November 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
27 NOV 2023	EPM Cloud Platform	New Connector Option For EPM Cloud To NetSuite Connections	Updated document. Updated feature description and key resources.
27 OCT 2023			Created initial document.

Overview

HAVE AN IDEA?

We’re here and we’re listening. If you have a suggestion on how to make our cloud services even better then go ahead and tell us. There are several ways to submit your ideas, for example, through the Ideas Lab on Oracle Customer Connect. Wherever you see this icon after the feature name it means we delivered one of your ideas.

GIVE US FEEDBACK

We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.

DISCLAIMER

The information contained in this document may include statements about Oracle’s product development plans. Many factors can materially affect Oracle’s product development plans and the nature and timing of future product releases. Accordingly, this Information is provided to you solely for information only, is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described remains at the sole discretion of Oracle.

This information may not be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. Oracle specifically disclaims any liability with respect to this information. Refer to the Legal Notices and Terms of Use for further information.

Feature Summary

Account Reconciliation (NSAR)

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, November 3, 2023.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 17, 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, November 3, 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 for EPM Cloud Platform

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 Platform 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.

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

EPM Cloud Platform

Oracle Cloud Infrastructure Migration

OCI Migration: Oracle-Managed Migration Ending; 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 has been migrating all Classic Commercial environments to OCI and will finish this activity during this monthly update.

Oracle has sent notifications for Oracle-managed migrations specifying the migration schedule. By now, you must have received notifications for all Classic Commercial environments that were not scheduled for migration in earlier waves or migrated through the Customer-Managed Migration option. Follow the instructions in the notification. For Migration waves schedule information, see EPM Cloud Classic to OCI Migration Schedule in the Oracle Enterprise Performance Management Cloud Operations Guide.

For customers whose environments were included in Wave 8 (August 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 23.11 (November) monthly update. You cannot use the skipUpdate EPM Automate command, the Skip Updates REST API or a service request to Oracle to delay this migration.

Wave 8 is the last migration wave. If your environments are included in this wave, data and user migration on the test environments will take place during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 3, 2023. Data and user migration on the production environments will take place during the first daily maintenance that occurs at or after 22:00 UTC on Friday, November 17, 2023.

• If the Classic environment is on a one-off patch not merged in 23.11: The migration of the Classic environment to OCI environment will occur during the 23.11 update. The resulting OCI environments will then have the same one-off patch as the Classic environment.

• If you are skipping the 23.11 monthly update on a Classic environment (by using the skipUpdate EPM Automate command, the Skip Updates REST API, or by submitting a service request to Oracle): The migration of this Classic environment to OCI environment will still occur during the 23.11 update. The resulting OCI environment will then have the same monthly update as the Classic environment; skip update will be active on this OCI environment.

All Customer-Managed Migrations must finish by these deadlines:

• Amsterdam (EM2) Data Center: End of October 2023. Oracle is terminating Classic environments in the Amsterdam (EM2) Data Center in November 2023.

• All other data centers: End of November 2023. Oracle will terminate Classic environments in other data centers in December 2023.

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

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

Oracle Cloud Infrastructure

Support Region Specific SPF Records for Email Delivery On OCI

Oracle publishes the Sender Protection Framework (SPF) policy that identifies the Oracle server IP addresses and subnets that are permitted to send cloud services emails. With this update, In OCI (Gen 2), you can add regions in your SPF records based on where your environment is located.

Americas	v=spf1 include:rp.oracleemaildelivery.com ~all
Asia/Pacific	v=spf1 include:ap.rp.oracleemaildelivery.com ~all
Europe	v=spf1 include:eu.rp.oracleemaildelivery.com ~all
All Commercial Regions	v=spf1 include:rp.oracleemaildelivery.com include:ap.rp.oracleemaildelivery.com include:eu.rp.oracleemaildelivery.com ~all

Business Benefit: You can use the SPF policy information to assess the validity of the messages to determine whether or not to accept them. Additionally, you can use the information as a part of the message protection services.

