December 2023 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	Module	Feature	Notes
20 DEC 2023	EPM Cloud Platform	TLS 1.3 Support Available for EPM Cloud OCI Environments	Removed feature.
15 DEC 2023	Narrative Reporting	Updated Narrative Reporting Extension for Smart View	Updated document. Revised feature information.
15 DEC 2023	Narrative Reporting	Change of Behavior: The Doclet Attribute Dialog will No Longer Present when Using the Upload and Check In Option in Smart View	Removed feature.
15 DEC 2023	IMPORTANT Actions and Considerations	EPM Cloud Platform/ Plan to Display One Day of Data on the Jobs Status Page Instead of Three	Updated document. Added a consideration.
01 DEC 2023	IMPORTANT Actions and Considerations	EPM Cloud Platform/ Future Deprecation of Native Mode Option for Smart View Ad Hoc Behavior Application Setting	Updated document. Revised consideration.
01 DEC 2023	EPM Automate	Maximum Skip Update Period Extended to Three Update Cycles	Updated document. Revised feature information.
22 NOV 2023			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 oracle_fusion_applications_help_ww_grp@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

Enterprise Performance 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, December 1, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, December 15, 2023.

NOTE: The monthly update will not be applied to any environment for which this monthly update is requested to be skipped using the EPM Automate skipUpdate command or service request to Oracle.

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, December 1, 2023.

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.

Helpful Information

Documentation Updates Available One Week After Readiness Documents

Updated documentation is published on the Oracle Help Center on the first Friday of each month, coinciding with the monthly updates to Test environments. Because there is a one week lag between the publishing of the readiness documents (What's New and New Feature Summary) and Oracle Help Center updates, some links included in the readiness documents will not work until the Oracle Help Center update is complete.

https://docs.oracle.com/en/cloud/saas/epm-cloud/index.html

Fixed Issues and Considerations

Software issues addressed each month and considerations are posted to a knowledge article on My Oracle Support. Click here to review. You must have a My Oracle Support login to access the article.

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.

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.

Create and Run an EPM Center of Excellence

A best practice for EPM is to create a Center of Excellence (CoE). An EPM CoE is a unified effort to ensure adoption and best practices.

Business Benefit: A CoE drives transformation in business processes related to performance management and the use of technology-enabled solutions.

Learn more:

• Visit the EPM Center of Excellence web page to learn about the benefits.

• Watch the webinars on Cloud Customer Connect: Creating and Running a Center of Excellence (CoE) for EPM Cloud and Planning Your Success with EPM Center of Excellence.

• Watch the videos: Overview: EPM Center of Excellence, Creating a Center of Excellence.

• Get best practices, guidance, and strategies for your own EPM CoE: Creating and Running an EPM Center of Excellence

Join Oracle Cloud Customer Connect

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

To join, go to https://community.oracle.com/customerconnect/ and select Register in the upper right.

After you have joined and logged in, to access the forums (Categories), from the Cloud Customer Connect home page, select Categories, then Enterprise Resource Planning, and then make your selection under Enterprise Performance Management.

To ensure that you are always in the know, confirm that you have your notification preferences set for EPM Announcements as well as each Category you're following.

• To set notification preferences for EPM Announcements, go to Categories, then Announcements, and then Enterprise Performance Management. Next, select the Notification preferences drop down.

• To set notification preferences for each Category, navigate to the Category page and select the Notification preferences drop down. You must go to each category page separately and select the Notification preferences drop down.

NOTE: The Settings and Actions menu 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.

TIP: Bookmark the Enterprise Performance Management Resource Center to quickly find useful information on all things EPM. As a community member, you have access to important product announcements, best practices, known issues, training highlights, and more.

Follow Us on Social Media

Follow EPM Cloud on YouTube, Twitter, Facebook, and LinkedIn.

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

Business Benefit: These resources can help you optimize your EPM implementation and user experience by providing valuable information and user assistance.

Oracle Cloud Readiness App

Use the Readiness App available on the Oracle Cloud Application Update Readiness site to review information about features released for Oracle Cloud. The app provides an .xlsx file listing all features released for one or more Cloud product(s), module(s) and update(s) that you designate. The EPM Cloud Features tool will not be updated beginning in this update.

From the Readiness site, click the red Try Our Readiness App! button in the upper right, or use this URL to access the app:

https://www.oracle.com/webfolder/technetwork/tutorials/tutorial/readiness/app/index.html

NOTE: To ensure a complete feature listing, select EPM Common in addition to the business process(es) you wish to view. To determine whether an EPM Common feature applies to your business process, review the Applies To information in the Short Description column of the .xlsx file.

NOTE: The Readiness App includes features from Oct 2021 and later. The EPM Cloud Features tool includes EPM features from March 2018 through June 2, 2023 only.

Business Benefit: The Readiness App is an interactive tool that allows you to view a comprehensive listing of all features that have been released for one or more product(s), module(s) and update(s) that you designate.

EPM Cloud Platform

New Videos

New Videos

New videos are available.

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

Introduction to Forms 2.0 in Cloud EPM

This overview introduces you to the new features and functionality in Forms 2.0 in Cloud EPM. You’ll learn about the new technology underpinning the new grids and the new application-level setting to enable the functionality. In the demonstrations, you’ll notice more vertical spacing, faster cell-to-cell navigation, and the quick scrolling across the data grid. You’ll also notice these usability improvements: reduced clicks and removed popups, clean new icons and dialogs, POV dropdown and selection and Search, tree-based member selector and search, built in line-item detail, and wizard-based Run Time Prompt Rule Drawers.

New Features in Dashboards 2.0 in Cloud EPM (Nov 2023)

This overview introduces you to the new features and functionality in runtime Dashboards 2.0 in Cloud EPM. You’ll see how you can use the new chart type of Grid to enable interaction with grids inside of dashboards. With this new chart type, you can update cell values, run rules, and save changes, thus facilitating write-back from dashboards.

Business Benefit: Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.

REST APIs

New Simulate Concurrent Usage REST API

A new "Simulate Concurrent Usage" REST API is now available. This REST API performs the simulation by executing the specified operations for a given number of users and iterations. It runs multiple iterations to calculate the minimum time, maximum time, and average time for a particular operation. This REST API can be used to validate the performance of the environment to verify that the response time is acceptable when the service is under the load exerted by a specific number of users.

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

Business Benefit: The "Simulate Concurrent Usage" REST API helps you validate the response time of your application under concurrent usage. It can specifically be used to test the response time before going to production, or after a significant change in the application design.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Simulate Concurrent Usage in REST API for Enterprise Performance Management Cloud

Access Requirements

Service Administrators

New REST API Parameter to List Identity Domain Administrators in the Role Assignment Report

"User Type" is now available as a parameter in the Role Assignment Report REST API. Using this option, you can generate a Role Assignment Report that lists all users who have the Identity Domain Administrator role, which allows them to create and manage EPM Cloud users.

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

Business Benefit: The "User Type" parameter helps you to identify all Identity Domain Administrators in your environment.

