    • Executing Rules for Tax Reporting
    • Updating Data and Running Business Rules
    • Consolidating
    • Displaying Additional Dimension Values When Updating Data
    • Generating Reports
• Part V Appendix: Using the Cloud EPM Account Reconciliation or Financial Consolidation and Close Skill with Fusion Applications Digital Assistant (FADA)