AI Features for Planning

Feature	What it Does	AI Type	Initial Release
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.	GenAI	26.07
Advanced Predictions	Improves your forecasts using multiple input drivers and sophisticated forecasting and machine learning algorithms. See also: Advanced Predictions Enhancements	Predictive	25.08
Predictive Cash Forecasting	Helps treasurers and cash managers perform short-term tactical or mid-term operational cash forecasting. See also: Predictive Cash Forecasting Enhancements	Predictive	24.04
Bring Your Own ML	Imports a fully trained Machine Learning (ML) model in PMML (Predictive Model Markup Language) format and deploys it to a Planning application. Planners can then leverage robust, ML-based forecasting that uses advanced predictive modeling techniques to generate more accurate forecasts.	Predictive	21.11
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. You can also view insights directly from a form or dashboard, including GenAI-enhanced summaries. See also: IPM Insights Enhancements	Predictive and GenAI	21.11
Auto Predict	Defines a prediction to predict future performance based on historical data and schedule a job to run that prediction definition, automating the prediction process. See also: Auto Predict Enhancements	Predictive	20.08
Predictive Planning	Provides a statistically-robust method for helping planners create and validate their forecasts. Uses time-series forecasting techniques to create new predictions or validate existing forecasts that were entered into Planning using other forecasting methods. Creates base predictions, along with worst and best case scenarios to provide range estimates. See also: Predictive Planning Enhancements	Predictive	16.12
Monte Carlo Simulation	Randomly generates a range of values for assumptions that you define. After you've defined input cells as assumptions and output cells as forecasts, you run a simulation. Strategic Modeling uses Monte Carlo simulation, which uses random numbers to measure the effects of uncertainty in a model.	Predictive	15.08