EPM Assistants: Data Retrieval Diagnosis Assistant

AI agent

Financial Consolidation and Close administrators can now diagnose slow-loading forms and saved Smart View Ad Hoc grids through the native FCCS chatbot using conversational requests. The assistant validates the requested form, checks whether Data Retrieval Diagnosis is enabled, and submits and monitors the diagnostic job in the background. It analyzes diagnostic output and recommends corrective actions for supported issues, including inappropriate solve order, level-0 Dynamic Calc members without valid formulas, unsupported Entity storage settings, and asymmetric form layouts.

When a previous diagnostic result exists for the same user, application, and form, administrators can review that result or run a new diagnosis. A downloadable HTML summary is provided when actionable findings are identified. The assistant recommends changes; it doesn't modify forms or metadata.

Business Benefit: Helps administrators investigate retrieval performance directly within FCCS, reducing manual diagnostic-log review and providing actionable recommendations.

Steps to enable and configure

Tips and considerations

Retrieval diagnosis is restricted to administrators. If Data Retrieval Diagnosis is disabled, the agent can offer to enable it with administrator confirmation. Enabling the setting may require an Essbase restart and should be coordinated around active jobs. Diagnosis can slow normal retrieval, so administrators should disable the setting after troubleshooting; the agent doesn't disable it automatically.

Key resources