Oracle Fusion Financials 26B – GL AI Agent Setup Guidance
Introduction / Issue:
For Oracle Financials consultants planning to enable and run the GL AI Agent introduced in the 26B release, a specific, dependency-driven setup path must be followed to get the agent working correctly on a Fusion instance.
Why we need to do / Cause of the issue:
The GL AI Agent is not a plug-and-play feature. It relies on a combination of functional configuration and backend technology components that Oracle must separately install and activate on the instance. If any prerequisite step is skipped or done out of sequence, the agent will not function, and troubleshooting after the fact is far harder than following the correct sequence up front. This makes close coordination between functional teams, technical teams, and Oracle Support essential from the start.
How do we solve:
Step 1: Apply the Configuration / Setup
- Complete the configuration as per the setup document provided for the GL AI Agent.
- Follow the steps strictly in the correct sequence — the GL AI Agent setup is highly dependency-driven, and steps cannot be reordered or skipped.
- Ensure all required features, profile options, and configurations are properly enabled before proceeding further.
Step 2: Raise a Service Request (SR) with Oracle
- Create a Service Request with Oracle Support for the instance where the GL AI Agent is being tested.
- Oracle must install and activate the required technology components on that instance.
- This step is mandatory — the agent will not function without it, regardless of how complete the functional configuration is.
Important Considerations:
- The GL AI Agent setup is not plug-and-play.
- Missing any prerequisite step can prevent the functionality from working altogether.
- Close coordination is required between functional teams, technical teams, and Oracle Support throughout the process.
Note: The upcoming 26C release will not include any further enhancements to this agent.
Conclusion:
By applying the configuration in the correct sequence and raising the mandatory Service Request with Oracle Support in parallel, consultants can ensure the GL AI Agent is enabled successfully on the Fusion instance. Given that 26C brings no further enhancements to this feature, getting the 26B setup right the first time — with tight coordination across functional, technical, and Oracle Support teams — is the most effective path to a working implementation.
