🔬 Innovation Lab · EPM Analytics AI

Where AI Meets Oracle EPM

18 live interactive use cases demonstrating AI-native Oracle EPM Planning capabilities. Natural language. Real data models. Zero server connection required.

56
MCP Tools
18
Live Demos
12
EPM Dimensions
10,500+
Members Indexed
Live Demos

18 Use Cases Across 6 Modules.

Grouped by module, from the ERP general ledger that posts the numbers to the EPM applications that plan, consolidate, reconcile and allocate them. Each demo is fully interactive — enter any natural language query and explore a real EPM data model.

Master Data
Oracle Enterprise Data Management Cloud · EDMCS
1 use case
🗄️
Use Case 1 · EDM  ✦ New
Master Data NLQ — EDM
Natural language queries across all 12 Planning dimensions. Search member names and aliases, explore parent-child hierarchies, and view dimension statistics — Store Data vs Dynamic Calc vs Label Only breakdown per dimension.
edm_search_dimension edm_hierarchy_view edm_dimension_stats edm_member_properties
12 Dimensions
Launch UC1 → How we built it →
Planning Cloud
Oracle Planning & Budgeting Cloud · PBCS / EPBCS
5 use cases
📊
Use Case 2 · FP&A
FP&A Natural Language Query
Query Income Statement, Balance Sheet, and Cash Flow using plain English. Filter by entity, period, year, and scenario. NLQ parser detects fiscal years, quarters, entity names, and statement types automatically.
get_income_statement get_balance_sheet fpa_bva_report query_local_data
IS · BS · CF
Launch UC2 → How we built it →
📋
Use Case 3 · SmartView
SmartView Template Builder
Build ad-hoc grids in the style of Oracle SmartView. Select accounts, periods, and scenarios via chips or natural language. Zoom in from quarters to months. Remove rows. Switch between Plan and Actual in one view.
sv_adhoc_grid sv_zoom_in sv_keep_only sv_zoom_out
Multi-scenario
Launch UC3 → How we built it →
📈
Use Case 4 · Analytics
Planning Analytics Dashboard
KPI dashboard with budget vs actual variance analysis. Regional revenue comparison across North America, EMEA, APAC, and LAD. Entity ranking and monthly trend charts. Choose from 5 chart types: Bar, Line, Doughnut, Radar, or Waterfall.
fpa_kpi_dashboard fpa_bva_report fpa_trend_analysis get_regional_summary
5 Chart Types
Launch UC4 → How we built it →
👥
Use Case 5 · Workforce  ✦ New
Workforce Planning
Headcount and fully-loaded compensation by job across all 44 stores. Watch the FTE→Headcount rounding rule and the default assignment cascade run live, and trigger the All_ member trap guardrail on demand.
genWorkforce fteToHeadcount JOB_DEFAULTS checkAllMemberTrap
22 Jobs
Launch UC5 → How we built it →
🏗️
Use Case 6 · Capital  ✦ New
Capital & Lease Planning
IFRS-16 store lease math for any of the 36 physical stores — ROU asset, lease liability, and the depreciation/interest split. Plus a depreciation schedule calculator and a capitalize-vs-expense router.
genLeaseSchedule getStoreLease genDepreciationSchedule ASSET_CLASSES
IFRS-16
Launch UC6 → How we built it →
Consolidation Cloud
Oracle Financial Consolidation and Close · FCCS
3 use cases
💱
Use Case 7 · FCCS  ✦ New
Currency Translation & CTA
Translate any of 44 entities from local currency to USD — Assets/Liabilities at closing rate, Equity at historical rate, Net Income at average rate. Watch the CTA plug balance the statement and see hyperinflationary ARS swing hardest.
translateToUSD FX_RATES genConsolidationBS ENTITY_CURRENCY
17 Currencies
Launch UC7 → How we built it →
🔗
Use Case 8 · FCCS  ✦ New
Intercompany Eliminations
Match and eliminate DC-to-store transfers, corporate management fees, and intercompany loan interest. See the Dr/Cr elimination journal, then trigger a deliberate mismatch and watch the reconciliation-break guardrail catch it.
genICTransactions genICLoanInterest IC_TRANSACTION_TYPES IC_LOANS
3 IC Types
Launch UC8 → How we built it →
📈
Use Case 9 · FCCS  ✦ New
Ownership & NCI
Full consolidation with Non-Controlling Interest carve-out vs Equity method for a minority stake — Mexico City, Riyadh, and Bogotá modeled with their real ownership structure and the reasons behind each one.
computeConsolidation getOwnership OWNERSHIP NCI
Full + Equity
Launch UC9 → How we built it →
Account Reconciliation
Oracle Account Reconciliation · ARCS
3 use cases
✅
Use Case 10 · ARCS  ✦ New
Reconciliation Compliance
Profile × period → reconciliation, for 500+ profiles across 44 entities. Balance Comparison, Account Analysis, and Variance Analysis chosen per account type; risk-tiered review levels, timestamped workflow evidence, auto-reconcile rules — and the account-key trap that auto-passes a $0 balance.
genProfiles genReconciliation chooseMethod ARCS_FORMATS
