Manage Own Document Records with AI Assistance

The Document Records Management Assistant is your AI-powered assistant designed to streamline the creation, organization, and retrieval of document records quickly and accurately. Leveraging advanced large-language-model (LLM) technologies, the assistant understands the context of each document type and provides relevant and actionable suggestions. This helps users capture records effectively, categorize them appropriately, and locate them at the moment of need.

Here's some benefits of using this agent instead of the UI:

• Provides access to relevant resources through a Document (RAG) tool

• Streamlines workflows into a single conversational query, providing quick answers with direct links

• Removes the learning curve for new or infrequent users, minimizing training, and manual filtering

• Automatically identifies user intent (e.g., “latest passport”) and retrieves the correct record

• Guides users in creating document records by suggesting categories, document types, required fields, and metadata values

• Enhances overall document management with natural language interaction and clear, actionable responses aligned with your organization’s policies

With the Document Records Management Assistant, you can facilitate rapid retrieval and creation of records using natural-language and contextual prompts. For example, users can use these prompts to ask the assistant and receive direct links for them.

• Find my latest passport

• Show me the pay slip for June 2025

Document Records Management AI Assistant

AI Assistant Retrieving Document Records of a Specific Document Type

AI Assistant Creating a Document Record for a Specific Document Type

AI Assistant Retrieving a Document Record with a Deep Link

Deep Link Opens Specific Document Record

AI Assistant Retrieving Specific Document Record Based on Prompt

AI Assistant Applicable Only for Logged-in User

Business benefit: Enhance the existing Document Records framework by providing proactive support, personalized guidance, and efficient access to information.

Steps to Enable and Configure

• Your environment must have the appropriate services for Oracle Applications Platform deployed. For more information, see FAQ2521 on My Oracle Cloud Support.

• Set the Enable Security Console External Application Integration (ORA_ASE_SAS_INTEGRATION_ENABLED) profile option to Yes and enable permission groups for the appropriate roles. See Access Requirements for AI Agent Studio.

• The Document Records Management Assistant is a preconfigured template. You need to create your own agent using the preconfigured template.

  • To learn how to set up AI agents, see Create AI Agents Using Preconfigured Agent Team Templates.

Tips And Considerations

• The agent enables users to retrieve, create, and update document records only for themselves. However, deletion of document records is not supported.

• Creation and update operations through the agent adhere to the same approval rules that apply when performing transactions through the user interface.

• Data visibility is managed based on user roles, ensuring that each user can only view and interact with information appropriate to their permissions.

• It also fetches document records that are pending approval.

• Business rules and validations configured in Visual Builder Studio are not triggered by the agent. 

Key Resources

• Explore AI Agents for Oracle Fusion Cloud Applications

• How do I use AI Agent Studio?

Access Requirements

• The agents you can view depend on the roles and privileges assigned to you. To access this agent, your role must be explicitly granted access to it by an AI Studio Administrator. See How can I give users access to AI agents and Access Requirements for AI Agent Studio.