Oracle EPM Cloud Planning · AI agents
Oracle EPM support, resolved by AI agents.
The agent reads your live instance, finds the cause and proposes the fix. Nothing is written to production without your approval.
Every action audit-logged · Replies in English or Spanish
- 02:14:00
Weekly aggregate load partly failed overnight
TCK-4182 · M. Duarte · FP&A
- 02:14:03
classify TCK-4182
incident_diagnosis · en · 0.94
- 02:14:07
ticket_history_search "Agg_Load_FY26"
2 related tickets · metadata imported 6 days ago
- 02:14:12
epm_get_job_log Agg_Load_FY26 · step 34 of 61
essbase 1203380 — member "FY26_Act" not found
- 02:14:38
Root cause
Tuesday’s metadata import renamed FY26_Act to FY26_Actual. Two Groovy calc scripts and the aggregator rule still use the old name.
- 02:15:02
Approved · M. Duarte · 02:31:04
epm_run_business_rule · BR_Refresh_AliasRefs · prod
- 02:31:40
epm_run_job Agg_Load_FY26
61 of 61 steps completed
- 02:31:52
Replied in English, the ticket’s language
The overnight load is green again. Three stale references fixed; one production write, approved and logged.
Connected to
Oracle EPM Cloud
Planning, via REST API v3
Jira Cloud
Reads and replies in your queue
Your own portal
No migration
Oracle documentation
The only docs it may fetch
How it works
Five steps. The fourth is yours.
A failed 2 a.m. load shouldn’t wait for the one person who knows the system.
Read
The ticket from Jira or your portal, then your live instance: jobs, logs, dimensions, members.
Diagnose
The root cause, checked against past tickets, with the evidence kept.
Propose
The fix, and the exact write it needs. Out of scope? It escalates to a person.
Approve
Yours. In production, every write waits for you; the agent can’t skip this step.
Write
The approved change, logged, and a reply in the requester’s language.
What it handles
The tickets that fill an EPM queue.
Each area is a dedicated skill, not a general promise.
Jobs and loads
Failed and partial jobs, traced to the change that broke them.
- Step-by-step job logs
- Data integration and aggregations
- Recurring failures
Business rules and Groovy
Rules and rulesets that throw errors or return the wrong number.
- Groovy calc scripts
- Essbase error codes
- Numbers that don’t add up
Dimensions and metadata
Members, hierarchies and aliases after an import or a refresh.
- Member not found
- Metadata import and Refresh Database
- Aliases, attributes, UDAs
Forms and read-only cells
What users report, in their words, including why a cell won’t take input.
- “No data” on a form
- Read-only cells, explained
- Smart Push and Smart View
Governance
You keep the keys. The agent keeps the record.
An agent that writes to a financial system has to be visible and stoppable. Both are designed in.
Safeguards
Production waits for your approval
Every production change is proposed and waits for a person to approve that specific write. The agent can’t route around it.
Read-only where you want it
Each environment has its own write policy: blocked (read-only), approval required, or allowed.
Every action is on the record
Each action goes to a tamper-evident, hash-chained audit log per tenant, so the sequence can be rebuilt and verified.
Your credentials never reach the model
EPM is reachable only through a tool gateway outside the agent’s environment. The agent holds no EPM secrets, client hostnames or shell.
What it won’t do
- Take orders from ticket text, logs or attachments. They’re data.
- Manage users, groups, roles or access permissions.
- Open or manage Oracle service requests.
- Make commercial, licensing or service-level commitments.
- Improvise. Beyond its typed tools or Planning skills, it escalates with the evidence.
- 02:15:02agent proposed BR_Refresh_AliasRefs
- 02:31:04M. Duarte approved
- 02:31:40agent ran Agg_Load_FY26 · 61/61
- 02:31:52agent replied (en)
Who it’s for
Two ways to work with us.
The same agent, supervised by you or by us.
For EPM consultancies
Your brand, our agent
Supervise the agent across all your clients’ environments, under your brand and at your price. Stop relaying tickets.
- One view across all your clients
- White-label: your name, your logo
- Approvals and autonomy set per client
For in-house EPM teams
We supervise the agent
Our team supervises it on your Planning environments. Your experts only see what needs a person, evidence attached.
- Start with one environment, widen later
- Read-only or approval-gated from day one
- Replies in English or Spanish
FAQ
What EPM buyers ask first.
Which EPM areas are covered?
Planning, formerly PBCS and Enterprise PBCS: Financials, Workforce, Capital, Projects and Strategic Modeling. Other EPM processes are out of scope until a dedicated skill exists, and the agent says so.
Do we have to change our ticketing tool?
No. The agent works in your Jira Cloud queue or takes tickets from your own portal. No migration.
Can another client see my data?
No. Each client is a separate tenant, isolated at the database layer, not in application code. A test suite fails the build if a query can cross tenants.
Does this replace our consultants?
No. It takes the repetitive triage and the known failure modes. Judgement calls, architecture and the relationship stay with your people.
How do we start?
One environment, read-only or approval-gated, and a handful of your real tickets. You see what it does with them before anything widens.
Book a demo
Bring a ticket you’ve already solved.
We’ll run it through the agent end to end, so you can judge the diagnosis for yourself.
Or pick a time
Rather book a slot? The calendar is right here.
Prefer email? [email protected]