Oracle Agentic AI Foundations study materials
Oracle Agentic AI Foundations study resources

Oracle Agentic AI Foundations cheat sheet

Oracle Agentic AI Foundations · Keep the key ideas within reach.

Quick reference

Agentic AI Concepts and Architecture

  • Agent = LLM reasoning core + planning loop + tool/memory layer + runtime harness; the model alone is not the agent.

  • ReAct pattern interleaves Thought → Action (tool call) → Observation steps until a stop condition or max-iteration budget is hit.

  • Planning variants: fixed workflow (deterministic DAG) vs. dynamic planning (model decomposes goal at runtime); choose fixed when steps are known and auditable.

  • Multi-agent topologies: supervisor/orchestrator-worker, sequential pipeline, debate/critic, and peer handoff; each adds latency and coordination failure modes.

  • Memory tiers: short-term context window, scratchpad/state object persisted by the runtime, and long-term store (vector or relational) retrieved on demand.

  • Human-in-the-loop checkpoints are architectural components, not afterthoughts: define approval gates for irreversible or high-value actions.

  • Idempotency and compensating actions are required because agent retries can duplicate side effects on external systems.

  • Determinism boundary: temperature, tool schemas, and prompt version pinning determine reproducibility; log all three per run.

Quick reference

Oracle AI Agent Platform and Services

  • OCI Generative AI service exposes hosted models via API; agents call it as the reasoning backend rather than hosting weights themselves.

  • OCI Generative AI Agents (RAG service) couples a knowledge base, a data source connection, and a vector store into a managed retrieval endpoint.

  • Vector store options on OCI include Autonomous Database 23ai AI Vector Search and OCI Search with OpenSearch; the agent references the store, not raw files.

  • Oracle Fusion/NetSuite agent offerings embed agents in enterprise workflows; distinguish platform-level build services from packaged business agents.

  • OCI IAM governs both human and workload identities; agent service principals should be distinct from end-user identities.

  • Model choice is per-task, not per-agent: route cheap classification steps to small models and complex planning to larger ones.

  • Regional availability and model catalog differ per OCI region; verify model and service availability before designing cross-region agents.

  • Prefer managed connectors and private endpoints over public internet egress when the agent must reach Oracle databases or object storage.

Quick reference

Agent Design, Tools, and Integration

  • Tool schema quality dominates tool-use reliability: precise names, typed parameters, enums for constrained values, and explicit units.

  • Write tool descriptions as selection instructions - state when to use and when NOT to use the tool, since the model routes on description text.

  • Return structured errors to the model (code, message, retryable flag) so it can self-correct instead of hallucinating success.

  • Prefer narrow, single-purpose tools over a monolithic do-everything tool; fewer parameters reduce invalid-argument rates.

  • Set per-tool timeouts, retry budgets with backoff, and circuit breakers; the agent loop must handle partial failure gracefully.

  • Tool outputs are untrusted input: treat retrieved text and API responses as data, never as instructions (prompt-injection defense).

  • Expose Oracle Database PL/SQL or REST endpoints as tools via API gateways; keep credentials in a vault, never in the prompt.

  • Cap the agent with max steps, max tokens, and a cost ceiling; unbounded loops are the most common production failure.

Quick reference

Data, Knowledge, and Retrieval for Agents

  • RAG pipeline stages: ingest → parse/chunk → embed → index → retrieve → rerank → ground the prompt with citations.

  • Chunking tradeoff: small chunks improve precision but fragment context; overlap and structure-aware splits (headings, tables) usually beat fixed-size.

  • Hybrid retrieval (dense vector + keyword/BM25) with reranking generally outperforms pure vector search on enterprise text.

  • Embedding model must match between indexing and query time; changing models requires re-embedding the whole corpus.

  • Metadata filters (tenant, date, classification) enforce both relevance and access control at retrieval time.

  • Grounding requires citation of source chunks; if retrieval returns nothing above threshold, the agent should say so rather than answer from parametric memory.

  • Freshness: incremental re-index on source change; stale indexes cause confidently wrong answers that are hard to detect downstream.

  • Evaluate retrieval separately from generation (recall@k, context precision) to localize failures before tuning prompts.

Quick reference

Security, Governance, and Responsible AI

  • Least-privilege tool credentials: scope each tool's identity to the minimum actions, and prefer read-only unless write is required.

  • Prompt injection is the top agent-specific risk; mitigations are instruction/data separation, output validation, and allow-listed tool calls.

  • Confused-deputy risk: an agent acting for a user must propagate the user's authorization context, not use a superuser service account.

  • Guardrails layer: input filtering, PII redaction, toxicity checks, and output schema validation before any action executes.

  • Governance artifacts: model card, prompt/tool version registry, decision logs, and approval records for high-impact actions.

  • Regulatory alignment commonly cited: NIST AI RMF (govern/map/measure/manage) and ISO/IEC 42001 for AI management systems; EU AI Act risk tiers shape documentation duties.

  • Data residency and tenancy isolation must be enforced in the vector store and tool layer, not only in the UI.

  • Red-team the agent with adversarial documents and tool-output spoofing before launch; log and review every tool invocation.

Quick reference

Operations, Monitoring, and Lifecycle Management

  • Trace every run end to end: prompt version, model, tool calls with arguments, latency per step, token counts, and final outcome.

  • Key metrics: task success rate, tool error rate, steps per task, p95 latency, cost per successful task, and escalation rate.

  • Golden datasets with regression tests gate prompt, model, or tool changes; treat prompts as versioned code in CI.

  • Canary or shadow deployment for agent changes; roll back on success-rate or cost regression thresholds.

  • Observability signals come from three planes: application logs, LLM traces (spans per reasoning step), and infrastructure metrics.

  • Cost control levers: prompt caching, smaller models for routing, retrieval top-k limits, and hard budget caps per session.

  • Drift detection covers model updates, source-data changes, and user-behavior shifts; re-evaluate on a fixed cadence, not only on incidents.

  • Incident runbook must include a kill switch that disables tool execution while leaving the agent in read-only or answer-only mode.