Cloud Readiness / Oracle Enterprise Performance Management Cloud
What's New
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  1. September 2020 Update
  1. Revision History
  2. Overview
  3. Feature Summary
  4. Enterprise Performance Management Cloud
        1. Monthly Update Schedule
        2. Please Join Oracle Cloud Customer Connect
        3. Give Us Documentation Feedback
        4. Follow Us on Social Media
        5. Defects Fixed and Considerations
    1. EPM Cloud Common
        1. Removal of Internet Explorer Browser Support
        2. Support for Vanity URLs
        3. Information Security in EPM Cloud
        4. EPM Automate Updates
        5. Point of View Validation by Dimension in ASO Cubes in Calculation Manager
        6. Defining a Custom View in the Data Integration Workbench
        7. New Error Messages Output File in Data Integration and Data Management
        8. New Dimension Property in Planning Form Designer for Row Dimensions - Row Width
        9. New Dashboard Version - Dashboard 2.0
        10. Improved Look and Feel in Smart View (Mac and Browser) Interface
        11. Save Current Options As Default in Options Panel in Smart View (Mac and Browser)
        12. Member Selection in Smart View Now Defaults to Selected Member in Standard Mode
    2. Account Reconciliation
        1. Use of Alerts for Enhanced Exception Management Helps Resolve User Roadblocks
        2. Report Generation Performance Enhancements
        3. Better Handling in Worklist When All Preparers or Reviewers Must Sign Off
        4. Removed Restriction on Number of Unique Values in Unmatched Transactions Bucketing
    3. Enterprise Data Management
        1. New Video for Concurrent Request Editing
        2. Calculate Movement Properties for Financial Consolidation and Close Applications
    4. Financial Consolidation and Close
        1. New Tutorials
        2. Report Generation Performance Enhancements
        3. Debugging Option for On-Demand Rules in Calculation Manager
        4. Metadata Validation Enhancements
        5. Ability to Re-Order Custom Rulesets and Rules in Ruleset Screen
        6. Ability to Notify Users for Approval Actions
        7. Performance Substitution Variables
    5. Narrative Reporting
        1. New Video
        2. Newly Added Chart Property Data Set Maximum
        3. Updated Disclosure Management Extension for Smart View
        4. Updated Narrative Reporting Extension for Smart View
    6. Planning
        1. Build a Free Form Application Using the Planning Admin Extension in Smart View
        2. Clear Partial Data in ASO Using Groovy Rules
        3. Excel Financial Functions Supported When Using Groovy Rules
        4. Run an Auto Predict Job Using a REST API
    7. Profitability and Cost Management
        1. The Dimension Member Editor {Text Entry} Feature Can Now Be Used in the Create/Edit Rule Screens in the Designer
        2. The "Replace Member in Rules" Function Now Supports the Rule Dimension on the Driver Basis Tab
        3. REST API to Generate Program Documentation Report As a Job
    8. Tax Reporting
        1. New Tax Automation Rules
        2. Consolidation Rules Logging
        3. Report Generation Performance Enhancements
        4. Ability to Notify Users for Approval Actions
  5. IMPORTANT Actions and Considerations

September 2020 Update

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date Product Feature Notes
27 AUG 2020     Created initial document.

Overview

This document outlines the upcoming Enterprise Performance Management Cloud update.

Feature Summary

Column Definitions:

Features Delivered Enabled

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

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

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

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

Ready for Use by End Users
(Features Delivered Enabled)

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

Action is Needed BEFORE Use by End Users
(Features Delivered Disabled)

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

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Enterprise Performance Management Cloud

Monthly Update Schedule

Please Join Oracle Cloud Customer Connect

Give Us Documentation Feedback

Follow Us on Social Media

Defects Fixed and Considerations

EPM Cloud Common

Removal of Internet Explorer Browser Support

Support for Vanity URLs

Information Security in EPM Cloud

EPM Automate Updates

Point of View Validation by Dimension in ASO Cubes in Calculation Manager

Defining a Custom View in the Data Integration Workbench

New Error Messages Output File in Data Integration and Data Management

New Dimension Property in Planning Form Designer for Row Dimensions - Row Width

New Dashboard Version - Dashboard 2.0

Improved Look and Feel in Smart View (Mac and Browser) Interface

Save Current Options As Default in Options Panel in Smart View (Mac and Browser)

Member Selection in Smart View Now Defaults to Selected Member in Standard Mode

Account Reconciliation

Use of Alerts for Enhanced Exception Management Helps Resolve User Roadblocks

Report Generation Performance Enhancements

Better Handling in Worklist When All Preparers or Reviewers Must Sign Off

Removed Restriction on Number of Unique Values in Unmatched Transactions Bucketing

Enterprise Data Management

New Video for Concurrent Request Editing

Calculate Movement Properties for Financial Consolidation and Close Applications

Financial Consolidation and Close

New Tutorials

Report Generation Performance Enhancements

Debugging Option for On-Demand Rules in Calculation Manager

Metadata Validation Enhancements

Ability to Re-Order Custom Rulesets and Rules in Ruleset Screen

Ability to Notify Users for Approval Actions

Performance Substitution Variables

Narrative Reporting

New Video

Newly Added Chart Property Data Set Maximum

Updated Disclosure Management Extension for Smart View

Updated Narrative Reporting Extension for Smart View

Planning

Build a Free Form Application Using the Planning Admin Extension in Smart View

Clear Partial Data in ASO Using Groovy Rules

Excel Financial Functions Supported When Using Groovy Rules

Run an Auto Predict Job Using a REST API

Profitability and Cost Management

The Dimension Member Editor {Text Entry} Feature Can Now Be Used in the Create/Edit Rule Screens in the Designer

The "Replace Member in Rules" Function Now Supports the Rule Dimension on the Driver Basis Tab

REST API to Generate Program Documentation Report As a Job

Tax Reporting

New Tax Automation Rules

Consolidation Rules Logging

Report Generation Performance Enhancements

Ability to Notify Users for Approval Actions

>>Click for IMPORTANT Actions and Considerations

Enterprise Performance Management Cloud

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, September 4, 2020.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, September 18, 2020.

