June 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
02 JUN 2023	IMPORTANT Actions and Considerations	EPM Common	Updated document. Revised two considerations.
02 JUN 2023	Account Reconciliation	Increasing Default Governor Limits in Account Reconciliation	Removed feature from June 2023 update.
02 JUN 2023	EPM Common	REST APIs for Groups and Roles Can Now Also Be Run with the Access Control Manager Application Role	Updated document. Revised feature description.
02 JUN 2023	Narrative Reporting	Updated Narrative Reporting Extension for Smart View	Updated document. Revised feature description.
02 JUN 2023	EPM Common	Virus Scan on Uploaded Files in OCI (Gen 2) Environments	Updated document. Revised feature description.
02 JUN 2023	EPM Common	EPM Automate Updates	Updated document. Revised feature description.
25 MAY 2023			Created initial document.

Overview

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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, June 2, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, June 16, 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, June 2, 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 you are always in the know, confirm 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 now contains a link to Cloud Customer Connect. To access this link, from the Home page, click the down arrow next to the user name (in the upper right-hand corner of the screen), and select Cloud Customer Connect.

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

A new Readiness App is now available on the Oracle Cloud Application Update Readiness site. 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. 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 EPM Cloud Features tool, which contains EPM features from March 2018 through June 2, 2023 only, will not be updated after June 2, 2023. Use the Readiness app for features from Oct 2021 and onwards.

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 Common

OCI Migration: Oracle-Managed Migration Continues; Customer-Managed Migration Not Available Any Longer

One of Oracle's latest advancements, Oracle Cloud Infrastructure (OCI) is the foundation of Oracle's second generation cloud. OCI, a purpose-built, best-in-class platform for running enterprise applications, is engineered from the ground up to run mission-critical databases, workloads, and applications while providing end-to-end security. Oracle's data centers around the globe are standardizing on the new OCI architecture which will deliver even greater performance and reliability. There are a lot of EPM Cloud features that are available only in OCI. See Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

Oracle plans to migrate all Classic Commercial environments to OCI by the end of 2023 using monthly migration waves.

Oracle is sending notifications for Oracle-managed migrations. When your environments are scheduled for migration, you will get notification specifying the migration schedule. Follow the instructions in the notification.

For customers whose environments were included in Wave 3 (March 2023 Migration Notification): The migration of application data and users from Classic to OCI environments and the DNS configuration change to route the existing Classic service URLs to OCI environments will occur in the 23.06 (June) monthly update. If you prefer not to have the migration take place in the 23.06  monthly update, please run the skipUpdate EPM Automate command to skip the 23.06 update.

• If your environments are included in Wave 4 (April 2023 Migration Notification), you must already have received your OCI instances. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
  • Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
  • Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

• If your environments are included in Wave 5 (May 2023 Migration Notification), you will receive your OCI instances in June 2023.

• If your environments are included in Wave 6,  you will be notified on June 5, 2023.

For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in Oracle Enterprise Performance Management Cloud Operations Guide.

Oracle is no longer accepting any service request for customer-managed migration. If only some of your environments were migrated using Customer-Managed Migration, the remaining environments will be migrated using Oracle-Managed Migration.

NOTE: At this time, the environments hosted in US-Gov and UK-Gov data centers are not eligible for migration to OCI.

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: OCI provides you a purpose-built, best-in-class platform that is engineered from the ground up to run mission-critical databases, workloads, and business processes while providing end-to-end security. This new architecture delivers greater performance and reliability, and a number of EPM Cloud features that are not available in Classic EPM Cloud.

Steps to Enable

Review and follow instructions: EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide

Key Resources

• EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide
• Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Announcement: Data Management Feature Migration to Data Integration

Starting with the August (23.08) update, the user interface pages listed in the table below will no longer be available in Data Management, but will be available in Data Integration. Data Integration is available now 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 in 23.08 – we are only moving a few features now that have 100% parity with Data Integration. 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 will be 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 is available in this update (23.06).

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

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

Business Benefit: Data Integration is the next generation of the Data Management user interface. It enables users to build and manage Cloud EPM integrations more easily.

Key Resources

• Administering Data Integration for Oracle Enterprise Performance Management Cloud

Virus Scan on Uploaded Files in OCI (Gen 2) Environments

Service Administrators can now enable virus scan on the files being uploaded to OCI (Gen 2) environments using the new EPM Automate command or REST API introduced in this update. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment.

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

In any EPM Cloud business processes there are user-initiated procedures that require file upload, attachment, importing, or saving.

Some examples are:

• Uploading a file to load data into the application
• Attaching a file to a cell in a Planning form
• Uploading a doclet to a report package in Narrative Reporting
• Saving a file to the Library folders under Documents in Profitability and Cost Management
• Importing tasks into templates in Task Manager
• Uploading a photo image in User Preferences in any EPM Cloud business process

When virus scan is enabled, and a virus is detected in a file during an applicable supported operation, the file is not saved in the environment.

Business Benefit: Enabling virus scanning helps you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment.

Steps to Enable

EPM Cloud Service Administrators enable virus scan using the new EPM Automate command or REST API described in EPM Automate Updates and REST APIs for Virus Scan in OCI (Gen 2) Environments.

