September 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
24 AUG 2023			Created initial document.

Overview

HAVE AN IDEA?

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

GIVE US FEEDBACK

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

DISCLAIMER

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

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

Feature Summary

Enterprise Data Management

Enterprise Data Management

Monthly Update Schedule

Test Environments: Oracle will apply this monthly update during the first daily maintenance that occurs at or after 22:00 UTC on Friday, September 1, 2023.

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

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

NOTE: Backing up the daily maintenance snapshot and restoring the environment as needed are self-service operations. Oracle strongly recommends that you download the maintenance snapshot every day to a local server.

The Oracle Help Center provides access to updated documentation. The updates will be available in the Help Center on Friday, September 1, 2023.

NOTE: Some of the links to new feature documentation included in this readiness document will not work until after the Oracle Help Center update is complete.

Helpful Information

Documentation Updates Available One Week After Readiness Documents

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

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

Fixed Issues and Considerations

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

NOTE: Fixed issues for EPM Cloud Common components (Smart View for Office, EPM Automate, REST API, Migration, Access Control, Data Management/Data Integration, Reports, Financial Reporting, and Calculation Manager) are available in a separate document on the My Oracle Support “Release Highlights” page.

This provides visibility into EPM Cloud release contents.

Give Us Documentation Feedback

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

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

Create and Run an EPM Center of Excellence

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

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

Learn more:

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

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

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

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

Join Oracle Cloud Customer Connect

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

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

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

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

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

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

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

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

Follow Us on Social Media

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

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

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

Oracle Cloud Readiness App

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

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

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

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

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

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

EPM Cloud Platform

Videos and Tutorials

New Tutorial

A new tutorial is available:

Setting Up Security in Cloud EPM Business Processes

This tutorial describes the layers of security in Cloud EPM business processes and shows you how to manage security using Access Control and access permissions.

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

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

Cloud Customer Connect

Enterprise Performance Management Resource Center on Cloud Customer Connect

We are pleased to announce the new Enterprise Performance Management Resource Center on Cloud Customer Connect. This resource center provides a dedicated location for community members to find useful information on all things EPM.  As a community member, you have access to important product announcements, best practices, known issues, training highlights, and more.

The Enterprise Performance Management Resource Center is part of the new ERP Resource Center on Cloud Customer Connect.

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

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

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

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

Business Benefit: Using the new Enterprise Performance Management Resource Center ensures quick access to important product announcements, best practices, known issues, training highlights, and more.

Key Resources

• Enterprise Performance Management Resource Center on Cloud Customer Connect

Center of Excellence

New Resources for Your EPM Center of Excellence

To help you make the most of EPM Cloud, we've provided valuable new resources in the EPM Center of Excellence (CoE). You also have access to this webinar: Planning Your Success with EPM Center of Excellence.

You also have a dedicated Oracle web page for the EPM CoE where you can find blogs, videos, and documentation. You can click Contact Us if you have questions or if you'd like help with starting your own EPM Center of Excellence.

A CoE is a best practice for Cloud EPM. An EPM CoE is a unified effort to ensure adoption and best practices. It promotes the most effective use of Cloud EPM and helps you deliver better business results.

Learn more:

• Use the checklist to create an EPM CoE.
• Understand the benefits and value proposition of a CoE.
• Build your business strategy.
• Go to the Oracle EPM Center of Excellence web page.

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

Tips And Considerations

• Visit the Oracle EPM Center of Excellence page to access blogs, documentation, and videos. Click Contact Us to get answers to your questions or if you'd like help with starting your own EPM Center of Excellence.

• Use the EPM CoE checklist to get started.

Key Resources

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

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

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

• Learn more and contact us on the Oracle EPM Center of Excellence web page

OCI Migration

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

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

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

Oracle has sent notifications for Oracle-managed migrations specifying the migration schedule. Follow the instructions in the notification.

For customers whose environments were included in Wave 6 (June 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 23.09 (September) monthly update. If you prefer not to have the migration take place in the 23.09  monthly update, please run the skipUpdate EPM Automate command to skip the 23.09 update.

• All Classic environments in the Amsterdam (EM2) Data Center must be migrated by Wave 6. If your environment in Amsterdam Data Center is scheduled to be migrated in Wave 6, you can skip the migration for up to one month only.

