Using FSM agents
The scenarios included in this topic demonstrate the expected behavior of the agent in real-world situations. They provide clear, reproducible examples that you can use to learn how to use the agents.
Project
| Question | Expected response | Expected agents used |
|---|---|---|
| Summarize project contract XYZ. | An overview and key takeaway for a specific project contract record based on the information that can be gathered from project contract form.
Note: Key values must be highlighted in bold.
|
FSM_Projects_Agent |
| Show me the funding sources, posting projects, modifications, fees, percentage completion, vendors, invoices, revenues, LTD balances, balance adjustments, Global Ledger totals, performance obligations, user fields, and comments of project contract XYZ. | The output may be one of the following:
Note: Other information about the project contract may also be included in the response.
|
FSM_Projects_Agent |
| An inquiry about a specific field of a project contract record.
For example: “What is the duration of project contract XYZ?” |
The field value is provided as long as it is present on the form project contract form.
Note: Other information about the project contract may also be included in the response.
|
FSM_Projects_Agent |
| Compare project contract <project contract ID 1> and <project contract ID 2>. | Displays a comparison of two project contracts and highlighting the difference. | FSM_Projects_Agent |
| What is the budget to actual for project <project ID or name>? | Displays the budget to actual information of a project. | FSM_Projects_Agent |
| What is my funding source balance for fund source <fund ID or name>? | Displays the balance of funding source. | FSM_GeneralLedger_Agent |
| Show me my funding sources ending within <number of days> days. | Displays a list of funding sources that will end on specific dates. | FSM_GeneralLedger_Agent |
| Show me funding sources where remaining balance is within X% of funding budget. | Displays a list of funding where remaining balance is with a percentage of funding budget. | FSM_GeneralLedger_Agent |
| Provide all project details for <project ID or name>. | Displays the details of a specific project. | FSM_Projects_Agent |
| Show me my projects ending within <number of days> days. | Displays a list of projects that are nearing completion according to the number of days specified. | FSM_Projects_Agent |
Contract
| Question | Expected response | Expected agents and tools used |
|---|---|---|
| Summarize contract 1 of contract group <contract group name or ID>. | An overview and key takeaway for a specific contract record based on the information that can be gathered from Contract composite form.
Note: Key values must be highlighted in bold.
|
FSM_ContractManager_Agent
FSM_Contract_ContractSearch Multiple tools |
| Compare contract <contract ID 1> and <contract ID 2> of contract group <contract group ID> | The field's value is provided as long as it is present on the form contract composite.
Note: An overview for each contract may also be included in the response.
|
FSM_ContractManager_Agent
FSM_Contract_ContractSearch Multiple tools |
|
An inquiry about a specific field of a contract record. For example:“What is the contract classification of contract <contract ID> of contract group <contract group ID>?” |
The value of the field is provided as long as it is present on the contract composite form.
Note: Other information about the contract may also be included in the response.
|
FSM_ContractManager_Agent
FSM_Contract_ContractSearch Multiple tools |
| Show me the alert links, alert lists, attachments, purchase type, articles, question list, question and answers, tiers, members, participants, lines, rebates, related references, contacts, purchase forms, comments, email notifications, retainage, milestones, deliverables, history of contract <contract ID> or contract group <contract group ID>. | The output may be one of these:
Note: Other information about the contract can be included in the response.
|
FSM_ContractManager_Agent
FSM_Contract_ContractSearch Multiple tools |
| Show me the contract lines of contract <contract ID> contract group <contract group ID>. |
A tabulated list of contract lines, limited to maximum of 10 records.
Note: You must indicate the total number of contract line records.
|
FSM_ContractManager_Agent
FSM_ContractLine_ItemSearch |
| Show me contract line errors for contract X. | Displays a list of contract line errors of a contract. | FSM_ContractManager_Agent
FSM_ContractLine_ContractLineErrors |
| List all contracts in the released status. | Displays a list of contracts with status of released. | FSM_ContractManager_Agent
FSM_Contract_ContractSearch |
| What contract lines are in contract X? | Displays a list of contracts lines in a specific contract. |
FSM_ContractManager_Agent FSM_ContractLine_ItemSearch |
Requisitions
| Question | Expected response | Expected agent used |
|---|---|---|
| Summarize requisition <requisition number> of company <company ID> | An overview and key takeaway for a specific requisition record based on the information that can be gathered from requisition form.
