The Essential Guide to Oracle Cloud EPM AI Features

Lydia Maksoud

Senior EPM Consultant

If you’ve been keeping up with the latest Oracle Cloud EPM patch notes, you’ll notice Oracle are introducing more and more AI features into EPM, across all business processes.  While this is exciting to see, it can be hard to stay on top of the EPM AI features and know which require configuration, as well as what the business benefits are. Hopefully this blog will help!

Firstly, let’s go over the three types of EPM AI currently available in Oracle Cloud EPM:

1. Predictive – uses historical data to identify trends and predict into the future
2. GenAI – uses Generative AI to create new content, such as text, images or code
3. AI Agent – performs system tasks for the user, based on commands or system information

Now we can review the EPM AI features which are available in Oracle Cloud EPM (as of November 2025), along with the required setup steps and business benefits:

EPM AI Feature	Description / Business Benefit	Business Processes	AI Type	Setup Required
IPM Insights (Predictive)	Identify trends and minimise hidden biases, which may otherwise have gone unnoticed in large data sets Enable discussion around specific data insights	Planning & Freeform	Predictive	Configuration of prediction insights jobs – Hybrid must be enabled
IPM Insights (GenAI)	Summarise each insight into easy-to-understand sentences Summarise multiple insights into a paragraph for reporting, for a selected POV	Planning, Freeform, FCC, PCM & Tax	GenAI	Configuration of insights jobs –Hybrid must be enabled GenAI must be enabled in application settings
Auto Predict	Automatically predict future performance based on historical data, providing a forecast basis or sense check for manual forecasts	Planning & Freeform	Predictive	Configuration of auto predict jobs – Hybrid must be enabled
Advanced Predictions	Expand power of the auto-prediction engine to improve further on forecast accuracy	Planning & Freeform	Predictive	Configuration of advanced prediction jobs – Hybrid must be enabled Advanced predictions must be enabled in application settings
Bring Your Own ML	Ability to utilise complex predictive models and machine learning to enhance predictions	Planning & Freeform	Predictive	Data scientists to build and train the ML model, save as PMML and import into EPM
Predictive Planning	Run ad hoc predictions on a data form, to detect historic patterns and predict forward	Planning & Freeform	Predictive	Activated using action menu on a valid data form
Predictive Cash Forecasting	Improve cash forecasting ability and help the business make more informed cash decisions	Planning	Predictive	Separate Cash Forecasting planning application type must be deployed
Monte Carlo Simulations	Increase model accuracy using Monte Carlo simulations	Planning	Predictive	Enable Strategic Modelling, within Application Overview area and run simulations
Consolidation Job Analytics	Provides a user-friendly summary of consol report information, covering system calculations and customisations	Financial Consolidation and Close	GenAI	GenAI must be enabled in FCC application settings
PCM Agent Health Check Advisor	Help identify business rule performance issues, to improve performance and reduce bottlenecks in the process	Enterprise Profitability and Cost Management	GenAI	From Calculation Analysis (under Modeling), click ‘Analyze Performance’ to view suggestions
PCM Agent	Assist users with workflow tasks and executing modelling commands, empowering non-technical users to perform system tasks	Enterprise Profitability and Cost Management	AI Agent (uses GenAI)	Enable under Modeling Click AI Configure and slide across to ‘Enable AI usage’
Generative AI for Management Reporting Narratives	Generate narrative for reports, to aid with informed decision making	Narrative Reporting	GenAI	Under Tools > Settings, select Generative AI and then ‘Enable Generative AI’

For Oracle’s full list of all the latest EPM AI features, available along with the latest enhancements, see here: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/epmai/

Happy EPM-ing!

Until next time

Lydia