This guide summarizes the AI features supported across Oracle Enterprise Performance Management Enterprise Cloud Service and Oracle Enterprise Data Management Cloud Service. Refer to this guide when answering questions about AI features and capabilities, including what AI features are available to all Oracle Enterprise Performance Management Enterprise Cloud Service and Oracle Enterprise Data Management Cloud Service customers and which features require AI Agent Studio for Oracle Fusion Cloud Applications.

AI types include:

  • Predictive AI : Uses statistical ML models to identify patterns in training data and make predictions on new data.

  • GenAI: Uses large language models (LLMs) and multimodal AI models to generate text and media content based on input instructions and context data.

  • AI Agents: Software entities that run tasks autonomously across processes.

Note:

To use EPM AI Agents and Agentic Apps, you must have the Oracle Enterprise Performance Management Enterprise Cloud Service or Oracle Enterprise Data Management Cloud Service plus a Fusion Applications environment with AI Agent Studio.

In this guide:

AI Features for Cloud EPM and Cloud EDM

Refer to this section when answering questions about AI features available to all Oracle Enterprise Performance Management Enterprise Cloud Service and Oracle Enterprise Data Management Cloud Service customers. These features do not require a Fusion Apps subscription with Agent Studio.

Business Process Feature Release AI Type Enhancements
Account Reconciliation Reconciliation Assignment Assistance

25.12

 Predictive  
Account Reconciliation Transaction Matching Assistance

25.12

 Predictive  
Enterprise Data Management Change Management AI Assistant 26.06 GenAI  
Enterprise Data Management Application Registration Assistant: Generate Properties

25.12

 GenAI  
Enterprise Profitability and Cost Management PCM Agent 25.05 GenAI PCM Agent Enhancements
Enterprise Profitability and Cost Management IPM Insights 24.08 Predictive and GenAI IPM Insights Enhancements
Financial Consolidation and Close Consolidation Job Analytics 25.07 GenAI  
Financial Consolidation and Close IPM Insights 25.07 Predictive and GenAI IPM Insights Enhancements
FreeForm Advanced Predictions 25.08 Predictive Advanced Predictions Enhancements
FreeForm Auto Predict 24.09 Predictive Auto Predict Enhancements
FreeForm IPM Insights 24.09 Predictive and GenAI IPM Insights Enhancements
FreeForm Predictive Planning 24.09 Predictive Predictive Planning Enhancements
FreeForm Bring Your Own ML 21.11 Predictive  
Narrative Reporting Notes Summarization with GenAI 25.08 GenAI Notes Summarization with GenAI Enhancements
Narrative Reporting Generative AI for Management Reporting Narratives 24.10 GenAI Generative AI for Management Reporting Narratives Enhancements
Planning Advanced Predictions 25.08 Predictive Advanced Predictions Enhancements
Planning Predictive Cash Forecasting 24.04 Predictive Predictive Cash Forecasting Enhancements
Planning Bring Your Own ML 21.11 Predictive  
Planning IPM Insights 21.11 Predictive and GenAI IPM Insights Enhancements
Planning Auto Predict 20.08 Predictive Auto Predict Enhancements
Planning Predictive Planning 16.12 Predictive Predictive Planning Enhancements
Planning Monte Carlo Simulations 15.08 Predictive  
Tax Reporting IPM Insights 25.02 Predictive and GenAI IPM Insights Enhancements

AI Agents for Oracle Cloud EPM and Cloud EDM

Refer to this section when answering questions about AI Agents and Agentic Apps. To use AI Agents and Agentic Apps, you must have the Oracle Fusion Cloud EPM service or Oracle Fusion Cloud Enterprise Data Management service plus a Fusion Applications environment with AI Agent Studio.

Business Process Feature Release AI Type Enhancements
Account Reconciliation Account Reconciliation AI Assistants 26.06 Agent  
Enterprise Profitability and Cost Management PCM Interrogation Assistant 26.05 Agent  
Enterprise Profitability and Cost Management EPM Assistant 26.04 Agent  
FreeForm EPM Assistant 26.04 Agent  
Narrative Reporting Narrative Reporting Assistant 26.05 Agent  
Planning EPM Assistant 26.04 Agent  
Task Manager Task Manager AI Assistants 26.06 Agent  
Tax Reporting Return to Accrual (RTA) Automation AI Assistant 26.05 Agent  

AI Feature Enhancements

PCM Agent Enhancements

This table lists all enhancements added to the PCM Agent after its initial release in 25.05.

PCM Agent Feature Enhancement Release
Ability to Copy, Clear, and Delete Multiple POVs 26.06
Calculation Performance Analysis Summary in PCM Agent 26.04
Support for Substitution Variables in PCM Agent Clear POV, Copy POV, Delete POV, and Calculate Model Commands 26.04
PCM Agent: Ability to Specify a POV Range When Calculating a Model 26.04
PCM Agent: Artifact Button Changed to a Hyperlink 26.04
PCM Agent Performance Assistant 25.11
Enhanced Rule Filtering in PCM Agent 25.08
New Smart Lookup Feature When Creating User Requests in PCM Agent 25.08

IPM Insights Enhancements

This table lists all enhancements made to IPM Insights since its initial release in 21.11. These enhancements apply to all business processes that include IPM Insights.