• If your environments are included in Wave 7 (July 2023 Migration Notification), you must already have received your OCI environments. You should go through the optional migration steps, which include setting up SSO and IP Allowlist, and testing based on your requirements. See these information sources:
  • Oracle-Managed Migration in Oracle Enterprise Performance Management Cloud Operations Guide
  • Tasks to Perform After Cloning Environments in Administering Migration for Oracle Enterprise Performance Management Cloud

• If your environments are included in Wave 8 (August 2023 Migration Notification), you will receive your OCI environments in September 2023. Because your OCI environments may be provisioned at different times, you may not receive notification emails for all the environments at the same time.

• By Wave 8, 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.

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

Oracle is no longer accepting any service request for Customer-Managed Migration, and expects all Customer-Managed Migrations to finish by these deadlines:

• Amsterdam (EM2) Data Center: Finish migration by the end of October 2023. Oracle will terminate Classic environments in the Amsterdam (EM2) Data Center in November 2023.

• All other data centers: Finish migration by the 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.

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

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

Steps to Enable

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

Key Resources

• EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration in Oracle Enterprise Performance Management Cloud Operations Guide

• Features Available only in OCI EPM Cloud Environments in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

Access Control

Export Groups to CSV Functionality in Access Control

Service Administrators and Access Control Managers can now export all EPM Cloud Group names and descriptions to a Groups.csv file using the Export to CSV button in Manage Groups tab of Access Control. The Export to CSV button is disabled if there is no group in Access Control to export.

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

Business Benefit: You can now export and review group information using Groups.csv file.

Key Resources

• Exporting EPM Cloud Groups to a CSV File in Administering Access Control for Oracle Enterprise Performance Management Cloud

Features

New and Updated Videos

An updated video is available:

Overview: Understanding Requests in Enterprise Data Management Cloud

This overview provides a high-level look at using requests to make changes to data in Enterprise Data Management Cloud.

A new video is available:

Working with Time Labeled Viewpoints

Learn how to use time labeled viewpoints to access data in a node set from a historical point in time to assist in comparing, reporting, and analyzing data.

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

Additional Methods and Enhanced Null Handling in Expressions

New methods have been added to compare Date and Timestamp values and to join multiple Boolean terms in an expression. A Null object is also available to enable null values to be returned for non-String data types (such as Integer or Float) as well as allow for easy evaluation of null values in an expression.

The following comparison methods are available for Date and Timestamp data types:

• BeforeOrEqual
• AfterOrEqual

The following join methods are available for Boolean data types:

• And
• Or

Business Benefit: The additional methods and Null object can simplify expression logic resulting in quicker setup and easier maintenance.

Key Resources

• Date and Timestamp Data Type in Administering and Working with Oracle Enterprise Data Management Cloud
• Boolean Data Type in Administering and Working with Oracle Enterprise Data Management Cloud

Compare Profiles Using Different Hierarchies from Same Viewpoint

Compare profiles can be defined using two different hierarchies in the same viewpoint to facilitate recurring comparisons and reconciliation of those hierarchies. When creating a compare profile for a view, the same viewpoint can be selected for both the From Viewpoint and To Viewpoint. In the compare profile inspector, two different top nodes from that same viewpoint can be selected for the From Node and To Node of the compare. When the compare profile is run, a duplicate tab for the viewpoint is added to the view and displayed in the side by side layout.

Business Benefit: For a viewpoint which has multiple hierarchies with shared nodes that need to be aligned, a compare profile provides an easy way to compare those hierarchies on a repeated basis.

Key Resources

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

Configurable Severity for Custom Validations

Custom validations provide some severity options to control whether a business rule is enforced as a warning or error in each request workflow stage. Warning validations identify data issues to users but allow requests to proceed to the next stage. Error validations identify data issues and prevent the request from proceeding until resolved. A custom validation can also be ignored for a particular workflow stage.

Business Benefit: The configurable severity of a validation allows business rules to be deferred to a later workflow stage or to provide a warning but not restrict submission or approval of a request.

Key Resources

• Understanding Validation Severity in Administering and Working with Oracle Enterprise Data Management Cloud

Copy an Application

Application owners and service administrators can copy an application to create a new application of the same type with the same configuration as the original. When an application is copied, all metadata within the original application is copied to the new application including dimensions, data chains, validations, policies, and subscriptions. Viewpoints are copied for views in which the user is an Owner. Data is not copied but can be separately transferred across applications if necessary using an export/import process.

