Account Reconciliation AI Assistants

Account Reconciliation Assistants are now available as importable agents that integrate with Fusion AI Studio, enabling a chat-based experience. These assistants are exclusively available to Fusion customers and are not supported for EPM customers without Fusion Cloud subscriptions.

The following assistants are available:

  • Transaction Matching Assistant for Administrators: Helps Service Administrators run jobs like Train Match Prediction, Auto Match, Auto Alert, Archive Matched Transactions, Purge Matched Transactions, and other administrative tasks.
  • Account Reconciliation Assistant for Administrators: Helps Service Administrators runs jobs like load balances, manage periods, run the Train Predicted Matches Predict Attributes jobs, and other administrative tasks.
  • Account Reconciliation Assistant for Users: Helps users interact with reconciliations, performing such tasks as viewing reconciliation details, adding and displaying comments to a reconciliation, submit, approve, or reject a reconciliation, and other tasks.
  • Account Reconciliation Run Report Assistant for Users: Allows users to run Reconciliation Compliance and Transaction Matching related reports.

Business Benefit:  Account Reconciliation Assistants enhance the user experience by enabling you to quickly find information and perform tasks through natural language interactions. The assistants streamline common operational tasks, thereby increasing productivity and improving operational efficiency.

Steps to enable and configure

  • Ensure that Fusion Applications environment with Fusion AI Studio is enabled
  • Assign the Service Administrator role in Cloud EPM
  • Configure federation between the Fusion Applications and Cloud EPM identity domains
  • Create a confidential application in Cloud EPM IAM (Identity and Access Management)

Key resources