Cloud Readiness / Oracle Enterprise Data Management Cloud
What's New
Expand All


  1. October 2021 Update
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Enterprise Data Management
        1. Monthly Update Schedule
        2. Fixed Issues and Considerations
        3. Please Join Oracle Cloud Customer Connect
        4. Give Us Documentation Feedback
        5. Follow Us on Social Media
    1. EPM Common
        1. EPM Automate Updates
        2. REST API to Clone Environments
    2. Features
        1. Allow Duplicate Nodes in Specific Financial Trees for Financials Cloud Applications
        2. Application Blockout Period
        3. Combination Node Type Parameter
        4. Commit Policies and Workflow Stage for Requests
        5. Compare Selected Properties for Nodes
        6. Disable Passthrough for Lookup Set in Expressions
        7. Duration for Import, Export, and Extract Operations
        8. Extract Unique Records Based on Specified Key
        9. Include Blanks for Split Method in Expressions
        10. Incremental Extracts for Dimension Viewpoints
        11. Invalid Values and First Characters for Properties
        12. OrElse Method for String Expression Terms
        13. Pivot List and String Properties in Viewpoint Extracts
        14. Policy Filter for Updated Properties in Requests
        15. Rename Node During Enrichment Without Add Access
        16. Summary Node Validation for Financials Cloud and E-Business Suite Applications
        17. Synchronize Property Updates Previously Excluded by Subscriptions
        18. Use Memo Properties in Expressions
  5. IMPORTANT Actions and Considerations

October 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:

Date Product Feature Notes
25 OCT 2021   Combination Node Type Parameter Updated document. Revised feature information.

27 SEP 2021

  Pivot List and String Properties in Viewpoint Extracts Updated document. Revised feature information.

23 SEP 2021

   

Created initial document.

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at EPMdoc_ww@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Column Definitions:

Report = New or modified, Oracle-delivered, ready to run reports.

UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.

UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.

Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.

Ready for Use by End Users
(Feature Delivered Enabled)

Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features.

Customer Must Take Action before Use by End Users
(Feature Delivered Disabled)

Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Enterprise Data Management

EPM Common

EPM Automate Updates

REST API to Clone Environments

Features

Allow Duplicate Nodes in Specific Financial Trees for Financials Cloud Applications

Application Blockout Period

Combination Node Type Parameter

Commit Policies and Workflow Stage for Requests

Compare Selected Properties for Nodes

Disable Passthrough for Lookup Set in Expressions

Duration for Import, Export, and Extract Operations

Extract Unique Records Based on Specified Key

Include Blanks for Split Method in Expressions

Incremental Extracts for Dimension Viewpoints

Invalid Values and First Characters for Properties

OrElse Method for String Expression Terms

Pivot List and String Properties in Viewpoint Extracts

Policy Filter for Updated Properties in Requests

Rename Node During Enrichment Without Add Access

Summary Node Validation for Financials Cloud and E-Business Suite Applications

Synchronize Property Updates Previously Excluded by Subscriptions

Use Memo Properties in Expressions

>>Click for IMPORTANT Actions and Considerations

Enterprise Data Management

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, October 1, 2021.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, October 15, 2021.

NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle strongly recommends that you download the maintenance snapshot every day to a local server.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, October 1, 2021.

NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.

Fixed Issues and Considerations

Software issues addressed each month and considerations will be posted to My Oracle Support.

NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.

This provides visibility into EPM Cloud release contents.

Please Join Oracle Cloud Customer Connect

Please take a moment to join the Cloud Customer Connect forums for EPM Cloud services. Oracle Cloud Customer Connect is a community gathering place for members to interact and collaborate on common goals and objectives. This is where you will find the latest release information, upcoming events, or answers to use-case questions. Joining takes just a few minutes. Join now!

https://cloud.oracle.com/community

NOTE: The Settings and Actions menu now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.

Give Us Documentation Feedback

We welcome your comments and suggestions to improve the content of the What's New document and the product documentation.

Please send us your feedback at EPMdoc_ww@oracle.com. In the body or title of the email, state that you are inquiring or providing feedback, and indicate for which EPM Cloud service and the monthly update cycle.

