Strategic Modeling Skills

Strategic Modeling skills support exploration of existing financial models and separately approved scenario workflows. They work with model accounts, periods, scenarios, formulas, reported values, and selected financial objectives.

The agent resolves the live model and account identities and their units, then uses the appropriate exploration, scenario, or EPS alternative workflow. Platform cubes and Strategic Modeling models are different targets, so name Strategic Modeling explicitly when the context could be ambiguous. New model construction, Planning handoff, Monte Carlo simulation, and updating or deleting existing scenarios are outside the implemented skill scope.

Example Prompts:

• In Strategic Modeling, list models available in application <application> in EPM Test.
• Show the available context for Strategic Modeling model <model> in <application>.
• Show a revenue trend for <account> in model <model>, scenario <scenario>, across <periods>.
• Compare Base and <scenario> for <account> in model <model> over <periods>.
• Prepare an inherited scenario proposal for model <model> using parent <scenario>, target <account>, period <period>, and my selected editable lever <account>.