EPM Assistants for Tax Reporting

EPM Assistant	What it Does	AI Type	Initial Release
Tax Journal Assistant for Users	Helps users streamline the creation of consolidation journals from TAR Journal Posting data. Users can provide inputs such as Scenario, Year, Period, Entity(s), and/or Jurisdiction(s) in natural language (English). The assistant interprets these inputs and based on mapping provided automates data extraction for journal preparation and gets the user approval to create journals in Financial Consolidation and Close Cloud Service (FCCS).	Agent	26.09
EPM Activity Reports Assistant for Administrators	Helps answer questions about the Activity Report and can send answers in email, enabling Service Administrators to gain deep insights into application usage and associated user experience in Cloud EPM.	Agent	26.07
Tax RTA Assistant for Users	Helps users create Return to Accrual (RTA) posting configurations through an AI-driven, guided experience. Users can set up automation across multiple entities and jurisdictions in natural language (English). To create an RTA configuration, the assistant requires key inputs such as Scenario (optional), RTA Source Year(s), Posting Period, Posting Year, Entity(s), and/or Jurisdiction(s).	Agent	26.07
Task Manager Assistant for Users	Helps users review their current task assignments. This assistant shows task summary, task details, and allows them to review task commentaries including adding new comments.	Agent	26.06
Task Manager Assistant for Administrators	Helps administrators to create new task schedules by deploying saved task templates.	Agent	26.06
Task Manager Run Report Assistant for Users	Helps users generate their Task Manager reports such as summary reports, overdue task reports, and task comments reports. When specific parameters are required, the assistant prompts the user for inputs and then generates the report output.	Agent	26.06