July 2021 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

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Enterprise Data Management Cloud

Features

EPM Cloud Common

Updates to the Clone Environment Feature

This update removes the constraint that the cloning source and target environments must be on the same EPM Cloud monthly update.

Account Reconciliation, Oracle Enterprise Data Management Cloud, and Narrative Reporting do not support the migration of snapshots from a monthly update to a previous monthly update. All other business processes support the migration of snapshots from a monthly update to the previous and next updates.

Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

REST API to Generate a Role Assignment Audit Report for OCI (Gen 2) Environments

Users with a Service Administrator role can now use a REST API to generate a Role Assignment Audit Report of users with their pre-defined roles on OCI (Gen 2) Environments. This report shows all the changes made to the predefined role assignments within the provided time frame. This report can be generated for the previous 90 days from the current date. You can download the report using the Download REST API.

Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

REST API to Generate an Invalid Login Report for OCI (Gen 2) Environments

Users who have both a Service Administrator role and an Identity Domain Administrator role can now use a REST API to generate an Invalid Login Report on OCI (Gen 2) environments. This report shows unsuccessful login attempts for users within the provided time frame. This report can be generated for the previous 90 days from the current date. You can download the report using the Download REST API.

Applies to: Account Reconciliation, Enterprise Data Management, Financial Consolidation and Close, Narrative Reporting, Planning, Planning Modules, Profitability and Cost Management, Tax Reporting

Enterprise Data Management

Redwood Experience as a Default Theme

The Redwood experience is now the default theme upon creation or recreation of an Enterprise Data Management Cloud service (existing as well as new). Existing active environments are not impacted.

Additional Fields for Node Data Type Properties in Expressions

Expressions can access additional information about nodes which are referenced in Node data type properties.

Application Templates

Templates can be exported and imported by Service Administrator role users from the Templates page in the user interface.

Archive and Reactivate in Dimension Inspector

Dimensions can be archived in the dimension inspector when they are no longer needed by an application.

Boundancestors and Boundlocations in Expressions

New collections are available for the Node and SourceNode objects in an expression to access related nodes within a bound viewpoint from a partially bound viewpoint.

Convert Timestamps to Dates in Expressions

Timestamp values can be converted to dates in an expression using the ToDate method.

Delete Archived Viewpoints

Archived viewpoints which are no longer used can be deleted from views.

Delete Lookup Sets

Lookup sets which are not used by any application can be deleted by Service Administrator users.

Edit Name and Description in Property Inspector

The Name and Description base parameters for a property can be edited in the property inspector to modify the original values defined at the time of property creation.

Exclude Implicit Shared Nodes for Extracts

The Exclude Implicit Shared Nodes option for extracts can be used to suppress the output of duplicate hierarchy relationships from the results of an extract operation.

Expand Allowed Values for Properties on Import

The Expand Allowed Values on Import option can be used to update the Allowed Values parameter for properties being imported.

Expanded Job Results for Import, Export, and Extract APIs

Job results for the Import, Export, and Extract REST APIs include additional information for monitoring and audit purposes.

Import Subset of Trees from Financials Cloud

When importing segment values and hierarchies from Financials Cloud General Ledger into Enterprise Data Management, the import process will only affect trees which are included in the import file if you are using the Merge or Replace import mode.

Include Descendants in Subscriptions Using Top Node Filters

When a parent node that is located under a different top node is inserted or moved under a node that is specified in a subscription top node filter, the descendants of the parent node are also inserted and moved as part of the subscription request.

Integer and Float Methods for Node Lists in Expressions

New expression methods are available to return a list of Integer or Float data type values from a node list such as children, siblings, ancestors, and locations.

Multiple Approvals Per Group for Serial Policies

Approval policies using the Serial approval method can require multiple approvals from the same user group. When the One Approval Per Group option is disabled for a serial policy, you can define the Approvals Per Group for each policy user group.

Out of Office Handling for Approval Policies

When approval policy invitees are determined for an In Flight request in the Approve stage, approvers who have set the Out Of Office user preference are invited to approve but are not included in the remaining approvers count for the policy.

Out of Order Record Processing During Request File Load

The request file load process now handles out of order rows where child nodes reference parent nodes which are defined later in the file.

Record Count Log Report

The Record Count Log report can be used to identify how nodes from different applications and dimensions contribute to the total record count determined by the system.

Request Activity Improvements

Request activity includes Request Type and Owner (Assignee or Submitter) columns for each request displayed.

Search Below Selected Node in Viewpoint

When searching for nodes, you can filter your search to only nodes below a selected node in a hierarchy viewpoint.

Search for Property in Node Type Inspector

Properties can be searched for in the node type inspector to find a property which is used by a node type.

Search Results for Different Parents in Node Selector

When searching for nodes in the node selector, multiple search results will be returned for a node that is under different parents in a hierarchy viewpoint.

Specify Folder for EPM Cloud Global Connections and Extracts

A default folder can be defined for Oracle EPM Cloud global connections to send extract files to specific directory paths in EPM Cloud environments.

User Filter for Views Page

Views can be filtered from displaying on the Views page for specific users and groups.

Withdraw Request Approval During Approve Stage

Approvers can withdraw their approval of an In Flight request while it remains in the Approve stage awaiting approvals by other users, or when the request cannot be committed due to validation issues.

Extract Specialty Columns

Specialty columns can be added to extracts to output dynamic values which are specific to a particular run of the extract.