Steps to Enable

Review the REST service definition in the REST API guides to leverage (available from the Oracle Help Center > your apps service area of interest > APIs & Schema). If you are new to Oracle's REST services you may want to begin with the Quick Start section.

Key Resources

• Role Assignment Report in REST API for Oracle Enterprise Performance Management Cloud

Access Requirements

• Service Administrators

EPM Automate

Self-Service Concurrent Usage Testing Under Simulated Load

A new EPM Automate command, simulateConcurrentUsage, is available starting with this monthly update. This command performs user activity simulation by executing the specified operations for a given number of users and iterations. It runs multiple iterations to calculate the minimum time, maximum time, and average time for a particular operation. This command can be used to validate the performance of the environment to verify that the response time is acceptable when the service is under the load exerted by a specific number of users.

This command supports these operations to perform concurrent usage load testing:

• Open forms
• Save forms
• Run business rules
• Run data rules
• Open ad hoc grids

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

Business Benefit: This command helps you validate the response time of your application under concurrent usage. It can specifically be used to test the response time before going to production or after a significant change in the application design.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • Using the upgrade Command
  • simulateConcurrentUsage
  • Preparing to Run the simulateConcurrentUsage Command

List Identity Domain Administrators in the Role Assignment Report

Starting with this update, the roleAssignmentReport EPM Automate command supports the userType=IDAdmins option. Using this option, you can generate a Role Assignment Report that lists all users who have the Identity Domain Administrator role, which allows them to create and manage EPM Cloud users.

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

Business Benefit: This new option to the roleAssignmentReport command helps you identify all Identity Domain Administrators of your environment.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • Using the upgrade Command
  • roleAssignmentReport

Maximum Skip Update Period Extended to Three Update Cycles

Starting with this update, you can use the skipUpdate EPM Automate command to skip the applying of monthly updates to an environment for a maximum of three consecutive cycles. Previously, you were permitted to skip only two consecutive update cycles.

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

Business Benefit: Increasing the number of skippable consecutive update cycles help you implement a quarterly test and update cadence for your environments without creating a service request to Oracle.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • upgrade
  • skipUpdate

Task Manager

View Operational Dashboard Integration Type and Task Type in Task Manager

Task Manager is enhanced with a new end user integration and task type called View Operational Dashboard that allows you to assign tasks to view Operational Dashboards from the local service or other connected services. This integration is available for local and remote Financial Consolidation and Close, Planning, Planning Modules, and Tax Reporting business processes.

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

Business Benefit: This feature provides greater visibility into your business process through enhanced reporting capabilities.

Key Resources

• Financial Consolidation and Close
  • Administering Financial Consolidation and Close
    • Managing Task Manager Integrations
    • Managing Task Types

• Tax Reporting
  • Administering Tax Reporting
    • Managing Task Manager Integrations
    • Managing Task Types

• Planning
  • Administering Planning
    • Managing Task Manager Integrations
    • Managing Task Types

Enhanced Support for Task Manager In Smart View

Task Manager in Oracle Smart View for Office is enhanced for better usability, quicker access to task details, and better navigation to integrated tasks.

This enhancement includes:

• All columns in the schedule sheet are automatically sized to improve usability.

• New options are available to open tasks quickly from Smart View. You can access these options from the Task Manager ribbon and from the new Quick Actions column in a schedule sheet. The options are:
  • Open: Opens the Task Action dialog box.
  • Open in Browser: Opens integrated tasks in the application within the browser.
  • Open in Excel: Opens embedded artifacts such as Forms and Dashboards within Excel.

• Integrated tasks include embedded task links in the Task Action section to navigate to the relevant tasks easily.

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

Business Benefit: This enhancement provides better usability with automatically resized columns, quicker access to task details, and easy navigation within integrated tasks using embedded task links.

Steps to Enable

To take advantage of these features in Smart View, choose an option to install the 23.12 Task Manager extension update:

• From within Smart View, click Options > Extensions, click the Check for Updates, New Installs, and Uninstalls link, select your business process instance, and follow the prompts.

• From the business process web interface, go to the Downloads page, download the Smart View Extension for Task Manager SVEXT file, and double-click the file to install.

Key Resources

• Financial Consolidation and Close
  • Working with Financial Consolidation and Close
    • Updating Tasks from Smart View

• Tax Reporting
  • Working with Tax Reporting
    • Updating Tasks from Smart View

• Planning
  • Working with Planning
    • Updating Tasks from Smart View

• Oracle Smart View for Office
  • Working with Oracle Smart View for Office
    • Viewing Schedules and Tasks
    • Installing and Connecting to the Task Manager Extension

Data Integration

Quick Mode – File-based Loads

The new Quick mode - file-based load feature enables you to process high volume data loads from a file source that provides significant performance improvement over the standard workflow method when complex transformations are not required. This feature is available for numeric and non-numeric data types.

Quick mode - file-based load supports source and target expressions for simple transformations. The agent is not required in this mode.

Mapping members is now enabled for Quick Mode – file-based loads using Explicit and Like mappings types, and in addition a new REGEX (regular expression match pattern in text) mapping type for both source and target records. Use the expression type of ProcessMap to process for a given dimension.

Period definitions for the Quick Mode – file-based load features depend on how periods have been mapped:

• If you have a header row, you can use the toperiod and toyear target expression mapping types to convert periods to a format.
• Use the Periods and Years derived from the header record in the source file.
• If there is no Period and Year header record in the source file, then you are prompted for the start and end period when you run the load.

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

Business Benefit: The Quick Mode file-based load features enables you to process high volumes of source data from a file without any significant performance impact by-passing most of the steps and database tables in the workflow process. Additionally, Quick Mode - file-based loads do not require you to use the EPM Integration Agent to load data.

Key Resources

In the Administering Data Integration for Oracle Enterprise Performance Management Cloud guide, see:

• Using Quick Mode File-Based Loads
• Using Target Expressions
• Using Source Expressions

New Source and Target Expression Types

In this update, new source and target expression types are available when mapping dimensions in Data Integration:

• Upper: Target expression that converts a column to uppercase.

• Lower: Target expression that convert a column to lowercase.

• Concat: Source expression type that enables you to combine text from different columns to create a new column with column names separated by a delimiter.

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

Business Benefit: These new expression types enable you to change the appearance of content in columns when mapping dimensions.

Key Resources

• In Administering Data Integration for Oracle Enterprise Performance Management Cloud, see:
  • Upper
  • Lower
  • Concat

Profitability and Cost Management Cloud Now Supported In Data Integration

Profitability and Cost Management Cloud customers can now define file-based and direct integration sources, create mapping rules to translate source data into the required target format, and execute and manage the periodic data loading process using Data Integration.

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

Business Benefit: For Profitability and Cost Management Cloud customers, common integration tasks can be done in Data Integration using an easy-to-navigate interface that supports and conforms to how customers use the EPM Cloud platform as an allocation management and decision support system.