Note: Key values must be highlighted in bold.
|
FSM_Requisitions_Agent |
| .Show me the requisitions created by John Doe. | Displays a list of requisitions for the specified requester, limited to maximum of 50 records.
Note: Display in table and indicate the total number of records.
|
FSM_Requisitions_Agent |
| Show my unreleased, closed, release, in progress, rejected, processed, in process, needs approval requisitions. |
A list of requisitions where the requester is the current logged in user, limited to maximum of 50 records.
Note: Display in table and indicate the total number of records.
|
FSM_Requisitions_Agent |
| Show me the requisitions created by requester <requester ID>. |
Display a list of requisitions for the specified requester, limited to maximum of 50 records.
Note: Display in table and indicate the total number of records.
|
FSM_Requisitions_Agent |
| Show all unreleased, closed, released, in progress, rejected, processed, in process, needs approval requisitions. |
A list of requisitions based on status, limited to maximum of 50 records.
Note: Display in table and indicate the total number of records.
|
FSM_Requisitions_Agent |
|
Search for requisitions based on a given criterion. Supported filters are:
For example: Show the requisitions in requesting location “Radiology”. |
A list of requisitions for the specified criteria, limited to maximum of 50 records.
Note: Display in table and indicate the total number of records.
|
FSM_Requisitions_Agent |
|
Show me the requisitions that was created within April 2024. or Show me the requisitions that was created within the year 2024. or Show me the requisitions that was created within the year April 25, 2024.” |
Displays a list of requisitions for the specified criteria, limited to maximum of 50 records.
Note: Display in table and indicate the total number of records.
|
FSM_Requisitions_Agent |
|
An inquiry about a specific field of a requisition record. For example: “What is the status of Requisition 88 of <company ID>?” |
The field value is provided if it is present on the requisition form.
Note: Other information about the requisition may also be included in the response.
|
FSM_Requisitions_Agent |
| Show me all requisition and its details created for Item <item number> for company <company ID> created <date or date range>. | Displays the requisition details and lines for Item A and for specific company and specific created date. | FSM_Requisitions_Agent |
| Show me requisitions entered for item <item number>. | Displays the requisition details for Item A. | FSM_Requisitions_Agent |
| Show me requisitions and line item details for company <company ID> created <date or date range>. | Displays the requisitions created for specific company and within the specified date or date range. | FSM_Requisitions_Agent |
| Show me requisitions with delivery dates <date or date range>. | Displays the requisitions with delivery date of X weeks, month, tomorrow, or today. This refers to future dates. | FSM_Requisitions_Agent |
| Show me all service type requisitions for company <company ID> created <date or date range>. | Displays list of service type requisition for specific company created within the specified date or date range. | FSM_Requisitions_Agent |
| Show me all service type requisitions for vendor <vendor ID> for company <company ID> created <date or date range>. | Displays list of service type requisition for Vendor X and specific company created within the specified date or date range. | FSM_Requisitions_Agent |
| Show me all service type requisitions for Vendor <vendor ID1> and Vendor <vendor ID2> for company <company ID>. | Displays list of service type requisition for Vendor X and Vendor Z for Company X. | FSM_Requisitions_Agent |
| Show me Item <Description or ID> and its cost for Vendor <vendor ID1> and Vendor <vendor ID2> for company <company ID>. | Displays list of requisition, line items, and its cost for Vendor A and Vendor X for Company X. | FSM_Requisitions_Agent |
| Compare requisition <requisition number 1> and <requisition number 2>. | Displays a comparison of the requisitions specified in the prompt. | FSM_Requisitions_Agent |
| Give me list of cancelled Items for <company ID> | Displays a list of cancelled items including the requisition information. | FSM_Requisitions_Agent |
Requester
| Question | Expected response | Expected agent used |
|---|---|---|
| Summarize the profile of requester John Doe. | Provides an overview of the requester profile based on the information that can be gathered from requester form and may include these information:
|
FSM_Requisitions_Agent |
| An inquiry about a specific field of a requester profile.
For example: “What is the email of requester John Doe?” |
The field value is provided if it is present on the requester form. | FSM_Requisitions_Agent |
| Show me the requesting locations for requester John Doe. | The output may be one of these:
Inform the user if there are no records found.
