This Minor release introduces Narrative Summarizer in Finance Analyst, adds inline image support to Search exports, and includes performance and stability improvements across SensibleAI Agents.
Enhancements
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Narrative Summarizer
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Finance Analyst can read and summarize the commentary your team has written in OneStream, alongside the underlying financial data, rolling child account notes up into a concise parent narrative.
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You can use it across all five OneStream text-based view members: Annotation, VarianceExplanation, Assumptions, AuditComment, and Footnote.
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For best results, scope each summarization to a single parent rollup, and specify your desired materiality threshold, summary style, and commentary location.
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Use it as an ad hoc request in Finance Analyst chat, or set it up as a scheduled Analysis Plan to automatically generate parent-level narratives every close cycle.
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Cube Ingestion
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Performance enhancements have been added.
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- Search
- Exporting Search answers now includes inline images.
- General
Improved agent token efficiency for large Finance Analyst reports and long context conversations.
In-product evaluations AI Credit usage is now tracked and visible in the AI Control Tower.
Fixed Issues
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Deep Analysis comparison citations: Comparison output now uses source-type-specific citation formatting for document and cluster references.
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Cube deletion → persona cleanup: Deleting a cube now removes its references from persona settings; cleanup failures are logged rather than causing a 500 error on an otherwise successful delete.
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Member expansion service: This release includes a fix to the member expansion service.
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Invocations table labels: On the Credit History page in the AI Control Tower, the invocations table now categorizes MCP invocations as "MCP" instead of "Native Agents."
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Search Agent default clusters: You can now deselect a default cluster in Search that you no longer have access to or that no longer exists.
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Search Agent "All Clusters" option: The "All Clusters" option is back in the Search chat input and in the default clusters setting.
Compatibility
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Minimum Platform Version 9.3.0 or later is required. OneStream recommends upgrading to the latest platform version.
Documentation
The Getting Started with Solutions Guide provides general instructions to install and configure OneStream Solutions. It also includes the recommended display settings, package file name information, advice for solution database migration, and considerations for modifications to solutions.
See the Getting Started with Solutions Guide.
Contact Support
Contact OneStream Support by registering at:
SensibleAI Agents Release PV9.3.0 SV1.0.0
This is the initial release of SensibleAI Agents.
Compatibility
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Minimum Platform Version 9.0.0 is required v9.3.0.
Notes
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A service account, named wernicke.server, will be added to the environment and looks like a user. It is used for scheduled jobs required within SensibleAI Agents. For example, we run a user sync to make sure SensibleAI Agents is up to date with OneStream users. Please reach out to implementation partner/team or support for more information.
Contact Support
Contact OneStream Support by registering at:
