Set Up Financial Audit Agent

You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:

Select your profile avatar on Workday Community.

Select

Profile

On your profile page, select your organization's name, which is beneath your name and next to your job title.

View your

Subscription Service Agreement

value.

If the value is:

UMSA
, the feature is automatically available. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.

MSA
, your organization must opt in to UMSA.

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.

For information about how using agents impacts your Flex Credits, see: Workday Flex Credits Community page.

Set Up Agent System of Record.

Security:

Agent Management Hub
domain in the Agent System of Record functional area.

Reports: AI Agent Security
domain in the System functional area.

You can set up the financial audit agent so that it can identify and retrieve audit samples for audit requests.

Access the

Agent Management Hub

Select the

Unregistered Workday Agents

tab.section of the

Agent Management Hub

, .

Click

for the Financial Audit Agent.

You can only register agents in the products your organization has access to.

Workday moves the Financial Audit Agent to the

Agent Registry

tab.

Select the

Agent Registry

tab and then click the Financial Audit Agent name .

Click

Configure Agent

In the

Status

column, enable each relevant skill.

From the

Available To

prompt, select the security groups that you want to make able to access that particular skill.

Workday evaluates both user access to the agent and the user access 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. Access the

View Security for Agent Skill

report to view which security policies must be configured for the tool to function.

Click

Activate

When you finish using the Financial Audit Agent, you can click

Deactivate

to turn it off. You can activate, deactivate and reactivate the Financial Audit Agent at any time in the

Agent Management Hub