Note: Other information about the Requester may also be included in the response.
|
FSM_Requisitions_Agent |
| Search for requesters based on a given criterion such as HR organization, requester, requesting location, company, and requester status.
For example: “I’m looking for a requester named Andy." or "Show a list of requesters assigned to OR requesting location." or "Show a list of inactive requesters in <company ID>." |
Displays a list of requesters in tabular format.
Note: The total number of records may also be included in the response.
|
FSM_Requisitions_Agent |
| Compare requester <requester ID 1> and <requester ID 2> | Displays a quick comparison of the requester specified in the prompt. | FSM_Requisitions_Agent |
Cash
| Question | Expected response | Expected agents and tools used |
|---|---|---|
| I want to know the current cash balance for a given time frame and to be able to filter it by branch, location, or entity.
“What is the cash balance for location <location ID>?” |
Displays a list of cash management accounts with the ending balances.
The list is filtered based on the given criterion such as date, branch, location, or entity. |
FSM_CashManagement_Agent |
| I want to know the current cash balance for a given account or a financial institution.
“What is the cash balance for account <account number>?” “What is the cash balance for financial institution <financial institution>?” |
Displays a list of cash management accounts with ending balances.
The list can be filtered by account number, some ending digits of the account number, and financial institution. |
FSM_CashManagement_Agent |
| “What is the average cash balance between <Date> and <Date>.” | Displays the average cash balance from the retrieved cash management account records.
If there is no sufficient data, the tool chat will not be able to provide a trend analysis. |
FSM_CashManagement_Agent |
| “Have all the bank statements come in for today?”
“Show the incoming bank statements for <Date>.” |
Displays a list of incoming bank statements for a specified date showing if bank statements are completely received or not. | FSM_CashManagement_Agent |
| “Are there any unreconciled bank statements?”
“Retrieve a list of unreconciled bank statements.” |
Displays a list of bank statements. | FSM_CashManagement_Agent |
| “What is the total receipt for today?”
“What is the total disbursement for today?” |
Displays a list of bank statement lines filtered by DebitCreditIndicator.
Receipt refers to lines where DebitCreditIndicator="C" Disbursement refers to lines where DebitCreditIndicator="D" |
FSM_CashManagement_Agent |
| “List bank statement lines that have <category> category.”
“Show disbursements that have <category> category.” |
Displays a list of bank statement line filtered by CashTransactionCategory | FSM_CashManagement_Agent |
| “Who can initiate online transfers for account <account number>?” | Displays a list of account resources who can initiate transfers. | FSM_CashManagement_Agent |
| “Who are the online users for account <account number>?” | Displays a list of account resources who are determined to be online users. | FSM_CashManagement_Agent |
| “Who are the signers for account <account number>?” | Displays a list of account resources who are determined to be signers. | FSM_CashManagement_Agent |
| “Who is the contact for <branch ID> branch at <financial institution> financial institution in cash management group <cash management group ID>?” | Displays the contact information found in the contacts panel.
Output may also include the address found in the details panel in some instances. |
FSM_CashManagement_Agent |
| “What is the routing number for <branch> branch at financial institution 1221 in cash management group <cash management group ID>?” | Displays the routing numbers found in the detail panel of the form. | FSM_CashManagement_Agent |
| “What is the address for <branch> branch at financial institution <financial institution number> in cash management group <cash management group ID>?” | Displays the addresses found in the detail panel of the form. | FSM_CashManagement_Agent |
| Can you show me the intraday bank statements for account <account number> | Displays a list of bank statements where statement type is “Intraday”. | FSM_CashManagement_Agent |
| “Who are the approvers for account <account number>?” | Displays a list of account resources who can approve transfers. | FSM_CashManagement_Agent |
| “What are the accounts that has negative balance for today?” | Displays a list of cash management account that has negative balance for today.
Make sure to get the latest account in case there are duplicates. We can use statement date as comparison. |
FSM_CashManagement_Agent |
| “Show me a list of cash balances for all accounts in <location> location."
or “Show me a list of cash balances for all accounts in all location." |
Displays a list of balances for all account in the specified location.
Displays a list of balances for all accounts in all locations. In the bank statements, it is possible to have a duplicate account record. for this requirement we only need to return distinct account which is the latest based on the statement date. |
FSM_CashManagement_Agent |
| “Show a list of bank statement interface header.”
