Required Roles and Access

Payments Agent uses Oracle Fusion Cloud Financials security roles, permission groups, and business unit data access controls to manage administrative and runtime access.

The following roles are typically required to implement and use Payments Agent.

Role	Role Code	Purpose
Application Implementation Consultant	Application Implementation Consultant	Configures Payments Agent features, profile options, lookups, financing programs, business unit access, and scheduled processes.
Security Manager	Security Manager	Creates custom roles, enables permission groups, assigns users, and manages security configurations.
Payment Specialist	ORA_AP_PAYMENT_SPECIALIST_JOB	Primary runtime role for Payments Agent users. Provides access to payment execution, payment optimization, and supplier offer management capabilities.
Financials Intelligent Agent Administrator Duty	ORA_DR_FAI_GENERATIVE_AI_AGENT_FIN_ADMINISTRATOR_DUTY	Grants administrative access required to manage Payments Agent configurations and financing program intelligence documents in AI Agent Studio.

Business Unit Data Access

In addition to role assignments, grant users access to the appropriate business units using the Manage Data Access for Users task. Payments Agent enforces Oracle Fusion Cloud Financials business unit security. Users can access only the payment, supplier, and financing data associated with their assigned business units.

After assigning business unit access, run the Process Permission Group Policies action to synchronize data access policies and ensure that Payments Agent applies the appropriate business unit security controls.