Follow Us on Social Media

Follow EPM Cloud on YouTubeTwitterFacebook, and LinkedIn.

These are great resources for the latest updates and information about EPM Cloud.

EPM Common

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the getApplicationAdminMode and optimizeASOCube commands. Additionally, this version includes changes to the cloneEnvironment command.

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

getApplicationAdminMode Command

Checks whether the Financial Consolidation and Close, Planning, Planning Modules, or Tax Reporting application is in administration mode with access limited only to Service Administrators.

optimizeASOCube Command

Optimizes the performance of queries for data extraction by creating aggregate views in ASO cubes for Profitability and Cost Management applications.

Changes to the cloneEnvironment Command

This command now supports additional optional parameter DataManagement=true|false, which enables you to clone Data Management records from the source environment to the target environment.

Business Benefit: The new commands facilitate the remote administration of EPM Cloud environments and support the cloning of environments for disaster recovery or Classic to OCI (Gen 2) migration.

Key Resources

REST API to Clone Environments

This REST API clones the current environment and, optionally, identity domain artifacts (users and roles). This REST API is an alternative to using the Clone Environment feature in Migration or the EPM Automate cloneEnvironment command.

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

Business Benefit: This feature allows you to automate cloning environments.

Key Resources

Role Information

  • Service Administrators

Features

Allow Duplicate Nodes in Specific Financial Trees for Financials Cloud Applications

An Allow Duplicate Nodes option is available for individual trees during the registration of a Financials Cloud General Ledger application. This option provides more granular control over shared nodes and enables you to permit shared nodes in specific hierarchies but not others. When creating a new tree, the Allow Duplicate Nodes option defaults to the application level setting and can be modified. For an existing tree, the option is set based on the configuration of the Allow Shared Nodes parameter for its hierarchy set.

Business Benefit: Application owners want to allow shared nodes in certain hierarchies but also be able to restrict them from being used in other hierarchies. Hierarchies used for cross-validation rules, revaluations, and chart of accounts mapping can include duplicates whereas hierarchies being published to Essbase should not include them.

Key Resources

Application Blockout Period

A Blockout Period can be configured for an application to prevent changes to data during a specified time frame. When a blockout period is enabled, requests which include changes for the application are blocked from reaching Completed status until the end of the period. Imports and binding a different viewpoint to a dimension are also disabled during the blockout period. Requests can still be created, submitted, enriched, and approved for the application while the blockout is in effect. Exception handling options are available to permit certain users to modify data and allow changes to be made to unbound viewpoints when necessary.

Business Benefit: For some applications, it is desirable to restrict changes to data while certain business processes are taking place. Examples of these processes include a financial close, a system reconciliation, or a data migration.

Key Resources

Combination Node Type Parameter

The Combination Node Type parameter on a node type is used to identify nodes which represent a combination of values from multiple other node types. Examples of a combination node type include a General Ledger account combination or a Data Management multi-dimensional mapping.

Node types are marked as combinations in the Record Count Log report. This option is expressly for reporting purposes only and does not impact the subscription record count used for pricing purposes.

Business Benefit: Administrators want to understand how combinations of values factor into the amount of data being managed in Enterprise Data Management.

Key Resources

Commit Policies and Workflow Stage for Requests

Commit policies allow users to perform a final review of In Flight requests after they have been enriched and approved. Commit policies can be created at the application, dimension, node type, or hierarchy set level. When a commit policy is enabled, requests will pass through an additional workflow stage (Commit) where policy users can review the requests and commit or reject them. Request items cannot be modified in the Commit stage but users can make comments and add attachments as necessary.

Business Benefit: In cases where requests are enriched during an approval process, the Commit stage can be used to enforce a separation of duties and ensure that all changes have been reviewed by another person before being applied to production data.

Key Resources

  • Commit Policies in Administering and Working with Oracle Enterprise Data Management Cloud

Compare Selected Properties for Nodes

When comparing node properties across viewpoints, specific properties can be selected for comparison. This allows users to focus a compare on certain properties of interest and disregard known differences for other properties. Compare results are filtered to only differences for the selected properties. You can also create request items from the filtered compare results to resolve differences for only the selected properties.

Business Benefit: Users want to be able to compare specific properties across viewpoints when they are only interested in differences for those properties.