“Show a list of bank statement interface header where status is not imported or imported” "Are there any errors for bank statement interface header <bank statement interface header number>?” |
Displays a list of bank statements interface header or import records.
User can also ask if there are any errors occurred during import. |
FSM_CashManagement_Agent |
| “Retrieve missing bank statements for financial institution <financial institution number> today.”
“Did account <account number> receive their bank statement last week?” |
Displays a list of missing or completed bank statement details for a specified date. | FSM_CashManagement_Agent |
| Show me bank statement for account <account number>.
I need to see the bank statements with a beginning balance over <dollar amount>. |
Displays a list of bank statements for the specified criteria
Filters: account, beginning balance, posting date, statement status, cash management group, posting status, statement date, currency |
FSM_CashManagement_Agent |
| Display any unreleased cash ledger transactions issued this week? | Displays a list of cash ledger unreleased transactions for the week. | FSM_CashLedger_Agent
FSM_CashLedgerTransaction_Transactions |
| Are there any unreleased cash ledger cash receipts? | Displays a list of cash ledger unreleased receipts. | FSM_CashLedger_Agent
FSM_CashLedgerCashReceiptHeader_Receipts |
| Show any released cash ledger payments posted this week? | Displays a list of cash ledger payments posted the week. | FSM_CashLedger_Agent
FSM_CashLedgerPayment_Payments |
| Are there any unreleased cash ledger fund transfer? | Displays a list of cash ledger unreleased fund transfers. | FSM_CashLedger_Agent
FSM_CashLedgerFundTransferHeader_FundTransfers |
| Are there any unreleased cash ledger wire transfer? | Displays a list of cash ledger unreleased wire transfers. | FSM_CashLedger_Agent
FSM_WireTransferBatch_WireTransfers |
Inventory Control
| Question | Expected response | Expected agent used |
|---|---|---|
| Summarize all inventory movements or transactions for the last X days. | Displays a list of inventory transactions within the specified days.
Days could be a range of date, could be today, week, month, etc. |
FSM_Inventory_Agent |
| Summarize all inventory movements or transactions for the last X days including line details. | Displays a list of inventory transactions within a specified days and includes line details.
Days could be a range of date, could be today, week, month, etc. |
FSM_Inventory_Agent |
| Summarize all transactions for <inventory location> between <start date> to <end date> | Display a list of inventory transactions for the specified inventory location within the specified date range. | FSM_Inventory_Agent |
| Summarize all transactions for item <item id> between <start date> to <end date> including quantities and dates. | Displays a list of inventory transactions for the specified item within the specified date range. | FSM_Inventory_Agent |
| Show all inventory adjustment transaction for location <inventory location> in the last x days or <start date to end date> including reason codes and quantities. | Show all inventory adjustments transactions for the specified inventory location within the last <x> days including reason code and quantities. | FSM_Inventory_Agent |
| Show all inventory adjustments performed for <inventory location> in the last x days or <start to end date> showing stock impact. | Show all inventory adjustments performed for the specified inventory location between the specified date range showing stock impact.
Stock impact = in the line item, look for the before and after quantity in the "Stock On Hand Quantity" section. This is the SOH before and after this transaction happened. No need to check the current SOH |
FSM_Inventory_Agent |
| Summarize inventory <document type> for <inventory location> for the last X days. | Summarized inventory transactions with a specified document type for a defined inventory location within the last number of days. | FSM_Inventory_Agent |
| Summarize inventory <document type > for item <item> for the last X days. | Summarize inventory transactions with a specified document type for an item within the last number of days. | FSM_Inventory_Agent |
| Summarize all inventory transaction with <document type> for <item or inventory location> between <start date> to <end date> including quantities and dates. | Summarize all inventory transactions with a specified document type for an item or inventory within a defined date range including quantities and dates. | FSM_Inventory_Agent |
| Show detailed inventory transaction history for item <item ID or name> from <start date> to <end date>. | Displays detailed inventory transaction history of an item within a specified date range. | FSM_Inventory_Agent |
| “Show detailed information for inventory transaction reference <transaction reference number>.”