Key Resources

• Customers Using Profitability and Cost Management in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Account Reconciliation Manager Renamed to Reconciliation Compliance Balances in Data Integration

In Data Integration a new registration of an Account Reconciliation Manager application is now registered with the name “Reconciliation Compliance Balances” under the Category “EPM Local” on the Create Application page. Additionally any look-ups and existing registrations for an Account Reconciliation Manager application are also updated.

Applies to: Account Reconciliation, Planning, Planning Modules

Business Benefit: The new name more accurately reflects that these types of applications are used to validate account balances.

Key Resources

• Registering a Reconciliation Compliance Transactions Application in Administering Data Integration for Oracle Enterprise Performance Management Cloud

Account Reconciliation

Account Reconciliation Manager Target Application Renamed

When creating a data integration, the Target value used has been changed from Account Reconciliation Manager to Reconciliation Compliance Balances.

Business Benefit: This feature standardizes the terminology used in Account Reconciliation.

Key Resources

• Setup Tasks in Data Management in Administering Account Reconciliation

Enterprise Data Management

Announcements

Service administrators can create announcements to make users aware of present or future activities occurring in the system. Users can view announcements from the welcome panel on the Enterprise Data Management home page. Announcements are defined in rich text format, may include links to other web resources, and can be effective dated if necessary.

Business Benefit: Users can be notified of administrative activities which may affect system availability, result in changes to behavior, limit access to data, or restrict actions they can perform.

Key Resources

• Creating, Editing, and Deleting Announcements in Administering and Working with Oracle Enterprise Data Management Cloud

Attach Subscription Request Files to Email Notifications

Request files used to generate request items in subscription requests can be optionally included in email notifications which are sent to users whom the requests are assigned to. These files provide the recipient with a preview of the changes included in the subscription request and any changes which may have been skipped. A system setting is available to enable this functionality for all subscription request notifications.

Business Benefit:  Subscription request assignees can gain visibility to changes and potential issues in an offline manner at the time of notification.

Key Resources

• Configuring System Settings in Administering and Working with Oracle Enterprise Data Management Cloud

CurrentProperty Object for Derived Properties in Expressions

A CurrentProperty object is available in expressions for derived properties to provide access to property metadata such as the Name and Description of a property. This allows the value of a derived property to be derived from one or both of these property parameters.

Business Benefit: Derived property values can be based on the name or description of the properties. For example, properties created for different hierarchy levels (Ancestor1, Ancestor2) can capture the level information from the name of the property rather than needing to specify a literal value in the expression.

Key Resources

• CurrentProperty in Administering and Working with Oracle Enterprise Data Management Cloud

Data Chain Filter for Viewpoint Extracts Report

A Data Chain filter is available on the Viewpoint Extracts report to reduce the list of displayed extracts to those for a specific application or dimension. This filter can be used by itself or in conjunction with other report filters.

Business Benefit: The Data Chain filter enables users who have access to many extracts, or who are unsure of which viewpoints are used by certain extracts, to easily find the extracts they are looking for.

Key Resources

• Viewpoint Extracts Report in Administering and Working with Oracle Enterprise Data Management Cloud

Email and Hyperlink Subtypes for String Properties

String data type properties can be configured with the Email or Hyperlink subtype to apply formatting restrictions to property values consisting of email addresses or URLs. Hyperlink property values are rendered as links in the Properties pane of an opened view to enable users to navigate to their associated web resources. Email and hyperlink property values can be inherited, derived, validated, and audited like any other string property.

Business Benefit: This feature enables email addresses and hyperlink property values to be managed for nodes in dimensions of one or more applications.

Key Resources

• List and String Data Type Parameters in Administering and Working with Oracle Enterprise Data Management Cloud

Extract Packages

Extract packages allow for multiple extracts from the same application to be grouped and run together in a single operation. Extract package files are bundled into a zip file for easy download or transfer to a global connection destination. The output from extracts in a package can be optionally combined into the same text file if desired. Owners and Metadata Managers for a dimension can create and manage extract packages in the Application inspector. Users with Data Manager or greater permission can run extract packages from the Extract screen on the Applications page.

Business Benefit: Users with Data Manager permission can run multiple extracts together as a group, combine their output, and download their files in an easier manner.

Key Resources

• Working with Extract Packages in Administering and Working with Oracle Enterprise Data Management Cloud

Financials Cloud General Ledger Integration Tasks Limited to Specific Trees and Tree Versions

Integration tasks executed in Oracle Financials Cloud General Ledger are now limited to only trees and tree versions exported from Enterprise Data Management. This restriction is applied to the Process Segment Values and Hierarchies task and the Publish Hierarchies to Cube task when these export options are enabled for dimensions in Enterprise Data Management.

Business Benefit: The processing time for downstream integration tasks in Oracle Financials Cloud General Ledger can be reduced in situations where only a subset of trees and tree versions for a given value set are being synchronized from Enterprise Data Management.

Key Resources

• Managing Export Options in Administering and Working with Oracle Enterprise Data Management Cloud

Home Page Layouts

Home page layouts provide the ability to customize the display of cards and clusters on the Enterprise Data Management home page and in the Navigator menu. The default layout includes an Information Model cluster which groups the Node Types, Hierarchy Sets, Node Sets, Properties, and Lookup Sets cards together. Service administrators can modify the default layout or copy an existing layout. Custom layouts can be restricted to a specific user group or role.

Business Benefit: The display of cards and clusters can be tailored to only those needed by specific users to improve their efficiency and reduce training required.

Key Resources

• Working with Home Page Layouts in Administering and Working with Oracle Enterprise Data Management Cloud

Identify Node Parent in Compare Results List

The Compare Viewpoints pane now includes parent information for compare results displayed in the list. This allows users to identify the parent of each compare result without having to select it and navigate to the node in the viewpoint. Parent information is only displayed for compare results from a hierarchy viewpoint.

Business Benefit: When comparing hierarchy viewpoints which use shared nodes, being able to view parent information from the compare results list enables users to determine which hierarchy branches have differences at a summary level.

Key Resources

• Running Viewpoint Comparisons in Administering and Working with Oracle Enterprise Data Management Cloud

Include Related Requests Option for Transaction History

When auditing transactions for a particular request, you can include transactions for all requests in the same lineage as specified request. An Include Related Requests option is available for the Request ID filter on Audit Transaction History screen to retrieve these related transactions. For subscription request transactions, the Source Request column in the transaction history table identifies the original request that produced the subscription request.

Business Benefit: In situations where changes in a source viewpoint are synchronized to several target viewpoints using subscriptions, all of the transactions resulting from the original request can be audited together.

Key Resources

• Auditing Transaction History in Administering and Working with Oracle Enterprise Data Management Cloud

Inspect and Promote from Viewpoint Queries List

The list of saved queries for a viewpoint in an opened view now provides the ability to directly inspect or promote a query. In previous releases, you could only inspect a query once it was selected and only promote a private query to public from the viewpoint inspector.

Business Benefit: Saved query details such as the name, description, or code can be easily modified for one or more queries in a view. Private queries can also be promoted after creation in a quicker manner.