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, September 4, 2020.

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.

Please Join Oracle Cloud Customer Connect

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

https://cloud.oracle.com/community

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

Give Us Documentation Feedback

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

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

Follow Us on Social Media

Follow EPM Cloud on YouTubeTwitterFacebook, and LinkedIn.

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

Defects Fixed and Considerations

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

EPM Cloud Common

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

Removal of Internet Explorer Browser Support

Starting with this update, EPM Cloud will not support Internet Explorer based on the Microsoft recommendation that Internet Explorer browser users use the new Microsoft Edge as their default browser. Because Oracle will no longer test EPM Cloud using Internet Explorer, existing functionality that currently works with Internet Explorer may no longer work starting this update.

Oracle recommends that you move all users to a supported browser. See Supported Browsers in Getting Started with Oracle Enterprise Management Cloud for Users for a list. For guidance on Internet Explorer Lifecycle, please reach out to Microsoft.

Business Benefit: Updating to a supported browser ensures that EPM Cloud works as designed.

Support for Vanity URLs

You can use custom URLs to access EPM Cloud environments from a web browser. You use a third party link shortener, for example, T.ly,  Bitly, Rebrandly, TinyUrl, is.gd and so on, or an open source solution, for example, YOURLS, to configure your custom URL. For detailed information on creating vanity URLs, see the documentation from the third party link shortener of your choice.

NOTE: Vanity URLs do not work with Smart View, cross-environment connections (EPM Connect), and EPM Cloud tools such as EPM Automate.

Business Benefits: Vanity URLs help you easily remember and enter URLs of EPM Cloud environments into a web browser.

Information Security in EPM Cloud

Getting Started with Oracle Enterprise Performance Management Cloud for Administrators now includes comprehensive information on the mechanisms that EPM Cloud employs to implement, manage, and secure communication channels and security to protect the confidentiality, integrity, and availability of data. This new topic includes information on  data and password encryption, data security, access control mechanisms, access auditing, application performance monitoring, security evaluation process, and threat and vulnerability testing and management process.

Business Benefit: This information helps you determine how EPM Cloud information security mechanisms align with your organization's information security compliance requirements.

Key Resources

EPM Automate Updates

A new version of EPM Automate is available. This version includes the optional parameter errorFile with the importData and importMetadata commands. This version also supports the optional userNames parameter with the exportAppAudit command to help you export the audit data created by specific users. These commands work with Planning (including Modules), Consolidation and Close, and Tax Reporting business processes only.

Business Benefit: Error files are important diagnostic tools that help identify issues in the import and export process. Filtering the audit data by users allows you to quickly identify the changes made to the business process by specific users.

Key Resources

Point of View Validation by Dimension in ASO Cubes in Calculation Manager

In a point of view component in ASO, members are now validated against the dimension in which they are entered. For example, if you add a period member name to a scenario dimension, when you try to save the information, an error is displayed that lets you know that the period member name is not a valid member for scenario. This is a validation on members for the specified dimension, not just a valid member for any dimension.

Business Benefit: Validation ensures that you accurately add member names to dimensions.

Key Resources

Defining a Custom View in the Data Integration Workbench

The new Workbench View Definition feature enables you to apply a custom view of the columns active in the Workbench display. Custom views definitions let you rearrange and sort the column order, hide a selected column or rename columns based on your requirements. Administrators can also associate a custom view as private or public.

The following example shows multiple views definitions on the Workbench page.

Available View Definitions On the Workbench Page

Business Benefit: Custom view definitions enable you to arrange the columns displayed on the Workbench page according to your requirements.

Key Resources

New Error Messages Output File in Data Integration and Data Management

An error message output file is now available in Process Details when exporting data to Planning and the load fails. The error message information provides an easy way to identify any errors without having to scroll through the Process Details log.  The error message output file can be downloaded, opened, and saved in your default text editor enabling you to send the output file as an email attachment to your users.

Business Benefit: The error message output file is a valuable debugging tool. You can save or download the output file and send to other users by way of email.  Customers can automate the processing of the error file with a custom script.

Key Resources

New Dimension Property in Planning Form Designer for Row Dimensions - Row Width

There is now a dimension property setting for row dimensions on forms, called Row Width, that allows you to set the width of the columns in form rows. This feature applies only to Planning, Financial Consolidation and Close, and Tax Reporting.

By default, columns for row dimensions on forms expand to fit the data. With the Row Width setting, you can now set the row width to one of the following options:

  • Small—50px 
  • Medium—100px
  • Large—300px
  • Size-to-Fit (default)—Column will expand to fit content
  • Custom—Specify the number of pixels

To view the Dimension Properties for a row, open the form, click Layout, and then click in a row dimension.

Business Benefit: Because member names can be long, sizing the columns to fit the member names can take up a lot of real estate on forms. The Row Width dimension property enables form designers to resize the columns for improved readability. Setting this property also retains the column sizing if the form is closed and then reopened. If part of the member name is obscured due to the column sizing, hovering the cursor over the cell displays a tool tip with the entire member name.

Key Resources

New Dashboard Version - Dashboard 2.0

In this release we’re introducing a new dashboard version, called Dashboard 2.0, that enables dashboard designers to create and manage dashboards using Oracle JET technology. This feature applies only to Planning, Financial Consolidation and Close, and Tax Reporting.

Dashboard 2.0

Dashboards are now available in two versions:

  • Dashboard—Existing dashboards using Oracle ADF technology
  • Dashboard 2.0—New dashboards using Oracle JET technology

Both dashboard versions currently coexist in the same business process at the same time. Existing dashboards use ADF technology and the behavior of the ADF-based dashboards remains unchanged. You can still create and update these dashboards in your business process as you did before. Dashboard 2.0 uses the existing dashboard functionality and enhances it with Oracle JET technology.