“Show detailed information for inventory transaction < reference number>.” |
Displays detailed information for an inventory transaction number or reference number. | FSM_Inventory_Agent |
| Show detailed information for inventory transaction <transaction number> including line details. | Displays detailed information for an inventory transaction number including line details. | FSM_Inventory_Agent |
| Analyze and compare reorder points for items <Item 1>, <Item 2> to optimize inventory levels. | Displays the reorder points and lead time of the specified items. | FSM_Inventory_Agent |
| What is the Preferred Bin for item <item ID or name> at location <inventory location> for company <company ID>. | Displays the preferred bin of an item and inventory location. | FSM_Inventory_Agent |
| What is the Shelf Location for item <item ID or name> at location <par location> for company <company ID>. | Displays the shelf location of an item and par location. | FSM_Inventory_Agent |
| Give me list of stock on hand qty of items for Manufacturer <manufacturer ID>. | Displays a list of stock on hand of items for a specific manufacturer number. | FSM_Inventory_Agent |
| Get the list of par item locations for item <item ID/= or name> and company <company ID>. | Displays a list of par locations for a specific item. | FSM_Inventory_Agent |
| What items are expired? | Displays a list of expired items in a lot | FSM_Inventory_Agent |
| What items are about to expire? | Displays a list of expiring items in a lot | FSM_Inventory_Agent |
| If an item <item ID or description> is expired, what replacement can I use instead? | Displays the replacement item for an expired item in a lot. | FSM_Inventory_Agent |
| If an item <item ID or description> is expired, has it been ordered? | Displays a list of purchase orders created for the expired item in lot. It also displays necessary information about the purchase orders like delivery date. | FSM_Inventory_Agent |
| What items are we running out of for company <company ID>. | Displays a list of items where available to allocate quantity is lower than the safety stock quantity. | FSM_Inventory_Agent |
| An item <item ID or description> is running low, where can I get more? | Displays the replenishment sources of the running low items. | FSM_Inventory_Agent |
| Give me count of locations with zero stock on hand for item <item ID>. | Provides a count of locations with zero stock on hand | FSM_Inventory_Agent |
Payables
| Question | Expected response | Expected agents and tools used |
|---|---|---|
| Show all invoice payments that are due in the <next week, date, or date range>. | Displays all Invoice payments that are due in the specified date and time. | FSM_Payables_Agent |
| Show me all the invoices that are needed to be approved within<date range>. | Displays list of Invoices that are pending for approval in specified date and time. | FSM_Payables_Agent |
| I need all vendor that we owe with an open balance for <specified amount>. | Displays a list of vendors with an open balance of specified amount. |
FSM_VendorAndSupplier_Agent FSM_GetVendorOrSupplierDetails |
| Show all invoice payments that are due in the <next week, date, or date range> based on discount date. | Displays list of invoice payments that are due in the specified date based on discount dates. | FSM_Payables_Agent |
| List top 10 invoices with highest amount due in the <next week, date, or date range> | Displays the top 10 invoices with highest amount due in the specified date. | FSM_Payables_Agent |
| List top 10 invoices with highest amount for discount in <next week, date, or date range> | Displays the top 10 invoices with highest amount due in the specified date based on discount dates. | FSM_Payables_Agent |
| Have the invoices for Vendor [vendor id] been paid?
Or Show the unpaid invoices for vendor [vendor id]. |
Display list of unpaid invoices for specified vendor. | FSM_Payables_Agent |
| Give me the payment information of invoice <invoice number>. | Displays the payment information of an invoice. | FSM_Payables_Agent |
| Show me the warnings or errors of invoice <invoice number> for company <company ID>. | Displays the warning and errors of an invoice. It also displays the error and warning message | FSM_Payables_Agent |
| What is the payment status of Invoice <invoice number> for company <company ID> and vendor <vendor ID or name>? | Displays the payment status of an invoice. | FSM_Payables_Agent |
| Give me list of invoices with errors for vendor <vendor ID> and company <company ID>. | Displays a list of invoices with error. It also displays the error message. | FSM_Payables_Agent |
| Get details of invoice <invoice number> and company <company ID>. | Displays the details of an invoice. | FSM_Payables_Agent |
| How many open invoices do we have for vendor <vendor ID> and group <vendor group ID>? | Displays a count of open invoices. | FSM_Payables_Agent |
| Get vendor information for supplier <supplier ID or name> for supplier group <supplier group ID>. | Displays vendor information for a supplier. | FSM_VendorAndSupplier_Agent
FSM_GetVendorOrSupplierDetails |
| What is the primary vendor for item <item number> for group <procurement group ID>? | Displays the primary vendor set up for an item. | FSM_VendorAndSupplier_Agent
FSM_GetVendorOrSupplierDetails |
| Give me List of open invoices we have for vendor <vendor ID> and group <vendor group ID>? | Displays a list of open invoices. | FSM_Payables_Agent |
| Give me vendor information for vendor <vendor ID or name> and group <vendor group ID>? | Displays vendor information. | FSM_VendorAndSupplier_Agent
FSM_GetVendorOrSupplierDetails |
| Show payables distributions for Invoice <invoice number> for company <company ID>. | Displays the payables distribution of an invoice. | FSM_Payables_Agent |
Purchase Order
| Question | Expected response | Expected agents and tools used |
|---|---|---|
| Show me all released purchase orders that is already past delivery date for company X. | Displays a list of released purchase orders that are already past delivery date for the specified company.
