AI Agent: Costing Period Close Assistant

The Costing Period Close Assistant is your intelligent companion for navigating the complexities of period close. This AI-powered assistant can be trained on your organization’s period close checklist, accounting manuals, and standard operating procedures to deliver real-time answers and proactive guidance.

Costing Period Close Assistant enabled in Guided Journeys

Here are some of the key business benefits when you enable this agent:

• Faster period close with less back-and-forth across teams.
• Reduced errors and rework with policy-driven responses.
• Increased confidence among accountants, especially new or rotating team members.
• Self-service knowledge access without digging through manuals.

Steps to Enable

You can use AI Agent Studio to use or copy a preconfigured agent template to create Agents for your business processes. To automatically add a suffix to all artifacts in your agent team, you can Copy Template instead of Use Template. When you copy a template, you're directly taken to the agent team canvas where you can edit the agent team settings, agents, tools, and topics. The Use Template option takes you through a step-by-step process for configuring each artifact in the agent team.

For information on using AI Agent Studio, see How do I use AI Agent Studio?

Tips And Considerations

• AI Agents are designed to be enterprise specific and require preloaded maintenance and operating manuals and troubleshooting guides.
• To interact with AI Agents, enable Guided Journeys in the application page and add an Agent task to the journey.
• The AI agents only process text information provided in uploaded documents to retrieve relevant answers.
• To ensure accurate citations and source information, update and maintain the data repository.

Key Resources

• See these topics to learn more about generative AI agents:
  • https://www.oracle.com/a/ocom/docs/applications/fusion-ai-agents-guide.pdf
  • https://docs.oracle.com/en-us/iaas/Content/generative-ai-agents/overview.htm
  • https://www.oracle.com/a/ocom/docs/applications/human-capital-management/ai-agents-for-oracle-cloud-hcm.pdf

Access Requirements

To access the Oracle AI Agent Studio for Fusion Applications and manage SCM AI agents, users must be assigned a configured job role that contains these duty roles:

• SCM Intelligent Agent Management Duty (ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY and ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY_HCM – both duty role codes are required)

• Fai Genai Agent SCM Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_SCM_ADMINISTRATOR_DUTY)

In the Security Console, filter by Roles and Privileges to find the SCM Intelligent Agent Management Duty role. Filter by Roles and Permission Groups to find the Fai Genai Agent SCM Administrator Duty role.

To interact with AI agents in product pages, users must be assigned a configured job role that contains this duty role:

• Fai Genai Agent Runtime Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY)

In the Security Console, filter by Roles and Permission Groups to find this duty role.

To allow users to interact with agents, you must also enable permission groups in the Security Console on those users’ configured job roles that contain the Fai Genai Agent Runtime Duty role. You can enable permission groups when you manage the basic information of your configured job roles.

Users’ configured job roles must also contain privileges that allow access to the pages where AI agents are enabled.