Expense Policy Inquiry Enhancements Using Expenses Agent

Agentic expense policy inquiry is now available in AI Agent Studio, making it easier to deliver clear, real-time guidance on expense policies through natural language queries. In addition, the delivered prompt is now refined for higher quality responses.

The agent can be used to answer questions about a company's travel policies. Expense managers can upload the organization's corporate travel and expenditure policies, allowing employees to use the agent to receive contextual answers to any questions related to these policies using the desktop or a mobile device. This will help employees understand corporate policies before incurring business expenses and be aware of expense submission requirements.

The agent answers expense policy and application-related questions

Once the document is uploaded, the expense policy inquiry is available to users from the navigation bar using the Expenses Agent (messaging) icon.

Business benefits include:

• Delivers tailored and immediate policy guidance, reducing non-compliant expense submissions and audit workload.
• Enhances the quality and relevance of information delivered.
• Streamlines access to policy information and reduces the need for manual searching or policy review, improving productivity and user satisfaction.

Steps to enable and configure

• Existing customers using the Expenses Agent before 26B must enable the FSM opt-in Email-Based Expense Completion Using Expenses Agent (ORA_EMAIL_BASED_EXM_CMPLTN_USING_EXM_AGNT) to use the Agent Studio version of the Expenses Policy Agent in 26B.  For new customers using the Expenses Agent in 26B, this opt-in is enabled by default.
  • Customers who used the Expense Policy Agent prior to 26B must upload their documents in Agent Studio to use the enhanced 26B version.
  To get started, you’ll need to upload at least one document. Here’s how:
  1.  Log in with admin credentials to Agent Studio.
  2. Navigate to AI Agent Studio under "Tools".
  3. Search for “Get Expense Policy Document.”
  4. Go to "Add" under Documents.
  5. Enter the document name, change the status to "Ready to Publish," and upload the document by selecting "Drag and Drop".
  6. Log in as an Application Implementer and run the ESS job “Process Agent Documents” after any add, edit, or delete operation to ensure the changes are applied.
  7. After the scheduled process completes, from the “Get Expense Policy Document.” Tool, select your document, and set its status as "Published".

Tips and considerations

• Expense managers can upload multiple documents at a time through Agent Studio.  Uploaded documents must be in PDF, TXT, or Markdown format. Convert complex tables and images in documents to plain text for better accuracy.
• The uploaded documents are applicable for all Expenses Agent users across all business units. 

Key resources

Touchless Expenses User Application Manual and FAQ
Fusion Applications provides a user application manual and FAQ that can be used as a baseline. Customers are encouraged to enrich the document before uploading it in the Agent Studio. This sample FAQ is written for J.P. Morgan corporate card users and includes sections that require customization with customer-specific information. Download the document and edit it as needed for your corporate or non-corporate card program before use.  Touchless Expenses User Application Manual and FAQ

Access requirements

At least one business unit needs to be enabled with Touchless Mobile Expenses (25D) to use this feature.