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Last Updated: 2025-02-07
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Steps: Set Up Journal Insights in AP&C

Steps: Set Up Journal Insights in AP&C

You might need to take additional steps to enable this feature based on your organization's subscription service agreement. To determine your subscription service agreement:
  1. Select your profile avatar on Workday Community.
  2. Select
    Profile
    .
  3. On your profile page, select your organization's name, which is beneath your name and next to your job title.
  4. View your
    Subscription Service Agreement
     value.
If the value is:
  • UMSA
    , you can skip the
    Enable Innovation Services Features and Machine Learning Data Contributions
     step. For more information on Machine Learning data contributions, see Concept: Workday AI for Universal Main Subscription Agreement Customers.
  • MSA
    , you must enable this feature through Innovation Services using the
    Enable Innovation Services Features and Machine Learning Data Contributions
     step.
  • At least 12 months of historic journal line data must exist on your tenant.
  • Configure these security policies for the Innovation Services functional area:
    • Manage: Innovation Services
    • View: Innovation Services
Journal Insights in Adaptive Planning and Consolidation (AP&C) enables you to close accounting periods with greater efficiency and confidence. The innovation service uses machine learning to identify these errors and anomalies and recommend alternatives:
  • Missing or unusual combinations of worktags.
  • Amount anomalies.
  • Ledger account errors.
  • Line company errors.
  1. Enable Innovation Services Feature and Machine Learning Data Contributions.
    You might need to take additional steps to enable this feature depending on your organization's subscription service agreement. For more information, see this Community article.
    1. In the
      Innovation Service Opt-In
       tab, under
      Available Services > Financials
      , select the
      Financials: Financial Management Machine Learning GA Features
       service check box.
    2. In the
      Maintain Innovation Services Data Selection Opt-In
       tab, under
      Financials: Financial Management Machine Learning GA Features
      , select the
      Opt In
       check box for the
      Journal Line Data
       category to contribute data for Machine Learning.
      After setting up the task, it can take up to 2 weeks to view the machine learning feature functionality in your tenant. Then, you have 2 weeks to complete testing.
    3. In the
      Summary
       tab, you can verify the innovation services available and opted into. You can also view the data contribution opt-in for various categories.
      Security:
      Manage: Innovation Services
       domain in the Innovation Services functional area.
      Journal Insights model is not set up and doesn’t currently analyze journal lines posted in Implementation tenants as these often contain test data or non-production like data that would not train the model correctly.
      Workday therefore recommends you test in Production, Sandbox or Preview tenants where the Journal Insights models are deployed.
  2. Access the
    Edit Tenant Setup - Machine Learning
     task. Select the region in which Workday hosts data used for improvement and personalization of machine learning and analytics functionality.
    Security:
    Set Up: Tenant Setup - Machine Learning
     in the System functional area.
  3. Set up these security domains in the Financial Accounting functional area:
    • Process: Journal Insights
    • Reports: Journal Insights
  4. Access the
    Create Business Process Definition (Default Definition)
     task and set up the new
    Journal Insights Feedback Event
     business process.
  5. Configure security group permissions for Journal Insights actions:
    1. Access the
      Journal Insights Feedback Event
       business process.
    2. From the related actions of the business process, select
      Business Process Policy
      Edit
      .
    3. Configure security group permissions for these actions:
      • Dismiss Journal Line Anomalies
      • Report Errors To Journal Insights
      • Confirm Journal Line Anomalies
      • Confirm/Dismiss Similar Journal Line Anomalies
      See: