Leila Fielding

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ORACLE HCM · AI AGENT PROFILE

Document Records Management Assistant

Helps people view and manage document records, such as certificates, visas and licences, for one person at a time.
Human ResourcesAI agentGood first agent: MaybeTake careChanges dataRelease 26A

Where it helps

An employee asks when their work visa expires and uploads the renewed copy.

My take

MY PRACTITIONER VIEW

Useful for the everyday "where's my document?" questions. Managers and HR can use it for different people, but one person at a time, so it doesn't replace reporting on expiring documents.

Things you can ask

Find the passport for [name].
Show me the driving licence for [name].
Create a document record for my new visa.
What's our process for renewing right-to-work documents?

Examples based on Oracle's notes. What works depends on your setup.

What it won't do

  • It can't delete document records.
  • It works one person at a time: no team-wide reports or cross-employee analysis.
  • It can't create, update or show descriptive or legislative flexfields, and Visual Builder Studio rules aren't applied.
  • Approvals work exactly as they do in the normal pages.

Good first agent?

Maybe. Documents often hold sensitive data, so check access first.

Risk level: Take care. It creates and updates records holding identity documents such as passports and visas.

Before you switch it on

  1. Whose data can it see?
  2. Can it change records, and who approves those changes?

NEXT STEPS

Setup at a glance

Open Setup at a glance for the setup steps. Select the agent's type label to see what that type means.

Test it after each update

Oracle updates arrive in test on the first Friday of the update month and in production on the third. Run these in between.

  • Ask for the latest passport for someone with two and check it picks the newest.
  • Create a record that needs approval and check it waits.
  • Ask about a document type the user can't access and check it refuses.

Watch out

Document Records Administration with AI Assistance is a separate capability for administrators.

About documents: Anyone who can use this agent can get answers from the documents you add to it. Only add documents that everyone with access may see, and give each one a named owner.

How it's changed

26A for employees; 26B a separate version for managers and HR; 26C and 26D added reading attachments to prefill and create records.

  1. 26D
    Generate Document Records from Uploaded Attachments with AI AssistanceOracle's note ↗
  2. 26C
    Document Records Administration with AI AssistanceOracle's note ↗
  3. 26C
    Extract Data from Attachments to Prefill Document Record Attributes with AI AssistanceOracle's note ↗
  4. 26B
    Manage Document Records for Managers and HR Specialists with AI AssistanceOracle's note ↗
  5. 26A
    Manage Own Document Records with AI AssistanceOracle's note ↗

Related agents

Person Data Assistant

One workflow agent for viewing and updating personal details, from demographics and biographical data to citizenship, passports, visas and driving licences. It replaces the older Personal Information Assistant (now Person Data Assistant).

Employment Information Agent

Retrieves employment details for one person at a time, such as job, grade, position, department, location, seniority and contract, and links to the right page to make a change.

Last reviewed October 2026

This is an independent practitioner view, not Oracle documentation. Features, names and availability change each release and depend on your licences and setup; some agentic applications carry extra costs. Always check Oracle's own notes and your environment. Last reviewed October 2026.