These purchase orders lines are open to receive. |
FSM_PurchaseOrder_Agent |
| Show me all purchase orders for vendor <vendor ID or name> that is already past delivery date for company <company ID or name>. |
Displays a list of released purchase orders that are already past delivery date for the specified vendor and company. These purchase orders lines are open to receive. |
FSM_PurchaseOrder_Agent |
|
Show supplier performance for a supplier <supplier ID or name>. Show supplier performance for a vendor <vendor ID or name>. |
Displays the performance of the specified vendor or supplier | FSM_VendorAndSupplier_Agent
FSM_GetVendorOrSupplierPerformance |
| Show me all open purchase request for Item <item ID or name> for company <company ID or name> by X week or month. | Displays all open purchase request for a specific item and company with requested delivery date within the specified date range. | FSM_PurchaseOrder_Agent |
| Show me all open purchase request for buyer <buyer ID or name> for <company ID or name> for X week or month. | Displays all open purchase request for a specific buyer and company with requested delivery date within the specified date range. | FSM_PurchaseOrder_Agent |
| Show me all my open purchase request for company <company ID or name> for X week or month. | Displays all open purchase request of the user for the specified company with requested delivery date within the specified date range. | FSM_PurchaseOrder_Agent |
| Show me all open purchase request for company <company ID or name>. | Displays all open purchase request of the specified company. | FSM_PurchaseOrder_Agent |
| Show me all open purchase request for requesting location <inventory location ID>, company <company ID or name> for X week or month. | Displays all open purchase request for the specified company and requesting location with requested delivery date within the specified date range. | FSM_PurchaseOrder_Agent |
| Show me all acknowledgments needing review for company <company ID or name> for X week or month. | Displays a list of acknowledgments needing Review for the specified company within the specified acknowledgment date. | FSM_PurchaseOrder_Agent |
| Show me vendors with minimum order amount. | Displays a list of vendors with minimum order amount. | FSM_VendorAndSupplier_Agent
FSM_GetVendorOrSupplierDetails |
| What is the minimum order amount for vendor <vendor ID or name>? | Displays the minimum order amount of the specified vendor. | FSM_VendorAndSupplier_Agent
FSM_GetVendorOrSupplierDetails |
| what is the minimum order amount for vendor <vendor ID or name> and vendor group <vendor group ID or name>? | Displays the minimum order amount for the specified vendor and vendor group. | FSM_VendorAndSupplier_Agent
FSM_GetVendorOrSupplierDetails |
| Show me all purchase orders with unreleased buyer messages created last week for company <company ID or name>. | Displays a list of unreleased buyer messages. | FSM_PurchaseOrder_Agent |
|
What is the delivery date of all items in purchase order <purchase order number> and company <company ID or name>? Or What is the delivery date of item <item ID or name> in purchase order <purchase order number> and company <company ID or name>? |
Displays a list of purchase order lines delivery date for items in a specific purchase order. | FSM_PurchaseOrder_Agent |
| List unreleased purchase orders for vendor <vendor ID or name> . | Displays a list of unreleased purchase orders for a specific vendor. | FSM_PurchaseOrder_Agent |
| I want to know the purchase orders for requisition X. | Displays the purchase orders from a specific requisition. | FSM_PurchaseOrder_Agent |
| Show list of purchase orders with receipts for company <company ID or name> and vendor <vendor ID or name>. | Displays the purchase orders with receipts for a specific criteria. | FSM_PurchaseOrder_Agent |
| What is the delivery date of all items in purchase order <purchase order number> and company <company ID>? |
Displays a list of purchase order lines delivery date for all items in a specific purchase order. User can also specify the Item number to get a specific delivery date. |
FSM_PurchaseOrder_Agent |
Global Ledger scenarios
| Question | Expected response | Expected agents used |
|---|---|---|
| Show me all GL transaction for account <account ID or name> with posting date <posting date>. | Displays a list of transaction records for specific account and posting date. | FSM_GeneralLedger_Agent |
| Show me GL account balances for account <account ID or name> for <calendar year>. | Displays a list of totals or balance records for specific account and year. | FSM_GeneralLedger_Agent |
| Show me GL transaction details for account <account ID or name> from <transaction date>. | Displays a list of transaction detail records for specific account and transaction date. | FSM_GeneralLedger_Agent |
| Show me GL transaction details with fund <fund ID or name> from <transaction date> | Displays a list of transaction detail records for specific fund and transaction date | FSM_GeneralLedger_Agent |