Key Resources

• Virus Scan on Uploaded Files in OCI (Gen 2) Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud
  • Installing EPM Automate
  • getVirusScanOnFileUploads
  • setVirusScanOnFileUploads

• REST API for Oracle Enterprise Performance Management Cloud
  • Migration REST APIs
  • Get Virus Scan on File Upload
  • Set Virus Scan on File Upload

EPM Automate Updates

A new version of EPM Automate is now available. This version introduces the getVirusScanOnFileUploads and setVirusScanOnFileUploads commands. These commands provide additional security during file uploads in OCI (Gen 2) environments by allowing you to turn on virus scan on the files being uploaded. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment.  Additionally, a new optional parameter messageType has been added to the validateModel command to record validation status. Also, commands that perform Access Control functions (assignRole, addUsertoGroups, addUserstoGroup, createGroups, deleteGroups, removeUserFromGroups, removeUsersFromGroup, roleAssignmentReport, unassignRole, and userGroupReport) have been enhanced so that they can be run also by users assigned to the Access Control Manager application role, which is a new role available only for Oracle Enterprise Data Management Cloud at this time.

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.

getVirusScanOnFileUploads Command

This command lists whether the virus scan on uploaded files is enabled on your OCI (Gen 2) environment.

setVirusScanOnFileUploads Command

This command enables the virus scan before a file is uploaded to an OCI (Gen 2) environment. Only virus free files are uploaded to the environment. By default, the virus scan is disabled.

New messageType for validateModel Command

The validateModel command for Enterprise Profitability and Cost Management has been enhanced with the messageType optional parameter. This parameter enables you to capture model validation status in the validation output file.

Updates to Access Control Group and Role Management Commands

The assignRole, addUsertoGroups, addUserstoGroup, createGroups, deleteGroups, removeUserFromGroups, removeUsersFromGroup, roleAssignmentReport, unassignRole, and userGroupReportand commands have been enhanced so that they can also be run by a user assigned to the Access Control Manager application role. This is a new role introduced in this monthly update only for Enterprise Data Management Cloud.

Business Benefit: The getVirusScanOnFileUploads and setVirusScanOnFileUploads commands help you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the environment. Update to the validateModel command brings its behavior in line with screen-based model validation. Changes to the Access Control group and role management commands provide for delegation of duties so that a user who is not assigned to the Service Administrator predefined role can manage groups and roles.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
  • Installing EPM Automate
  • getVirusScanOnFileUploads
  • setVirusScanOnFileUploads
  • addUserstoGroup
  • addUsertoGroup
  • assignRole
  • createGroups
  • deleteGroups
  • removeUserFromGroup
  • removeUsersFromGroup
  • roleAssignmentReport
  • unassignRole
  • userGroupReport
  • validateModel

REST APIs for Virus Scan in OCI (Gen 2) Environments

Two new REST APIs are available to provide additional security during file uploads in OCI (Gen 2) environments by allowing you to turn on virus scan on the files being uploaded. Scanning files before they are uploaded prevents the possibility of uploading viruses to the environment.

• Set Virus Scan on File Upload enables/disables the virus scan on a file upload.
• Get Virus Scan on File Upload returns true or false depending on whether a virus scan on file upload has been enabled.

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 Set Virus Scan on File Upload and Get Virus Scan on File Upload REST APIs help you enhance the security of your OCI (Gen 2) environment by ensuring that no one can upload infected files to the 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

• REST API for Oracle Enterprise Performance Management Cloud
  • Migration REST APIs
  • Get Virus Scan on File Upload
  • Set Virus Scan on File Upload

Access Requirements

• Service Administrators

REST API Updates Adding and Removing Users from an Identity Domain

Two new version 2 REST APIs are available for adding and removing users from an Identity Domain. Version 2 REST APIs contain all parameters in the payload and do not require URL encoding while calling the REST APIs. Version 2 REST APIs are backward compatible, so no changes are needed for existing REST APIs.

• Add Users to an Identity Domain (v2) adds users that are provided in the request payload.
• Remove Users from an Identity Domain (v2) removes the identity domain accounts that are provided in the request payload.

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 new version of the REST APIs is easier to use, and does not require URL encoding.

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

• Rest API for Oracle Enterprise Performance Management Cloud
  • Managing Users
  • Add Users to an Identity Domain
  • Remove Users from an Identity Domain

Access Requirements

• Service Administrators

REST APIs for Groups and Roles Can Now Also Be Run with the Access Control Manager Application Role

REST APIs that perform access control functions with groups and roles have been enhanced so that they can also be run by users with the Access Control Manager application role. This role is available only for Oracle Enterprise Data Management Cloud at this time.

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: Changes to the group and role REST APIs provide delegation of duties so that a non-Service Administrator can manage groups and roles.

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

• REST API for Oracle Enterprise Performance Management Cloud
  • Managing Users
  • Add Groups (v1)
  • Add Groups (v2)
  • Remove Groups (v1)
  • Remove Groups (v2)
  • Add Users to a Group (v1)
  • Add Users to a Group (v2)
  • Remove Users from a Group (v1)
  • Remove Users from a Group (v2)
  • Add a User to a Batch of Groups
  • Remove a User from a Batch of Groups
  • Role Assignment Report
  • User Group Report

New EPM Center of Excellence Web Page

Visit the new EPM Center of Excellence web page to see the benefits of creating and running an EPM Center of Excellence (CoE), which promotes the most effective use of an EPM platform and helps you deliver better business results. Organizations, including many of our customers, have been adopting this CoE approach to ensure that they continue to get more value out of their investment in Cloud Enterprise Performance Management (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

Learn more:

• Use the checklist to create an EPM CoE.
• Understand the benefits and value proposition of a CoE.
• Build your business strategy.