Key Resources

• Configuring SPF Record for Oracle Fusion Cloud EPM Email Verification in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Security & Access

Standardized Application Role Names

In this update, application role names have been standardized across EPM Cloud. Here are the changes:

Existing Application Role Name	New Application Role Name
Access Control Manager	Access Control - Manage
Ad Hoc Grid Creator	Ad Hoc - Create
Ad Hoc Read Only User	Ad Hoc - Read Only User
Ad Hoc User	Ad Hoc - User
Announcements Manage	Announcements - Manage
Application Creator	Application - Create
Approvals Administrator	Approvals - Administer
Approvals Ownership Assigner	Approvals - Assign Ownerships
Approvals Process Designer	Approvals - Design Process
Approvals Supervisor	Approvals - Supervise
Auditor	Audit
Clear POV Data	POV Data - Clear
Consolidation Journals - Approve	Consolidation Journals - Approve
Consolidation Journals - Auto-Post After Approval	Consolidation Journals - Auto-Post After Approval
Consolidation Journals - Create	Consolidation Journals - Create
Consolidation Journals - Manage Periods	Consolidation Journals - Manage Periods
Consolidation Journals - Post	Consolidation Journals - Post
Consolidation Journals - Submit	Consolidation Journals - Submit
Consolidation Journals - Un-Post	Consolidation Journals - Un-Post
Copy POV Data	POV Data - Copy
Create/ Edit Rule	Rule - Create/Edit
Create Integration	Data Integration - Create
Create Model	Model - Create
Create POV	POV- Create
Create Profit Curve	Profit Curve - Create
Data Integration Administrator	Data Integration - Administrator
Delete Calculation History	Calculation History - Delete
Delete Model	Model - Delete
Delete POV	POV - Delete
Delete Rule	Rule - Delete
Documents - Manage	Documents - Manage
Drill Through	Data Integration - Drill Through
Edit POV Status	POV Status - Edit
Edit Profit Curve	Profit Curve - Edit
Manage Alert Types	Alert Types - Manage
Manage Announcements	Announcements - Manage
Manage Data Loads	Data Loads - Manage
Manage Organizations	Organizations - Manage
Manage Periods	Periods - Manage
Manage Profiles and Reconciliations	Profiles and Reconciliations - Manage
Mass Allocation	Application - Mass Allocate
Mass Edit of Rules	Rules - Mass Edit
Migration Administrator	Migrations - Administer
Reconciliation Commentator	Reconciliation - Commentator
Reconciliation Manage Currencies	Currencies - Manage
Reconciliation Manage Dashboards	Dashboards - Manage
Reconciliation Manage Public Filters and Lists	Public Filters and Views - Manage
Reconciliation Manage Reports	Reports - Manage
Reconciliation Manage Teams	Teams - Manage
Reconciliation Manage Users	Users - Manage
Reconciliation Preparer	Reconciliation - Preparer
Reconciliation Reviewer	Reconciliation - Reviewer
Reconciliation View Jobs	Jobs - View
Reconciliation View Profiles	Profiles - View
Run Calculation	Calculation - Run
Run Integration	Data Integration - Run
Run Profit Curve	Profit Curve - Run
Run Rule Balancing	Rule Balancing - Run
Run Trace Allocation	Trace Allocation - Run
Run Validation	Model Validation - Run
Task List Access Manager	Task List - Manage Access
Task Manager - Approver	Task Manager - Approver
Task Manager - Assignee	Task Manager - Assignee
Task Manager - Manage Artifacts	Task Manager - Artifacts - Manage
Task Manager - Manage Dashboards	Task Manager - Operational Dashboards - Manage
Task Manager - Manage Public Filters and Lists	Task Manager - Public Filters and Views - Manage
Task Manager - Manage Reports	Task Manager - Custom Reports - Manage
Task Manager - Manage System Services and Settings	Task Manager - System Services and Settings - Manage
Task Manager - Manage Tasks	Task Manager - Tasks - Manage
Task Manager - Manage Users and Teams	Task Manager - Users and Teams - Manage
Task Manager - View Audit	Task Manager - Audit - View
View Audit	Audit - View
View Calculation History	Calculation History - View
View Creator	Views - Create
View Model	Model - View
View Periods	Periods - View

Business Benefit: With standardized application role names, the functionality assigned to the user with an application role is easier to understand. 

