Plan Review Cycle Document Screening Advisor

AI agent

This  26D feature embeds screening in the formal application workflow. After an application is accepted with plan review required, a Business Rules Framework event invokes an AI agent, inserts designated application attachments into Plan Review Cycle 1, and records the results as plan review comments for agency staff.

Agencies can automatically run an AI-assisted prescreen when an accepted permit or planning application enters formal plan review. When the application is accepted with plan review required, a configured Business Rules Framework event invokes the Plan Review Cycle Document Screening Advisor.

Existing functionality creates the first Plan Review Cycle. With this enhancement, PDF attachments marked For Plan Review are automatically inserted into the cycle’s attachments list. The agent analyzes those documents and adds its findings as an AI-generated cycle-level comment. The comment identifies the AI agent as its creator and is private by default.

When multiple documents are selected, the demonstrated implementation creates one cycle-level comment containing a separate section for each file. Each file is evaluated independently rather than as part of one combined plan set. The current demonstrated scope applies to Plan Review Cycle 1.

Business Benefit: This feature assists plan reviewers by providing a pre-review analysis that gives reviewers a head- start on their plan reviews.

Steps to enable and configure

These are standard steps to add AI Agents for Permitting and Licensing:

  1. Enable AI for your offerings in Permitting and Licensing. If you already enabled AI for your offerings, you can skip this step. 
  2. Set up the appropriate security for AI Agents. Complete the setup as outlined in How do I use AI Agent Studio? , "Access Requirements for AI Agent Studio", Provide Access to ConfigureAI Agents in Oracle Permitting and Licensing on the Oracle Help Center. If this has been configured previously, you can skip this step. (Note - these instructions were updated for 26C. If you configured your security prior to 26C, you should verify that you have the correct setup.)
  3. Copy the AI agent template in Oracle AI Agent Studio. 
  4. Configure the Business Rules Framework Action to call the agent. 

1. Enable AI functionality for the offerings

You will need to first enable the AI functionality in Permitting and Licensing for your offering. Repeat for each offering you want to enable for this feature. (You can skip this feature if this has already been enabled for your offerings.)

  1. Navigate to Setup and Maintenance > Offering: Permits or Planning and Zoning > Change Feature Opt In. 
  2. Select the pencil icon in the Features column of the Public Sector Permits (or Planning and Zoning). 
  3. Select the Enable checkbox for "Enable AI Functionality for Permits" (or Planning and Zoning).
  4. Select Done. 

2. Set up security for AI agents

Complete the steps outlined in How do I use AI Agent Studio? , "Access Requirements for AI Agent Studio", Provide Access to Configure AI Agents inOracle Permitting and Licensing on the Oracle Help Center. (You can skip this step if this has already been configured.)

3. Copy the template

Once you've enabled the AI functionality, you will need to copy the template of the delivered AI Agent "Plan Review Cycle Document Screening Advisor" in the AI Agent Studio.

Complete the instructions found in Oracle AI for Fusion Applications: How do I use AI Agent Studio?, Oracle Help Center. 

4. Configure the Business Rules Framework Event

Complete the following steps to configure the Business Rules Framework event. 

  1. Navigate to Business Rules Framework. 
  2. Select Permits. 
  3. Select the Permit Application Accepted and Requires Plan Reviews events. 
  4. Create a new rule (such as Run AI Agent) for the event. Define the rule criteria to identify the application types that should invoke the AI Agent. 
  5. Add the application types as needed. Only applications that meet the rule criteria will invoke the AI agent to run. 
  6. In the Actions, select Call Workflow Agent. Click Configure and select your published copy of the Plan Review Cycle Document Screening Advisor agent from the previous step. 
  7. Save and activate the rule. 
  8. Repeat these steps for the following Planning Application events: 
    • Planning Application Accepted
    • Requires Plan Review

Tips and considerations

This agent can be further customized with agency policy documents for more thorough AI checks.

Here are a few more considerations:

  • Only PDF documents are processed. 
  • Each PDF must be smaller than 25 MB for AI processing. 
  • Files are evaluated independently. Information in one PDF is not used to satisfy a checklist requirement for another PDF. This can produce apparent missing-item findings when a plan set is divided across multiple files.
  • The demonstrated implementation supports Cycle 1. Rerunning the agent for resubmittals, subsequent cycles, or documents, added after the initial run, isn't part of this feature.
  • The agent runs asynchronously. The workflow execution log can confirm that Business Rules Framework called the agent, but it doesn't confirm that the agent completed successfully.
  • AI results are created as plan review comments. The comments are marked as private and attributed to the AI agent. Staff can view the findings with other cycle comments and in the consolidated plan comments view.

Key resources