Oracle EPM Cloud Planning · AI agents
Oracle EPM Planning support, resolved by AI agents.
A specialist agent works your actual Oracle EPM Cloud instance — reading it, and only with your approval, changing it. Failed jobs, Groovy rules, dimensions and forms, diagnosed from evidence and explained in Spanish or English.
Every change to production is gated by a human approval.
A ticket, resolving itself
Weekly aggregate load partially failed after the overnight job
M. Duarte · FP&A
▸ classify TCK-4182
incident_diagnosis · en · 0.94
▸ ticket_history_search "Agg_Load_FY26"
2 related tickets · last metadata import 6 days ago
▸ epm_get_job_log Agg_Load_FY26 · step 34 of 61
essbase 1203380 — member "FY26_Act" not found in Planning_Actual
Root cause
Last Tuesday’s metadata import renamed a member to FY26_Actual. Two Groovy calc scripts and the aggregator rule still reference the old alias, so the run fails at step 34.
Waiting for your approval
epm_run_business_rule · BR_Refresh_AliasRefs · prod
▸ epm_run_job Agg_Load_FY26
61 of 61 steps completed
The overnight load is green again. The cause was a member rename in the metadata import of last Tuesday: three references still used the previous alias. I updated them, re-ran the job and all 61 steps completed. Nothing changed in production without your approval — the write was BR_Refresh_AliasRefs, logged in the audit trail.
Answered in English, the language of the ticket
Illustrative incident, composed from the failure modes the agent is built to handle.
It works where your tickets already are
The agent reads from the systems your team already uses, and answers in the language your requesters already write in.
Oracle EPM Cloud
Planning, over the REST v3 API
Jira Cloud
Reads and replies to your queue
Your own portal
Intake without a migration
Oracle documentation
The only documentation it may fetch
The problem
Oracle EPM support is expensive, slow, and hard to repeat.
The work is not glamorous, and that is the point: it is the same work, over and over, and it lands on the few people who know the system well.
The knowledge is in one person
A rule that breaks when a form is saved is understood by whoever debugged it last. When they are away, the ticket waits.
A failed 2am load is found at 9am
Nobody is watching the job console overnight, and the first person to see the failure is usually the one with a deadline that morning.
Senior hours on first-line triage
A large share of the volume is questions and repeatable incidents. Those go to the most expensive person available, every time.
The knowledge does not travel
Most Oracle EPM documentation is in English. A large share of the people raising the tickets is not. Translation is unbudgeted, so it does not happen.
How it works
Four steps, and the ones it refuses to take alone.
The ticket arrives
From Jira or from your own portal, in the language the requester wrote in. No template, no forms to restructure, no migration.
It is classified
A cheap, tool-free classifier sorts the ticket and detects its language. Below the confidence threshold it is routed to a person instead of guessed at.
The agent investigates
Typed tools read your real instance — applications, dimensions, members, jobs, job logs — and search the knowledge base and the ticket history.
It answers, or it escalates
A reply in the requester’s language, with the evidence behind it. Out of scope means a writeup for a human, never improvisation.
What it handles
The work that fills an EPM support queue.
Each group below is a skill the agent loads for the ticket in front of it, not a general-purpose promise.
Jobs and logs
Failed and partial jobs, missing data, the job console, scheduled loads.
- Job status and step-by-step logs
- Aggregator and data integration runs
- Recurring failures traced to a change
Business rules
Groovy, rulesets, calculation results and the errors they throw.
- Groovy calc scripts and run-time prompts
- Essbase error codes and what they mean here
- Why a number will not add up
Dimensions and metadata
Members, hierarchies, aliases, attributes, imports and refreshes.
- Member not found after a refresh
- Metadata import and Refresh Database
- Aliases, attributes and UDAs
Forms
The problems users actually report, in the words users actually use.
