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Administrator Guide
Last Updated: 2026-07-24
Set Up Decision Intelligence

Set Up Decision Intelligence

To register and use agents in the Agent System of Record fully in your tenants, you must opt in to the Universal Main Service Agreement (UMSA). UMSA is required for non-Production and Production tenants for Workday-Built agents.
To determine your subscription service agreement:
  1. Select your profile avatar on Community.
  2. Select
    Profile
    .
  3. On your profile page, select your organization's name, which is beneath your name and next to your job title.
  4. View your Subscription Service Agreement value. If the value is MSA, you must opt in to the Universal Main Service Agreement (UMSA)
Flex credits are only required for registering and using agents in your production tenants. You will not be able to register and use any agents in production until you’ve opted into these agreements. UMSA is required for non-production and production tenants for Workday-Built agents. UMSA is not required for non-production tenants for self-built agents.
  • Opt in to the Workday Flex Credits and Platform Entitlement Policy. This is only required for registering and using agents in your Production tenants.
  • If you access Adaptive Planning directly from Workday, Set Up Agent System of Record and follow the steps in the
    Steps
     section below.
  • For Adaptive Planning standalone instances, you must assign the Access Decision Intelligence permission to users for them to access Decision Intelligence.
Decision Intelligence is an AI-powered analytical workspace that integrates directly with your Adaptive Planning data to streamline financial analysis and scenario modeling. You can use DI to:
  • Explore data from internal sources and external file uploads (CSV and Excel).
  • Model what-if scenarios.
  • Submit changes to Adaptive Planning using your existing security and approval chains.
If you access Adaptive Planning directly from Workday, you can register and configure DI in Workday’s Agent System of Record (ASOR). The ASOR provides a central management framework for securely managing and governing all your agents. By registering agents in this system, you can:
  • Reduce administrative overhead.
  • Gain data insights into agent performance and business impact.
  1. Access the
    Agent Management Hub
     report.
  2. Select the
    Unregistered Workday Agent
     tab.
  3. For
    Decision Intelligence
    , click
    Register
    .
  4. Select the
    Confirm
     check box, and then click
    OK
    to complete the registration. Workday moves Decision Intelligence to the
    Agent Registry
     tab.
  5. Select the
    Agent Registry
     tab and then click on the
    Decision Intelligence
     name to configure it.
  6. From the profile view, click
    Configure Agent
    .
  7. In the
    Status
     column, enable these skills:
    • Decision Intelligence - Standard
    • Decision Intelligence - Advanced
    • Decision Intelligence - Highly Advanced
  8. From the
    Available To
     prompt, select the security groups that you want to be able to access the Decision Intelligence skills.
    Workday evaluates both user access to the agent and to the APIs the agent is executing as tools at runtime. Workday recommends that you evaluate alignment between the security groups in the
    Available To
     prompt and the security groups that have permissions for the tools the agent might execute.
  9. Click
    OK
    .
  10. From the
    Agent Registry
     tab, click
    Decision Intelligence
     and click
    Activate Agent
    .
  11. Select the
    Confirm
     check box and then click
    OK
    .
After you’ve set up DI, you can access it from the
Global Navigation
 menu in Adaptive Planning.