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

Tips And Considerations

Use the EPM CoE checklist to get started.

Key Resources

• Visit the Oracle EPM Center of Excellence page.

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

• Watch the videos: Overview: EPM Center of Excellence and Creating an EPM Center of Excellence .

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

Pipeline Feature in Data Integration

In Data Integration, a Pipeline feature is now available to orchestrate a series of jobs as a single process. In addition, you can orchestrate EPM cloud jobs across instances from one location. Using the Pipeline, you get better control and visibility of full extended data integration process of preprocessing, data loading and post processing jobs.

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

A Pipeline contains multiple stages each of which includes jobs that can be run in serial or parallel. A  Pipeline can include the following job types for multiple target application:

• integrations
• business rules
• business rulesets
• open batches (by file, location, and name)
• objects to and from the Object Store
• substitution variables

Pipeline is available from the Data Integration home page by clicking the Add icon and then selecting the Pipeline option.

Pipeline Option on the Data Integration Home Page

A Pipeline job is identified with a icon on the Data Integration home page. You can also search for pipeline jobs by searching for the word "pipeline" or a part of the word from Search.

Pipeline Page

A Run Pipeline option is available from the Data Integration home page enabling you to execute the jobs in the Pipeline, send emails, and attach logs.  When the Pipeline is running, it shows the status. Customers can also see the status of the Pipeline running in Process Details.  Each individual job in the Pipeline is submitted separately and creates a separate job log in Process Details.

Business Benefit: The Pipeline provides customers with a framework to combine multiple and different jobs type as a single process instead of a series of processes. Previously customers had to use the Batch option in Data Management, which restricted the types of jobs that could be included in the batch.

Key Resources

• Using the Pipeline in Administering Data Integration for Oracle Enterprise Performance Management Cloud

All Data Type Data Load Using Jobs Option in Data Management

In Data Management, when you execute a data load and the load method is “All Data Type with Security” for the export step (the step to load data to the EPM Cloud),  a new job is created on the Jobs page in Planning, which is the current default behavior. 

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

To use the old method for loading the data, select No for the All Data Type Load Using Jobs option in System Settings. The option to load without creating a job will be removed in a later update. The new option is provided for backward compatibility during the transition period.

Business Benefit: An application administrator now has visibility to all the data loads being performed.

Updated EPM Books Extension for Smart View

An updated EPM Books extension for Oracle Smart View for Office is now available to download and install. This update includes general improvements and defect fixes.

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

Business Benefit: Downloading and installing the latest EPM Books 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 EPM Books extension:

1. From within Smart View, in the Options dialog, Extensions tab, click the Check for Updates, New Installs, and Uninstalls link.
2. Select your business process instance, then follow the prompts.

Key Resources

• Working with Oracle Smart View for Office
  • Installing the EPM Books Extension
  • Books

Data Exchange Integration Type and Task Type in Task Manager

Task Manager is enhanced with a new end user integration and task type called Data Exchange that allows you to streamline the data exchange integration tasks with the monthly close process. This integration is available for:

• Local and remote Financial Consolidation and Close, Tax Reporting, and Planning connections
• Remote Enterprise Profitability and Cost Management

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

Business Benefit: You can run integrations defined in Data Exchange from Task Manager. This allows the integration of data loads defined in Data Exchange easily into the monthly processing schedule.

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

Activity Report Now Includes Cloud Infrastructure and New Profitability and Cost Management Runtime Metrics

The Activity Report now lists the type of cloud infrastructure where the environment is hosted. The values of cloud infrastructures are:

• Classic
• OCI (Gen 2)

Business Benefit:

The addition of cloud infrastructure to the Active Report makes it easier for the customers to identify the type of cloud infrastructure in their environment.

The new Profitability and Cost Management runtime metrics are helpful in monitoring the environment and resolving any performance issues. 

Key Resources

• Getting Started Guide for Administrators:
  • Information About Your Environment
  • Profitability and Cost Management Design and Runtime Metrics

Supplemental Data Status Column Changes

The Supplemental Data feature is now enhanced with updated status columns.

The existing Status column has been renamed Status (Icon).

A new Status column, which provides the Form status as text, has been added.

Applies To: Financial Consolidation and Close, Tax Reporting

Business Benefit: These updated status columns provide a common process for reporting the workflow status across Supplemental Data, Enterprise Journals, and Task Manager objects.

Account Reconciliation

New Setting in Formats to Prevent Upload of Files

A new option named Prevent File Upload is added to formats. When this option is selected for a format, users cannot attach files to the reconciliations that use this format.  Users may still use the option to attach a link.

Business Benefit: This setting enables Service Administrators to prevent users from uploading files to certain reconciliations.

Key Resources

• Creating Formats in Setting Up and Configuring Account Reconciliation

Enterprise Data Management

Access Control Manager and Migration Administrator Roles

Additional granular roles are available to enable the management of user access and perform migrations without requiring the Service Administrator role.  The Access Control Manager role provides the ability to manage groups and roles, and to and report on user security.  The Migration Administrator role allows for importing and exporting migration snapshots and cloning of environments.

Business Benefit: Organizations that need certain users to manage access control and/or perform migrations without giving them the Service Administrator role can now do so.