Business Benefit: Copying an application provides an efficient way to create a similar application instead of starting with a blank application.

Key Resources

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

Copy an Extract Across Dimensions

Viewpoint extracts can be copied to a different dimension of the same application or to a different application of the same type. A Copy menu item is available in the Actions menu on the Extracts tab of the Dimension inspector to perform the copy.

Business Benefit: This feature allows for easy creation of multiple extracts across dimensions which use similar columns and formatting options but may have different filters.

Key Resources

• Creating, Copying, Promoting, and Deleting Extracts in Administering and Working with Oracle Enterprise Data Management Cloud

Custom Validations for Applications and Dimensions

Custom validations can be defined at the application or dimension level. In previous releases, custom validations were only defined at the node type or hierarchy set level. Validations for an application are configured in the Application inspector and validations for a dimension are configured in the Dimension inspector. When a request or viewpoint is validated, custom validations from all four levels (application, dimension, node type, hierarchy set) are run for each node.

Business Benefit: A business rule can be consistently enforced for an entire application or dimension without having to define the same validation for each node type or hierarchy set.

Key Resources

• Working with Custom Validations in Administering and Working with Oracle Enterprise Data Management Cloud

Exclude Moves Option for Incremental Extracts

When incremental extracts are configured to include Adds and Deletes, nodes which are moved in a hierarchy viewpoint are also included in the extract output because new relationships are added and old relationships are deleted. Incremental extracts now provide an option to Exclude Moves From Adds and Deletes. This extract option will not output records for nodes which are moved in a hierarchy viewpoint when only Adds and Deletes are included.

Business Benefit: Some incremental extracts for hierarchy viewpoints need to only include nodes which were added or deleted, but not moved.

Key Resources

• Specifying Incremental Options in Administering and Working with Oracle Enterprise Data Management Cloud

Generational Extracts for Viewpoints

Generational extracts enable hierarchy relationships to be output as separate extract columns instead of using a parent/child format. These extracts can output hierarchy relationships in separate columns ordered from top-down or bottom-up. Different properties can be extracted for bottom nodes vs. ancestor nodes. Repeat options can be configured to output a consistent number of columns for unbalanced hierarchies that have branches of varying depths.

Business Benefit: Downstream applications such as data marts/warehouses and certain user reports often need hierarchy information in a denormalized, generational format. This format allows for easy filtering and grouping of bottom level records based on ancestor column values.

Key Resources

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

Improved Column Reordering for Viewpoint Extracts

When editing viewpoint extracts, extract columns can be reordered in a drag and drop fashion. The drag and drop option is available in addition to the First/Up/Down/Last action menu items which were previously available.

Business Benefit: This feature provides a way to easily add a new extract column in a particular position or rearrange multiple columns in an extract.

Key Resources

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

Improved Download for Large Validation Result Set

During viewpoint validation, a limited set of results are displayed in the user interface (maximum 1000 nodes). To access all validation results, you can download the validation results to a file.

Business Benefit: Additional validation results are available in the user interface, and results beyond the maximum threshold are accessible in the downloaded file.

Key Resources

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

Load and Download Node Type Permissions from/to Files

Permissions and data access for users and groups of a node type can be loaded from the file as an alternative to manual configuration in the Node Type inspector. Existing permissions and data access for a node type can be downloaded to a file to modify and reload or use for offline reference. The file format includes the permissions granted for each user/group as well as the node actions which can be performed and the properties which are displayed and editable.

Business Benefit: In situations where a large number of users are granted permissions and data access at the node type level, this feature enables a more efficient way to do that by loading the permission information from a file.

Key Resources

• Uploading and Downloading Permissions from a File in Administering and Working with Oracle Enterprise Data Management Cloud

Load Viewpoint in Replace Mode for Portion of Hierarchy Set

When loading a viewpoint in Replace mode, only the hierarchy relationships under the existing top nodes in the viewpoint are replaced. Relationships for other top nodes in the hiearchy set which are not in the current viewpoint remain as-is. In previous releases, relationships for the entire hierarchy set of a viewpoint were replaced during viewpoint load.

Business Benefit: With this enhancement, other viewpoints which share the same hierarchy set but use different top nodes are not negatively affected by the viewpoint load in Replace mode.

