EPM Spotlight Features

Be sure to review the details of the significant feature(s) being introduced.

• AI Features (for information about all EPM AI features, see Features with AI)
  • In Cloud EPM
    • Oracle introduces new Cloud EPM AI Skills. The Core AI skills support Oracle Cloud EPM infrastructure administration across the following 11 functional areas through validated REST operations. See New Skills for Core Infrastructure Management Including Security, Audit, Migration, Activity Reporting, Essbase Diagnostics, and Concurrent Testing.
    • A Platform Data Exploration skill helps you inspect applications, cubes or plan types, dimensions, members, forms, dashboards, and selected Planning values through the packaged EPM Client Library. See New Platform Data Exploration Skill. 
    • Strategic Modeling skills help users explore existing Oracle Cloud EPM Strategic Modeling models, analyze financial results, and prepare new scenarios for review and approved execution. See New Strategic Modeling Skills. 
    • You can now include the top insights in Dashboards 2.0. See IPM Insights: Ability to Show top Insights in Dashboards.
    • A new IPM Insights Assistant provides a reusable AI Agent Studio workflow that enables agentic applications to retrieve, validate, and present IPM Insights. See EPM Assistants: IPM Insights Assistant.
    • You can use Insights Analysis directly from an IPM insight to investigate variances, anomalies, and gaps between planner forecasts and predictions.See IPM Insights: Insights Analysis. 
  • In Account Reconciliation
    • You can now use natural language to filter data on the following User Interface pages: Profiles list, Reconciliations list, Transactions list, Reconciliation Balances tab, Detail Balances tab, and Matching page. See Natural Language Filtering with Generative AI.
    • A new Transaction Configuration Assistant uses Artificial Intelligence (AI) to create and extend match types with information from an uploaded template. See EPM Assistants: Transaction Matching Configuration Assistant.
  • In Enterprise Profitability and Cost Management
    • A new PCM Assistant enables Agents created with AI Studio to help you efficiently explore modeling artifacts, application context, and metadata, and to execute PCM Calculation commands. See EPM Assistants: PCM Assistant.
    • You can integrate list rule commands entered in PCM Agent with rule selection operations on the Mass Edit tab. See Integrating Mass Edit Operations with PCM Agent List Rules Commands.
  • In Financial Consoldiation and Close
    • A new Configurable Consolidation Rules Assistant allows administrators to create Configurable Consolidation Rules using natural language in a chatbot on the rule page. See EPM Assistants: Configurable Consolidation Rules Assistant.
    • A new Data Retrieval Diagnosis Assistant allows administrators to diagnose slow-loading forms and saved Smart View Ad Hoc grids through the native FCCS chatbot using conversational requests. See EPM Assistants: Data Retrieval Diagnosis Assistant. 
• Tax Reporting
  • An enhanced translation option for calculating Substance-Based Income Exclusion (SBIE) average rates data is available. See Substance Based Income Exclusion (SBIE) Average Translation Automation.
  • You can now view insights directly from a form and dashboard. See IPM Insights: Ability to View Insights from Forms and Dashboards.

Business Benefit: Spotlight features are important enhancements that can significantly impact the Cloud EPM user experience.