Key Resources

• Understanding Application Roles and Permissions in Administering and Working with Oracle Enterprise Data Management Cloud

Derived and Stored Default Type for Properties

Node level properties can be configured with a Derived and Stored default type to calculate and store a value based on an expression. Property values are derived during a request and stored once a request has reached Completed status.  Existing derived and stored property values are recalculated when clearing the value of the Derived and Stored property.  Derived and stored properties can generate new values as part of a request, when importing a dimension, or during a viewpoint load.

Business Benefit: Property values which are derived and stored can be indexed for query purposes.  They can also be derived from information in a hierarchy viewpoint and be accessible as stored values in a list viewpoint.

Key Resources

• Derived and Stored Properties in Administering and Working with Oracle Enterprise Data Management Cloud

Determine Parent Node Type When Calculating Parent in Target Viewpoint

When calculating the parent of a node in a hierarchy viewpoint, the parent could be of multiple node types. To determine the appropriate node type, a node lookup is performed to identify an existing node in one of the node types for the viewpoint.

Business Benefit: This provides a way to determine the correct node type for a calculated parent in a hierarchy viewpoint in subscriptions, request file loads, and when creating request items from compare differences.

Key Resources

• Calculated and Stored Properties in Administering and Working with Oracle Enterprise Data Management Cloud

Download Policy Audit Results to File

When auditing changes to workflow policies, policy audit results can be downloaded to an Excel file for offline reference or to share with other interested parties.

Business Benefit: This information can be used in a governance process which monitors and controls policy enforcement within an organization.

Key Resources

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

Download Property Definitions to File

Property definitions can be downloaded to an Excel file in a report format to offer visibility and comparison of property parameters across applications and node types.  You can either download all properties or an individual selected property.  The file includes separate worksheets for property parameters, allowed values, invalid values, and expressions.

Business Benefit: This provides application owners and Service Administrators a way to download an offline listing of property definitions for reference purposes and an easy way to filter and visually compare property parameters at the base, application, and node type level.

Key Resources

• Downloading Property Definitions in Administering and Working with Oracle Enterprise Data Management Cloud

Download Viewpoint Compare Results to File

Viewpoint compare results can be downloaded to an Excel file for offline reference or to work with the results in an external format. The file contains separate worksheets for the compare summary, missing nodes, different relationships, and different property values. Compare results of each type are included as separate rows in the file.

Business Benefit: This provides users a way to perform recurring comparisons in order to report on changes to data over time or to share the differences between applications with other stakeholders.

Key Resources

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

Grant Multiple Permissions to Applications and Dimensions for Same User or Group

Users and groups can be granted multiple permissions to a selected application or dimension.  The permission report and audit pages now support multiple permissions to an application or dimension for the same user/group.

Business Benefit: This provides users the ability to manage metadata while having limited data access, which requires the combination of multiple permissions such as Metadata Manager and Participant.

Key Resources

• Inclusive and Additive Permissions in Administering and Working with Oracle Enterprise Data Management Cloud

Hierarchy Set for Node Objects in Expressions

Hierarchy set information is accessible within an expression to allow for conditional logic based on the hierarchy set of a node in a viewpoint.  The HierarchySet attribute on a Node object can be used to identify the hierarchy set of the current node, a related node in the viewpoint, or a source node.

Business Benefit: This enables expressions for calculated parents, derived properties, custom validations, and policy filters to behave differently based on the hierarchy set of a viewpoint.

Key Resources

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

Identify Extract Type from Dimension Inspector

The extract type (Full or Incremental) is displayed for extracts on the Extracts tab of the Dimension inspector.

Business Benefit: This enhancement helps users identify the extract type when browsing extracts for a dimension, which is helpful when determining which extract to select or whether a new extract needs to be created.

Identify Viewpoint Class from View Inspector

The viewpoint class (Normal or Time Labeled) is now available for viewpoints displayed on the Viewpoints tab of the View inspector.

Business Benefit: Displaying the viewpoint class enables users to quickly identify which viewpoints in a view are normal vs. time labeled.

Improved Subscription Handling for Insert and Property Update Actions

Subscriptions have been improved to ensure proper synchronization of changes in the following scenarios:

• Added nodes in source viewpoint which already exist in the target node type and should be inserted into the target viewpoint
• Inserted nodes in source viewpoint which do not exist in the target node type and need to be added to the target viewpoint
• Property updates from a hierarchy viewpoint to a list viewpoint when using a top node filter

Business Benefit: In these exceptional cases, this improvement helps subscriptions to properly synchronize the changes from a source viewpoint to target viewpoints.

Inspect Compare Profile from Compare Pane in Open View

Predefined compare profiles can be inspected from the Compare Viewpoints pane in an opened view.  This allows for easy access to the details of the compare profile and enables view owners to quickly modify the compare parameters if necessary.

Business Benefit: When performing viewpoint comparisons, it is helpful to access the details of a selected compare profile and make changes to the compare parameters to return different results.

Key Resources

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

Metadata Manager Permission for Applications and Dimensions

A Metadata Manager permission can be granted to users and groups to allow them to create, edit, and delete metadata objects without giving them access to data.  Metadata Manager permission can be assigned at the application or dimension level.  This permission allows for administration of all metadata objects in an application or dimension including node types, hierarchy sets, converters, custom validations, permissions, and policies.  Metadata managers must be granted an additional permission in order to give them access to data in the application or dimension.