| Show me a list of unprocessed recurring entries. | Displays a list of unprocessed recurring entries. | FSM_GeneralLedger_Agent |
| Give list of Journals posted on <date or date range> | Displays a list of journals posted within the specified date. | FSM_GeneralLedger_Agent |
Lease
| Question | Expected response | Expected agent used |
|---|---|---|
| How many Lease payments are due/unpaid for <company ID or name>? | Count of lease payments that are due or unpaid for the specified company. | FSM_Lease_Agent |
| Give me the total amount of paid lease payments for <vendor ID or name>. | Total amount of paid lease payments for a vendor. | FSM_Lease_Agent |
| Give me a total count of unpaid payments for <lease ID or name>. | Total count of unpaid payments for a lease. | FSM_Lease_Agent |
| Show me the leases that are due for closure based on current lease obligation . | Display a list of leases that are due for closure based on current lease obligation | FSM_Lease_Agent |
| Provide the summary for the <lease ID or name> | Summary details for the specified lease. | FSM_Lease_Agent |
| Find all the leases for <company ID or name> | Displays a list of all leases associated with the specified company. | FSM_Lease_Agent |
| List all depreciable leases. | Displays a list of all depreciable leases. | FSM_Lease_Agent |
| Show me all operating leases. | Displays a list of all operating leases. | FSM_Lease_Agent |
| List all leases in the released status. | Displays a list of all leases with released status. | FSM_Lease_Agent |
| List all leased assets. | Displays a list of all leased assets. | FSM_Lease_Agent |
| Search for leases with assets for <vendor ID or name> | Displays a list of leases with assets for a vendor. | FSM_Lease_Agent |
| List Leases that expire within the next X days. | Displays a list of leases expiring within the next X days. | FSM_Lease_Agent |
| What is my total lease liability for <vendor ID or name>? | Totals lease liability amount for the specified vendor. | FSM_Lease_Agent |
| List all the lease payments due today or this month? | Displays a list of all lease payments due today or this month. | FSM_Lease_Agent |
| Search for leases with an effective date between January 1, 2024 and December 31, 2024 | Displays a list of Leases with effective dates between date range. | FSM_Lease_Agent |
| List all the leases which has the renewal option. | Displays a list of all leases with a renewal option. | FSM_Lease_Agent |
Reconciliation
| Question | Expected response | Expected agents and tools used |
|---|---|---|
| Show me the reconciliations assigned to <name>. | Displays a list of open and in-progress reconciliations assigned to the specified user. If the user requests it, display a list of closed reconciliations. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me the reconciliations assigned to team <name>. | Displays a list of open and in-progress reconciliations assigned to the specified team. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Who is responsible for the highest number of reconciliations? | Displays the user responsible for the highest number of reconciliations, including the reconciliation count. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Top <X> users responsible for the highest number of reconciliations? | Displays the top X users responsible for the highest number of reconciliations, including the reconciliation count for each user. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliation accounts of type [e.g., cash, prepaid]. | Displays a list of accounts based on the specified account type. If a period is specified, pull the list from period end reconciliation instead of reconciliation account. |
FSM_ReconciliationAccount_Agent FSM_ReconciliationAccountData |
| Open reconciliations per resources | Displays reconciliation statistics by user, including open reconciliations assigned to each user. Allow users to drill down and view the individual reconciliation records based on their selection. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliations by approval code <xxx>. | Displays the top 10 approval codes by reconciliation count. If a period is specified, pull the list from period end reconciliation instead of reconciliation account. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Open reconciliations per team | Displays reconciliation statistics by team. Allow users to drill down and view the individual reconciliation records based on their selection. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me high, medium, and low priority reconciliations. | Categorizes reconciliations and display the count by priority. If a period is specified, pull the list from Period End Reconciliation instead of Reconciliation Account. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me high, medium, and low risk reconciliations. | Categorizes reconciliations and display the count by risk level. If a period is specified, pull the list from period end reconciliation instead of reconciliation account. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliation details for account <account ID>. | Displays the account type, priority, risk, and open or in-progress reconciliations by period. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me list of non-account reconciliations. | Displays a list non-account reconciliations. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| List down new accounts which are created across all structures. | Displays a list of reconciliation accounts with the New flag set to True across all structures. |
