Budget formulation, Continuing Resolution enforcement, Salary & Staffing planning. Real EPBCS tasks with real Oracle execution.
▶ User:
Uploads FY2027 congressional justification PDF + "Build the EPBCS budget model, load enacted levels by appropriation"
// Agent Actions
1 Extracts program line amounts, appropriation titles, and object class distribution from congressional justification
2 Maps congressional marks to EPBCS planning dimensions: Entity, Program, Fund, Object Class per OMB A-11 Exhibit 53
3 Configures EPBCS planning forms with agency-specific approval workflow and distribution rules
4 Loads enacted amounts and distributes to program offices via EPBCS push-down allocation
🔗 Oracle Action:
Creates EPBCS Planning Unit Hierarchy, loads enacted budget amounts via Data Management, activates approval workflow
✅
FY2027 budget model live in EPBCS in 1 day — all program offices see their enacted levels, approval workflow active, ready for OMB A-11 submission.
▶ User:
"FY2027 CR passed at prior-year rate. Configure EPBCS to enforce CR caps — flag any programs over 1/12th monthly rate"
// Agent Actions
1 Calculates 1/12th pro-rata monthly spending authority for each appropriation based on FY2026 enacted levels
2 Configures EPBCS CR scenario with spending rate formula: prior-year enacted ÷ 12 × months elapsed
3 Creates variance alert: flags program offices where projected obligations exceed CR authority by more than 5%
4 Generates CR compliance dashboard for CFO showing remaining spending authority by program
🔗 Oracle Action:
Creates CR Budget Scenario in EPBCS, loads pro-rata monthly limits, activates variance alerts and CFO dashboard
✅
CR enforcement model live in 2 hours — all program offices see their CR caps, CFO dashboard showing compliance status, automatic alerts for over-run programs.
▶ User:
Uploads OPM position file + "Build FY2027 salary plan — project full-year costs with benefits and COLA"
// Agent Actions
1 Imports OPM position data: GS grade/step, FTE count, base salary by position by program office
2 Applies current OPM pay tables, FY2027 COLA adjustment (2.7%), and within-grade increase projections
3 Computes benefit costs by object class: FEHB (2.7x), FERS (15.5%), TSP agency match (5%), Medicare/FICA
4 Loads full-year personnel cost projections into EPBCS by Entity, Program, Fund, Object Class 1100/1200
🔗 Oracle Action:
Loads salary + benefits data into EPBCS Personnel module; maps to Object Class 11XX, generates variance to prior year
✅
FY2027 salary plan complete in 4 hours — full-year personnel costs loaded by OC 1100/1200, benefit rates applied, COLA projected, variance to FY2026 actuals shown.
▶ User:
"Set up CA waterfall for DHS FY2027 — apportionment flows to allotment, allotment to sub-allotment by division"
// Agent Actions
1 Configures EPBCS funding hierarchy: OMB Apportionment → Agency Allotment → Division Sub-allotment → Commitment
2 Sets up allocation rules: apportioned amounts cascade down hierarchy proportionally or by formula
3 Configures fund control checks at each level — prevents over-allotment per ADA requirements
4 Links EPBCS CA waterfall to Oracle Budgetary Control in EBS for real-time obligation tracking
🔗 Oracle Action:
Creates EPBCS Allocation Hierarchy, ADA fund control rules, and Budget Account Mapping to Oracle EBS GL
✅
CA waterfall enforcing ADA compliance at every tier in 3 hours — program offices can only commit within their allotments, CFO sees full spending authority picture in real time.
▶ User:
Uploads OMB SF-132 apportionment approval + "Load new apportionment, redistribute allotments to reflect the $45M increase in Ops"
// Agent Actions
1 Reads SF-132 Apportionment and Reapportionment Schedule — extracts program category lines and amounts
2 Identifies which EPBCS entities and object classes map to the affected budget authority line
3 Updates EPBCS apportionment scenario and runs re-allocation to affected division sub-allotments
🔗 Oracle Action:
Updates EPBCS Apportionment scenario, triggers cascade re-allocation, generates revised allotment register
✅
Mid-year apportionment change reflected in EPBCS in 1 hour — all downstream allotments updated, revised spending authority visible to all program offices immediately.
▶ User:
"Open FY2028 budget submission to program offices — set deadline March 31, route to division directors then CFO for approval"
// Agent Actions
1 Creates FY2028 EPBCS Budget Version and opens submission forms for each Program Office entity
2 Configures approval workflow: Program Office → Division Director (review) → CFO Office (final approval)
3 Sets submission deadline (March 31) with automated reminders to unsubmitted program offices
4 Activates rollup rules so division totals and agency totals update automatically as submissions come in
🔗 Oracle Action:
Opens EPBCS Budget Version, configures Planning Unit workflow, sets approval routing and automated deadline reminders
✅
Budget cycle open to all program offices in 2 hours — approval workflow active, CFO sees real-time roll-up as offices submit, automated deadline reminders running.
▶ User:
"Run March budget variance report — show enacted vs. actuals vs. full-year projection by program, flag programs over 10% variance"
// Agent Actions
1 Pulls enacted budget from EPBCS, YTD actuals from Oracle EBS GL, and full-year projection from current EPBCS working version
2 Computes variance: (Projected − Enacted) / Enacted — flags any program with variance > ±10%
3 Generates EPBCS Financial Report with drill-down capability to transaction level for flagged variances
🔗 Oracle Action:
Runs EPBCS Financial Reporting Studio report; integrates EBS GL actuals via FDMEE data load; highlights variance flags
✅
Executive-ready variance report in 20 minutes — enacted vs. actuals vs. projection with automatic flags, drill-down to source transactions, ready for CFO review.