Business Benefit: This enhancement provides the ability to grant users and groups permissions at a more detailed level. For example, a user may need to manage metadata in an application but should not be able to access the data within it or delete the application.

Key Resources

• Inclusive and Additive Permissions in Administering and Working with Oracle Enterprise Data Management Cloud

Private and Public Extracts for Dimension Viewpoints

Private extracts can be defined and run by any user with Participant permission or greater to a viewpoint.  Public extracts can only be defined by users with Owner or Metadata Manager permission to a dimension.  New extracts are created as private and can be separately promoted to public after creation as necessary.  Global connections can only be used in public extracts.  Pre-existing extracts which were previously created are upgraded to public extracts.

Business Benefit: This provides users who have Participant permission for browsing or editing data in viewpoints the ability to define and run their own extracts from those viewpoints.

Key Resources

• Understanding Extract Type and Scope in Administering and Working with Oracle Enterprise Data Management Cloud

Replace Permissions and Policy Groups During Template Import

Import options are available to control how changes to permissions and policy groups are applied during a template preview or import process. By default, new permissions and policy groups from the source template are merged with existing permissions and policy groups in the target environment.  A Replace Permissions option can be used to replace existing permissions in the target environment with those from the source template.  A Replace Policy Groups option allows for existing policy groups to be replaced with those from the template.  The template import options are available on the Templates page of the user interface and the REST API.

Business Benefit: This feature provides a way to ensure that user and group permissions are the same across multiple Enterprise Data Management environments such as Test and Production. It also provides a way to ensure that users and groups assigned to workflow policies are consistent across these environments.

Key Resources

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

Replay Subscriptions as View Owner

View owners can replay subscriptions for requests in their views which have one or more failed subscriptions. Previously, only service administrators were able to replay subscriptions for an original request.

Business Benefit: This feature provides more granular control over who can resolve configuration issues with subscriptions.

Key Resources

• Viewing Request Lineage in Administering and Working with Oracle Enterprise Data Management Cloud

Required Description for Requests in Specific Views

Views can be configured to require users to provide a description for requests they submit.  When a request description is required, a default description is not generated for interactive requests and the submitting user needs to provide one instead.  Placeholder text can be customized to instruct users on the type of information which should be included in the description of requests for a specific view.

Business Benefit: This feature enables you to specify that for certain types of requests, summary information such as a business justification are required in order to comply with governance procedures and to secure the necessary approvals.

Key Resources

• Inspecting a View in Administering and Working with Oracle Enterprise Data Management Cloud

REST API to Get Lineage of a Request

A REST API is available to get the lineage of a specified request.   This REST API can be used to determine whether subscriptions for an original request synchronized changes to other viewpoints, and to identify the target applications which were affected.

Business Benefit: This feature enables automated integration processes to incrementally import data from a source application, synchronize the changes to target applications using subscriptions, and then export those changes to the appropriate external systems.

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

• Get the Lineage of a Request in REST API for Oracle Enterprise Data Management Cloud Service

Rolling Period Time Labels for Fiscal Year and Quarter End

Rolling time labels can be defined using a Fiscal Quarter End or Fiscal Year End period type to enable dynamic, time labeled viewpoints based on a fiscal calendar.  A Fiscal Year End Month system setting is available to configure the end month of an organization's fiscal calendar.

Business Benefit: This feature provides the ability to analyze periodic snapshots of data based on a fiscal calendar instead of the Gregorian calendar.

Key Resources

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

Selected Node Retained in Displayed Viewpoints for Requests

When submitting and approving requests, displayed viewpoints now retain the currently selected node after a request has been transitioned or closed by the user.  In previous releases, the displayed viewpoints would be refreshed and the selected nodes would not be preserved.

Business Benefit: In situations where a user is working with multiple requests, this enhancement retains the current position in the displayed viewpoints so that users don't have to re-navigate manually after a request is submitted, approved, or closed.

Support for Oracle Enterprise Data Management Cloud in the Oracle Implementation Success Program

The Oracle Implementation Success Program (ISP) now supports Oracle Enterprise Data Management Cloud.

Business Benefit: ISP is a customer-focused initiative that strives to significantly increase the success rate of Oracle Enterprise Data Management Cloud implementations.

Key Resources

• Enrolling in the Implementation Success Program in the Oracle Enterprise Performance Management Cloud Operations Guide

Financial Consolidation and Close

Data Discovery Grid Enhancement

The Data Discovery module now displays colors for certain cells and headers in grids to correspond with Data Discovery Notes and highlight key information. For example, if you run Data Discovery on Entity Proportion Adjustment members, the Entity Proportion Adjustment related cells will be highlighted.

Business Benefit: Highlighting certain cells in the Data Discovery grid enables you to more quickly locate and focus on the cells that need attention.

Key Resources

• Understanding Data Discovery Grid Colors in Administering Financial Consolidation and Close

Enterprise Journals Column Changes

The Enterprise Journals feature is now enhanced with updated status columns.

The existing Status column has been renamed Status (Icon).

A new Status column, which provides the Journal status, has been added.

Business Benefit: These updated status columns provide a common process for reporting the workflow status across Supplemental Data, Enterprise Journals, and Task Manager objects.

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 variable 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 variable to True. If any degradation is noticed, you should delete this variable.

Business Benefit: These substitution variables help in improving consolidation performance.