Dashboard 2.0 designer features include:

  • New Library Palette to choose existing ad hoc and standard forms, chart types, and other objects
  • Auto-fit layout manager to create and position components
  • New design canvas that enables you to insert new components using search and drag and drop, delete components, and reposition components
  • The following chart types: Area, Bar, Bubble, Column, Combination, Doughnut, Funnel, Gauge, Geomap, Line, Pie, Pyramid, Radar, Scatter, Table with Spark Charts, Tile, Waterfall
  • Support for Dual Y-Axis, Logarithmic Scale, and more configurability options in supported chart types
  • Dashboard general properties: Name, Description, Show/Hide Borders, Show/Hide POV Bars, Enable/Disable Global POV Bar, and Background (colors)
  • Chart-specific properties and color series which are the same as those that are currently supported in editable dashboards
  • Global toolbar icons: Add, Collapse/Expand Properties pane, Actions (Revert to Saved, Refresh Data, Run Dashboard, POV Bar : Auto-Apply), Save and Close buttons

The Dashboards listing page now displays new icons in front of each dashboard to visually differentiate between the dashboard versions:

Dashboard (1.0) Icon

Dashboard 2.0 Icon

Dashboard 2.0 Runtime updates include:

  • Global and Local POV Bar
  • Global Refresh
  • Maximize and Restore components
  • End users can change chart types

To create a version 2.0 dashboard, from the Dashboards listing page, click Create, and then select Dashboard 2.0.

Dashboard Create Options

Business Benefit: Dashboard 2.0 uses Oracle JET technology for faster rendering, sophistication, ease of use, improved flexibility, better visualization, and additional designs.

Key Resources

Improved Look and Feel in Smart View (Mac and Browser) Interface

The Oracle Smart View for Office (Mac and Browser) interface is improved with a lighter, more streamlined look and feel in panels. 

For example, in the Smart View Home panel, improvements include:

  • A lighter font set
  • A new search field to locate folders, forms, cubes, and other items quickly
  • A new Actions button, giving you access to commands that earlier appeared at the bottom of the panel, freeing up space in the panel to list more of the cubes, folders, and other items in the panel. Action menu commands Job Console and Copy Version. For Service Administrators, additional Action menu commands include Refresh Database, Application Management, and Download Template.

Smart View (Mac and  Browser) improvements apply to users of Planning, Financial Consolidation and Close, and Tax Reporting.

Business Benefit: To improve usability, the Oracle Smart View for Office (Mac and Browser) interface is enhanced with a lighter, cleaner look and feel. In order for Smart View (Mac and Browser) users to take advantage of these improvements, Service Administrators should deploy the latest manifest file included with the 20.09 update.

Steps to Enable

Key Resources

Save Current Options As Default in Options Panel in Smart View (Mac and Browser)

To save your current option selections as the default options, use the new Save Current Options as Default button that is displayed at the bottom of the Options panel, Settings tab.

After making changes in the Settings, Data, Members, or Formatting tab, select the Settings tab, and then click Save Current Options as Default. The new default options will be applied to any new content that you import from a data source.

Save Current Options as Default only saves default options for the type of data that is contained on the active sheet at the time when this button is clicked. For example, if you open an ad hoc grid, modify options, and then click Save Current Options as Default, those options will only be used as default options for ad hoc grids.

Use the new Save Current Options as Default command when you want to retain options that differ from the initial defaults and have them automatically applied to all new content imported from a data source. You can still make changes to the options on a per-sheet basis.

The new Save Current Default Options command applies to users of Planning, Financial Consolidation and Close, and Tax Reporting.

Business Benefit: Use the new Save Current Options as Default button in the Options panel in Oracle Smart View for Office (Mac and Browser) to save your current option selections. After saving, your options selections become the default for any new content that you import from a data source.

Steps to Enable

Key Resources

Member Selection in Smart View Now Defaults to Selected Member in Standard Mode

In Smart View, when connected to a Standard mode application, the dimension or member from which you invoke Member Selection is now shown as the selected dimension in the dialog. In Standard mode, there is no need to refresh the grid before selecting a different dimension or member on the grid and invoking Member Selection. The selected dimension will be shown in Member Selection by default.

Note that this behavior applies only to Standard mode applications (Smart View Ad Hoc Behavior = Standard). When connected to Native mode applications, the selected dimension shown in the Member Selection dialog reverts to the default dimension of the application, regardless of the dimension or member selected in the grid, unless you refresh the grid before selecting a different dimension and invoking Member Selection.

This new Member Selection behavior applies to Planning, Financial Consolidation and Close, and Tax Reporting.

Business Benefit: In Smart View, when connected to a Standard mode application, Member Selection is now easier to use as the dimension or member from which you invoke Member Selection is always shown by default as the selected dimension in the dialog.

Steps to Enable

Service Administrators enable applications for Standard mode in the web.

To set an application to Standard mode:

  1. In the web, click Application, and then click Settings.
  2. Set the Smart View Ad Hoc Behavior option to Standard.
  3. Click Save.

Key Resources

Account Reconciliation

Use of Alerts for Enhanced Exception Management Helps Resolve User Roadblocks

To help users who encounter issues while working towards closing a reconciliation, Account Reconciliation is implementing an alerts feature to handle communication between the user having an issue and others users that may be able to help resolve the issue. Alerts also help administrators and managers analyze the types of issues that users encounter during the business cycle and make changes to prevent them in future cycles. This feature (initially available for Reconciliation Compliance) includes:

  • Creation of alert types by administrators that can be associated with reconciliations and transactions and define a procedure that captures critical information and assigns key personnel for issue resolution.
  • Creation of actual alerts by users when they run up against an issue and they can provide detailed information about that issue.  Alerts include instructions, questions, attributes, and workflow and have their own templates, dashboards and reports.
  • Automatic creation of alerts through the use of rules that get triggered based on meeting certain conditions when there is a change of status.
  • Centralized management of alerts for administrators through a new Alerts List available through a new card on Account Reconciliation Home.

Business Benefit:  This features gives users a way to ask for help during the business cycle to close reconciliations.

