Agents

These tables describe the agents provided by M3 Analytics for GenAI Assistant:

Financial Controlling

Agent Description
M3_CSI_Financial_Controller_Summary_Agent

This agent can be used to monitor credit risk, payment behavior, and collections performance at both summary and detailed levels, enabling proactive risk mitigation and targeted follow-up actions.

Typical use cases for this agent include:

  • Showing customers classified as high-risk payers based on payment behavior
  • Displaying total overdue amounts by Credit Manager and identifying the largest exposure
  • Tracking trends in average payment days and invoice aging stages over time
  • Detecting seasonal spikes in overdue amounts or payment delays
  • Ranking customers by Days Sales Outstanding (DSO), payment days, and stopped amounts
  • Identifying customers with both high DSO and high stopped amounts to flag compounding risk
  • Highlighting customers that consistently pay late and analyzing overdue versus stopped exposure
  • Comparing current vs. previous periods for DSO and payment trends
  • Spotting extreme outliers in payment days or DSO and detecting rising risk indicators
  • Showing top and bottom 10 customers by payment days
  • Identifying customers with the highest DSO values
  • Ranking customers by stopped amount and identifying those with the largest exposure

This agent is intended to support credit control, collections operations, and working capital management, providing enhanced visibility into AR risk drivers, accelerating collections prioritization, and enabling data-driven actions to improve cash conversion and reduce overdue exposure.

Financial Accounting

Agent Description
M3_CSI_AccountsPayable_Summary_Agent

This agent can be used to deliver comprehensive payables and invoice processing insights, enabling analysis of overdue exposure, payment behavior, efficiency index, and reconciliation performance.

Typical use cases for this agent include:

  • Retrieving key payables measures such as Overdue Invoices and Overdue Invoice Amounts.
  • Monitoring Authorizer/User Efficiency Index to identify top performers, underperformers.
  • Analyzing FAM (Financial Approval Matrix) entries to track volume changes, invoice counts.
  • Evaluating invoice lifecycle metrics: average days between invoice date and due date, days to reconcile, and variance by fiscal period.
  • Producing trend analyses for overdue payables (last 12 months), including number and value of overdue invoices and comparison versus paid invoices.
  • Reporting customer-specific AP exposure (current and prior-year open Accounts Payable) and average days between due date and payment date.

This agent is intended to support finance operations, AP management, procurement, and business controls, providing a single, view enabling data-driven decision making for cash management and process optimization.

Procurement

Agent Description
M3_CSI_PurchaseAnalysis_Summary_Agent

This agent can be used to deliver comprehensive supplier and procurement insights, enabling analysis of supplier performance, purchasing trends, and operational efficiency across time.

Typical use cases for this agent include:

  • Retrieving key procurement measures such as Open Purchase Order Count, Ordered Quantity, Total Open PO Value, Net Invoiced Value, and Number of PO Lines for individual suppliers or defined supplier groups
  • Accessing consolidated Supplier Performance views.
  • Ranking suppliers by open order volume, invoiced value, delivery accuracy, and performance metrics.
  • Generating overviews, and detailed metric breakdowns for suppliers, buyers or divisions.
  • Analyzing supplier contribution and spend across different time horizons.
  • Comparing supplier performance across periods to identify top-performing and under performing suppliers.
  • Enabling supplier reporting across procurement and operations.

This agent is intended to support procurement management, supply chain analytics, and operational strategy, providing a single, view of supplier performance and enabling data-driven decision making.

Sales Management

Agent Description
M3_CSI_SalesStatistics_Summary_Agent

This agent can be used to deliver comprehensive sales and profitability insights, enabling analysis of revenue, margin, and product performance across time and customers.

Typical use cases for this agent include:

  • Retrieving key financial measures such as Gross Margin, Gross Profit, and Invoiced Net Amount by customer, payer, item, or product group.
  • Showing gross margin by customer or payer for the last 12 months or fiscal year.
  • Analyzing monthly invoiced net amount trends for the past year to identify seasonality and growth patterns.
  • Ranking top customers by gross profit and identifying divisions with the highest sales increase this year.
  • Calculating gross profit margin for specific periods and comparing performance across time horizons.
  • Identifying items with negative margins.
  • Highlighting items and product groups contributing most to gross profit and margin.
  • Ranking item types and products by gross profit contribution and sales volume.
  • Generating detailed breakdowns for profitability by customer, product, division, and payer.

This agent is intended to support sales management, providing a single, view of revenue and profitability performance, and enabling data-driven decision making.