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Administrator Guide
Last Updated: 2025-08-22
Concept: Financial Audit Agent

Concept: Financial Audit Agent

Overview

The Financial Audit agent provides accountants an efficient, automated, and accurate way to provide auditors with high volumes of audit sample requests within the procure-to-pay lifecycle.
The Financial Audit Agent includes these skills:
  • Audit Samples and Supporting Documents
  • Generate Compilation Package
These skills of the Financial Audit Agent enable you to:
  • Quickly and accurately retrieve all relevant documents, such as supplier invoice, purchase order, receipt, invoice operational journal entry, supplier payment support, supplier contract, supplier invoice adjustments, or prepaid spend amortization schedule.
  • Compile supported documents into an organized package for review and delivery, facilitating prompt audit information request response.

Security Considerations

Financial Audit agent users must have view and modify permissions on the
Audit: Audit Requests
 domain in the Common Financial Management functional area.
Additionally, agent users must have permissions to supplier invoice data through at least 1 of these domains:
  • Process: Supplier Invoice - Reporting
     in the Supplier Invoice functional area.
  • Reports: Financial Compliance
     in the Common Financial Management functional area.
  • Reports: Supplier Accounts
     in the Supplier Invoice functional area.
The agent operates on-behalf of the initiator and:
  • Retrieves objects that the initiator has access to.
  • Retrieves all applicable supporting documents requested, without evaluation of the initiator’s security. However, the initiator’s security applies for viewing the supporting documents from the audit request results.
  • Has read-only access to the financial dataset.
Agent users can view:
  • All audit requests submitted by all users.
  • All audit request results but the results that display are determined by the user’s security access.

Limitations

The Financial Audit agent currently only supports financial data in the accounts payable, procure-to-pay workflow, which includes supplier invoices and related documents. The agent doesn’t have access to Human Capital Management data.