Cloud Readiness / Oracle Enterprise Performance Management Cloud
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  1. May 2021 Update
  1. Revision History
  2. Overview
  3. Enterprise Performance Management Cloud
    1. EPM Cloud Common
        1. EPM Automate Updates
        2. REST API to Disable Emergency Access to Database
        3. Users Running the Role Assignment REST API Can Include Their Own Roles
        4. REST API to Set Default Password, Force Password Reset, and Set Temporary Password While Importing Snapshot
        5. User Management REST APIs Now Show Details on Which Records Failed and Why They Failed
        6. Updates to the Clone Environment Feature
        7. Activity Report Now Identifies the Cloud Infrastructure in Use
        8. Adding a Custom View to the Drill Through Landing Page in Data Management
        9. Viewing and Fixing Mapping Validation Errors from the Data Integration Workbench
        10. Function Validation in Smart View (Mac and Browser)
        11. Filter Business Rules in Smart View (Mac and Browser)
        12. Improved POV Member Search and Selection in Smart View (Mac and Browser)
        13. Reports Support for Cell-Level Security
        14. Smart View Extensions for Task Manager and Supplemental Data Manager
        15. Task Manager Report List Enhancement
        16. Additions and Changes to the Export URLs File
        17. Assign and Unassign Role: Change of Behavior in Access Control
        18. Ability to Choose Where to Display Label Values in Financial Reporting Bar Charts
        19. Reports Grid Property for Conditional Formatting/Suppression Data Value Handling
        20. Ability to Copy Member Selections from One Grid Segment to Another
        21. Auditing for User-Defined and Substitution Variables
    2. Account Reconciliation
        1. Account Reconciliation Integration with Smart View
        2. Data Management Adapter Improved for BAI and SWIFT MT 940 Format Files for Account Reconciliation
        3. Object Storage Now Available for Account Reconciliation Attachments
        4. Additional Columns Added to Unmatched Transactions, Data Source Filters, and Reports
        5. Report Groups Display for Users with Access to Only One Report Group
        6. Adding a Custom View to the Drill Through Landing Page in Data Management
    3. Enterprise Data Management
    4. Financial Consolidation and Close
        1. Translated Currency Input Data Elimination
        2. Support for Groovy Script in On-Demand Rules
        3. Task Manager Integrations for Ownership Management
        4. Creating Additional Global Rate Accounts
        5. Enhanced Metadata Validation for Member Formulas
        6. Ability to Run On-Demand Rules from Calculation Manager
    5. Narrative Reporting
        1. Updated Narrative Reporting Extension for Smart View
    6. Planning
        1. Capital Module Enhancements for IFRS-16 Lease Asset Planning
    7. Tax Reporting
        1. Periodic Translation Method
        2. Support of All Regional Jurisdiction as Dynamic
        3. Current Tax Payable Automation

May 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
29 APR 2021     Created initial document.

Overview

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

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.

Enterprise Performance Management Cloud

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.

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces support for using custom URLs with EPM Automate and includes changes to the behavior of  addUsers, assignRole, importSnapshot, recreate, runBusinessRule, setManualDataAccess, and unassignRole commands. Also, addUsersToGroup, addUserToGroups, assignRole, createGroups, deleteGroups, removeUserFromGroups, removeUsers, removeUsersFromGroup, and unassignRole commands have been enhanced to print failed records to the console. Additionally, the exportLibraryArtifact command has been enhanced with a new optional exportFormat=LCM parameter to convert the exported reports to the format used by Migration so that these reports can be imported into EPM Cloud and the copyPOV command has been enhanced to accept nonEmptyTupleEnabled=true|false as a runtime parameter.

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

REST API to Disable Emergency Access to Database

You can now use a REST API to to prohibit Oracle from manually accessing the EPM Cloud database even if a service request to remedy a database issue is open.

