Account Reconciliation AI Assistants

EPM assistants are importable assistants that integrate with Fusion AI Agent Studio to provide a chat-based experience. EPM assistants can be used by all Cloud Enterprise EPM and Cloud EDM customers who have AI Agent Studio for Fusion Cloud Applications.

The following assistants are available:

  • Transaction Matching Assistant for Administrators: Helps Service Administrators run jobs like Train Match Prediction, Auto Match, Run Auto Alert, Archive Transactions, and Purge Transactions.
  • Account Reconciliation Assistant for Administrators: Helps Service Administrators manage periods, run the Train Predicted Attribute and Predict Predicted Attribute jobs, and check job status.
  • Account Reconciliation Assistant for Users: Helps users interact with reconciliations, performing tasks such as viewing reconciliation details, adding comments to a reconciliation, and displaying comments.
  • Account Reconciliation Run Report Assistant for Users: Allows users to run Reconciliation Compliance and Transaction Matching related reports. 

Business Benefit:  Account Reconciliation Assistants enhance the user experience by enabling you to quickly find information and perform tasks through natural language interactions. The assistants streamline common operational tasks, thereby increasing productivity and improving operational efficiency.

Steps to enable and configure

  • Ensure that Fusion Applications environment with Fusion AI Studio is enabled
  • Assign the Service Administrator role in Cloud EPM
  • Configure federation between the Fusion Applications and Cloud EPM identity domains
  • Create a confidential application in Cloud EPM IAM (Identity and Access Management)

Key resources