Key Resources

Report Generation Performance Enhancements

The Report Generation process has been enhanced in a variety of ways to enable customers generate large reports easily:

  • New parameter for report generation in REST API. A new parameter named runAsync is now available for report generation in REST API that allows reports to run asynchronously. If the value is true, the generation of report runs asynchronously. If the value is false, which is also the default value, the generation of report runs synchronously. The recommended value is true (async) for large reports.
  • Improvement in report generation. The report generation process now uses a backend job framework that runs report jobs in the background. If the report has an error, for example, if the size is greater than the recommended size, you will now see a message stating the error in the Generate Report dialog before the report is generated. For reports with very large number of records, it is recommended to use filtering to break the report down to lesser records.
  • CSV report enhancement. For reports that contain more than 10,000 records, it is recommended to use the CSV format.  In CSV reports, double quotes have now been removed for non-special characters such as space. This optimization reduces the file size. Note that double quotes continue to be included for strings with special characters such as comma.

Business Benefit:  Enhancements have been made to Account Reconciliation report generation so that customers can generate large reports much more easily.

Key Resources

Better Handling in Worklist When All Preparers or Reviewers Must Sign Off

In the past, when a user was part of a Preparer or Reviewer team that required all members to signoff, the reconciliation still appeared in the user's Worklist until all members had signed off.  Now it will be removed from an individual user's Worklist as soon as they sign off.

Business Benefit:  Improved the view of open tasks for Preparers and Reviewers that are part of a team. 

Key Resources

  • Worklist in Reconciling Accounts with Account Reconciliation

Removed Restriction on Number of Unique Values in Unmatched Transactions Bucketing

You can now fetch more than 1500 unique attribute values when using the bucketing bar in Unmatched Transactions in Transaction Matching..

Business Benefit:  Removing a restriction when using the Bucketing bar in Unmatched Transactions in Transaction Matching gives users more flexibility.

Key Resources

Enterprise Data Management

New Video for Concurrent Request Editing

Enterprise Data Management now supports real-time collaboration on requests. This means that end users can initiate a request, and invite collaborators to participate in enriching the request while retaining submit control over the request.  Collaborators are assigned concurrent access to the same request. Individual changes are globally ordered and end users are alerted of changes made by peers that can be visualized and overridden as needed to support a fully digital, asynchronous, real-time collaboration experience that is an industry-first in data governance.

Overview: Concurrent Request Editing in Enterprise Data Management

Business Benefit: This video provides a quick, orienting overview or step-by-step instructions to help you perform your related business activities.

Calculate Movement Properties for Financial Consolidation and Close Applications

New properties are available for Financial Consolidation and Close type applications to configure Account and Movement dimension members for calculating movements. The following properties were added:

  • FCCS.Is Default Movement
  • FCCS.Default Movement

Application specific validations are now enforced for these node properties. The following validations are included:

  • Is Default Movement property can only be defined on bottom nodes
  • Default Movement property can only be defined on bottom nodes
  • Default Movement property can only be defined below the FCCS_Mvmts_Subtotal node

Business Benefit: This feature enables customers using the Calculate Movements rule in Financial Consolidation and Close applications to configure their dimension members for proper calculation.

Key Resources

Financial Consolidation and Close

New Tutorials

New tutorials are available for Financial Consolidation and Close.

Creating Year-To-Date Journals in Financial Consolidation and Close

This hands-on tutorial shows you how to create year-to-date journals. You can select the YTD_Input member for the View dimension in the Manage Journals point of view to create year-to-date (YTD) journals. When you select YTD_Input, you can post the journals as either YTD or Journal-to-Date (JTD).

Modifying Seeded Account Attributes in Financial Consolidation and Close

This hands-on tutorial shows you how to modify attributes for seeded accounts in Financial Consolidation and Close. This enables you to load negative values as normal balances for selected account types.

Carrying Forward Opening Balances with Scenario Override in Financial Consolidation and Close

This hands-on tutorial shows you how to specify a different scenario from which to source the Closing Balance data in the first period of each year.

Business Benefit: Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Report Generation Performance Enhancements

The Report Generation process for non-Consolidation reports (Task Manager and Supplemental Data Manager) has been enhanced in a variety of ways to enable customers generate large reports easily:

  • New parameter for report generation in REST API. A new parameter named runAsync is now available for report generation in REST API that allows reports to run asynchronously. If the value is true, the generation of report runs asynchronously. If the value is false, which is also the default value, the generation of report runs synchronously. The recommended value is true (async) for large reports.
  • Improvement in report generation. The report generation process now uses a backend job framework that runs report jobs in the background. If the report has an error, for example, if the size is greater than the recommended size, you will now see a message stating the error in the Generate Report dialog before the report is generated. For reports with very large number of records, it is recommended to use filtering to break the report down to lesser records.
  • CSV report enhancement. For reports that contain more than 10,000 records, it is recommended to use the CSV format.  In CSV reports, double quotes have now been removed for non-special characters such as space. This optimization reduces the file size. Note that double quotes continue to be included for strings with special characters such as comma.

Business Benefit: Enhancements have been made to Financial Consolidation and Close report generation so that customers can generate large reports much more easily.

Key Resources

Debugging Option for On-Demand Rules in Calculation Manager

You can now use the Debug option when working with On-Demand rules in Calculation Manager. The Debug option enables you to run the On-Demand rule and examine the calculation script line by line to see how the script executes, ensure there are no validation errors, and check the before and after values.

Business Benefit: Using the Debug option, you can run the On-Demand rule, examine the calculation script, ensure there are no validation errors, and check the before and after values.

Key Resources

Metadata Validation Enhancements

The Metadata Validator now includes three categories of validation results for more detail: Errors, Warnings, and Information.  In addition, a Warning message has been added to the Metadata Validator that all Parent members for the Multi-GAAP and Custom dimensions should have the Dynamic Calc data storage property.

Business Benefit: The Metadata Validator enables you to view more details about validation results by displaying the results by category.

Key Resources

Ability to Re-Order Custom Rulesets and Rules in Ruleset Screen

You can now re-order your user-defined rule-sets within the Manage Consolidation Rules screen and re-order the rules within each user-defined rule-set. Changing the order of the rule-sets will change the order of execution of these rule-sets so it is possible to read data into a rule-set that has been written by a previously executed rule-set. Changing the sequence of the rules within the rule-set will have no impact. The seeded rule-sets are always displayed before the user-defined rule-sets and you cannot change their sequence.

