Frequently Asked Questions

EPM Agent is an AI-powered assistant purpose-built for Oracle EPM Planning Cloud. It provides a natural language interface for querying data, managing metadata, exploring hierarchies, and automating workflows — all through simple conversation instead of complex interfaces.

EPM Agent is purpose-built for EPM with deep knowledge of dimensions, hierarchies, and planning concepts. It learns your specific environment — your members, aliases, context mappings, and query patterns — and improves over time. Unlike generic assistants, EPM Agent understands the nuances of financial planning and consolidation.

EPM Agent supports PBCS/EPBCS (Planning and Budgeting), FCCS (Financial Consolidation and Close), PCMCS (Profitability and Cost Management), and TRCS (Tax Reporting). A single EPM Agent instance can connect to multiple applications simultaneously.

EPM Agent is powered by Anthropic Claude, chosen for its accuracy, advanced reasoning capabilities, and safety features — qualities that are essential when working with sensitive financial data and enterprise planning systems.

No. EPM Agent provides an entirely conversational interface. You ask questions in plain English, and the agent translates them into the correct EPM operations. No MDX, no scripting, no technical knowledge required.

Most clients are fully operational within 2-4 hours. The process involves a one-time metadata ingestion from your EPM environment, after which the agent is ready to answer queries. No lengthy IT projects or change management required.

EPM Agent uses secure OAuth 2.0 integration via the EPM REST API and EPMAutomate CLI. No changes to your EPM configuration are required. The connection uses standard HTTPS, making it firewall-friendly and compatible with existing network policies.

Yes. Each EPM Agent instance can connect to multiple EPM applications simultaneously. Users can query across applications in a single conversation, and each application maintains its own independent connection, metadata, and knowledge base.

EPM Agent translates your natural language questions into precise EPM API calls and grid operations. You never need to know MDX — the agent handles member resolution, dimension mapping, and query construction automatically behind the scenes.

Metadata queries (dimensions, members, hierarchies) return in under 10 milliseconds — that is 100 to 200 times faster than direct API calls. Data queries depend on Essbase response time, but EPM Agent adds intelligent caching to minimize repeated calls.

Yes. EPM Agent integrates with EPMAutomate for metadata exports, job execution, daily maintenance tasks, and other automation workflows. This integration enables the agent to keep its knowledge base current with your latest EPM environment changes.

Yes. EPM Agent uses a single-tenant architecture — each client gets a completely isolated server instance with its own database, cache, and vector database. All data is encrypted at rest and in transit. No data is shared between clients.

No. EPM Agent queries data from your EPM system in real-time and returns results directly to you. Financial data values are not persisted by the agent. Only metadata (dimensions, members, hierarchies) is stored locally for fast lookup.

EPM Agent supports JWT authentication with bcrypt password hashing, two-factor authentication (TOTP with backup codes), API key authentication for programmatic access, and role-based access control with admin, analyst, and user roles.

EPM Agent is cloud-hosted with enterprise-grade infrastructure. Each client has a dedicated, isolated instance. Enterprise customers also have the option of on-premise deployment for maximum control.

SOC 2 certification is on our roadmap. We follow SOC 2-aligned security practices including encryption, access controls, audit logging, and incident response procedures. Contact us for our current security documentation.

Yes. We offer a 14-day free trial with full access to all features. No credit card is required to get started.

We offer Starter, Professional, and Enterprise plans with varying user limits, query volumes, and feature sets. See our pricing page for a detailed comparison of all plans.

Yes. You can upgrade or downgrade your plan at any time. Changes take effect at the next billing cycle, and we will prorate any differences.

All plans include email support. Professional plans include priority support with 24-hour response times and dedicated onboarding. Enterprise plans include dedicated support with 4-hour response times, a dedicated success manager, and custom SLA guarantees.

EPM Agent uses your actual metadata and live data from your EPM system. Responses are as accurate as your EPM data itself. The AI validates member names and dimensions before executing any query, preventing errors from ambiguous or incorrect references.

Yes. The knowledge base supports custom context mappings that let you map your organization's business terms to specific EPM members and dimensions. For example, you can teach it that "COGS" means Account member "5000_Total_COGS" in your system.

The agent always shows its work — which members, dimensions, and data points it selected. You can review the selections, correct any errors, and the system learns from your feedback through its learned patterns system with confidence scoring.

EPM Agent is currently optimized for English. Multi-language support is planned for a future release. However, the agent can already work with member names and aliases in any language stored in your EPM metadata.