Key Resources

• Working with Saved Viewpoint Queries in Administering and Working with Oracle Enterprise Data Management Cloud

IsValueAllowed Method for Node Data Type Properties in Expressions

An IsValueAllowed method is available for derived property expressions to determine whether a specified value exists in the associated node set and allowed node type(s) for a Node data type property. This method can be used to conditionally return a different derived value in cases where an initial value is not allowed for the property.

Business Benefit: Derived Node data type properties can now take into consideration whether a certain value is allowed to prevent returning an invalid value which may prohibit a request from being submitted.

Key Resources

• CurrentProperty in Administering and Working with Oracle Enterprise Data Management Cloud

Manage Property Settings for Viewpoints Using Files

The settings and order of viewpoint properties can be loaded from an Excel file rather than needing to be manually configured in the user interface. Viewpoint property settings can also be downloaded to a file for reference purposes or to use as a starting point for making changes.

Business Benefit: In cases where a viewpoint has a large number of properties, it is more efficient to configure property settings and order properties by loading them from a file.

Key Resources

• Downloading and Uploading Properties for a Viewpoint in Administering and Working with Oracle Enterprise Data Management Cloud

New Video

A new video is available:

Working with Viewpoint Loads

In this video, you learn how to use Viewpoint Loads to load data into viewpoints. You also learn the differences between Viewpoint Load and Import.

Business Benefit:  Videos provide 3-5 minute overviews and step-by step instructions to perform tasks and achieve an outcome.

Ownership Approvals

Approval policies can be configured with the Ownership approval method to invite approvers based on an ownership property defined for nodes in a viewpoint. The ownership property identifies the user who is responsible for approving a particular node. The users for ownership properties are chosen from a Users application and can be defined, inherited, or derived. A node can have multiple ownership properties to allow for more than one approver. Ownership property values can be manually maintained or loaded from a file and are secured and audited like any other node property.

Business Benefit: For viewpoints whose nodes have several different approvers, assigning approval responsibility at the node level can greatly reduce the complexity of conditional policy filters and/or the number of policies required.

Key Resources

• Understanding Ownership Approvals in Administering and Working with Oracle Enterprise Data Management Cloud

Parent Transformation in Node Type Converters

Node type converters now offer the ability to transform the parent of a source node separately from the node name. The parent transformation runs on the source parent and is also used for the old parent in cases where the source node was moved to a different parent. Parent transformations can be used for children or descendants of nodes which are manually inserted across viewpoints, when creating request items from compare results, and when generating subscription request items.

Business Benefit: Transformations can be applied to source parent values using a separate expression instead of requiring conditional logic in the transform for the node name.

Key Resources

• Working with Node Type Converters in Administering and Working with Oracle Enterprise Data Management Cloud

Policy Listing Report

A Policy Listing report provides a complete collection of workflow policies for all applications, dimensions, node types and hierarchy sets to easily identify which policies have been defined. Polices can be filtered by policy type, level, method, and user/group. You can inspect a policy from the report to view more details or make changes to the policy. Invalid policies are flagged in the report so they can be modified or disabled accordingly.

Business Benefit: Policy details are accessible in a report format across multiple applications, dimensions, node types, and hierarchy sets instead of individually in the Policy inspector.

Key Resources

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

Public Extracts for Integration Only

Public extracts can be configured with an Integration Only parameter to designate them for system integration purposes. Integration Only extracts may be run from the Applications page in the user interface as well as EPM Automate and the REST API. Extracts configured for integration only are hidden from the Viewpoint Extracts report on the Reports page.

Business Benefit: Public extracts used for system integration are not visible to business users who run extracts in the user interface.

Key Resources

• Editing Extracts in Administering and Working with Oracle Enterprise Data Management Cloud

Repair Request Items in a Request

When separate subscription requests are generated for different viewpoints in a dimension, the same node may be added to multiple viewpoints which can result in a "node already exists" validation issue once one of the requests has completed. A Repair operation can be used for the other requests to resolve the validation issue by converting the Add action to an Insert action. All request items in a request which have this validation issue can be resolved in a single Repair operation.

Business Benefit: Users who encounter validation errors due to race conditions for multiple subscriptions can easily resolve those issues without the need to delete and recreate the request items in the subscription request.

Key Resources

• Repairing a Request in Administering and Working with Oracle Enterprise Data Management Cloud

Rest API to Delete a Request

A REST API endpoint is available to delete a specified request. This endpoint can be used to eliminate draft, pushed back, or recalled requests in the Submit stage which are no longer necessary.

Business Benefit: Over time there can be a large number of requests which were never submitted or have become obsolete. An automated process can be used to query for those requests and delete them from an Enterprise Data Management environment.

Tips And Considerations

• Delete a Request in REST API for Oracle Enterprise Data Management Cloud Service

Run Selected Validations for Nodes in a Viewpoint

When validating nodes in a viewpoint, you can select specific validations and constraints to run, or certain properties you want to validate. Validations can also be run for all nodes, a selected node and its descendants, or an individual selected node.

Business Benefit: Running selected validations for a limited set of nodes can greatly reduce the number of results returned and the processing time required.

Key Resources

• Validating a Viewpoint in Administering and Working with Oracle Enterprise Data Management Cloud

Subfolder for Oracle Object Storage Connections and Extracts

Global connections for Oracle Object Storage provide a Subfolder parameter to enable extracts to write files to a subfolder in an Object Storage bucket. The Subfolder parameter can be overridden for individual extracts which need to write files to different subfolders. When writing to an Object Storage bucket, an extract will create the specified subfolder if it does not already exist.

Business Benefit: Extract files which are sent to an Oracle Object Storage bucket can be organized into subfolders when necessary.

Key Resources

• Creating Global Connections in Administering and Working with Oracle Enterprise Data Management Cloud

Test Expressions in the Expression Builder

Expressions can be evaluated in the expression builder while being authored to ensure their logic works as expected. A Test Expression drawer is available in the expression builder where a viewpoint and node can be selected for evaluation. Expressions can be tested for any context including derived properties, calculated parents, property transformations, custom validations, policy filters, subscription filters, and extract filters. For expressions which can use the Request object, you can select an active request to use for evaluating the expression.

Business Benefit: Users with Owner or Metadata Manager permissions can test expressions at design time rather than run time resulting in a quicker setup and reduced cost of implementation.

Key Resources

• Testing Expressions in Administering and Working with Oracle Enterprise Data Management Cloud

User Subtype for Node Data Type Properties

A User subtype is available for Node data type properties to associate nodes from a Users application to nodes in another application. This enables users to be assigned to nodes in viewpoints using one or more properties. Properties with the User subtype can be used in conjunction with approval policies using the Ownership approval method as well as other scenarios where a user-to-node relationship is required.

Business Benefit: Users can be directly related to nodes in viewpoints of one or more applications where necessary. For example, the Preparer and Reviewer properties for profiles in Oracle EPM Cloud Account Reconciliation applications.