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

Users Running the Role Assignment REST API Can Include Their Own Roles

For the User Management REST APIs, you can now assign and unassign a pre-defined or application role to the user who is running the REST APIs. This applies to the following REST APIs: Assigning users to a predefined or application role and Removing users' predefined or application role assignment.

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 Set Default Password, Force Password Reset, and Set Temporary Password While Importing Snapshot

When using the LCM Import REST API to import the contents of a snapshot into the service environment, you can now complete these tasks for imported users: Set a specific password for all users in the snapshot, Set a unique temporary password for each user in the snapshot, and Force password reset at first login.

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

User Management REST APIs Now Show Details on Which Records Failed and Why They Failed

For the User Management REST APIs, you can now see which records failed and the reason why they failed. Previously, you could only see how many records passed and failed. This applies to the following REST APIs: Removing users from an identity domain, Assigning users to a predefined or application role, Removing users' predefined or application role assignment, Adding users to a group, Removing users from a group, Adding a user to a batch of groups, Removing a user from a batch of groups, Adding groups, Removing groups

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

Updates to the Clone Environment Feature

This update contains changes to the Clone Environments feature, which will now change the version of Essbase in the target environment to match the Essbase version in the source environment. Starting with this update, this feature retains the contents of the inbox and outbox and existing snapshots in the target environment and, optionally, imports users and their predefined and application roles into the target environment. Previously, this feature was named Clone Snapshot, which has now been changed to Clone Environment.

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

Activity Report Now Identifies the Cloud Infrastructure in Use

The Activity Report has been enhanced with additional information to identify the type of cloud infrastructure that your environment uses. Additionally, some table titles have been changed to better reflect the contents of the table.

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

Adding a Custom View to the Drill Through Landing Page in Data Management

When you drill through to EPM Cloud source data that was loaded by Data Integration, you can now add a custom view of columns on the landing page.

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

Viewing and Fixing Mapping Validation Errors from the Data Integration Workbench

From the Data Integration Workbench, you can now view mapping errors and fix them instantly.

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

Function Validation in Smart View (Mac and Browser)

In Smart View (Mac and Browser), the new Validate button in the Function Arguments panel allows you to see and correct errors immediately, before executing a function, saving you time in troubleshooting any problems in your function.

Filter Business Rules in Smart View (Mac and Browser)

In Oracle Smart View for Office (Mac and Browser), the new Filter button in the Business Rules panel allows you to quickly filter and locate the business rules to run, which can be especially helpful when you are working with a large number of business rules.

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

Improved POV Member Search and Selection in Smart View (Mac and Browser)

You can now search for members in the POV drop-down list by typing all or part of a member name in a POV dimension text box. The drop-down list of members is then filtered to display only those members that contain the text string that you typed. This is helpful when working with dimensions where a long list of members is available for selection.

Reports Support for Cell-Level Security

Reports now supports Cell-Level Security with new grid, row, and column suppression properties for No Access and a grid property for text replacement of No Access cells.

Applies to: Planning, Planning Modules, Tax Reporting

Smart View Extensions for Task Manager and Supplemental Data Manager

The Smart View extension for Task Manager and Supplemental Data has been modified; there are now two separate extensions, one for Task Manager and one for Supplemental Data Manager.

Applies to: Financial Consolidation and Close, Tax Reporting

Task Manager Report List Enhancement

In Task Manager, the Report Group name drop-down is now always displayed at the top of the Report list, even when a user has access to only one report group.

Additions and Changes to the Export URLs File

Two new columns have been added to the Export URLs file to help you to more easily locate and filter the URLs used to integrate connected environments. The new columns are Artifact Type and Artifact Name.

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

Assign and Unassign Role: Change of Behavior in Access Control

From Access Control screens, Service Administrators can now assign and unassign application roles to themselves. Previously, Service Administrators were prevented from using Access Control screens to assign or unassign roles to themselves.

