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Oracle Digital Assistant for EPM

Arun Raj
4 min readJun 10, 2021

I had the opportunity to try out ODA for EPM and it looks great. Here is how to get started. Thanks to Mike Casey, Pat Malay and Joe Huang for the wonderful session.

The ODA for EPM is available for FCCS and ARCS currently. ODA will be available for other EPM offerings in the future.

Configure EPM Skills in Oracle Digital Assistant

First things first, you need access to an ODA Instance. Once you login, navigate to the Development > Store.

Search for EPM in the search bar and you should see the EPM Digital Assistant in the Skill Store search results. Click on Options > Pull.

Navigate to the Skills page and you should see two new EPM skills:

  • Consolidation and Close
  • Account Reconciliation

Let’s focus on Consolidation and Close Skill. Click on Options > Extend

Enter the following information:

  • Display Name (Mandatory)
  • Name (Mandatory)
  • Description
  • Primary Language

You can look at the pre-defined intents and entities. But for this post we are not going to change anything. Lets setup the following information in the Settings tab. Make sure to scroll down to the Custom Parameters Section:

  • da.epmUser (EPM User Name)

Arun Raj

Mostly write about Oracle Cloud ERP and EPM related Topics. Interested about emerging AI technologies, Python and Low Code Tools