Key Resources

• Node Data Type Parameters in Administering and Working with Oracle Enterprise Data Management Cloud

Users Application Type

A new application type is available to manage a common set of enterprise users who can be associated with nodes of other applications in Enterprise Data Management. A Users application includes the User and User Rollup node type classes which provide a predefined set of properties to manage basic user attributes and allow for users to be organized into one or more hierarchies. Nodes in a Users application can be directly referenced by any other application, do not need to be synchronized using subscriptions, and are excluded from the record count.

Business Benefit: Enterprise users can be organized into one or more viewpoints and cross-referenced by multiple applications and dimensions resulting in improved maintenance and less configuration.

Key Resources

• Working with Users Applications in Administering and Working with Oracle Enterprise Data Management Cloud

Financial Consolidation and Close

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

FreeForm

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

Narrative Reporting

Updated Narrative Reporting Extension for Smart View

An updated Narrative Reporting extension for Oracle Smart View for Office is now available to download and install. Along with general improvements and defect fixes, this update includes support for the Narrative Reporting feature, Easily Locate the Source of Reference Variable Values in Smart View.

Business Benefit: Downloading and installing the latest Narrative Reporting extension for Smart View gives you access to the latest features, improvements and defect fixes.

Steps to Enable

To take advantage of the features, improvements, and defect fixes in the Narrative Reporting extension, choose an option to install the extension update:

• From within Smart View, click the Check for Updates, New Installs, and Uninstalls link in the Options dialog, Extensions tab, select your Narrative Reporting instance, then follow the prompts.

• From the Narrative Reporting web interface, Downloads page, download the "Smart View Extension for EPM Cloud Narrative Reporting" SVEXT file, then double-click the file to install.

Key Resources

• Installing the Narrative Reporting Extension in Working with Oracle Smart View for Office

• Downloading and Installing Clients in Oracle Enterprise Performance Management Cloud Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

• Downloading and Installing Clients in Oracle Enterprise Performance Management Cloud Getting Started with Oracle Enterprise Performance Management Cloud for Users

Easily Locate the Source of Reference Variable Values in Smart View

You can now easily locate a reference variable value's source within your doclets using the new View Source action in Smart View.

From the new Sourced tab in the Variables panel, you can view all reference variables sourced from the current doclet. The View Source action, available from the Sourced tab, will  quickly locate the cell or text where a reference variable currently gets its value.

Use the View Source action to locate a reference variable value's source in Excel reference doclets and reference files. In Word- and Excel-based regular doclets, you can also locate a reference variable value's source if the doclet is also the source of the reference variable's value.

Let's walk through a simple scenario of locating the source of a reference variable's value using the Word report package in the Vision Sample Application for Narrative Reporting.

In the Word doclet, "3. Executive Summary," a variable is used in the Strategic Summary Initiative section for the Revenue figure. Select that variable and note that its name is NetRevenue_Value. In the Variables panel, check the list for this variable and note the source reference doclet name, “Vision Statements.”

The “3 Executive Summary” Doclet with the NetRevenue_Value Variable Selected in the Body and Circled in the Variables Panel

Open the Vision Statements reference doclet and, in the Variables panel, select the new Sourced tab. Scan the variables list for the NetRevenue_Value variable and then click the options button (the down arrow) to view the drop-down menu options. From drop-down menu, select View Source.

When you select View Source for a reference variable, Smart View immediately takes you to the location of the cell that is the source of the variable, regardless of the sheet you're on in the workbook.

In the example below, the variable’s source cell is B6 on the Rules tab of the Vision Statements reference doclet. In Excel’s formula bar, you can see that the value source of this variable is actually cell B4 of the “Summary Income Statement” worksheet of this Excel workbook.

The Sourced Tab, with View Source Accessed from the Drop-down Menu, and the Variable Source Cell Highlighted in the Sheet

From the Sourced tab, you can view the source of any of the variables listed by selecting View Source action. Smart View will take you the source cell where you can view the value source.

You can also open a reference doclet at any time and perform the View Source action on any of the variables.

Business Benefit: You can now easily view all reference variables sourced in a doclet from the Sourced tab in the Variables panel, and locate a reference variable value's source within your doclets using the View Source action in Smart View.

Steps to Enable

This feature requires the 23.12 Narrative Reporting extension. To install the extension, see Updated Narrative Reporting Extension for Smart View.

Key Resources

• Locating the Source of Reference Variable Values in Working with Oracle Smart View for Office

Planning

New Model Validation Tool in Strategic Modeling

Strategic Modeling now includes a Model Validation tool that evaluates a model for common issues. Resolving reported issues helps ensure that the model follows guidelines that lead to optimal performance.

To use the Model Validation tool:

1. From the Home page, click Strategic Modeling, and then click Models.
2. Open the model you want to validate.
3. From the Actions menu, select Validate Model, and then click Continue to generate the report.
4. Specify the location for the file, and then click Save.
5. Review the file, and then resolve the reported issues.

Business Benefit: The Model Validation tool helps modelers find common issues that can impact a model's performance. It’s especially helpful when a model can’t be calculated due to a circular reference--the model validation log file includes the sequence of cells that produce the circular reference.

Tips And Considerations

If you have access to open the model, you can run Validate Model.

Key Resources

• Administering Planning
  • Validating a Model

Profitability and Cost Management

New Data Exchange Card in the Application Cluster

A Data Exchange card is now available in the Application cluster. (The Application cluster refers to the cards available when you click Application on the Home page.)

Business Benefit: Adding the Data Exchange card to the Application cluster allows you to bypass the Data Management staging tables and move data directly into the target file or application. This approach improves the performance while moving data.

Key Resources

• Creating File-Based Data Integrations in Administering Profitability and Cost Management

Enterprise Profitability and Cost Management

Implement Auditing for Models, Rule Sets, Rules, POVs, and Profit Curves

Auditing is now available for the following artifacts:

• Models
• Rule Sets
• Rules
• POVs
• Profit Curves

Business Benefit: Auditing allows you to view and track the tasks performed by users. With this enhancement, you are now able to audit modeling tasks specific to Enterprise Performance and Cost Management.

Key Resources

• Auditing Tasks and Data in Administering and Working with Enterprise Profitability and Cost Management

Ad Hoc Analysis Available in Rule Designing and Rule Balancing

You can now use Ad Hoc to analyze a specific Allocation or Custom Calculation rule's data elements while working with the rule in the Rule Designer, and to analyze a specific rule's results in Rule Balancing reports. (Note that in Rule Balancing, the individual balance hyperlinks have been removed. You can select a rule and then invoke SmartView or the new Ad Hoc grid to view and analyze all the balances for that rule.)

Business Benefit: Using ad hoc grids, you can quickly drill into specific Enterprise Profitability and Cost Management data slices that are important to you.

Key Resources

• Administering and Working with Profitability and Cost Management
  • Using Ad Hoc to Analyze Allocation Rule Data
  • Using Ad Hoc to Analyze Custom Calculation Rule Data
  • Generating a Rule Balancing Report
  • Using Ad Hoc for Data Entry and Analysis

Data Card Now Available in the Modeling Cluster

In addition to the current Data card on the Home screen, you can now also access the Data card from the Modeling cluster. (The Modeling cluster refers to the cards available when you click Modeling on the Home screen.)