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

Ability to Choose Where to Display Label Values in Financial Reporting Bar Charts

You can now choose where to display label values in Financial Reporting bar charts.

Applies to: Applies to: Planning, Financial Consolidation and Close, Tax Reporting, Profitability and Cost Management

Reports Grid Property for Conditional Formatting/Suppression Data Value Handling

You can now use a new grid property, Use scaled/rounded value, to specify whether conditional formatting and suppression use scaled or unscaled data values within a condition.

Ability to Copy Member Selections from One Grid Segment to Another

In a Reports grid, you can now copy member selections from a row/column segment to another one (same dimension segment). This is exposed via right-clicking on a row/column header segment, selecting Copy Members, selecting another segment, and then right-clicking and selecting Paste Members.

Auditing for User-Defined and Substitution Variables

A new Audit type called Variables enables you to track changes, additions, and deletions to user and substitution variable definitions and values.

Account Reconciliation

Account Reconciliation Integration with Smart View

You can now use Excel to load transactions into Reconciliation Compliance by using the Smart View Account Reconciliation extension.

Data Management Adapter Improved for BAI and SWIFT MT 940 Format Files for Account Reconciliation

Improvements have been made to the Data Management adapter that handles working with BAI and SWIFT MT940 format files for Account Reconciliation.

Object Storage Now Available for Account Reconciliation Attachments

Customers who have a large Account Reconciliation database mainly due to the number of uploaded attachments can now consider using Oracle Object Storage to store the attachments.

Additional Columns Added to Unmatched Transactions, Data Source Filters, and Reports

To achieve consistency between the recently introduced search transaction functionality and other areas, the following System Columns have now been added to Unmatched Transactions, Data Source Filters and Reports: Created Date, Journal Export Job ID, Import Job ID, Support ID, Support Type, and Extract Status.

Report Groups Display for Users with Access to Only One Report Group

Users who have access to only one report group will now see the name of the report group displayed.

Adding a Custom View to the Drill Through Landing Page in Data Management

When drilling through to data on the landing page in the EPM Cloud, you can now create and select a custom view of columns.

Enterprise Data Management

There are no new features in this update.

Financial Consolidation and Close

Translated Currency Input Data Elimination

In an Ownership Management-enabled application, eliminations are now performed for Translated Currency Input data.

Support for Groovy Script in On-Demand Rules

You can now create On-Demand rules using Groovy Script as the script type in Calculation Manager.

Task Manager Integrations for Ownership Management

Task Manager now provides out-of-the-box Process Automated Integrations for Ownership Management actions.

Creating Additional Global Rate Accounts

You can increase the maximum number of Global Rate accounts by adding a Substitution Variable.

Enhanced Metadata Validation for Member Formulas

The Metadata Validation process now checks for and displays a warning message if you add a Dynamic Calc member with member formulas in the Account dimension Total Balance Sheet hierarchy.

Ability to Run On-Demand Rules from Calculation Manager

You can now navigate to Rules and select an On-Demand Rule from within Calculation Manager to launch.

Narrative Reporting

Updated Narrative Reporting Extension for Smart View

The Narrative Reporting 21.05 extension for Oracle Smart View for Office is available to download and install. This update includes general improvements and bug fixes, along with a link to the Oracle Statement of Direction for Disclosure Management when attempting to open a Disclosure Management Report from within Narrative Reporting.

Planning

Capital Module Enhancements for IFRS-16 Lease Asset Planning

In the Capital module, IFRS-16-enabled applications now support rent free lease periods and the ability specify an index rate that is either annual or according to the payment frequency.

Tax Reporting

Periodic Translation Method

Periodic translation method is now available in Tax Reporting.

Support of All Regional Jurisdiction as Dynamic

In Tax Reporting when you enable Dynamic Calculation jurisdiction feature, TRCS_AllRegional member is now dynamic calculation.

Current Tax Payable Automation

Current Tax Payable is enhanced to include automation.