Key Resources

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

LoadViewpoint EPM Automate Command

The new version of EPM Automate introduces the loadViewpoint command, which loads data into viewpoints of an Enterprise Data Management dimension.  The viewpoint load can be run in Merge or Replace mode. The viewpoint load file can be a CSV, Excel (XLSX) or a ZIP file containing one CSV or XLSX file. Use the uploadFile command to upload the viewpoint load file to the staging area, and then the loadViewpoint command to load the data into Enterprise Data Management.

Business Benefit: This command facilitates the loading of data into viewpoints for an Enterprise Data Management dimension.

Key Resources

• Working with EPM Automate for Oracle Enterprise Performance Management Cloud:
  • Installing EPM Automate
  • loadViewpoint

Manage Mappings for a Chart of Accounts Redesign

Enterprise Data Management provides several new configuration options to support a chart of accounts redesign initiative when transitioning from a legacy accounting system. These options include:

• A Legacy GL node type class is available to manage the chart of account values from the source general ledger system which need to be mapped to the new chart of accounts. Nodes in a Legacy GL node type have limited properties which cannot be customized and are not counted towards one’s subscription record count.

• Legacy GL nodes can be imported into their own application or loaded into an unbound dimension of the target application within Enterprise Data Management. From there, the Legacy GL nodes can be manually inserted into a mapping viewpoint or auto-inserted using a subscription request.

• Map bindings can be created for dimensions of a Financials Cloud General Ledger application to set up viewpoints used to manage the chart of accounts mappings as well as export or extract the mappings.

Business Benefit: Organizations who are redesigning their chart of accounts as part of migrating from a legacy system need a way to reconcile and map values from the source chart to their corresponding values in the target chart of accounts. Unless they plan to coexist these systems, legacy GL nodes are required primarily to map into the target cloud GL. With the introduction of the Legacy GL node type class, one no longer has to concern oneself with accounting for these nodes to map one’s transformation.

Key Resources

• Working with Node Types in Administering and Working with Oracle Enterprise Data Management Cloud
• Understanding Bindings and Bound Data Objects in Administering and Working with Oracle Enterprise Data Management Cloud

Notify Collaborators of Subscription Requests

For subscriptions which are configured with the Collaborate option, alternate assignees are invited as collaborators to the subscription requests. Email notifications are now sent to the collaborators to make them aware of the subscription requests so those users can contribute if necessary.

Business Benefit: In some cases, multiple contributors may need to be involved in a subscription request. This feature enables you to notify the collaborators immediately and allows them to respond in a more timely manner.

Key Resources

• Subscription Notifications in Administering and Working with Oracle Enterprise Data Management Cloud

Policy Execution Plan

The Policy Execution Plan enables users to visualize the workflow policies and stages that are applicable to a given request. For draft requests, you can identify the policies which will be in effect once the request is submitted. For in-flight requests, the execution plan identifies the current stage along which policies have been fulfilled, are in progress, or will apply in a later stage. For closed requests, the plan includes the policies that were fulfilled or were incomplete. The policy execution plan is available from the Policies tab of the Request inspector.

Business Benefit: This feature enables users who submit requests to easily understand the workflow process necessary to complete a request. Data managers may use the policy plan to determine where a request is in the workflow process and which policies are remaining. Owners can use the plan to appropriately configure workflows for particular types of requests.

Key Resources

• Policy Execution Plan in Administering and Working with Oracle Enterprise Data Management Cloud

Private and Public Queries for Viewpoints

Queries for viewpoints can be saved to allow for reuse at a later time. Users with Participant (Read) access or greater can create Private queries for their own personal use. View owners with Data Manager permission or greater can promote a private query to a Public query to share the query with all users of the viewpoint. Saved queries can be run frequently and their results downloaded to a file for offline reference or sharing. Private and public queries can be modified, copied, and deleted as necessary.

Business Benefit: Saved queries enable users to perform recurring analyses on viewpoint data in fast and easy manner.

Key Resources

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

REST API Enhancements

The Enterprise Data Management REST API provides new endpoints for the following operations:

• Query a viewpoint and write the results to a file
• Compare viewpoints and write the results to a file
• Get extracts and update the connection details of an extract

For dimension exports to connected Financial Cloud General Ledger applications, the response for the Get Job Results API endpoint now includes additional information for any integration tasks performed after export.