Business Benefit: Users working on rules and testing results need frequent access to forms designed for driver data entry and result validation or reporting. Adding the Data card to the Modeling cluster allows you to stay within the same cluster and easily switch between rule design, execution, and result screens.

Key Resources

• Working with Data in Administering and Working with Enterprise Profitability and Cost Management

Calculation Performance Enhancement for Essbase Connections

In this update, there is a calculation performance enhancement related to Essbase connections that may show benefits in cases where there is a lot of parallel processing. For example, multiple POVs running at once, multiple rules running at once, or individual rules that produce a lot of scripts.

Business Benefit: This enhancement may improve calculation performance in high concurrency scenarios.

Tax Reporting

Review the Important Actions and Considerations section for Audit Purge related information.

Enabling Source Data Source in Tax Automation

The Tax Automation capability in Tax Reporting now provides a Source Data Source column in both the national and regional tax automation forms. When a Source Data Source is not selected, the system will use the Pre Tax member as default.

NOTE: A new custom attribute Tax Automation Source Data Source is added in the Data Source dimension.

Business Benefit: This new capability provides the flexibility to attach the Tax Automation Source Data Source attribute to any Data Source member which is required as a Source Data Source in Tax Automation.

Key Resources

• Working with National Tax Automation, Working with Regional Tax Automation, and Defining Data Source Tax Attributes in Administering Tax Reporting

Enhanced Tax Rate Change to Equity

The Impact from change in Tax Rates by account in Tax Reporting is now enhanced by scenario and entity. If you enable the new Scenario - Entity Tax Rate Change to Equity feature for your application:

• The system creates a custom attribute corresponding to all the scenario members in the application.

• When you add/delete/rename a scenario member, the system accordingly modifies the custom attribute.

• You can apply this custom attribute on an entity if you want rate change to equity behavior for that particular entity and scenario.

• Once you apply the custom attribute to the entity and that entity is consolidated, the impact from change in tax rates data is moved to the Impact from Change in Tax Rates in Equity column for all the temporary difference accounts.

Business Benefit: With this new capability, all the accounts for a specific entity and scenario now have rate change to equity behavior.

Key Resources

• Working with National Deferred Tax and Working with Regional Deferred Tax in Working with Tax Reporting
• Enabling Application Features and  Defining Entity Tax Attributes in Administering Tax Reporting

IMPORTANT Actions and Considerations

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.

In addition to the applicable Important Actions and Considerations discussed in the EPM Cloud Platform section below, this update includes Important Actions and Considerations specific to:

• Account Reconciliation
• Financial Consolidation and Close
• Profitability and Cost Management
• Enterprise Profitability and Cost Management

EPM CLOUD PLATFORM

Plan to Display One Day of Data on the Jobs Status Page Instead of Three

In the 24.03 update, the Jobs status page will, by default, display only the last day's data. (Today, the Jobs status page defaults to display three days of data.) With the change, the Jobs status page will default to display data for the last one day and the filter’s start and end dates will default to yesterday and today to have a one day difference. Users can change this default display.

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

Plan to Discontinue Support for Non-Redwood Experience Themes

Oracle's Redwood UX Design is helping organizations improve user productivity, reduce training costs, and increase user satisfaction. As such, it has gained wide adoption across our Oracle Cloud user base.

Within Cloud EPM the Redwood Theme has had significant adoption, and major new platform innovations over the past few years have primarily been released only within the Redwood theme.

Going forward, future innovations in Cloud EPM and Redwood UX Design patterns are likewise targeted to be available within the Redwood theme only. Customers are encouraged to deploy their applications using Redwood theme only.

Towards the end of first quarter of 2024 (subject to change, safe harbor applies), the Redwood Experience will offer a default Oracle theme and these two additional appearance options: Custom Light and Custom Dark. The appearance of all EPM Cloud environments that currently use the Redwood Experience will automatically be shifted to either the default Oracle theme or the Custom Dark theme based on currently deployed background appearance of these environments.

In a later update planned for the second quarter of 2024, Oracle will automatically convert non-Redwood theme environments to the Redwood Experience.

If you're a customer and you're not already using Redwood Experience, you're encouraged to move to the Redwood Experience as soon as possible to take advantage of its user experience advantages.

Customers are encouraged to watch the Cloud Customer Connect session in April 2023: EPM – Why You Should Be Using The Redwood Theme in EPM Cloud

This session covers why users should be adopting the Redwood theme, customizations available within the theme (such as company logo), and the future plans around non-Redwood themes for Cloud EPM.

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

Future Deprecation of Native Mode Option for Smart View Ad Hoc Behavior Application Setting

Native Smart View Ad Hoc Behavior mode is currently still available for Cloud EPM Platform-based applications.

Standard is the ad hoc mode upon which all enhancements in the Cloud EPM Platform are being delivered.

Oracle plans to stop supporting Native mode by the end of year 2024. Customers on Native mode are advised to convert the Smart View Ad Hoc Behavior application setting for their environments to Standard mode and test their use cases. Any gaps found should to be logged as an enhancement to Standard mode. Enhancements should be logged on the Customer Connect EPM Platform Idea Lab by end of April 2024 for Oracle to review.

Perform the following steps to begin working with Standard mode in your test environment:

1. In Application Settings, change Smart View Ad Hoc Behavior to Standard.
2. Open worksheets from Smart View and reconnect.
3. Refresh the sheets.

Notes:

• The expectation for existing Native-mode worksheets is that they will work “as is” when the setting is changed to Standard. New ad hoc sheets will only be created in Standard mode using Standard features.
• Smart Forms are not supported in Standard mode and there is no plan to support them in Standard mode.

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

Embedding Google Sheets, Google Drive Files, and Microsoft Office 365 Files in Navigation Flows

Customers can embed the third-party pages listed below in EPM Cloud Application navigation flows. Though not supported by Oracle, using instructions provided by the third-party sites, you can embed links to these resources within navigation flow cards, tabs, and sub tabs:

• Google Sheets
• Files stored in Google Drive (for example, PDF and Excel)
• Files stored in Microsoft Office 365

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

For more information about embedding third-party pages in EPM Cloud applications, see the following documentation:

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering and Working with Enterprise Profitability and Cost Management

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Financial Consolidation and Close

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering FreeForm

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Planning

• About Using URLs to Embed Third-Party Pages in EPM Cloud Applications in Administering Tax Reporting

Plan for the User Variables Dimension Column to Honor the Alias Setting in User Preferences

In a future update, the Dimension column on the User Variables page within User Preferences will honor the Alias Setting in User Preferences. So if an alias name is defined for a dimension, then the Dimension column on the User Variables page will show that dimension’s alias based on the alias table selected in User Preferences. If no alias is defined for the dimension, the dimension name will be displayed.