3 Methods · 8 Formats
Launch UC10 → How we built it →
🔀
Use Case 11 · ARCS  ✦ New
Transaction Matching
A real rules engine over 1,200 GL rows and their bank counterparts — six rules run most-restrictive-first with honest false-match counts. Three data-quality scenarios, an exception population categorised by root cause, and the lesson that a rule cannot invent a reference key.
runTransactionMatching genTMData TM_RULES TM_EXCEPTION_FIXES
6 Rules · 3 Scenarios
Launch UC11 → How we built it →
⏱️
Use Case 12 · ARCS  ✦ New
Aging & Audit Evidence
The metrics an auditor actually tests, not completion %: aging of reconciling items, rubber-stamp reviewer detection from timestamps, the completeness check against the trial balance, and the threshold-aggregation trap where “each was under $10K” adds up to twice group materiality.
genPortfolio computeThresholdExposure ARCS_AGING_BUCKETS reviewerStats
Audit Package
Launch UC12 → How we built it →
Allocations
Oracle Profitability and Cost Management · PCMCS
3 use cases
🌊
Use Case 13 · PCMCS  ✦ New
Allocation Waterfall & Traceability
Trace any entity's allocated overhead through a two-stage waterfall — Corporate G&A, IT, and Marketing pools cascade from company total, through region share, down to this entity's share within its region.
computeAllocationWaterfall ALLOCATION_POOLS computeDriverBases allocationUniverse
3 Cost Pools
Launch UC13 → How we built it →
🔄
Use Case 14 · PCMCS  ✦ New
Reciprocal Cost Allocation
IT and Facilities serve each other as well as every store. Compare Direct, Step-Down (both orders), and Reciprocal methods side by side — all four hit the same grand total, but the IT-vs-Facilities split shifts by hundreds of thousands.
computeReciprocalAllocation RECIPROCAL_METHODS RECIPROCAL_CENTERS getReciprocalDirectCosts
4 Methods
Launch UC14 → How we built it →
🐋
Use Case 15 · PCMCS  ✦ New
Profitability Curve (Whale Curve)
Rank all 42 entities by fully-loaded profit — after the same overhead UC13 allocates — and watch the classic whale curve emerge: top performers alone generate well over 100% of company profit before a long tail erodes it back to exactly 100%.
computeWhaleCurve computeEntityProfitability computeAllocationWaterfall allocationUniverse
42 Entities
Launch UC15 → How we built it →
ERP General Ledger
Oracle ERP Cloud · the source system every module below consumes
3 use cases
🧾
Use Case 16 · ERP GL  ✦ New
Chart of Accounts & Segment Mapping
The six-segment accounting flexfield, with eight cross-validation rules you can break on demand. Only two segments map to an EPM dimension — watch an unmapped company get rejected at the load and an unmapped cost centre vanish silently into the summary.
validateCombination mapToEPM CVR_RULES COA_SEGMENTS
6 Segments · 8 Rules
Launch UC16 → How we built it →
📗
Use Case 17 · ERP GL  ✦ New
Journals & Balancing
Subledger postings from six sources, every line carrying a full code combination. A journal must balance twice — in total and within each company. Trigger the one that balances in total but not by company and watch the GL generate its own due-to/due-from lines.
genJournalBatches checkBalancing genIntercompanyRecharge POSTING_MODEL
Balancing Segment
Launch UC17 → How we built it →
⚖️
Use Case 18 · ERP GL  ✦ New
Trial Balance & Period Close
The trial balance for any company or the whole group, drillable back to the journal lines behind every number — and a close checklist where unposted journals block the period. Its tie-out panel proves the GL reproduces the FP&A income statement to the dollar.
genTrialBalance tieOutToEPM genCloseChecklist drillToJournalLines
Dr = Cr · Ties to EPM
Launch UC18 → How we built it →
🤖 How to Use Natural Language Queries
FP&A Queries
"Show income statement for Berlin Mitte FY26"
"Q3 revenue vs plan for APAC actual"
"Balance sheet FY25 NYC Flagship"
SmartView Grid
"Grid for London Q1–Q3 FY26 plan vs actual"
"Revenue accounts for Tokyo Shibuya FY25"
"Show both scenarios Mumbai BKC FY26"
Master Data (EDM)
"Find all revenue accounts"
"Show entities in APAC"
"What members are Dynamic Calc?"
Analytics
"APAC FY26 revenue trend line chart"
"Compare plan vs actual EMEA"
"Waterfall bridge BvA FY26"
🚀
Coming Soon to the Innovation Lab
Next-generation AI capabilities being built for Oracle EPM
ROADMAP
⚡ EPM Module NLQ
Narrative auto-generation (EPRCS)
Master Data — Hierarchies validation & governance
Groovy rule execution via natural language
🤖 AI & Agentic Capabilities
Autonomous period-end close agent
Agentic close: NLQ triggers business rules
Predictive variance alerting & anomaly detection
RAG over EPM metadata & runbooks