Key Resources

Disable Passthrough for Lookup Set in Expressions

When using the Find method on a lookup set in an expression, the Disable Passthrough argument allows a null value to be returned when the specified lookup key is not found. By default, the Find method uses a pass through approach and returns the original value in the event the lookup key cannot be found in the lookup set. The OrElse method may be used with the Disable Passthrough option to return a different string value instead of a null.

Business Benefit: Sometimes when performing a lookup in an expression it is necessary to return a null or default value when a lookup set does not contain the source value.

Key Resources

Duration for Import, Export, and Extract Operations

The duration of an import, export, or extract process is now included in the results displayed on the Import, Export, and Extract screens. This information allows users to identify how long a process ran.

Business Benefit: Application owners want to know the duration of an import, export, or extract operation to evaluate the timing and performance of these processes. This information is also helpful for scheduling automated integration tasks.

Extract Unique Records Based on Specified Key

Extract columns can be marked with a Key option to only output a single row of data for each unique instance of the key values. One or more extract columns can be configured as part of the key.  Rows with duplicate instances of the key values are suppressed from the extract output. When there are multiple key columns in an extract, duplicates are determined based on the combination of values in the key columns.

Business Benefit: Some extracts need to provide data to a target system or process which expects the records to be unique. An example is a relational database table which uses a primary key constraint.

Key Resources

Include Blanks for Split Method in Expressions

The Split method for String data types in expressions provides an optional Include Blanks argument which allows blank values to be included in the resulting string list. By default, blank values are excluded from the string list returned by the Split method.

For example, when the Include Blanks option is used, the expression return ('A--B').split('-') returns the list 'A','','B' (3 values)

When the Include Blanks option is not used, the same expression return ('A--B').split('-')returns the list 'A','B'  (2 values)

Business Benefit: A delimited string value which needs to be split into a list may contain leading, trailing, or repeated delimiters. In some cases, these situations should be interpreted as a blank values rather than being ignored to ensure data integrity.

Key Resources

Incremental Extracts for Dimension Viewpoints

Incremental extracts provide the ability to output incremental changes for a dimension viewpoint between two specified time periods. The two time periods are compared and the resulting differences are output as incremental changes. An incremental extract can be set up to include adds, updates, moves, or deletes made to nodes in the viewpoint.

Extract columns can be configured to output From and To values for moved nodes and updated properties. A node expression can be used as an inclusion filter during the time period comparison or as an exclusion filter on the differences identified by the comparison.

Business Benefit: For large dimensions, it is desirable for incremental changes to be distributed to a target system or integration process rather than the entire data set.

Key Resources

Invalid Values and First Characters for Properties

String data type properties can be configured with additional options to control the validity of property values. The Invalid Values parameter defines a list of values which the property cannot be equal to. The Invalid First Characters parameter specifies a list of characters which the property value cannot begin with.  These property parameters can be set at the application and node type level.

Business Benefit: String properties which are not limited to a list of allowed values may have certain values or characters which are restricted, or reserved for systematic purposes, and should not be used.

Key Resources

OrElse Method for String Expression Terms

The OrElse method can be used with String data types to return a default value if a preceding expression has a null value. This method may be used as a substitute for separate If/Else statements which check for a null value resulting in simpler expression logic.

For example, the expression:

return node.properties.Core.Description.orElse('Default Descr')

Can be used instead of the expression:

if node.properties.Core.Description.isNull

   return 'Default Descr'

else

   return node.properties.Core.Description

Business Benefit: For some business rules, expressions need to check whether a certain value is null and return a default value instead.

Key Resources

Pivot List and String Properties in Viewpoint Extracts

The Pivot option for an extract column can be used to output a separate row for each value in List or String data type property. Other extract columns are repeated for each row produced by the pivot. Only a single property can be pivoted in an extract. When pivoting a String property, an extract option is available to choose a pivot delimiter.

Business Benefit: When List data type properties are included in an extract, it may be necessary to output the list values in separate rows rather than as a delimited set of values in a single extract column.

Key Resources

Policy Filter for Updated Properties in Requests

A new policy filter is available to enforce a policy based on the update of specific properties in a request. This filter can be used to restrict a policy to only requests where certain properties have been updated. The Properties filter can be set for an approval, commit, or notification policy.

