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.	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	GenAI-enhanced summaries in IPM Insights from forms and dashboards. When users open the Insights panel from a supported form or dashboard, a GenAI-enhanced summary is shown if Generative AI is enabled; otherwise users see counts and categorization by insight type.	Predictive and GenAI	25.07