Retirement Request Assistant

The Retirement Request Assistant streamlines the asset retirement process by providing a simplified way for asset custodians to submit and track asset retirement requests through a guided conversational experience.

Asset custodians can raise retirement requests in two ways.

Retire My Assets

Asset Custodians can start by typing “Retire my assets” from the assistant. to view and select assets assigned to them for retirement, or they can submit requests for assets that are not assigned to them by providing one of the identifiers like Serial Number, Tag Number, and Description. After selecting the assets, asset custodians can enter additional retirement details including Retirement Date, along with optional information such as Retirement Reason and Comments, before submitting.

Note :Once submitted, the request is processed by user through the Fixed Asset Retirement Assistant,, who reviews the request, updates the details if needed, and posts the retirement transaction.

The Retirement Request Assistant also enables asset custodians to view and track their recent retirement requests, including request ID, submission date, asset details, retirement date, and current status such as Pending, Posted, or Rejected.

You can now view all available AI Agents from the AI Agents and Applications page To access this page, add /fscmUI/redwood/human-resources/ai-studio/agent-explore to the end of the URL for your application environment. For example, https://example.com/fscmUI/redwood/human-resources/ai-studio/agent-explore.

From the AI Agents and Applications page you can:

• Search for available agents
• View your conversations with agents
• Start or resume a chat session with an agent

Key Capabilities
•    Submit retirement requests for assigned assets and non-assigned assets.
•    Raise request to retire assets in any corporate book.
•    Track recent retirement requests and statuses.

Business benefits include:

• Improved user experience through a simple self-service process for submitting and tracking asset retirements.
• Simplifies the retirement request submission process through a guided conversational experience
• Faster request handling by allowing users to submit retirement requests directly without manual coordination. 
• Reduced operational effort by minimizing back-and-forth between users and support or operations teams.

Steps to enable and configure

You don't need to do anything to enable this feature.

Tips and considerations

• AI Agents and Applications page displays AI agents delivered by Financials. However, you can interact with the Retirement Request Assistant only if your job role grants access to it .
• The Retirement Request Assistant does not require data access to any asset book because the agent only raises a request to retire an asset.
• When raising a retirement request for an asset, make sure to enter all required details and submit the request. If you leave before submitting, the retirement request assistant will not save the information, and you will need to start the process again.
• Natural language conversation is English-only in this phase.
• For the best user experience, manually resize the assistant window to full screen.
• Enter Help in the assistant to access the help screen and view user guidance.

Key resources

• Explore AI Agents for Oracle Fusion Cloud Applications
• How do I use AI Agent Studio?

Access requirements

To provide user access to the Retirement Request Assistant, complete these steps:

1. Navigate to the Security Console.
2. Create a new custom job role with the following details:
   • Role Name: Specify a name, for example, Retirement Request Custom Role 
   • Role Code: Specify a code, for example, RETIREMENT_REQUEST_CUSTOM_ROLE 
   • Role Category: Financials – Job Roles 
3. Enable the Enable Permission Groups option 
4. Navigate to Role Hierarchy > Roles and Privileges and add the following roles:
   • ORA_FUN_FIN_AI_AGENT_RUNTIME_DUTY_HCM 
   • ORA_FUN_FIN_AI_AGENT_RUNTIME_DUTY 
5. Navigate to Role Hierarchy > Roles and Permission Groups and add the following roles:
   • ORA_DR_FAI_GENERATIVE_AI_AGENT_FIN_ADMINISTRATOR_DUTY 
   • ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY
   • ORA_FA_FIXED_ASSET_RETIREMENT_ASSISTANT_DUTY
6. Add the required users to the custom job role, then save and submit the role.