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Use Cases & Workflows

Discover how natural language changes the way you interact with Oracle EPM.

Example Scenarios

The Month-End Rollover

Instead of navigating menus to update variables and run scripts sequentially, simply tell your AI assistant:

"Update the 'CurMo' substitution variable to 'Feb' and then run the 'Calculate Actuals' business rule for the 'OEP_FS' cube."

The MCP server translates this intent, fetches the variable endpoints, patches them, and submits the job, returning the execution status to the chat.

Security & Access Audits

Quickly audit user access without running reports:

"List all users who have the 'Service Administrator' role and export it as a markdown table."

The AI uses the Security roles endpoints, parses the JSON payload, and formats it beautifully for you.

Metadata Troubleshooting

Resolve calculation issues by questioning the hierarchy:

"Is the account '4100' set to Dynamic Calc? What is its parent?"

The server retrieves the dimension member properties and the AI analyzes the data storage and consolidation operators to give you an immediate answer.

Explain a Variance

Get a driver analysis instead of a data dump:

"Why did Net Income drop from January to February in the Plan scenario? Drill into the accounts and show me the main drivers."

The server runs a deterministic drill-down through the hierarchy, ranking each child's contribution to the parent delta level by level. The AI narrates the computed tree — it never invents numbers.

Pre-Deployment Drift Check

Know exactly what changed before you migrate:

"Compare the 'test' and 'prod' snapshot workspaces and tell me which forms and business rules differ."

The diff engine reports every artifact added, removed, or changed — with section-level summaries for changed XML — so the AI can brief you on real configuration drift, ignoring formatting noise.

Close-Cycle Journal Review (FCC)

Keep the close moving without opening the FCC UI:

"List all journals still in Working or Submitted status for March, show me the line items of the largest one, and submit it for approval."

The server sweeps every journal workflow state, pulls line-item detail, and the submit action waits for your explicit approval before anything is sent to Oracle.