Working with RTA Automation Assistant: Example Scenario

  • After enabling AI Assistant (see, Enabling RTA Automation Assistant), you see RTA Assistant available in the RTA Automation Form (Navigate to Application→ Configuration→ RTA Automation).

    RTA Assistant available in the RTA Automation Form

  • Enter the following input in the chat text area of RTA Assistant "Post RTA adjustments from "FY23","FY24","FY25" to "FY26","P12" for "LE101" and select the send icon Send.

    Enter Input

  • RTA Assistant processes the input and asks for the confirmation as shown below: 
    Configuration Parameters: 
Source Year:FY25,FY24,FY23,
Posting Year:FY26,
Posting Period:P12,
Entity:LE101,
Scenario:Actual,
Jurisdiction:US
INFO: The Scenario was not provided or not found; the system proposes default Scenario "Actual".

    Configuration Parameters

  • Confirm selecting YES and the configuration gets created. Refresh the form manually to see the created configuration.

    Configuration Successful

  • The Assistant will be configured with all the required data by default while invoking. In case of failures, assistant can be configured manually also by running the Configure AI Assistant by navigating to Application -> Configuration -> Configure: Tax Reporting -> Configure AI Assistant -> Configure Assistant.

    Configure AI Assistant

    Configure Assistant

    If RTA Assistant is already configured, you get the message below:

    Configured Assistant