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

Transition from Identity Cloud Service (IDCS) to Identity and Access Management (IAM)

EPM Cloud environments on OCI (Gen 2) are transitioning from Identity Cloud Service (IDCS) to Identity and Access Management (IAM) domains. For information on IAM, see Overview of Identity and Access Management.

After this transition, existing IDCS administration and My Profile functionalities remain the same, but are hosted on Oracle Cloud Console. The Oracle Cloud sign-in page has an updated design to match the latest Oracle Cloud design guidelines. To learn more on what to expect with this transition, see Introducing OCI IAM Identity Domains: What customers need to know.

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

Removal of Enhanced Integration API and Drill Type UI Options in Data Management System Settings

As of the June (23.06) update, the Enhanced Integration API and Drill Type UI options have been removed from the list of options in the System Settings option of Data Management.

Formerly, the Enhanced Integration API setting was added temporarily to address backward compatibility considerations.

The Drill Type UI setting formerly enabled users to select either the Classic or Simplified user interface when drilling down in Oracle Enterprise Performance Management. The default drill type user interface is now the Simplified User Interface and the Classic option for the user interface of Drill Landing Page is no longer available.

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

Announcement: Data Management Feature Migration to Data Integration

The user interface pages listed in the table below are no longer available in Data Management, but are available in Data Integration. Data Integration is available from the Data Exchange card from the home screen in the Cloud EPM Business Process, and users can access these features in the current Cloud EPM update. Data Management is not going away – we are only moving a few features now that have 100% parity with Data Integration. Profitability and Cost Management customers are not affected by the migration and do not see a change in their Data Management user interface. REST APIs are not impacted by this change.

Data Management	Data Integration	Data Integration Navigation Path
Source System	Configure Connections	From the Data Integration UI, select the Actions drop down, and then Applications. In Applications, there is an icon next to the drop down labeled Configure Connections.
Target Application	Applications	From the Data Integration UI, select the Actions drop down, and then Applications.
Period Mapping	Period Mapping	From the Data Integration UI, select the Actions drop down, and then Period Mapping.
Category Mapping	Category Mapping	From the Data Integration UI, select the Actions drop down, and then Category Mapping.

Data Integration is the next generation of the Data Management user interface, enabling users to easily build and manage Cloud EPM integrations. As feature parity between Data Integration and Data Management becomes complete, Data Management features will be turned off, and users will use the new Data Integration user interface instead.

This transition is gradual; future What's New documents will include information about the first set of planned changes as well as updates about additional changes planned for the future.

All Data Integration features discussed in this document are currently generally available in the Cloud EPM business processes.

Integration definitions built with Data Management are also visible in Data Integration, which enables an easy transition. (Data Integration is a new user interface on the Data Management data model and does not require migration of content from Data Management to Data Integration).

Please note that additional new integration features will only be included in Data Integration, and will not be back-ported to Data Management. Critical bug fixes and security fixes will still be made to Data Management until all features are fully migrated. In addition, all features from Data Management will be migrated to Data Integration with the exception of the following:

• The batch feature will be replaced by the new Pipeline feature. The Pipeline feature was available in the June (23.06) update.

• The Report Definition feature will not be migrated, only the Report Execution feature. Please note that Account Reconciliation, Financial Consolidation and Close, Planning and Tax Reporting provide a feature to report against the Data Integration relational tables using a custom SQL and a BI Publisher report template via Task Manager.

• The ability to create new Custom Applications in Data Management will no longer available, and customers should use the “Data Export to File” application type instead. (Existing integrations using a custom application will not be impacted.) See Custom Application in Data Management under EPM Cloud Platform in the Important Actions and Considerations section of this document.

For reference, please see the Data Integration guide available from the documentation library for your specific EPM business process. Select the desired business process, then Books, and then scroll down to the Administering Data Integration for Oracle Enterprise Performance Management Cloud documentation link.

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

See Administering Data Integration for Oracle Enterprise Performance Management Cloud for more information.

Removal of Support for Custom Application in Data Management

Since the September (23.09) update, custom target applications can no longer be added in Data Management. (Existing integrations that use a custom target application will not be impacted, and will still run without any changes.) This type of application was used to extract data from the EPM Cloud, and then the data was pushed into a flat file instead of being loaded to an EPM Cloud application. The custom application was superseded by the Data Export to File feature in an earlier update. The Data Export to File feature has enhanced functions and capabilities.

If you still have a custom target application, it is recommended that you use the Upgrade Custom Applications option to migrate your existing custom target application to a data export to file application. For more information, see Upgrade Custom Applications at: https://docs.oracle.com/en/cloud/saas/enterprise-performance-management-common/erpia/upgrade_custom_applications_100x438d5119.html.

The migration converts existing file formats from the custom target application to the file formats used in the data export to file option and retains all the existing setup. When the custom target application has been converted, you can run same integration as before. Data export file applications are available both in Data Management and Data Integration.

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

Calculation Manager Errors and Warnings Enforcement

In a future update, Calculation Manager will enforce the execution of the Errors & Warnings diagnostic tool for any rule being launched, validated, or deployed from it. If there are errors that result from this new process, Calculation Manager will not execute, validate, or deploy the rule. This new process will apply to all new applications once released. Existing applications will have a finite period of time to bypass this new process to allow you to modify the rules that violate the new Errors & Warnings diagnostic analysis. In all cases, existing rules that are already deployed will continue to run as-is without any change in behavior.

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

Change in Behavior for Grids Created from Groovy and REST APIs for ASO Cubes

In a future update, the suppression behavior for grids created via Groovy DataGridDefinitionBuilder and the exportdataslice REST API for ASO cubes will be made consistent with that of the run time data grids created using the Form Designer. Previously, if a grid was built for an ASO cube in Groovy or REST API, then the system used the NON EMPTY MDX clause to suppress missing rows when the suppressMissingBlocks flag was true. Now, when a grid is built for an ASO cube, it will use the NON EMPTY MDX clause when suppressMissingRows is true, and suppressMissingBlocks will be ignored. This means that ASO grids with suppressMissingRows true and suppressMissingBlocks false will now start using MDX. Likewise, ASO grids with suppressMissingRows false and suppressMissingBlocks true will no longer use MDX. Grids where the suppressMissingRows and suppressMissingBlocks flags had the same value will not be impacted. These changes may result in a change in behavior or performance for some ASO grids. If this happens and is undesirable, consider toggling the value of suppressMissingRows from the builder or the JSON payload in case of the REST API.

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

Purging of Audit Information

Since the March (23.03) update, audit records older than 365 days are automatically purged. Purged audit records are not stored or accessible. As a best practice, you may want to take a backup of historical audit data. To do this, select one of the following options:

• Export: Select the Export option on the Actions menu from the Audit card by selecting the appropriate filters.

• EPM Automate command: Use the exportAppAudit command. See exportAppAudit in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

• EPM Automate script: Use the Windows or Linux scripts to automate the process of exporting and archiving application audit data to a local computer. See Automate the Archiving of Application Audit Records in Working with EPM Automate for Oracle Enterprise Performance Management Cloud.

