Files, Object Storage, and SFTP Skill

The Files, Object Storage, and SFTP skill manages supported EPM repository file operations and transfers.

You can list repository files, download a selected file, prepare an upload, delete a selected file or custom inbox folder, or prepare copies between EPM and supported Object Storage, SFTP, or another EPM instance. Transfers need their destination and contract-specific inputs, and they follow the appropriate approval process. The agent keeps a local output destination separate from the remote repository path so that the source file and delivered copy are unambiguous.

Applies to: Account Reconciliation, Enterprise Data Management, Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Narrative Reporting, Planning, Profitability and Cost Management, Tax Reporting

Example Prompts:

  • List the files available in the EPM Test repository.
  • Download <repository filename> from EPM Test to my selected local output folder.
  • Prepare an upload of my selected local file to the EPM Test repository.
  • Prepare deletion of the repository file <filename> from EPM Test and show the approval preview.
  • Prepare deletion of custom inbox folder <folder path> from EPM Test.
  • Prepare copying file <filename> from EPM Production into EPM Test. Ask for any missing required inputs.
  • Prepare a copy of <repository filename> from EPM Test to my specified Oracle Object Storage destination; ask for any missing supported inputs.
  • Prepare copying file <object name> from my specified Oracle Object Storage location into EPM Test.
  • Check the status of Object Storage transfer job <job ID> in EPM Test.
  • Prepare copying file <remote file path> from my specified SFTP server into EPM Test.
  • Prepare copying repository file <filename> from EPM Test to my specified SFTP destination.
  • Show the required inputs for transferring a file from SFTP into EPM Test.
  • Review the source file and destination details for the prepared SFTP transfer before requesting approval.
  • Prepare uploading my selected local file to EPM Test, then copying it to my specified SFTP destination. Show the required approval requests.

Note:

File listings and supported downloads proceed after validation. Uploads, transfers, and deletions require approval of the exact prepared request. Supply credentials through the supported private-input mechanism and keep passwords and other secrets out of chat.