FSM_ReconciliationAccount_Agent FSM_ReconciliationAccountData |
| Show me inactive reconciliations. | Displays a list of reconciliations marked as inactive. |
FSM_ReconciliationAccount_Agent FSM_ReconciliationAccountData |
| Show me reconciliations in status [open, in process, pending approval, closed]. | Displays a list of accounts based on the specified status. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me my reconciliations in status for approval. | Displays a list of period end reconciliations where status = pending approval and team member = me. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliations assigned to me for approval. | Displays a list of period end reconciliations assigned to me for approval. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Number of reconciliations which are pending for approval per user. | Displays a list of reconciliations per user, where reconciliations are in approval queue. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliations requiring supporting documentation. | Displays a list of accounts that require supporting documentation. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliations not marked for auditor visibility. | Displays a list of reconciliations that are not visible to the auditor, where status = closed and message is not equal to viewable by auditor. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliations tied to close tasks. | Displays a list of reconciliation accounts where close tasks are linked. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliations with missing attachments or incomplete documentation. | Displays a list of period end reconciliations where attachments are missing, or where required supporting document = true and required documentation is missing from the period end reconciliation record. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliations closed by <xxx> auto reconciliation policy. | Displays a list of reconciliations where status = closed and auto reconciliation policy = XXX. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me reconciliations tied to close tasks for a specific period | Displays a list of period end reconciliations where close tasks are linked for the specified period. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Show me the reconciliations that are auto reconciled. | Displays a list of reconciliations closed by auto-reconciliation policies. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
| Which reconciliations were closed by an auto reconciliation policy? | Displays a list of Period End Reconciliations closed by auto-reconciliation policies. |
FSM_PeriodEndReconciliation_Agent FSM_PeriodEndReconciliationData |
Match
| Question | Expected response | Expected agents and tools used |
|---|---|---|
| Show me all open match invoice messages for <company, vendor, buyer, purchase order, purchase order line, item, invoice number, message type, due date, or created date>. | Displays open match invoice messages matching the specified filters. |
FSM_Match_Agent |
| Show me my match invoice messages and their details for <company, vendor, purchase order, contract, item, buyer or buyer owner, message type or sub-type, status, application action, adjusted unit cost, match detail key, or authority/reason code>. | Displays match invoice messages and their details matching the specified filters. |
FSM_Match_Agent |
| Show me all purchase-order invoices for <company, vendor, purchase order, invoice number, invoice amount, invoice date or due date, or invoice status>. | Displays purchase-order invoices and associated PO or invoice numbers matching the specified filters. |
FSM_Match_Agent |
| Show me the purchase order invoices matched against PO <purchase order> including the PO total order amount and the invoice amount for <vendor or company>. | Displays purchase order invoices matched against a PO, including the PO total order amount and invoice amount for the specified filters. |
FSM_Match_Agent |
| Show me the purchase order invoices matched to PO <purchase order> for vendor <vendor ID or name>. | Displays the purchase order invoices matched to a purchase order for the specified vendor. |
FSM_Match_Agent |
| How many match invoice messages or purchase-order invoices are there for <company, vendor, buyer, purchase order, item, message type or sub-type, status, or date>? | Displays the count of records matching the specified filters across match invoice messages, invoice-message listings, or purchase-order invoices. |
FSM_Match_Agent |