Business Benefit: You can customize the display of user-defined rule-sets and rules for your own organizational purposes, and change the sequence of execution.

Key Resources

Ability to Notify Users for Approval Actions

You can now optionally assign a user to notify whenever there’s an approval action performed for an approval unit.  For example, you can assign a user to be notified of any action performed for an entity, then if anyone promotes, approves, or rejects that entity, that user automatically receives an email notification of the action.

Business Benefit: You can assign users to be notified whenever an approval action is performed, to keep additional users informed of approval unit status.

Key Resources

Performance Substitution Variables

The EnableSimpleAggregation, OptimizeDBRefresh, OptimizeYTDCalculation, and OptimizeConcurrency substitution variables can be enabled to improve performance:

  • EnableSimpleAggregation

This Substitution Variable improves the way that child entities are aggregated into parent entities. This Substitution Variable should be used in conjunction with the OptimizeYTDCalculation to improve consolidation performance.

  • OptimizeDBRefresh

This Substitution Variable improves the way that exchange rates are pushed to the consol cube during the database refresh.

  • OptimizeYTDCalculation

This Substitution Variable avoids redundant and repetitive calculations. This Substitution Variable should be used in conjunction with EnableSimpleAggregation to improve consolidation performance.

  • OptimizeConcurrency

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.

In order to enable the Substitution Variables, set the parameter Cube = Consol, in addition to setting Value = true.

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

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

Narrative Reporting

New Video

Creating Bursting Definitions

In this video, you learn how to create bursting definitions, which include all the required selections and settings to generate and distribute PDF output of a report or book with the desired POV member selections.

Business Benefit: This video provides a quick, orienting overview or step-by-step instructions to help you perform your related business activities.

Newly Added Chart Property Data Set Maximum

Previously, the maximum number of data sets, where you could set the data set-specific selections such as color and fill, was 12. For example, if you had a chart that resulted in 24 data sets plotted, data set 1 and 13 would have the same color and fill, as well as 2 and 14, and so on.  

The new Data Set Maximum property allows you to specify the maximum number of data sets for the chart, where each data set can have its own color and fill setting.  In the previous example, if the Data Set Maximum property was set to 24, each data set in the chart can have its own color and fill defined.

Business Benefit: New chart property “Data Set Maximum” to define how many series to set unique colors.

Key Resources

  • Chart Properties in Designing with Management Reporting for Oracle Enterprise Performance Management Cloud

Updated Disclosure Management Extension for Smart View

An updated Disclosure Management extension for Smart View is now available.

Business Benefit: This update includes general improvements and bug fixes.

Steps to Enable

Download and install the latest Disclosure Management extension for Smart View. 

Key Resources

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. This update fixes a bug that caused a redundant login screen to display when importing a fully-formatted Management Report, and includes other general improvements and bug fixes.

Download and install the latest Narrative Reporting extension for Smart View to access to the latest features, improvements, and bug fixes.

Business Benefit: An updated Narrative Reporting Extension for Oracle Smart View for Office is now available to download and install. This update fixes a bug that caused a redundant login screen to display when importing a fully-formatted Management Report, along with other general improvements and bug fixes.

Steps to Enable

Download and install the latest Narrative Reporting extension for Smart View.

Key Resources

Planning

Build a Free Form Application Using the Planning Admin Extension in Smart View

Two new application template workbooks allow you to build a Free Form Planning or Reporting application in Smart View.

Free Form applications utilize an open dimensional cube construct allowing you to create cubes with any dimension combination you need in your BSO or ASO cube.

To begin, download the template zip file from the Downloads link in the Planning or Planning Modules web interface. The zip contains two new Free Form template files:

  • PlanningApplicationTemplate_FreeForm_Planning.xlsx—For creating a Free Form block storage (BSO) hybrid application.
  • PlanningApplicationTemplate_FreeForm_Reporting.xlsx—For creating a Free Form aggregate storage (ASO) application.

Using the template as your guide, modify or add information to the workbook pages. You are provided with a basic set of dimensions, but you may add or delete dimension worksheets as needed for your application.

Business Benefit: Service Administrators can now use Smart View to create and manage Free Form applications, modeling and building Hybrid BSO or ASO cubes while preserving the ability to leverage Planning functionalities. Free Form applications can be accessed using Smart View installed on Windows or Smart View deployed on the Mac or browser, as well as in web-based Oracle Enterprise Performance Management Cloud screens.

Steps to Enable

Service Administrators can work with the Free Form application templates in Windows-based Smart View or Smart View (Mac and Browser). Ensure the following:

  • Install Oracle Smart View for Office. In Windows-based Smart View, the Admin Extension is not required to use the application management features.

See Installing Oracle Smart View for Office

  • Deploy Oracle Smart View for Office (Mac and Browser) with the Dimension Editor options enabled.

See Deploying Smart View with the Admin Extension

Key Resources

Clear Partial Data in ASO Using Groovy Rules

When working with Groovy business rules, you can now clear partial data in ASO. Note: Using this Clear Partial Data API puts Essbase in read-only mode during the clear operation.

Business Benefit: The ability to clear partial data in ASO gives your business rules more power and flexibility.

Steps to Enable

Follow the steps to create a Groovy business rule in Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud. For a step-by-step tutorial on creating Groovy business rules, see Introduction to Groovy Business Rules and the other Groovy tutorials. For the technical specification of the new features, see the EPM Cloud Groovy Rules Java API Reference.

Tips And Considerations

If you are new to Groovy business rules, get an introduction by watching the Learning Groovy in EPM Cloud video.

Key Resources

Role Information

  • Calculation Manager Business Rule Designer

Excel Financial Functions Supported When Using Groovy Rules

You can now call Excel financial functions in Groovy. To learn more about this, go to the EPM Cloud Groovy Rules Java API Reference. On the left side of the window, click Excel. On the right side of the window, click a function, for example, ACCRINT, to view details. While browsing that function, you can scroll down to click the function link under the See Also heading to view details about the Microsoft function.