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

FreeForm

There are no new features in this update except for the applicable features listed in the EPM Common 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 following Narrative Reporting features:

• Support for Microsoft Office Themes Enabled in the Narrative Reporting Extension for Smart View
• Support for virus scan when uploading a doclet to a report package if virus scanning is enabled in the environment, as described in Virus Scan on Uploaded Files in OCI (Gen 2) Environments

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

Support for Microsoft Office Themes Enabled in the Narrative Reporting Extension for Smart View

The Narrative Reporting extension when used with Oracle Smart View for Office 23.100 supports the use of themes provided by Microsoft Office. In addition to the default Colorful theme, you can now apply the Dark Gray, Black, and White themes while working with the extension in Smart View. Once applied, the background color and font color changes are seen for interface elements, including the Narrative Reporting Home panel.

Business Benefit: You can now apply a theme of your choice and customize your Office application while working with the Narrative Reporting extension for Smart View.

Steps to Enable

To enable Office themes:

1. In your Office application, click File and then click Options.
2. In the General tab, under Personalize your copy of Microsoft Office section, select the required theme from the Office Themes list.
3. Click OK.

Tips And Considerations

• Black theme is available only if you have a Microsoft Office 365 subscription.

• Office themes are supported in Smart View and in its extensions from Microsoft Office 2016 onwards.

• If you have enabled any system-level dark themes, then you can apply the same in your Office application by selecting the Use system setting option and use Smart View in a dark theme.

Key Resources

• Using Microsoft Office Themes (Including Dark Theme) in Oracle Smart View for Office Accessibility Guide

Planning

Updated Debt Scheduler Calculations in Strategic Modeling

In Strategic Modeling, Debt Scheduler calculations have been updated to support current industry standards using Day Count conventions to calculate elapsed time used in calculating interest.

Additionally, calculations have been updated related to amortization of issue costs and premium/discount for the debt instruments, and use the same Day Count convention you select for calculating interest.

The user interface has been updated to support this enhancement, to improve clarity, and to add additional functionality for interest and other related calculation:

• The Term tab in Debt Scheduler is updated:
  • Start Date is now named Issue date. 
  • End Date is now named Maturity date.
  • A new option, Dated date, is the date on which you first pay interest. If you want to pay interest on the Issue date, set Dated date to the day prior to the Issue date. 
  • A new option, Day Count Convention, lets you choose the day count convention you want Debt Scheduler to use to calculate interest in months of varying lengths.
  • The Days option is no longer available; it is no longer needed. Instead, you always select the term length using Issue Date and Maturity Date.

• The Principal tab in Debt Scheduler is updated with a new option: Amortization follows principal allows users to have any amortized costs follow the principal loan amount as it is paid down. If it is not selected, then changes in principal don't cause additional amortization to occur, which is the current behavior. 

• The Payments tab in Debt Scheduler is updated for better usability for managing the day of the first payment with a new option: Date of first payment.
  • The date of the first payment must be greater than the Issue Date and less than the Maturity Date for the instrument. This option replaces Day of the Month for Payments.
  • The Date of First Payment (and the associated Is last day of month checkbox) are active only when the payment frequency is neither Balloon nor Schedule.

• The Interest tab in Debt Scheduler is updated for better usability for managing interest payment date and managing PIK interest payments:
  • The Use 360 Day Interest Calculation option is no longer available. Instead we recommend that you select the 30E/360 (ISDA) method for Day Count Convention on the Terms tab.
  • Date of first interest payment replaces Day of month for interest payments and Payment day.
  • There is a new option for Date of first PIK interest payment.

Business Benefits: The updated option for selecting Day Count Convention gives you more flexibility in determining how to calculate interest and amortization, and gives you more options that align with current industry standards. The user interface changes give you more flexibility for managing payments and interest. Because you can now select the date of the first interest payment, you have more flexibility.

Tips And Considerations

• Existing models where Use 360 Day Interest Calculation is not selected are converted to the Actual/Actual (ISDA) convention. Existing models where Use 360 Day Interest Calculation is selected are converted to the 30E/360 (ISDA) convention

• Formulas in models built using the Standard Template and the Utility Template are updated so that debt issuance costs are correctly classified according to the most recent FASB guidance. 

• Debt Scheduler calculations can run on the Web interface, but you must make any changes to the debt schedule in Smart View.

• Interest will now be calculated using the selected Day Count Convention on days when:
  • An interest payment is due.
  • The debt balance changes.
  • It is the end of the current time period in Strategic Modeling.

• Interest will be calculated using the DCF (day count fraction), which is based on the number of elapsed days since the last interest payment and the number of days in a year, according to the selected Day Count Convention for the instrument. 

• Interest is computed on the balance at the beginning of the day.

Key Resources

• Working with Strategic Modeling in Smart View
  • Using Debt Scheduler and Value Calculators

Profitability and Cost Management

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

Enterprise Profitability and Cost Management

New Sample Application

A new sample application is available that showcases a variety of capabilities in Enterprise Profitability and Cost Management. New information in the sample application includes examples of how to set up Time Series Analysis views and Currency Conversions as well as additional Forms and Dashboards examples.

Business Benefit: The calculations and analytics in the sample application can serve as examples of analysis options for your own model design.

Key Resources

• Creating the Sample Application in Administering and Working with Enterprise Profitability and Cost Management

Rule Balancing Reports More Accurately Display Missing, Zero, and Small Values

In Rule Balancing reports, zero and missing values are displayed as "0.00", and very small values are displayed as "<0.01".

