Oracle EPM + Generative AI

O R A C L E E P M G E N E R A T I V E A I

Oracle EPM +
Generative AI

Where it works - and how finance teams can use it
in Reports, FCCS, Planning and Narrative Reporting

Report narratives

Ask Oracle

Operational AI

Capabilities, use cases and prompt customization

Report narratives

Ask Oracle

ML templates

Oracle sample report [2]

Describe exceptions.
Compare report values.

Oracle UI detail crop [5]

Ask a question.
Explore the answer.

Oracle UI detail crop [3]

Customize examples.
Shape the narrative.

Inside this carousel

Availability / Report narratives / Ask Oracle
Prompt customization / FCCS diagnostics / Insight summaries

Sources: [1], [2], [3], [5], [7], [8] | Clickable references on pages 8-9

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Where Oracle EPM
Generative AI shows up

A capability map with product-specific boundaries

Capability

Narrative
Reporting

FCCS

Planning

Reports narratives

Yes

Yes

Yes

Reports custom ML templates

Yes

Yes

Yes

Ask Oracle in HTML Preview

Yes

Yes

Yes

Ask Oracle library search

Yes

NR only

NR only

GenAI Notes summaries

Yes

NR only

NR only

Consolidation Assistant

No

Yes

No

IPM Insight Summaries

No

Yes

Yes

“Yes” assumes an eligible subscription, enabled features and a supported deployment.
FCCS and Planning columns include their Reports capability. NR = Narrative Reporting.

Reports

Narratives and template control across eligible EPM Reports deployments.

Ask Oracle

Report-grid analysis in HTML Preview. Library search belongs to NR.

Operational AI

FCCS diagnostics and IPM summaries have different purposes.

Check the subscription

The name “PBCS” alone does not establish GenAI entitlement.

Sources: [1], [3], [5], [7], [8], [11] | Clickable references on pages 8-9

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Reports: AI-generated
financial narratives

Turn exceptions and comparisons into readable commentary

Official Oracle sample report. Demonstration members and values; not customer results. [2]

Describe

Explain cells that meet a designer-defined condition.

Compare

Compare selected periods or columns in the report.

Causality

Describe top or bottom contributing members in the selected analysis dimension.

Across eligible EPM Reports

FCCS, Planning and Narrative Reporting

Notes summarization

Specific to Narrative Reporting

How it works

Condition + criteria + ML template > GenAI > report narrative

Sources: [1], [2], [3] | Clickable references on pages 8-9

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AI Assistant for Reports:
Ask Oracle

Use natural-language questions to explore report data

Official Oracle HTML report preview. Original sample values; not customer results. [5]

Try: “Summarize this grid”

Select the report object / grid, then ask a follow-up question.

Report context

Uses the report, grid, POV and prompt selections.

Follow-ups

Explore values, trends, rankings and comparisons.

HTML Preview

The report object dropdown selects a grid, not a member.

NR library

Search for reports and other library artifacts.

Deeper contributor analysis - 26.10

Supported requests can create a separate ranked analysis grid.
Confirm the deployed update before using this feature.

AI-generated answers need review against the source report.

Sources: [1], [5], [6] | Clickable references on pages 8-9

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Prompt customization:
where you can tailor the AI

Custom ML templates control Reports narrative generation

Narrative Reporting

Cloud EPM Reports

Tools > Machine Learning Files

Narrative summaries and Notes summaries.

Use custom templates for instructions, examples and response language.

Application Settings > Report Settings

Reports in FCCS, Planning and other eligible Cloud EPM processes.

Describe, Compare and Causality use cases.

Official Oracle Machine Learning Files screen. Built-in template names retained. [3]

Custom version

Keep shipped templates unchanged. Select a custom version.

Good examples

Use 2-3 useful examples. Remove sensitive information.

Validate

Test figures, wording and language before publishing narratives.

Scope of customization

Reports ML-template control is not documented for FCCS Assistant or IPM summaries.

Sources: [3], [4], [7], [8] | Clickable references on pages 8-9

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FCCS: Consolidation
Assistant

GenAI diagnostics for consolidation performance and system health

Official Oracle diagnostic example. Findings and Action IDs are illustrative. [7]

Detect issues

Identify consolidation performance and system-health issues.

Review evidence

Use metric anomalies and current system recommendations.

Next steps

Review findings and recommended actions; some include an Action ID.

Guided chat

Service Administrators can investigate through natural-language prompts.

Diagnostic workflow

Rescan recommendations > run diagnosis > review evidence > act on findings

Role

Built for FCCS Service Administrators.

Enablement

Enterprise + Hybrid; enable Generative AI in Settings.

Entry point

Home > Consolidation Assistant

Sources: [7], [9], [10] | Clickable references on pages 8-9

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Planning / FCCS:
GenAI Insight Summaries

Summarize anomalies, forecast issues and contributing members

Official Oracle Forecast Variance & Bias example. This is not an anomaly screenshot. [8]

Single insight

Open Details, Explainability and the Insights AI tab.

Group insights

Select parent insight(s), then Actions > Summarize.

Anomalies

Summaries support all insight types, including anomalies.

Contributors

Grouped summaries can explain child-member contributions.

One insight type per run

Selected insights need the same POV.

Enterprise + Hybrid

Enable GenAI. Summary text is English.

What the AI is summarizing

Existing insight analysis and metrics. These summaries do not use the Reports ML-template customization workflow.

Supported processes include Planning, FCCS, FreeForm, Tax and EPCM. [11]

Sources: [8], [11] | Clickable references on pages 8-9

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Sources and image credits

Oracle documentation checked 15 October 2026

Reports GenAI: scope and requirements

Oracle Help Center | Click to open the original source

Official GenAI sample reports

Oracle Help Center | Click to open the original source

Machine Learning template files

Oracle Help Center | Click to open the original source

Customizing ML property files

Oracle Help Center | Click to open the original source

Reporting Agent / Ask Oracle

Oracle Help Center | Click to open the original source

Reporting Agent causal analysis - 26.10

Oracle Help Center | Click to open the original source

Image provenance

Report sample [2] / Machine Learning Files [3] / Ask Oracle [5].
Cover detail crops use the same unmodified official images.

Sources: [1], [2], [3], [4], [5], [6] | Clickable references on pages 8-9

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Sources and image credits

FCCS diagnostics, IPM summaries and availability

FCCS Consolidation Assistant

Oracle Help Center | Click to open the original source

IPM Insights: GenAI summaries

Oracle Help Center | Click to open the original source

Enabling AI in FCCS

Oracle Help Center | Click to open the original source

FCCS AI feature catalogue

Oracle Help Center | Click to open the original source

IPM Insights considerations

Oracle Help Center | Click to open the original source

Official documentation examples

FCCS screenshot [7] / IPM screenshot [8]. No private customer screenshots or invented application interfaces are included.

Oracle screen content is © Oracle and/or its affiliates. Sample members, figures and findings are demonstration content, not customer results.

Independent educational material. Availability and interface details vary by subscription, release, region and configuration.

Sources: [7], [8], [9], [10], [11] | Clickable references on pages 8-9

Bertold Bicsak — az EPMXpert Advisory ajánlásával

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