Business Benefit: The ability to use Excel functions with Groovy rules gives your business rules more power and flexibility.

Steps to Enable

Follow the steps to create a Groovy business rule in Creating a Groovy Business Rule in Designing with Calculation Manager for Oracle Enterprise Performance Management Cloud. For a step-by-step tutorial on creating Groovy business rules, see Introduction to Groovy Business Rules and the other Groovy tutorials. For the technical specification of the new features, see the EPM Cloud Groovy Rules Java API Reference.

Tips And Considerations

If you are new to Groovy business rules, get an introduction by watching the Learning Groovy in EPM Cloud video.

Key Resources

Role Information

  • Calculation Manager Business Rule Designer

Run an Auto Predict Job Using a REST API

You can now use a REST API to schedule prediction using an Auto Predict job.

Business Benefit: Using REST APIs for Auto Predict allows you to schedule a job when needed and helps the prediction process.

Key Resources

Role Information

  • Service Administrators

Profitability and Cost Management

The Dimension Member Editor {Text Entry} Feature Can Now Be Used in the Create/Edit Rule Screens in the Designer

In Profitability and Cost Management, you can now use the Dimension Member Editor {Text Entry} feature in the Create/Edit Rule screens in the Designer.

Business Benefit: Maintaining all of the dimensions and members for each rule in one place, instead of having to edit each dimension or member individually, reduces the keystrokes needed to create new rules or modify existing rules.

Key Resources

The "Replace Member in Rules" Function Now Supports the Rule Dimension on the Driver Basis Tab

In Profitability and Cost Management, you can now use the “Replace Member in Rules” function to replace members of the Rule dimension on the Driver Basis tab for allocation rules.

Business Benefit: Updating rule members is more efficient since you no longer have to manually update references to rule members one rule at a time.

Key Resources

REST API to Generate Program Documentation Report As a Job

This REST API runs as a job so you can monitor its progress in the Job Library. When the job completes, you can get the report in the application by selecting Application, and then File Explorer. Because it runs as a job, this API is effective for generating larger reports that take longer to run. You can still use the original Generate Program Documentation Report REST API that runs synchronously.

Business Benefit: With this new REST API, you can more effectively generate large reports.

Key Resources

Role Information

  • Service Administrators

Tax Reporting

New Tax Automation Rules

Four new rules are available for Tax Automation:  Annualize, De-Annualize, National Adjustment, and Prior Year.

  • Annualize - Allows partial year amounts to be annualized to a full year amount.
  • De-Annualize - Allows full year values to be de-annualized to a partial year amount based on the period of the rule.
  • National Adjustment - Allows for adjustment (for example, reversal) of a National Permanent or Temporary Difference in the Regional Provision.
  • Prior Year - Provides the ability to bring the prior year data into a provision.

Business Benefit: New rules enable you to perform Annualize, DeAnnualize, Prior Year, and National Adjustment calculations in Tax Automation.

Key Resources

Consolidation Rules Logging

Starting in this update, consolidation logging is available  for Tax Reporting. Detailed logs will be generated during Consolidation, which can help identify bottlenecks and tune performance. The detailed logging is attached to the Consolidation job and can be viewed in the Job Console.

IMPORTANT: Consolidation Rules Logging is only available in Enterprise mode.

Business Benefit: Consolidation logging provides useful details to assist with troubleshooting and resolving Consolidation performance issues.

Steps to Enable

To turn on consolidation logging:

  1. Sign in as a Service Administrator.
  2. On the Home page, click Application and then Settings.
  3. In Application Settings, under Other Options, select Yes as the value for Enable Consolidation Rules Logging.
  4. Click Save.
  5. Run consolidation.

Report Generation Performance Enhancements

The Report Generation process for Task Manager and Supplemental Data reports has been enhanced in a variety of ways to enable customers generate large reports easily:

  • New parameter for report generation in REST API. A new parameter named runAsync is now available for report generation in REST API that allows reports to run asynchronously. If the value is true, the generation of report runs asynchronously. If the value is false, which is also the default value, the generation of report runs synchronously. The recommended value is true (async) for large reports.
  • Improvement in report generation. The report generation process now uses a backend job framework that runs report jobs in the background. If the report has an error, for example, if the size is greater than the recommended size, you will now see a message stating the error in the Generate Report dialog before the report is generated. For reports with very large number of records, it is recommended to use filtering to break the report down to lesser records.
  • CSV report enhancement. For reports that contain more than 10,000 records, it is recommended to use the CSV format.  In CSV reports, double quotes have now been removed for non-special characters such as space. This optimization reduces the file size. Note that double quotes continue to be included for strings with special characters such as comma.

Business Benefit: Enhancements have been made to Tax Reporting report generation so that customers can generate large reports much more easily.

Key Resources

Ability to Notify Users for Approval Actions

You can now optionally assign a user to notify whenever there’s an approval action performed for an approval unit.  For example, you can assign a user to be notified of any action performed for an entity, then if anyone promotes, approves, or rejects that entity, that user automatically receives an email notification of the action.

Business Benefit: You can assign users to be notified whenever an approval action is performed, to keep additional users informed of approval unit status.

Key Resources

IMPORTANT Actions and Considerations

FUTURE AVAILABILITY OF THE REDWOOD THEME 

In a future update, EPM Cloud will offer a new Redwood appearance theme, in addition to the existing 13 themes available. The Redwood theme gives an enhanced look and feel in terms of colors and icons and brings consistency across Oracle Cloud.

Preview the new Redwood theme 

Redwood will be the default theme for new instances, while existing instances will continue to see the current theme by default. You can switch to the Redwood theme from Tools > Appearance.