Business Benefit: Small, missing, and zero values in Rule Balancing reports are now more accurately represented, thereby avoiding any confusion.

Key Resources

• Viewing Rule Balancing Reports in Administering and Working with Enterprise Profitability and Cost Management.

New Default Form for Rule Balancing

A default form for Rule Balancing, Rule Balancing-Default, became available in the May 2023 update. The first time an application is created, you must open the Rule Balancing-Default form on the Forms page and re-save it; otherwise, an error is displayed when you try to use the form.  Anytime new dimensions are added, you must open the form and re-save it to populate the new dimensions.

Business Benefit: The default Rule Balancing form provide users with a template layout to start with, and eliminates the need to create a Rule Balancing form from scratch.

Key Resources

• Administering and Working with Enterprise Profitability and Cost Management
  • About Rule Balancing
  • Designing Data Forms for Rule Balancing
  • Generating a Rule Balancing Report

Tax Reporting

Please be sure to review the Important Actions and Considerations section for Audit Purge related information.

Enhanced Return to Accrual Deferred Calculation

Tax Reporting has an enhanced process in how deferred tax is calculated with respect to Return to Accrual (Deferred Only) for the National and Regional accounts. The current year tax rate is now different than the Default Return to Accrual Period (P13) - Return to Accrual tax rate and apportionment rate in the prior year(s).

This feature uses the P13 and apportionment rate to tax effect the Return to Accrual (Deferred Only) movement in deferred tax National and/or Regional.

A new custom attribute ApplyPriorYearP13P12DifferenceRate must be applied to the TRCS_RTADO movement member and then deferred tax in the Return to Accrual (Deferred Only) is calculated as below:

• For National:  P13 gross amount * Current Year Tax Rate in P13  - P12 gross amount * Current Year Tax Rate in P12

• For Regional: P13 gross amount * Current Year Tax Rate in P13 * Current Year Tax Apportionment in P13 - P12 gross amount * Current Year Tax Rate in P12 * Current Year Tax Apportionment in P12

Business Benefit: This new capability enables the user to have a changed and improved deferred tax calculation with respect to Return to Accrual (Deferred Only) in the deferred tax National/Regional.

Key Resources

• Calculating RTA Deferred Tax in Working with 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.

This update includes Important Actions and Considerations for:

• EPM Common
• Account Reconciliation
• Enterprise Data Management
• Enterprise Profitability and Cost Management
• Financial Consolidation and Close

EPM COMMON

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.

In a future update (planned towards February 2024), the ability to choose a non-Redwood theme will be removed. Applications actively using non-Redwood themes won’t be impacted, however the ability to select non-Redwood themes will be removed for new applications. Existing applications that switch to the Redwood theme won't be able to switch back to a non-Redwood theme.

More details are covered in this 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

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

Upcoming Change to Look and Feel of Help Center Books and Tutorials

In a future update, Oracle Help Center books and tutorials will have a new look and feel with new colors, layout, and social media links.

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

The 0x1A Character is Restricted in Member Names and Aliases

In this update, the 0x1A ASCII substitute character (zero-width space) is not allowed in member names and aliases. Previously we'd announced that the 0xA0 Unicode character (no-break space) would be restricted, but we've since determined that it'll be allowed.

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

Data Management Documentation Changes in the REST API for Oracle Enterprise Performance Management Cloud Guide

In this update of the REST API for Oracle Enterprise Performance Management Cloud guide, the following Data Management REST APIs topics have been moved to a new Data Integration REST API chapter.

• Lock and Unlock POV
• Running Integrations
• Import Data Mapping
• Export Data Mapping
• Export Data Management
• Import Data Management

The topic “Export Data Management” has been renamed to “Export Data Integration” and the topic “Import Data Management” has been renamed to “Import Data Integration.”

The following topics are still available in Data Management chapter:

• Running Data Rules in Data Management
• Running Batch Rules

These changes only apply to the Data Integration/Data Management products names and do not affect the Data Integration/Data Management resources and URL structure. In addition, all Data Integration REST APIs can be used as Data Management REST APIs.

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

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

In this 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

Deprecation of Calculation Manager Administrator Application Role

In a near future update, Oracle will deprecate the Calculation Manager Administrator application role.

The deprecation of this role does not affect the current access rights granted through application role assignments. If you have any concerns about this update, please open a service request that identifies your concerns.

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

Forms 2.0 and Dashboards 2.0

Within the next 6 months, Forms 2.0 and Dashboards 2.0 functionality will be available. Forms 2.0 and Dashboards 2.0 use Oracle JET technology for faster rendering, sophistication, ease of use, improved flexibility, better visualization, and additional designs. To work with Forms 2.0 and Dashboards 2.0, you must enable the Redwood Experience. Forms 1.0 and 2.0 and Dashboard 1.0 and 2.0 versions will continue to coexist in the same business process at the same time.

