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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Journal Insights

Steps: Set Up Journal Insights

You must subscribe to Innovation Services to use this feature. Contact your Customer Success Manager to request the Innovation Services Addendum (ISA), or see Workday Innovation Services in the Workday Community for more information.
  • 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 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. Access the
    Innovation Services and Data Selection Opt-In
     report.
    The report lists all the innovation services available. Click the link to view additional information for each innovation service, security exhibit, and the data processing exhibit.
    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.
    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.
  2. (Optional) Access the
    Run On-Demand Machine Learning Activation for Implementation Tenant
     task to set up testing on Implementation Tenants.
    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.
    Workday recommends using a Preview tenant to test this functionality because compared to Implementation tenant, you have unlimited time to test. Also, you can more easily enable Financials machine learning.
  3. (Optional) Access the
    Edit Tenant Setup - Machine Learning
     task. Select the region in which Workday hosts data contributed to the Machine Learning Development Environment (MLDE). The default region for the MLDE is the U.S.
    Security:
    Set Up: Tenant Setup - Machine Learning
     in the System functional area.
  4. Set up these security domains in the Financial Accounting functional area:
    • Process: Journal Insights
    • Reports: Journal Insights
  5. Access the
    Edit Business Process Security Policy
     task and configure security policy permissions for the
    Journal Insights Feedback Event
     business process type in the Financial Accounting functional area.
    You can configure these actions for the
    Journal Insights Feedback Event
     business process:
    • Dismiss Journal Line Anomalies
    • Report Errors To Journal Insights
    • Confirm Journal Line Anomalies
    • Confirm/Dismiss Similar Journal Line Anomalies
  6. Access the
    Create Business Process Definition (Default Definition)
     task and set up the new
    Journal Insights Feedback Event
     business process.