IPM Insights Feature Enhancement Release
Support for Scaling and Precision 26.06
Generative AI Narrative Summaries Available for Account Dimension 26.04
Consistent Formatting and Highlighting in Generative AI Insight Summaries 25.11
Improved Relevance of Insight Generation with New Dismiss Insight Options 25.09
Generating Insights and Predictions for Dynamic Calc Members 25.05
Summarizing IPM Insights with Generative AI 25.04
Collaborating with IPM Insights Using Tags 24.06
IPM Insights Enhancements 23.09
Support for Calendars and Events in IPM Insights, Auto Predict, and Predictive Planning 23.08
Ad Hoc Grid Opened from an Insight Now Displays the Full Range of Cells 23.07
Easier Way to Delete Members Used in Insights and Auto Predict Definitions 23.04
Ability to Delete Insights Comments 23.02
IPM Insights Analyzer View Enhancements 22.11
Ability to Generate Insights for Dynamic Calc Parent Members 22.09
IPM Insights Chart Enhancements 22.09

Auto Predict Enhancements

This table lists all enhancements made to Auto Predict since its initial release in 20.08. These enhancements apply to all business processes that include Auto Predict.

Auto Predict Feature Enhancement Release
Handling Decimal Values in Predictions with GenAI 26.06
Handling Negative Predictions with GenAI 26.06
Improvement in Accuracy Calculation 26.06
Enhanced Configuration for Auto Predict and Ability to Generate Auto Predict Predictions for Dynamic Calc Members 25.11
Auto Predict Predictions Can Run When The Last Historical Period Data Value is Empty 25.02
Support for Calendars and Events in IPM Insights, Auto Predict, and Predictive Planning 23.08
Easier Way to Delete Members Used in Insights and Auto Predict Definitions 23.04
Advanced Auto Predict Options 22.09
Detailed Reports for Auto Predict Predictions 20.12

Advanced Predictions Enhancements

This table lists all enhancements made to Advanced Predictions since its initial release in 25.08. These enhancements apply to all business processes that include Advanced Predictions.

Advanced Predictions Feature Enhancement Release
Ability to Select Multiple Target Accounts or Members for Output to Predict 26.06
Ability to Select Drivers at a Specific Intersection 26.06
Support for Regression Algorithms 26.06
Prediction Definitions Require at Least Two Input Drivers 26.04
Ability to Generate Advanced Predictions for Dynamic Calc Members 25.11
Explainability Enhanced with Feature Importance 25.11
Prediction Accuracy Improved with Feature Engineering and Feature Selection 25.11

Predictive Planning Enhancements

This table lists all enhancements made to Predictive Planning since its initial release in 16.12. These enhancements apply to all business processes that include Predictive Planning.

Predictive Planning Feature Enhancement Release
Handling Decimal Values in Predictions with GenAI 26.06
Handling Negative Predictions with GenAI 26.06
Improvement in Accuracy Calculation 26.06
Generating Insights and Predictions for Dynamic Calc Members 26/05
Support for Calendars and Events in IPM Insights, Auto Predict, and Predictive Planning 23.08
Advanced Prediction Options 22.10
Predictive Planning Now Supports Full POV Selection for Historical Data and Alternate Cubes for Historical Data and Prediction Data 20.08
Predictive Planning Chart Interaction and Other Enhancements 17.07

Predictive Cash Forecasting Enhancements

This table lists all enhancements made to Predictive Cash Forecasting since its initial release in 24.04.

Predictive Cash Forecasting Feature Enhancement Release
Support of Up to 100 Actual Days in Daily Rolling Forecasts 26.06
Integration with Oracle Cloud ERP 26.04
Predictive Cash Forecasting Rules Updated to Support Customized Form and Dashboard Layouts 25.06
Key Predictive Cash Forecasting Forms Converted to Dashboards 25.06
Predictive Cash Forecasting View By Forecast Method Supports What-if Analysis and Line Item Adjustments 25.06
Predictive Cash Forecasting Now Supports Cash Buffer and Cash Over Buffer Line Items 25.06
Loading, Reviewing, and Updating Predictive Cash Forecasting Historical Opening Bank Balance and Bank Balance is Now Easier 24.10
Predictive Cash Forecasting Simplifies Loading the Opening Balance 24.05

Notes Summarization with GenAI Enhancements

This table lists all enhancements made to Notes Summarization with GenAI since its initial release in 25.08

Notes Summarization with GenAI Enhancements Release
Notes Summarization in GenAI: New Sample Reports 25.11

Generative AI for Management Reporting Narratives Enhancements

This table lists all enhancements made to Generative AI for Management Reporting Narratives since its initial release in 24.10.

Generative AI for Management Reporting Narratives Enhancements Release
Support for Generative AI Narrative Summaries 26.06
Gen AI Formula Segment Support for Causality Analysis 26.06
Gen AI Enhanced Column and Dimension-Based Support for the Compare Use Case 26.06
New Generative AI Sample Reports 26.06
Auto Text Summary Criteria Manager and Zoom Capabilities 26.03