See How EPM Agent Works

From connection to conversation in under 30 minutes

1

Connect Your EPM Environment

EPM Agent connects to your Oracle EPM Cloud through secure OAuth 2.0 authentication via the EPM REST API. No changes to your EPM configuration are required — it works with your existing setup.

  • ✓ Supports PBCS, FCCS, PCMCS, and TRCS
  • ✓ Standard HTTPS — firewall-friendly
  • ✓ No agents or plugins to install
  • ✓ Credentials encrypted with AES-128 (Fernet)
# Connection Configuration
connection_type: epm_cloud
name: "Finance EPM Cloud"
config:
base_url: "https://your-instance.oraclecloud.com"
auth: OAuth 2.0
encryption: AES-128 (Fernet)
✓ Connection verified successfully
2

Automatic Knowledge Building

EPM Agent automatically ingests your metadata — dimensions, members, hierarchies, and aliases. It builds a searchable knowledge base with semantic embeddings, enabling queries that are 100-200x faster than direct API calls.

Configure custom context mappings to teach the agent your organization's unique terminology and business concepts.

Time Estimate

Most environments are fully indexed in under 2 hours

Dimensions

Account, Entity, Period, Scenario, and more

Members

Names, aliases, properties, and attributes

Hierarchies

Parent-child trees with shared member support

Context Mappings

Custom business term translations

3

Start Asking Questions

Ask questions in plain English. EPM Agent handles member resolution, dimension mapping, and data retrieval automatically. Multi-turn conversations let you drill down, compare scenarios, and explore data naturally.

  • ✓ Data retrieval and variance analysis
  • ✓ Scenario comparisons with calculated variances
  • ✓ Metadata browsing and hierarchy exploration
  • ✓ Context-aware follow-up questions
EPM Agent Online
Show me revenue for North America in Q4
North America Q4 Revenue (Actual):

US: $32.1M
Canada: $8.4M
Mexico: $4.7M

Total: $45.2M (+12.5% vs Q3)
How does that compare to budget?
Q4 Revenue: Actual vs Budget

US: +$1.8M (5.9% favorable)
Canada: -$0.3M (3.4% unfavorable)
Mexico: +$0.9M (23.7% favorable)

Net: +$2.4M favorable
4

Grow With Your Organization

EPM Agent scales with your needs. Add more EPM applications, onboard additional team members, and take advantage of a knowledge base that improves over time as the system learns your organization's patterns and preferences.

  • ✓ Connect multiple EPM applications simultaneously
  • ✓ Onboard new team members with role-based access
  • ✓ Knowledge base improves with every interaction
  • ✓ Cross-application queries in a single conversation

Multi-Application Dashboard

Finance Planning (PBCS)
12 dimensions | 4,200 members
Active
Consolidation (FCCS)
10 dimensions | 3,800 members
Active
Workforce Planning (PBCS)
8 dimensions | 2,100 members
Active
3 applications connected 10,100 total members indexed

What to Expect in a Demo

A 30-minute walkthrough tailored to your EPM environment

Product Overview

15-minute walkthrough of EPM Agent capabilities and architecture

Live Data Demo

See real-time data queries, variance analysis, and hierarchy exploration

Q&A Session

Ask our EPM experts anything about the product and your use case

Custom Setup Discussion

Discuss your specific EPM environment, timeline, and implementation plan

Book Your Demo

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