The following EPM Cloud business processes will have the option to select the new theme:

  • Account Reconciliation
  • Enterprise Data Management
  • Financial Consolidation and Close
  • Narrative Reporting
  • Planning
  • Profitability and Cost Management
  • Tax Reporting

CONFIGURING A SOURCE CONNECTION TO ORACLE NETSUITE

The integration between NetSuite and Cloud EPM with Data Management supports both basic authorization as well as token based authorization (TBA).  The NetSuite policy for accessing integrations has changed and requires token based authorization, and NetSuite is in the process of phasing out basic authorization for integrations which uses a user name and password.  This requirement does not go into effect until early 2021, but customers that use the integration with NetSuite should start switching over to token base authentication as soon as possible.  Starting a few months prior to this required change, basic authorization credentials will be made read only, and customers will need to implement TBA.  Please contact NetSuite support to get help generating the required tokens to use when setting up the connection to NetSuite from Cloud EPM.

IDENTITY_DOMAIN AS A REQUIRED PARAMETER NO LONGER NEEDED FOR THE EPM AUTOMATE LOGIN COMMAND

In an upcoming release, Oracle will remove the IDENTITY_DOMAIN parameter from the EPM Automate login command documentation. However, you can still set a value for this parameter and it will be ignored. Existing scripts that contain this value will not be affected.This documentation change is expected to be implemented in the 20.10 update.

WORKFORCE FORM NAME CHANGES – JOB ONLY MODELS

In the October 2020 (20.10) update, Oracle will fix a defect for certain forms in Workforce with the Job Only level of granularity configuration.  These forms currently are not tracked for customer modifications, so they do not appear in the Restore Modified Artifacts lists even if modified. The fix for this and related issues for these specific forms in the Job Only configuration will lead to an overwrite of any customer customizations on these forms with the 20.10 update. 

The following four forms in the Workforce Job Only configuration are impacted by this upcoming change:

  • Set Workforce Assumptions
  • Identify Invalid Data
  • Process Data and Synchronize Defaults
  • Process Data and Synchronize Definition

Workforce customers with Job Only level of granularity who have modified any of these four forms are advised to create a backup of only the modified forms from this list prior to the 20.10 update to preserve the customizations.  After the 20.10 update, customers may import this backup of forms to restore their customizations. These forms will now appear in the Modified Artifacts lists for potential restoration, if desired in the future. 

For information on exporting forms, see Backing up Artifacts and Application.

WORKFORCE ACCOUNT ALIAS CHANGES

In the October 2020 (20.10) release, the alias for two Workforce Accounts will be modified to clarify the intended usage for these accounts as assumptions.

Account

Current Alias

New Alias

OWP_FTE

FTE

FTE Assumption

OWP_Headcount

Headcount

Headcount Assumption

These two accounts are used to drive calculations and should not be used for reporting. There are corresponding, calculated account hierarchies, i.e. Total FTE and Total Headcount, which should be used for reporting instead of these input accounts. Customers who have not modified the alias for these two accounts will have the aliases automatically updated with the 20.10 update. Such customers are advised to change any hard-coded references to the current alias in Calculation Manager rules, Data Management mappings, or other direct references. As a reminder, the best practice is to refer to member names not aliases in rules, mappings, etc. as they are less likely to change than aliases. Customers who have modified the alias for either of these two accounts will not see any change with the 20.10 update for the account they have modified.

CALCULATION MANAGER VALIDATION FAILURES FOR CERTAIN ESSBASE CALCULATION COMMANDS IN HYBRID AGGREGATION MODE

Currently, certain Essbase calculation commands are not supported with hybrid aggregation (Hybrid BSO) in Planning Module applications.  If any of these commands are encountered in a rule, validation fails and the rule is not launched.  Starting in the October 2020 release (20.10), these restricted Essbase commands will provide validation errors for any application using Hybrid BSO.  Specifically, this validation failure change for the restricted commands will now include EPM Planning Custom and Free Form applications in addition to Module applications.

For more information,  see Working with Hybrid Aggregation in Essbase

REMOVAL OF FLASH SUPPORT IN CALCULATION MANAGER 

By the end of 2020, Oracle will disable Flash in Calculation Manager, and options to enable it will be removed. This change is in response to Adobe’s decision to stop updating and distributing Flash at the end of 2020. See https://theblog.adobe.com/adobe-flash-update/.

USABILITY ENHANCEMENTS FOR HORIZONTAL TABS IN NAVIGATION FLOWS

In an update within the next few months, we are introducing a feature within navigation flows to open additional horizontal tabs on the fly to perform related actions; for example, view drill through from a form in a new temporary tab. As part of this new ‘on the fly tab’ feature; the horizontal tabs will move to the bottom of the page instead of at the top of the page where they are currently located. These changes will be the default for all customer environments where horizontal tabs are being used within navigation flows.

With tabs at the bottom of the page instead, customers will benefit from a clear separation of the EPM Cloud horizontal tabs from their browser tabs at the top of the window. Another benefit of this change will be to keep the navigation flow tab names distinct from the name of the artifacts (such as forms and dashboards) rendered within the horizontal tabs. The vertical tabs will stay where they are.

The effective date of the update will be announced in the month prior to the update. It is expected in the next 2-4 months’ timeframe.

NEW SETTING TO ENABLE INCREMENTAL IMPORT OF DATA USING MIGRATION FOR LEGACY PBCS and EPBCS APPLICATIONS

In an upcoming update, Oracle will create a new application setting for Legacy PBCS and EPBCS applications to enable incremental import of data using Migration.  The default setting will be set to disable incremental import of data using Migration. As a result, you cannot use the daily maintenance snapshot or any extract created using Migration for incremental import of data if this new setting remains in the default configuration; you must import a full snapshot to load data using Migration as a full Clone where the target environment does not have an existing application.

PBCS and EPBCS Service Administrators will be able to change this setting with warnings prompting that doing so may lead to data corruption if subsequent incremental import of data using Migration are not done properly.  Examples of potential data corruption include, but are not limited to, incremental data migration from a different source other than the target application where underlying Smart List values may be different.

EPM Enterprise Cloud Service and EPM Standard Cloud Service subscriptions already do not allow incremental import of data using Migration.  This new setting will not be added to these subscriptions, so there is no change in behavior for these subscriptions.

NOTE:  Existing PBCS and EPBCS subscriptions who have already upgraded to the newer version of Essbase will not be impacted by this upcoming change in line with EPM Enterprise Cloud Service and EPM Standard Cloud Service subscriptions.

