AI Apps Implementation Workflow

Follow these high-level steps to get started with AI Apps for Financials. See the sections in this chapter to get more detailed implementation instructions where you need them.

Before you start

Before implementing AI Apps for Financials, make sure that the Cloud ERP environment for your organization meets this criteria:
  • Must not be on a government pod
  • Should be live in production with at least 3 months of consumable data to benefit from high quality recommendations and prediction results

Step 1: Create users and assign roles

Create the users and roles in Oracle Cloud Financials to enable communication and data exchange for AI Apps and schedule and run the data extracts in Oracle BI Publisher. Create the user to access the administrator tasks in AI Apps for ERP.

Step 2: Set up AI Apps

On the Connections page in Oracle AI Apps for ERP, make the connections for your integrations with your Oracle Financials service.

Step 3: Opt in for AI Apps for Financials features

In the Setup and Maintenance work area of Oracle Financials, enable the applicable features.

To understand AI Apps features and setting them up, watch this video: