EPM Assistants: Configurable Consolidation Rules Assistant

GenAI

A new Configurable Consolidation Rules Assistant is available. This assistant allows administrators to create Configurable Consolidation Rules using natural language in a chatbot on the rule page. It interprets the user’s requirements, generates the corresponding rule configuration, and creates the rule after the user confirms it.

Business Benefit: This assistant reduces manual setup and repeated steps in the user interface, helping teams create consolidation rules faster and more easily.

Steps to enable and configure

• Enable GenAI. See Enabling AI in Financial Consolidation and Close.

Key resources

• Creating Consolidation Rules Using Configurable Consolidation Rules Assistant in Administering Financial Consolidation and Close