EPM Assistants: Transaction Matching Configuration Assistant

AI agent

EPM Assistants enable Service Administrators to download AI agent templates for integrating Cloud Enterprise EPM or Cloud EDM with Fusion AI Agent Studio.

A new Transaction Matching Configuration Assistant is available. This assistant uses Artificial Intelligence (AI) to create and extend match types with information from an uploaded template. This eliminates the need for manually configuring the match type components. The template describes the required match type configuration, including its data sources, attributes, match processes, and match rules.

When creating a new match type, the assistant validates the file and creates the match type after approval from the Service Administrator. If the match type exists, the assistant compares the template with the current match type properties, adds only the missing information and preserves the existing data sources, attributes, processes, rules, and conditions.

The assistant is packaged as a downloadable ZIP file on the Downloads page. The name of the file is ACCOUNTRECONCILIATION_TRANSACTION_MATCHING_CONFIGURATION_ASSISTANT_ARCS.json.

Business Benefit: This feature provides the following benefits:

  • Simplifies and automates match type configuration, reduces manual set up effort, and minimizes configuration errors
  • Helps you easily extend existing match types without rebuilding them or overwriting working configurations
  • Provides faster implementation and more consistent configurations

Steps to enable and configure

  1. Enable GenAI. See Configuring Artificial Intelligence Settings.
  2. Use the steps in How to Use EPM Assistants with AI Agent Studio in Getting Started Guide for Administrators.

Key resources