Forms 2.0 features:

• Forms runtime-only improvements
• Usability improvements
• Better scalability and enhanced performance
• Greater consistency between Web forms and Smart View forms
• Easily switch from Forms 1.0 to Forms 2.0 and back using an application setting

Dashboards 2.0 enhancements:

• Introduces a new Grid chart type which renders Forms 2.0 inside Dashboards 2.0
• New URL and Commentary types of Dashboard objects
• Custom formatting of titles and support for background colors in URL, Commentary, and Grid objects
• New user interface for associating business rules
• Ability to display multiple Gauge, Pie, and Doughnut charts inside one Dashboard object
• New menu options for opening and editing forms directly from the Dashboard
• New Information icon for the Dashboard and all Dashboard objects
• Ability to easily convert 1.0 Dashboards to 2.0 individually and at the folder level on the Dashboards listing page

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

Plan to Disable the Print Option in Web Ad Hoc Grids and Forms 2.0

Effective September 2023, we are disabling the print option within Web ad hoc grids. Forms 2.0 (to be released soon) will also not have a print option. You can use the browser's print feature or the Excel Print feature in Smart View if you require printing.

Applies to: 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

Mandatory Steps Required to Make the Explore Repository Artifacts Accessible to Users

Prior to the July (22.07) update, Oracle Enterprise Performance Management Cloud used the WORLD pre-seeded group to grant access to Explore Repository artifacts such as reports and folders. Starting with the July (22.07) update, the WORLD group was removed. If you previously used the WORLD group to grant access to repository artifacts, complete these steps to ensure that users can access Repository artifacts:

1. Create a group in Access Control with all EPM Cloud users as its members.
2. In Explore Repository, grant access privileges to the group you created in the preceding step.

For detailed steps, see Granting Access Permissions to Document Repository Users in Working with Financial Reporting for Oracle Enterprise Performance Management Cloud.

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

Oracle Financial Reporting “Expand All” Feature Statement of Direction

Starting in this update (23.06), the “Expand All” feature has been removed from Financial Reporting. Please refer to Statement of Direction for Oracle Financial Reporting “Expand All” feature:

Oracle Support Document 2920293.1 (EPM Cloud Financial Reporting: Expand All Feature Statement of Direction)

ACCOUNT RECONCILIATION

Changes to Application Roles

The Drill Through and Calculation Manager applications roles had no effect in Account Reconciliation and are no longer displayed.

Renaming of Group Views

In a future update, Group Views will be renamed Pivot Views.

Renaming of Saved Lists

In a future update, Saved Lists will be renamed Saved Views.

ENTERPRISE DATA MANAGEMENT

Query Request API No Longer Returns Workflow Information for Requests by Default

Starting in this update, when using the Query Requests API to retrieve summary information for requests, workflow information (such as request invitees, approvers, and commits) is longer returned by default for performance reasons. Instead, the option to return workflow information is available via a parameter in the API.

Key Resources:

• Query Requests in REST API for Oracle Enterprise Data Management Cloud Service

Parameter Change in Get Viewpoints in a Given View REST API

Starting in this update, the Get the Viewpoints in a Given View REST API endpoint accepts a new “permissions” parameter to get viewpoints for a user with one or more specified permissions. The original “permission” parameter, which supports only a single permission, is now deprecated.

Key Resources

• Gets the viewpoints in the given view in REST API for Oracle Enterprise Data Management Cloud Service

User Interface Components Upgraded

User interface components were upgraded to provide functional improvements and consistency with the Redwood experience. The following areas of the user interface were affected:

• Viewpoint grid and tree in an open view
• Application registration
• Request inspector
• Navigation lists and filter bars
• Editors for text, date, and numeric input
• Selectors for lists of values

ENTERPRISE PROFITABILITY AND COST MANAGEMENT

Purging of Old Calculation Run Records

Each calculation rule execution logs several statistics about its execution that are used to populate the Calculation Statistics Report. For models with many rules, the volume of these statistics can accumulate quickly. To maintain responsiveness in the Calculation Analysis screen where calculation runs are viewed, Enterprise Profitability and Cost Management automatically purges old calculation run records and their associated statistics when the volume of runs or statistics grows to exceed certain thresholds. If you want to retain a longer history of calculation runs, it is best practice to frequently use the Export to Excel feature in the Calculation Analysis screen to archive calculation runs.

FINANCIAL CONSOLIDATION AND CLOSE

FCCS_Global Assumptions Member

Starting in this 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.

Posting Data Against Global Assumptions

It is recommended that you do not post data against the Global Assumptions member in the Entity dimension. This member is used to store information such as currency rates. Starting with the July (22.07) update, if you post data against Global Assumptions, an error occurs.

Phased Approvals

If you decide to enable Phased Approvals in your application, take note of the following considerations:

• You will need to manually modify your Data Status forms to replace the dimension member "FCCS_Status_ApprovalStatus" with the new member "FCCS_Status_ConsolidatedApprovalStatus".

• If you try to export the application from the March (22.03) update and import it to the February (22.02) update, you must update your Data Status form by changing the dimension member FCCS_Status_ConsolidatedApprovalStatus back to FCCS_Status_ApprovalStatus.

• Additionally, you will encounter errors during the import because new artifacts related to Phased Approvals are not supported in the February (22.02) update.

Enterprise Journal Dimension Persistence

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

Consolidation Journal Application Roles Not Automatically Mapped to Any Predefined Role

In a future update, the following consolidation journal-related application roles will no longer be mapped to any predefined role, including Service Administrator.

• Create Journals
• Submit Journals
• Approve Journals
• Post Journals
• Un-Post Journals
• Manage Journal Periods

These roles will need to be explicitly assigned to new users from the Manage Application Role tab of Access Control. However, your existing users who already have these journal roles assigned will continue to have these roles assigned to them.

If you have any concerns, please open a service request.