Tag Archives: EPM Cloud

March 29, 2021   Uncategorized

Financial Consolidation and Close – April 2021 Cloud Updates

Financial Consolidation and Close - April 2021 Enterprise Performance Management (EPM) Cloud Common - April 2021   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, April 2, 2021.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 16, 2021.

  Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components:
  • New Video
  • New Topics in EPM Cloud Operations Guide
  • EPM Automate Updates
  • REST API to Send Email
  • REST API to Import Cell-Level Security
  • REST API to Export Cell-Level Security
  • REST API to Import Valid Intersections
  • REST API to Export Valid Intersections
  • REST API to Dimension Import, Export, and Export Mappings by Name
  • REST API to Download Transaction History
  • REST API to Upload, List, and Delete Files in the Staging Area
  • Updating of Reconciliation Attributes Through Loading a File in Reconciliation Compliance Now Available in EPM Automate and REST API
  • Updates to the Clone Environment Feature
  • New Web Ad Hoc Experience in EPM Cloud
  • Ability to Display Colored Circle Icons on Horizontal Tab Labels in Navigation Flows
  • Enhanced Business Rules Dialog in Smart View (Mac and Browser)
  • Task Manager
  • Improved Data Extract in Data Integration
  • New Idle Time Setting for Agents During Automated Maintenance Window (AMW) Downtime

 

Financial Consolidation and Close: This section contains information related to Financial Consolidation and Close.
  • New Videos
  • New Consolidation Dimension Members
  • Change to Default Translation Sequence
  • Performance Substitution Variables
  Defects Fixed
  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)

 

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Refer to the following links and documents for further information:

 

 

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March 29, 2021   Uncategorized

Narrative Reporting – April 2021 Cloud Updates

Oracle Narrative Reporting - April 2021 Enterprise Performance Management (EPM) Cloud Common - April 2021   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, April 2, 2021.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 16, 2021.

  Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components:
  • New Video
  • New Topics in EPM Cloud Operations Guide
  • EPM Automate Updates
  • REST API to Send Email
  • REST API to Import Cell-Level Security
  • REST API to Export Cell-Level Security
  • REST API to Import Valid Intersections
  • REST API to Export Valid Intersections
  • REST API to Dimension Import, Export, and Export Mappings by Name
  • REST API to Download Transaction History
  • REST API to Upload, List, and Delete Files in the Staging Area
  • Updating of Reconciliation Attributes Through Loading a File in Reconciliation Compliance Now Available in EPM Automate and REST API
  • Updates to the Clone Environment Feature
  • New Web Ad Hoc Experience in EPM Cloud
  • Ability to Display Colored Circle Icons on Horizontal Tab Labels in Navigation Flows
  • Enhanced Business Rules Dialog in Smart View (Mac and Browser)
  • Task Manager
  • Improved Data Extract in Data Integration
  • New Idle Time Setting for Agents During Automated Maintenance Window (AMW) Downtime

 

Narrative Reporting

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

    Disclosure Management customers should refer to an important Statement of Direction update. Please refer to Oracle Cloud Enterprise Performance Management (EPM) Narrative Reporting - Disclosure Management Statement of Direction (Doc ID 2762013.1)

  Defects Fixed
  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)

 

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Refer to the following links and documents for further information:
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March 29, 2021   Uncategorized

Account Reconciliation – April 2021 Cloud Updates

Account Reconciliation - April 2021 Enterprise Performance Management (EPM) Cloud Common - April 2021   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, April 2, 2021.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 16, 2021.

  Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components:
  • New Video
  • New Topics in EPM Cloud Operations Guide
  • EPM Automate Updates
  • REST API to Send Email
  • REST API to Import Cell-Level Security
  • REST API to Export Cell-Level Security
  • REST API to Import Valid Intersections
  • REST API to Export Valid Intersections
  • REST API to Dimension Import, Export, and Export Mappings by Name
  • REST API to Download Transaction History
  • REST API to Upload, List, and Delete Files in the Staging Area
  • Updating of Reconciliation Attributes Through Loading a File in Reconciliation Compliance Now Available in EPM Automate and REST API
  • Updates to the Clone Environment Feature
  • New Web Ad Hoc Experience in EPM Cloud
  • Ability to Display Colored Circle Icons on Horizontal Tab Labels in Navigation Flows
  • Enhanced Business Rules Dialog in Smart View (Mac and Browser)
  • Task Manager
  • Improved Data Extract in Data Integration
  • New Idle Time Setting for Agents During Automated Maintenance Window (AMW) Downtime

 

Account Reconciliation:
  • New Videos
  • Ability to Purge Matched Transactions in Transaction Matching
  • Account Reconciliation User Interface Translated into Additional Languages
  • Skipping the Next Account Reconciliation System Maintenance Run in a Streamlined System Setting
  • Transaction ID Added to Transaction Matching Filterable Fields
  • Improved Selection of Report Generation Parameters for Organizational Units
  • Updating of Reconciliation Attributes Through Loading a File in Reconciliation Compliance Now Available in EPM Automate and REST API
  Defects Fixed
  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)

 

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Refer to the following links and documents for further information:
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March 29, 2021   Uncategorized

Oracle Enterprise Data Management Cloud (EDMCS) – April 2021 Updates

Enterprise Data Management Cloud (EDMCS) - April 2021 Enterprise Performance Management (EPM) Cloud Common - April 2021   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, April 2, 2021.