Business Benefit: Some policies need to be enforced only when certain properties are updated in a request but are not necessary when other properties are updated for the same nodes.

Key Resources

Rename Node During Enrichment Without Add Access

Approval policy users who can perform enrichment of request items are able to rename nodes which were added to a viewpoint in the request without the need for data access to add nodes. When a user renames a node added by a different user, a separate Rename action is created in the request rather than updating the node name for the original Add action. When the request completes, an additional Rename transaction will be recorded in transaction history for the user who performed that action.

Business Benefit: Enrichment users who do not have permission to add nodes themselves may need to rename nodes which were added by the submitter of a request.

Summary Node Validation for Financials Cloud and E-Business Suite Applications

A Summary Node With Missing Children validation is available for Financials Cloud and E-Business Suite application dimensions to ensure that nodes which are marked as Summary values have at least one child in a hierarchy viewpoint.. This validation can be enabled or disabled at the dimension level for applications of these types.

Business Benefit: Nodes that do not have any children in a hierarchy viewpoint should not be set up as summary values in a Financials Cloud or E-Business Suite general ledger application.

Key Resources

Synchronize Property Updates Previously Excluded by Subscriptions

Subscriptions will now synchronize property updates in rare cases where they were previously excluded by Action and Top Node filters or when a node's parent did not match between the source and target viewpoints.

The following scenarios are now handled by subscriptions:

  • Updates to Node level properties made with another structural action such as an Insert or Move which was not included in the Action filter
  • Updates to Node level properties made to a shared node in a hierarchy location not included in the Top Node filter but has another location which is included
  • Updates to Node level properties made in a list viewpoint or under a source parent which is different than the target parent

Business Benefit: Property values for common nodes need to be synchronized from source to target viewpoints to ensure data integrity and consistency across applications.

Use Memo Properties in Expressions

Memo data type properties can be used in expressions for derived properties, property transformations, custom validations, policy filters, extract filters, and subscription filters. String methods and attributes are available for Memo properties in an expression.

Business Benefit: Some business rules are based on information in a Memo data type property.. An example is a validation which ensures a Formula property is populated if a node is at the bottom level of a hierarchy and is marked for dynamic calculation.

Key Resources

IMPORTANT Actions and Considerations

ENTERPRISE DATA MANAGEMENT

Null Values in Expressions – Change in Behavior

Starting in 21.07, null values are handled differently for certain expression methods. The following changes were made:

  • Methods on literal null strings are evaluated using a null value instead of a blank string.
  • StartsWith(null) and EndsWith(null) will return False instead of True.
  • Substring on a null string will return a null value instead of a blank string.
  • When comparing strings using LessThan or GreaterThan, nulls are considered the minimum possible value.
  • When null values are used in predicates for NodeList and StringList methods such as Any, Count, and Find, those methods will return False instead of True.

These changes may affect the results of existing expressions for derived properties, property transformations, custom validations, subscription filters, policy filters, and extract filters. Verify whether this change in behavior has any impact in your environment.

EPM CLOUD COMMON

One-Week Lag Between Readiness Documents Live and Help Center Live

Because Oracle readiness documents (What's New and New Feature Summary) are live one week before the monthly update is applied to Test environments, some links to documentation included in the readiness documents will not work until after the Oracle Help Center update is complete when the monthly update is applied to Test environments.

Loaner Program for Cloud Infrastructure Generation 2 Testing

Oracle EPM Cloud is now live on Oracle Cloud Infrastructure (OCI) Gen 2 environments. If you are interested in testing your application performance on an OCI environment, open a service request following the process at https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/tsepm/op_procs_loaner_envs.html and request for a loaner environment in an OCI data center for a duration of 30 days with the business justification as “Want to test application performance in an OCI Gen 2 data center”.

After you have performed the testing, submit Provide Feedback from the loaner environment. Create a service request using the normal support process, if you have any issues or feedback for the OCI environment. In addition, Oracle has instituted a program to assist a limited number of early adopters on Oracle Cloud Classic to migrate to OCI.

For more information, see What is a Gen 2 Cloud?