Submit a service request if you encounter problems backing up historical audit data.

Applies to: Financial Consolidation and Close, Tax Reporting

Report Import/Export to Excel: Font Installation Requirements for Text Boxes in Excel

Due to performance and rendering quality enhancements to Report text boxes when exported to Excel, Report text boxes may appear distorted or with overlapping text while importing or exporting to Excel when the fonts used within the text boxes are not installed on the client machine. To fix this, install the missing fonts used within the text boxes on the client machine.

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

Oracle Financial Reporting Statement of Direction

Please refer to the Statement of Direction for Oracle Financial Reporting:

Oracle Support Document 2910806.1 (EPM Cloud Financial Reporting Statement of Direction)

Please note that the Oracle Financial Reporting tentative deprecation dates have been moved to mid-to-late CY24.

For more information:

• See Appendix B in the Designing with Reports Guide: Migrating Reports from Financial Reporting.

• On June 8, the most recent Oracle Cloud Customer Connect event, Migrating Your Financial Reporting to Reports, was presented. There is a presentation, an event recording, and an FAQ sheet accessible. In order to view the event recording and documentation, you must log in to Cloud Customer Connect.

ACCOUNT RECONCILIATION

Reverse Adjustments in Transaction Matching

Starting in a future update, when you unmatch a transaction that was matched with an adjustment, Account Reconciliation will create a reverse adjustment. This reverse adjustment can be posted to ERP using Export Journals.

Change to the Unmatched Transactions Tab

Starting with the October (23.10) update, in the Unmatched Transactions tab of the Matching dialog, the View Supporting Details icon has been removed. To view the supporting details for a transaction, click the link in the Support ID column. The details are displayed in the Supporting Details dialog.

FINANCIAL CONSOLIDATION AND CLOSE

Enterprise Journal Dimension Persistence

In a future update, all Enterprise Journal dimension attributes will persist their values once they are set in the Journal.

FCCS_Global Assumptions Member

As of the June (23.06) update, the FCCS_Global Assumptions member and its descendants (if any), from the Entity dimension are restricted member(s) for On Demand Rules. Financial Consolidation and Close users won’t be able to use the FCCS_Global Assumptions member and its descendants (if any) as Run Time Prompts (RTPs) while running On Demand Rules.

Future Updates to Ownership Management Locking / Unlocking

Currently there is a single Process Management Approval Unit for all instances of a shared entity. As a result, when data for one instance is Locked in Process Management, all instances are Locked. The same Locking logic will apply to Ownership Management. When data is locked for an Approval Unit POV, Ownership Management settings are also locked for the same Approval Unit POV. As noted above, this link from Process Management Locking / Unlocking to Ownership Management settings can be disabled using a Substitution Variable. Note that this ability to disable the link will be temporary.

When future updates to improve Organization-by-Period functionality are made available, there will be one Process Management Approval Unit for each instance of a shared entity rather than one Approval Unit for all instances. When this is first implemented, the same Locking / Unlocking logic will apply. When the Process Management Approval Unit is locked, then both data and Ownership Management settings will be Locked, but on an instance-by-instance basis for shared entities. At this point, the link between Approval Unit Locking / Unlocking and Ownership Management settings Locking / Unlocking will no longer be able to be disabled. This is to ensure that a change in Ownership settings cannot cause Locked data to be impacted.

A further update will then be implemented to provide a little more flexibility in Locking / Unlocking Ownership Management settings. These settings will be able to be Locked before the Process Management Approval Unit for the same POV is Locked. Ownership Management settings will only be able to be Unlocked if the matching Process Management Approval Unit is unlocked. This will allow users to work on updating data without worrying about ownership settings affecting their results. Again, the link and dependency between Locking / Unlocking data and Ownership Management settings will not be able to be disabled.

Substitution Variables

Substitution variables allow you to enable or disable new Financial Consolidation and Close features as needed. The following substitution variables are available:

• OBOC_BEFORE_CONFIG_CONSOL

When enabled, the Acquisition and Disposal Movement members will be populated before the Configurable Consolidation rules are run.

Starting in the February 2024 (24.02) update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

• IncludeSmartListId

When enabled, the LCM export file contains the ID attribute in the Ownership.Data.xml file. When you perform the migration process, LCM will import these IDs to be used as Smart List entry IDs internally.

Starting in the February 2024 (24.02) update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

• ReportingTransEPAEEA

When enabled, the FCCS_Entity Proportion Adj and FCCS_Entity Elimination Adj members are translated to Reporting Currency.

Starting in the March 2024 (24.03) update, the default value will be set to True, and this feature will be enabled by default. To disable the feature, you can change the value of the substitution variable to False.

Performance Substitution Variables

The OptimizeConcurrency, OptimizePelimCalculation, EnableYearlyConsol, ParallelCustomDimDSO and ParallelCustomDimTranslation substitution variables can be enabled to improve performance.

• OptimizeConcurrency = True

This substitution variable improves concurrency of the consolidation process by executing some of the calculations at the very beginning or at the end. The degree of improvement depends on the entity structure of a given customer. Customers with deeper entity hierarchies will benefit the most.

• OptimizePelimCalculation= True

This substitution variable improves Partner Eliminations (PElim) performance. If there is a consolidation performance degradation when deploying a user-created “Partner Eliminations Configurable Consolidation Rule” that has an account re-direction, adding this variable can provide significant performance improvement.

• EnableYearlyConsol

  = True

The EnableYearlyConsol substitution variable can be enabled to improve performance for multi-period consolidations in applications that use the Dense/Sparse Optimization option (where Period and Movement are the Dense dimensions).

This substitution variable is applicable if the application meets all of these conditions:

• The application uses the Dense/Sparse Optimization option (Period and Movement are Dense dimensions)
• You have two or more dirty periods, and two or more hierarchy levels
• The dirty entities are identical across periods
• Equity Pickup sequence is not enabled

ParallelCustomDimDSO = True

This substitution variable improves the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variables to True.

ParallelCustomDimTranslation = True

This substitution variable can improve the performance of the consolidation process in applications with Dense/Sparse Optimization, where the Period and Movement dimensions are Dense dimensions. To see performance improvements, you should set this substitution variables to True. If any degradation is noticed, set the variable to False or delete it.

NOTE: The degree of performance improvement varies widely across different applications as it is purely driven by the application design and data distribution.

PROFITABILITY AND COST MANAGEMENT

Oracle Profitability and Cost Management Application Type Statement of Direction

The Oracle Profitability and Cost Management Application Type Statement of Direction provides an overview of the strategic plans and future direction of Oracle Profitability and Cost Management Cloud Service and Oracle Enterprise Performance Management Enterprise Cloud Service Profitability and Cost Management Business Process. Included is information about the change in Development focus to the newer Enterprise Profitability and Cost Management Application Type available exclusively with Enterprise Performance Management Enterprise Cloud Service.

Oracle Support Document 2955235.1 (Oracle Profitability and Cost Management Application Type Statement of Direction)