Partner Contribution Replenishment Assistant

AI agent

Use the Partner Contribution Replenishment Assistant to identify insufficient balances in partner contributions required to cover outstanding distributions. The assistant enables joint venture accountants to replenish partner contributions by automating the detection of contribution shortages and recommending partner contribution invoices as needed.

Partner Contribution Replenishment Assistant displaying its supported tasks in response to the “What can you help me with?” starter question.

Partner Contribution Replenishment Assistant displaying the calculated contribution shortfall for a stakeholder and prompting the user to replenish the contribution.

The Partner Contribution Replenishment Assistant helps users review partner contribution balances and outstanding distributions, identify funding shortfalls, create or replenish partner contributions, and process partner contribution draws.

These are the business benefits: 

• Reduces manual effort by automating the detection of contribution shortages. 
• Increases efficiency by recommending partner contribution invoices when additional funding is required. 
• Accelerates billing by helping users address contribution shortages more quickly. 

Steps to enable and configure

Refer to the Access Requirements section to set up the required security roles and privileges. After the required security roles and privileges are set up, users can access Partner Contribution Replenishment Assistant from the Explore area on the AI Agents page. 

Key resources

• Explore AI Agents for Oracle Fusion Cloud Applications 

• How do I use AI Agent Studio? 

• About Joint Venture Partner Contributions in the Using Joint Venture Management guide. 

Access requirements

Perform these tasks to set up access to the Partner Contribution Replenishment Assistant: 

• Create a custom job role, assign the required roles to it, and assign the custom role to each joint venture user. 
• Configure data access sets to the joint venture user and role. 

Create the custom job role 

1. Navigate to the Security Console.  

2. Create a new custom job role with the following configurations: 

• Role Category: Financials Job Roles 

• Enable Permission Groups 

3. In Role Hierarchy > Roles and Privileges, add the following roles:  

• ORA_JV_PC_REPLENISHMENT_ASSISTANT_DUTY 

This role grants access to joint venture partner contribution scheduled processes, the REST service for submitting them, and deeplinks to review partner contributions in the work area. 

• ORA_FUN_ERP_SELF_SERVICE_USER_ABSTRACT  

4. In Role Hierarchy > Roles and Permission Groups, add this role:  

ORA_JV_PC_REPLENISHMENT_ASSISTANT_DUTY  

This role grants access to the assistant in the AI Agents page. 

5. Add the required users to the custom job role, then save and submit the role.  

Configure data access 

1. From Setup and Maintenance, navigate to the Enterprise Profile functional area, and select the Manage Reference Data Set Data Access task. 

2. Select the user and the custom job role, then grant access to the applicable security context and security context value, such as the business unit, ledger, and so on. 

3. After assigning data access, select Process Permission Group Policies.  

4. After receiving confirmation that the job was submitted, navigate to Scheduled Processes and monitor the Financials Maintenance Stream job until it completes successfully.  

You can then access the Partner Contribution Replenishment Assistant.