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: These domains in the Agent System of Record functional area:

Agent Compliance

Agent Management Hub

Manage: Agents

Reports: Agent Reporting

Setup: Agents

Reports: AI Agent Security
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

In the

Unregistered Workday Agents

section of the

Agent Management Hub

, click

for the

Financial Audit Agent

Click

Confirm

Workday moves the

Financial Audit Agent

to the

Agent Registry

section.

In the

Agent Registry

section of the

Agent Management Hub

, click on the Financial Audit Agent
name to configure the agent.

From the agent's profile view, click

Configure Agent

For each enabled Skill, populate the Available To prompt with the security groups that you want to provide access to for that specific skill. The security groups added to the Available To prompt for an agent establish the agent’s interaction policy.

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