EPM Assistants for Financial Consolidation and Close

EPM Assistant	What it Does	AI Type	Initial Release
Consolidation Approvals Assistant	Provides a workflow for users to retrieve approval unit status and perform approval actions, including updating the approval status for their assigned approval units.	Agent	26.09
Financial Consolidation and Close Diagnostic Assistant	Enables Service Administrators to download AI agent templates for integrating Cloud Enterprise EPM or Cloud EDM with Fusion AI Agent Studio.	Agent	26.08
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
Calculation Assistant to Create Configurable Consolidation Rules for Administrators	Helps Administrators create Configurable Consolidation rules with rulesets, or add new rules to an existing ruleset. By providing a guided framework, the Calculation Agent Assistant reduces the complexity and time involved in setting up Configurable Consolidation rules.	Agent	26.07
Consolidation Performance Diagnostic Assistant for Administrators	Identifies deviations from standard configurations, proactively highlighting potential application corruptions or misconfigurations. It suggests actionable next steps based on consolidation job analytics.	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