June 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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EPM Cloud Common

This section contains announcements related to the common EPM Cloud components such as EPM Automate, Migration, Access Control, Data Integration, and Smart View for Office.

Audit and User Reports Available in OCI (Gen 2)

In EPM Cloud on OCI (Gen 2) architecture, Identity Cloud Service provides you audit and login reports generated for preset ranges of 30, 60 or 90 days. Additionally, you can generate these reports for a custom date range. You can also download these reports as CSV files. The available reports include Application Access Report, Application Role Privilege Report, Successful Login Attempts Report, Unsuccessful Login Attempt Report, and Dormant Users Report.

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

Removal of Some Migration Options

Oracle has removed some unused or rarely used options from the Import Options screen in Migration.

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

REST APIs for EPM Cloud Now Support OAuth 2 on OCI (Gen 2)

You can now use OAuth 2 with REST APIs for EPM Cloud on Oracle Cloud Infrastructure (OCI). Using OAuth lets you use an OAuth token to log in to an EPM Cloud environment, obviating the need for basic authorization (using passwords).

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

REST API for Get Applications Now Shows the Application Login Level

The Get Applications REST API now displays the login level. The response now includes a field called adminMode. This parameter returns a Boolean value where true indicates that the login level for the application is set to Administrators and false indicates that the login level is set to All Users.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

OAuth 2 Enablement for EPM Digital Assistant

Starting in this update, you can configure the EPM Digital Assistant with OAuth, which will allow you to use an OAuth token to log in.

Microsoft Teams, Slack Support for EPM Skills for Digital Assistant

Starting in this update, EPM Skills are now supported in Microsoft Teams and Slack.

Dashboards 1.0 Enhancements

Enhancements were made to Dashboards 1.0 to make form instructions directly accessible from the dashboard, to make the handles and borders that resize objects in flexible dashboard layouts more prominent, and to expand the amount of text allowed in commentary dashboard objects to up to 2000 characters.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

Easier Report List Search and Ability to Preserve or Clear Parameters When Generating Reports

A Quick Search option, Back button and Reset button are now available in Reports.

Task Manager Integration Parameters for Account Reconciliations

In Task Manager, the View Reconciliations and View Transactions remote Integration Task Types for Account Reconciliation now have drop-down selections for the parameters.

New EPM Integration Agent Diagnostic Mode

Startup parameters defined in your agent startup file for the EPM Cloud domain and URL used by the EPM Integration Agent can now be run in diagnostic mode.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

Importing Data from Files in the EPM Integration Inbox

In this update, customers can now import data from a file in the EPM Integration Agent inbox.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

New EPM Integration Agent File Adapter

In Data Integration, customers can now use a new Agent File Adapter to load large files directly from on-premises file data sources to the Oracle EPM Cloud.

Applies to: Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

Changes to Oracle Netsuite Authentication

NSPB Sync SuiteApp Saved Search authentication now requires a token-based authentication. Basic authentication has been made read only in this release.

Applies to: Account Reconciliation, Financial Consolidation and Close, Planning, Planning Modules, Tax Reporting

Exporting Dynamic Calculated Values from Financial Consolidation and Close

When exporting data from Financial Consolidation and Close, you can now extract dynamic calculated values.

Applies to: Financial Consolidation and Close, Tax Reporting

Account Reconciliation

Ability to Activate/Deactivate a Rule While Configuring the Match Type

In Transaction Matching, Administrators can now deactivate a rule on the Edit Rule dialog if they do not want the rule to run during Auto Match.

REST API and EPM Automate Command Available for Purge Transactions in Transaction Matching

You can now use either a REST API or EPM Automate command to purge transactions in Transaction Matching in addition to using the Account Reconciliation purge feature in the user interface.

Enterprise Data Management

There are no new features in this update except for the applicable features listed in the EPM Cloud Common section.

Financial Consolidation and Close

Control To-Date View Storage Option

When you create an application, you can select the Control To-Date View Storage option, which enables you to store and consolidate data by View – for example, Periodic data only.

Journal Report Enhancements

Journal reports have been enhanced to allow multiple period selection from within the same year or across years, the ability to select columns for the report and the option to include group by subtotals for selected columns.

Narrative Reporting

Copy a Library Artifact URL to the Clipboard

This feature provides the ability to copy the URL of a Library artifact such as a Report Package, Report, Snapshot Report, Book, or a third-party file. The URL will launch the artifact directly into a thin viewer or download the third-party file. Once copied, the URL can be distributed so users can easily access the artifact or file via a direct link. It can also be set up as a browser favorite.

Rest API to Publish a Word Report Package to Word

You can use this REST API to publish a Word document to native Word output.

Updated Narrative Reporting Extension for Smart View

The Narrative Reporting 21.06 extension for Oracle Smart View for Office is available to download and install. This update includes general improvements and bug fixes.

Planning

There are no new features in this update except for the applicable features listed in the EPM Cloud Common section.

Profitability and Cost Management

There are no new features in this update except for the applicable features listed in the EPM Cloud Common section.

Tax Reporting

There are no new features in this update except for the applicable features listed in the EPM Cloud Common section.