Upload Policy Documents

Upload corporate travel and expense policy documents so Expenses Agent can reference them when answering employee questions about company policy through natural language queries.

Note:

Starting in 26B, policy documents are uploaded and managed in AI Agent Studio.

Customers who used the policy agent before 26B must enable the FSM opt-in Email-Based Expense Completion Using Expenses Agent (ORA_EMAIL_BASED_EXM_CMPLTN_USING_EXM_AGNT). Additionally, customers upgrading from earlier releases must upload their existing policy documents in Agent Studio to use the enhanced 26B functionality.

New customers using Expenses Agent in 26B or later have this functionality enabled by default.

For details, see Expense Policy Inquiry Enhancements Using Expenses Agent.

Upload a Policy Document

1. Sign in with Administrator credentials.
2. Navigate to Tools > AI Agent Studio.
3. Search for Get Expense Policy Document.
4. In the Documents section, select Add.
5. Enter the document name, and drag and drop the file you want to upload.
6. Set the Status to Ready to Publish and save.

Process and Publish the Document

After adding, editing, or deleting a document:

1. Sign in as an Application Implementer.
2. Run the Process Agent Documents scheduled process.
3. After the process completes, return to AI Agent Studio.
4. Select the document from the Get Expense Policy Document tool, and change the Status to Published.