This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.

REMOVAL OF INSTANCE NAME FROM PREDEFINED ROLE NAMES

Currently, the predefined role names displayed in the Access Control screens of EPM Cloud environments prefix the instance name to the role name in INSTANCE_NAME ROLE_NAME format. They are also stored in this format in the snapshots, making it difficult to migrate snapshots from one instance to another.

NOTE: This change does not affect how the role names are displayed in the MyServices customer portal.

To facilitate the migration of security across EPM Cloud environments, Oracle plans to rename predefined role names displayed within EPM Cloud applications by removing the service name prefix. For example, if the instance name is Planning1, predefined role names are Planning1 Service Administrator, Planning1 Power User, Planning1 User, and Planning1 Viewer, the new role names will be Service Administrator, Power User, User, and Viewer.

This change won't impact customers who currently use predefined roles for managing application-level provisioning and access to artifacts. Oracle will ensure that all application role assignments and artifact security assignments are automatically updated after the roles are renamed. This change makes it easy to migrate EPM Cloud artifacts across environments.

NOTE: After Oracle implements this change, migration of older snapshots to updated environments will generate errors for the artifacts that have references to predefined roles that use the older role name format.

This change is being implemented to address customer feedback. If you have any concerns about this change, please contact Oracle Support.

NARRATIVE REPORTING LEGACY (ENTERPRISE PERFORMANCE REPORTING CLOUD) ENVIRONMENTS TO SUPPORT STANDARD EPM CLOUD PREDEFINED ROLES

Oracle will, in an upcoming update, change the non-conforming Narrative Reporting predefined roles in existing environments to the following predefined roles.

  • Service Administrator
  • Power User
  • User
  • Viewer

Current role assignments in legacy environment will be remapped automatically as follows to the common set of predefined roles.

 Current Non-Conforming Roles  Common Remapped Roles
System Administrator Service Administrator
Application Administrator Power User
Library Administrator Power User
Reports Administrator Power User

REMOVAL OF PERCENT CONSOLIDATION FORM IN TAX REPORTING

The Percent Consolidation form in Tax Reporting will no longer be available starting in the November update (20.11). Any data entered via the Percent Consolidation form should be migrated and configured within Ownership Management.

FUTURE NEW CONNECTION TYPE AND ADVANCED OPTIONS FOR EXTERNAL CONNECTIONS FOR TAX REPORTING

In a future update, Service Administrators for Tax Reporting will be able to use connections created for external Web services, specifying optional query or header parameters. These connections could be referenced or used in a Groovy script to create a communications link between the Groovy script and the external Web resource. Users will be advised when this new feature is to be supported in Tax Reporting.

EPM MOBILE APP STATEMENT OF DIRECTION

EPM Mobile App is a downloadable application for the phone that is purpose built to perform approval actions for iOS and Android based phone devices. It was purpose built to help users perform Approval and Workflow activities. It is currently only supported for Oracle EPM Cloud for the Planning business process.

The terminal release of EPM Mobile App is September 2020.  EPM Mobile App will not be available for download in the Apple and iOS App Stores effective October 2020. Oracle’s strategic direction is to have customers use the Approval and workflow capabilities using the mobile browser interface on mobile devices.

Oracle will continue to support Oracle EPM Mobile App in its current supported versions until September 2020.  Oracle recommends that users using Oracle EPM Mobile App prepare to instead use the approval functionality using supported mobile browser in tablet devices.

REMOVAL OF .XLS FORMAT AS REPORT EXPORT OPTION FOR INTERCOMPANY MATCHING REPORTS IN FINANCIAL CONSOLIDATION AND CLOSE

Using .xls as a report output format will be removed for Intercompany Matching reports in the 20.12 update. Customers who have built custom reports must ensure that their reports will export as desired to one of the remaining formats: xlsx, pdf, or html.

SYNCHRONIZATION PROCESS IN FINANCIAL CONSOLIDATION AND CLOSE

Starting with the October update (20.10), as part of the synchronization process, the system will automatically lock any new entity added to the application if the following conditions are met:

  • New entity should have NODATA status.
  • Parent of the new entity must be locked.
  • Prior period of the new entity must be locked.

The auto-lock will apply from the first period of the application until the last period where its parent is locked.

PREVENT DATA ENTRY FOR ENTITY PARTICIPATING IN THE REVIEW PROCESS UNLESS ENTITY HAS STARTED THE REVIEW PROCESS IN FINANCIAL CONSOLIDATION AND CLOSE

Starting with the October update (20.10), if an entity is part of the AUH and if the AUH is assigned to any S/Y/P, then this entity is considered participating in the review process. If an entity is NOT part of the AUH, or if the AUH is NOT assigned to any S/Y/P, then this entity is NOT considered participating in the review process.

For any entity that participates in the review process, the system will now only allows data entry to the entity after the entity has started the review process (status is either “unlocked” for Consolidation template or “under review” for Bottom Up template). Therefore, you will need to first START the entity before you can enter data for the entity.

Impact to existing customer with this new check:

For customers who have NOT yet started the entities because they are still loading historical data, this change will affect their continued loading of historical data to the system because we now prevent data entry unless the entity has started.

If customers do not want to start the review process while loading and reconciling historical data, customers can manually remove the AUH assignment for the AUH.

When the customers are ready to lock the entities, the customers will need to manually add the AUH assignment and start the review process.

EXPORT FILE LINK MOVED TO GET JOB RESULT RESPONSE IN REST API IN ENTERPRISE DATA MANAGEMENT

Prior to 20.08, when using the Export Dimension To File endpoint in the REST API, the link to download the export file was previously included in the response for the Get Job Run endpoint which is called after running the export. With the introduction of the Validate Dimension Viewpoints on Export feature in 20.08, the export file link has been moved to the response for the Get Job Result endpoint to be returned along with any validation issues occurring during the export. This change will impact existing processes which export a dimension to a file using the REST API. API programs should be modified to call the Get Job Run endpoint to poll for the status of the export job and then the Get Job Result endpoint to retrieve the link for downloading the export file.