- “No data” and cells that will not accept input
- Read-only cells and why
- Slow forms, Smart Push, Smart View
Inside your instance
The agent reads the live system rather than a copy of the documentation.
- Applications, dimensions, members, jobs and logs
- Data slices, exported and compared
- Changes executed only through an approval
In your language
Bilingual by construction, not translated afterwards.
- English and Spanish replies
- Language detected per ticket
- The same evidence, in the reader’s language
Governance
You keep the keys. The agent keeps the record.
An agent with write access to a financial system is only usable if you can see exactly what it did and stop it before it matters. Both are designed in, not added later.
Production writes need a human
Each environment carries a write policy: blocked, approval required, or allowed. In production a change is proposed and waits. The agent cannot route around it.
Your credentials never reach the model
EPM is reachable only through a tool gateway that runs outside the agent’s environment. The agent holds no EPM secrets, no client hostnames, no shell.
Every action is on the record
Each action is written to a tamper-evident, hash-chained audit log per tenant, so the sequence can be reconstructed and verified after the fact.
Your tickets are data, not instructions
Ticket text, comments, job logs and attachments are treated as untrusted input. Content inside a ticket cannot make the agent act.
It escalates instead of guessing
Access and permissions, Oracle service requests, commercial or licensing terms: these go to a person, with the evidence already collected so nobody starts from zero.
Who it is for
Two ways to work with us.
The same agent, supervised by whoever is best placed to supervise it.
For EPM consultancies
Your brand, our agent
Supervise the agent across every client environment, under your own name and colours, from one place. Keep the relationship with your client; stop relaying the tickets.
- One view across every client you support
- Your name, your logo, your accent colour
- Approvals and autonomy set by you, per client
- A support offering you can price yourself
For in-house EPM teams
We supervise the agent
One team supervising the agent across your Planning environments, answering your requesters in their own language, escalating to your experts only what needs a human.
- Read and, with approval, change — on your instance
- Answers in the language your requesters write in
- Your experts see escalations with the evidence attached
- Start with one environment and widen from there
Boundaries
What we deliberately do not do.
An agent that will do anything is an agent you cannot put into a financial system. These are the lines it is not allowed to cross.
- Users, groups, roles and access permissions
- Opening or managing Oracle service requests
- Commercial, licensing or service-level commitments
- EPM business processes outside Planning without a dedicated skill
- Anything outside its typed tools — no improvised scripts, no calls to systems it was not given
FAQ
Questions an EPM buyer usually asks first.
Does the agent write to my production environment?
It can, and that is the point. Each environment has a write policy — blocked, approval required, or allowed — and in production a change is proposed and waits for a human to approve that specific write. The agent has no way to make an unapproved change to production.
What happens when it does not know?
It escalates, with the evidence it already gathered attached. A ticket classified below the confidence threshold is routed to a person rather than answered, and access questions, Oracle service requests or anything commercial always go to a human.
Which EPM areas are covered?
Planning, formerly known as PBCS: Financials, Workforce, Capital, Projects and Strategic Modeling, which was Enterprise PBCS. Other EPM business processes are out of scope until a dedicated skill exists for them, and the agent will say so rather than improvise.
Can my requesters write in Spanish?
Yes. The language is detected on every ticket and the reply comes back in that language, with the evidence in the same language. There is no separate Spanish queue and no translation step.
Can another client see my data?
No. Every client is a separate tenant, and the isolation is enforced at the database layer rather than in application code, with a test suite that fails the build if a query can cross a tenant boundary.
Does this replace our consultants?
No. The work it takes is the repetitive triage and the known failure modes. The judgement calls, the architecture arguments and the relationship stay with the people.
How do we start?
One environment, read-only or approval-gated, with a small number of your real tickets. You see what it does with them before anything is widened.
Book a demo
Bring a ticket you have already solved once.
The most useful demo is not a tour. It is a real incident of yours, run through the agent end to end, so you can judge the diagnosis and the evidence for yourself.