EPM Assistants for Planning

EPM Assistant What it Does AI Type Initial Release
IPM Insights Assistant

Provides a reusable AI Agent Studio workflow that enables agentic applications to retrieve, validate, and present IPM Insights. The workflow supports the following paths:

  • Retrieve Insight detail by Insight ID: Use this path when you already have an Insight UUID, usually obtained from an earlier Insights retrieval.
  • Retrieve applicable Insights from business process context: Use this path when you provide business process context and need applicable Insights.
  • Retrieve open Insights without context: Use this path when neither an Insight ID nor business process context is supplied.

Use the IPM Insights Assistant to create Agentic apps in Fusion AI studio to retrieve insights, present as selectable items, and retrieve details for a selected insight.

 Agent 26.11
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
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
EPM Assistant Preconfigured JSON definitions that help you quickly create AI agents in AI Agent Studio. These agents use GenAI to automate tasks and interact with Cloud Enterprise Performance Management (EPM) applications. You design and manage them in AI Agent Studio, where they communicate with Cloud EPM services through REST APIs.

Includes custom agent code for Fusion AI Studio based on the Vision sample application.

Agent 26.04