Production Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, April 16, 2021.

  Enterprise Performance Management (EPM) Cloud Common This section contains announcements related to the common EPM Cloud components:
  • New Video
  • New Topics in EPM Cloud Operations Guide
  • EPM Automate Updates
  • REST API to Send Email
  • REST API to Import Cell-Level Security
  • REST API to Export Cell-Level Security
  • REST API to Import Valid Intersections
  • REST API to Export Valid Intersections
  • REST API to Dimension Import, Export, and Export Mappings by Name
  • REST API to Download Transaction History
  • REST API to Upload, List, and Delete Files in the Staging Area
  • Updating of Reconciliation Attributes Through Loading a File in Reconciliation Compliance Now Available in EPM Automate and REST API
  • Updates to the Clone Environment Feature
  • New Web Ad Hoc Experience in EPM Cloud
  • Ability to Display Colored Circle Icons on Horizontal Tab Labels in Navigation Flows
  • Enhanced Business Rules Dialog in Smart View (Mac and Browser)
  • Task Manager
  • Improved Data Extract in Data Integration
  • New Idle Time Setting for Agents During Automated Maintenance Window (AMW) Downtime
  Enterprise Data Management Cloud (EDMCS) This section contains information related to Oracle Enterprise Data Management Cloud (EDMCS).
  • Updated Videos
  • Access Current Date/Time and Calculate Date Offset in Expressions
  • Appearance Option to Display Business Process Name
  • Arithmetic Methods for Integer and Float Data Types in Expressions
  • Create Unbound Dimensions for Custom Data Sets
  • Custom Validations Report
  • Derived Values and Property Transformations for List Data Type Properties
  • Disable Existing Subscriptions for Viewpoint
  • Download Subscriptions Report to File
  • Enrich Request Items During Approval
  • Filter Archived Dimensions and Viewpoints
  • Global Connections to Oracle Enterprise Resource Planning Cloud and Oracle Enterprise Performance Management Cloud
  • Inspect Request Items and Delete Individual Request Actions
  • Match Nodes Across Viewpoints Using Alternate Name
  • Original Request and Subscription Links in Request Inspector
  • Participant Permission and Granular Data Access by Action and Property
  • Recall Requests Awaiting Approval
  • Reconnect Parents, Header/Footer, and Zip File Options in Dimension Extracts
  • Reference Node Data Type Properties in Expressions
  • Request Title Included in Transaction History
  • REST API to Dimension Import, Export, and Export Mappings by Name
  • REST API to Download Transaction History
  • REST API to Upload, List, and Delete Files in the Staging Area
  • Set Archived View Back to Active Status
  • Subscription Indicator on Viewpoints
  • Suffix for Node Type Qualifiers
  • Tools Cluster on Home Page
  • Request Object in Expressions for Validations, Policies, and Subscriptions

 

Defects Fixed:
  • Software issues addressed each month will be posted to Enterprise Performance Management Cloud Release Highlights (Doc ID 2055579.1)

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Refer to the following links and documents for further information:

 

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March 29, 2021   Uncategorized

Oracle Digital Assistant (ODA) for Enterprise Performance Management (EPM)

Oracle Digital Assistant for Enterprise Performance Management

Thank you to Mike Casey, EPM Product Management, for the presentation on this topic You can also watch the on-demand video here.

The Oracle Digital Assistant (ODA) is a platform that enables creating and deploying digital assistants, which are AI-driven interfaces that help users accomplish a variety of tasks in natural language conversations. It is an independent Oracle product, a Platform-as-a-service (PaaS) offering. Several Oracle SaaS products have delivered pre-built digital assistant skills to work with the ODA platform.

The Oracle Digital Assistant for Enterprise Performance Management (EPM) is designed as a family of conversational skills for Oracle Enterprise Performance Management business processes that are built for use with ODA platform.

To use the EPM Digital Assistant, you need to have an Oracle Digital Assistant subscription as well as one or more of the following Enterprise Performance Management business processes that have digital assistant skills currently available: (see Release Plan section below for more details)

  • Account Reconciliation
  • Financial Consolidation and Close
  Oracle Digital Assistant (formerly known as "Chatbot")

Review the key points from the presentation; including the release plan.

  • Conversational interaction with EPM
  • Automatic speech recognition and natural language processing
  • Typically available on multiple channels
    • Web UI, mobile, slack, etc.
    • First release for EPM will be web channel  only
  • Extend “skills” to tailor to customer specific requirements
  • Insights
Release Plan:
  • First Release, available February 2021
    • Financial Consolidation and Close AND Account Reconciliation
    • Web Channel Only
  • Subsequent Releases
    • Planning
    • Teams, SMS
  • Requires Oracle Digital Assistant (ODA)  Cloud Service or ODA Platform subscription
  • EPM Digital Assistant Skills provided at no charge
  How to Enable Digital Assistant in Your Environment

 

Use Case: Oracle Digital Assistant for Account Reconciliation (New in 21.02)

Use Case: Oracle Digital Assistant for Consolidation (New in 21.02)

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References:
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