Key Resources

In Administering Access Control for Oracle Enterprise Performance Management Cloud, see:

• Account Reconciliation
• Enterprise Profitability and Cost Management
• Planning, Financial Consolidation and Close, Tax Reporting
• Profitability and Cost Management
• Oracle Enterprise Data Management Cloud

Data Integration

New Connector Option For EPM Cloud To NetSuite Connections

Customers who wish to load data from NetSuite to their application in the EPM Cloud can now use the Oracle EPM Connector SuiteApp to do so. The new connector facilitates the connection between NetSuite and applications in the Oracle Enterprise Performance Management (EPM) Cloud. The Oracle EPM Connector Suite App is available for all EPM Cloud business processes except Oracle NetSuite Planning and Budgeting (NSPB).

This Oracle EPM Connector SuiteApp option is available when the Consumer Key Type is selected as Custom on the NetSuite Connection page when setting up token-based authentications (TBA) as shown below:

Image Shows the Netsuite Connection Page

For customers who already load data to their EPM Cloud application using NetSuite, the Consumer Key Type default value is NSPB Sync on the NetSuite Connection page.

If you already use NSPB Sync, you should continue to use the NSPB Sync. Otherwise, you should use the EPM Connector.

Business Benefit: The Oracle EPM Connector is a managed SuiteApp. When a new version is available, NetSuite automatically updates the account.

Tips And Considerations

Customers who already use Oracle NetSuite Planning and Budgeting (NSPB) Sync Suite App are not impacted by the new Oracle EPM Connector type.

Key Resources

NetSuite Applications Suite

• If you need to set up TBA in NetSuite Planning and Budgeting to facilitate the connection to NetSuite, you need to check the NSPB Sync Connection Type. See Setting Up Token-based Authentication in Planning and Budgeting.

• If you need to set up TBA in NetSuite Account Reconciliation to facilitate the connection to NetSuite, you need to check EPM Connector Connection Type. See Setting Up Token-based Authentication in Account Reconciliation.

Account Reconciliation

Group Attributes in Reconciliation Compliance and Transaction Matching

A group attribute is a set of dependent custom attributes, in which each attribute is called a member attribute. An example is a group attribute named Store with member attributes such as Store ID, Store Name, Store Location, Contact Number, and so on. The Store group attribute contains details of multiple stores.

Once a group attribute is defined, one or more of its member attributes can be used when:

• defining profiles
• working with reconciliations
• selecting columns and adding filters
• defining data sources
• validating data during transaction matching loads
• creating adjustment and support attributes
• analyzing data using charts and dashboards

Business Benefit: Group attributes provide an easy and effective way of managing dependent attributes that are related to a single entity. Using group attributes prevents errors when loading or updating a set of dependent attributes.

Key Resources

• Defining Group Attributes in Setting Up and Configuring Account Reconciliation

Additional Profile Attributes in Search Bar, Filters, and Dashboards

Certain additional profile attributes can be used when searching and filtering transactions in the Transactions tab of Transaction Matching. When creating dashboards using the Match Types object, these attributes are available for selection in the Attribute drop-down in the Layout tab.

Business Benefit: This feature enhances search and filter operations by providing additional criteria that can specified.

Key Resources

• Searching Transactions in Transaction Matching in Administering Account Reconciliation
• Selecting Columns While Searching Transactions in Transaction Matching in Administering Account Reconciliation
• Creating Custom Dashboards in Administering Account Reconciliation

New Application Roles for Managing and Viewing Match Types

Two new application roles, Match Types – Manage and Match Types – View, can be assigned to Power Users, Users, or Viewers.

The Match Type – Manage role enables users to manage match types, adjustment attributes, support attributes, journal columns, and group attributes. The Match Type – View role enables users to view details of the match types, adjustment attributes, support attributes, and journal columns.

Business Benefit: Organizations that require certain non-administrative users to manage match types, attributes, and journal columns can use these new roles instead of assigning these users the Service Administrator role.

Key Resources

• Creating Match Types in Setting Up and Configuring Account Reconciliation

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 Cloud Platform
• Account Reconciliation

EPM CLOUD PLATFORM

Plan to Discontinue Support for Non-Redwood Experience Themes

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

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

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

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

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

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

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

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

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.

Announcement: Data Management Feature Migration to Data Integration

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

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

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

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

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

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

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

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

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

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

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

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

Removal of Support for Custom Application in Data Management

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

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

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

Oracle Financial Reporting Statement of Direction

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

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

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

For more information:

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

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

ACCOUNT RECONCILIATION

Reverse Adjustments in Transaction Matching

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

Change to the Unmatched Transactions Tab

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