AI Features for Financial Consolidation and Close

Feature	What it Does	AI Type	Initial Release
Consolidation Assistant	Helps Service Administrators identify and diagnose system issues, provides detailed diagnostic findings, and recommends appropriate resolutions to address the detected problems. Leveraging Generative AI, the assistant helps administrators understand the likely causes of consolidation performance issues and system health issues through a guided chat experience. It combines metric anomaly analysis with recommendation-based findings, which enable administrators to review a diagnosis summary and resolve issues.	GenAI	26.09
Generative AI in Data Discovery	Summarizes, renders, and formats the output of the Notes and trace files. When you use this option, an HTML dashboard is generated for the results as the cell attachment, including a single-run trace in table format, a multi-run trace in expandable list format, and Notes in a list format.	GenAI	26.09
Reporting Agent	Analyzes report data and gains insights using natural-language questions. Helps you to quickly understand report grid data by answering questions about values, trends, rankings, comparisons, and calculations directly from HTML report previews. Supports conversational follow-up and remains grounded in the current report, grid, and point of view. See also: Reporting Agent Enhancements	GenAI	26.07
Consolidation Job Analytics	Generates a GenAI-based job summary for completed Consolidation jobs, visible from Job Details in the Jobs console.	GenAI	25.07
IPM Insights	IPM Insights empowers finance and operational users with data science optimized for multidimensional planning and forecasting use cases. IPM Insights analyzes past data and predicted data, helping you find patterns and insights into data that you might not have found on your own. Insights can be trends, anomalies, forecast bias, or variations.Administrators configure insights and then run them, and can schedule them to run on a regular basis. Planners can then review and analyze insights in a dashboard, and take appropriate action to improve the forecast. Administrators configure insights and then run them, and can schedule them to run on a regular basis. Planners can then review and analyze insights in a dashboard, and take appropriate action to improve the forecast. You can also view insights directly from a form or dashboard, including GenAI-enhanced summaries. See also: IPM Insights Enhancements	Predictive and GenAI	25.07