Business Benefit: Queries and compares can be run in an automated fashion and the results sent to users for reporting purposes. Connection details for extracts can be updated by an automated process after importing a template in cases where the connection details should be different between the source and target environments. Integration tasks in Financials Cloud which are triggered from an Enterprise Data Management export process can be monitored by an external program.

Key Resources

• Query a viewpoint and write the results to a file in REST API for Oracle Enterprise Data Management Cloud Service
• Compare viewpoints and write results to file in REST API for Oracle Enterprise Data Management Cloud Service
• Get Viewpoint Extracts in REST API for Oracle Enterprise Data Management Cloud Service
• Update global connection for an extract in REST API for Oracle Enterprise Data Management Cloud Service
• Get the result body of the job run with the given id in REST API for Oracle Enterprise Data Management Cloud Service

Send Notifications for Invalid Policies and Subscriptions

Policies and subscriptions may become invalid in rare situations when users, groups, or nodes referenced in the policy/subscription are deleted. This may result in a policy with no users/groups, or a subscription with no assignee or a missing top node filter. Email notifications are sent to Owners and Metadata Managers when a request encounters an invalid policy or subscription. This allows them to edit the policy or subscription and resolve the configuration issue.

Business Benefit: In exceptional cases when a configuration change results in an invalid policy or subscription, this feature enables users to be notified so they can resolve the issue.

Key Resources

• Subscription Notifications in Administering and Working with Oracle Enterprise Data Management Cloud
• Workflow Notifications in Administering and Working with Oracle Enterprise Data Management Cloud

Skipped Rows and Downloaded Indicators for Request Attachments

Request attachments which resulted from a request item file load have additional indicators to identify the number of skipped rows and whether the attachment has been downloaded for review by a user. The Skipped Rows and Downloaded indicators are displayed on the Attachments tab in the Request Details pane of an open view. When a request has a file attachment with skipped rows, the submitting user of the request is directed to review the file to determine whether to take further action on the skipped rows.

Business Benefit: For requests where a file load has occurred via a subscription, there may be rows in the file which were skipped for various reasons. This feature provides warnings and indicators that enable the request assignee to identify request file attachments which should be reviewed.

Key Resources

• Reviewing Request File Attachments in Administering and Working with Oracle Enterprise Data Management Cloud

Sort By Option for Viewpoint Properties and Allowed Values

A Sort By option is available when configuring properties for a viewpoint or allowed values for a property. This option rearranges the properties or allowed values in ascending order by name.

Business Benefit: Viewpoint properties and their allowed values may be added out of order. Users can quickly sort them with this option.

Key Resources

• Configuring How a Viewpoint Displays Properties in Administering and Working with Oracle Enterprise Data Management Cloud
• Defining Allowed or Invalid Values for a Property in Administering and Working with Oracle Enterprise Data Management Cloud

System Event Audit

An audit report is available for Service Administrators to identify general events which occur in the system, when they happened, and what their status was. System events which can be audited include startup and shutdown, index refreshes, user changes, migration tasks, and template operations. The system event audit can be filtered by event type and time frame and the results can be downloaded to a file for sharing with other parties.

Business Benefit: This feature provides the ability for organizations to monitor or report on certain events which occur in the system.

Key Resources

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

Top Node Creation During Viewpoint Load

New top nodes are created when performing a load into a hierarchy viewpoint from a source file. In previous releases, the viewpoint load required top nodes to pre-exist in the viewpoint and would only load hierarchy relationships under those top nodes from the file. Top nodes are now created in the following scenarios:

• Initial load into an empty hierarchy viewpoint
• Adding a new top node to a viewpoint with one or more existing top nodes

Business Benefit: The creation of top nodes by the viewpoint load eliminates the need to predefine the top nodes in the viewpoint before the load.

Key Resources

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

Workflow Policy Order

A Policy Order can be configured for an approval, commit, or notification policy to control the order in which policies take effect in a particular workflow stage. This allows multiple policies for the same stage to be enforced in a certain order to ensure that specific users participate before other users. The policy execution plan for a request displays policies in effect and the order in which they will happen for each stage.

Business Benefit: This feature enables conditional policies or policies configured at different levels to occur in a certain order. For example, enrichment policies should take place before approval policies, or node type policies should be enforced before dimension policies.

Key Resources

• Understanding Policy Order in Administering and Working with Oracle Enterprise Data Management Cloud

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.

EPM CLOUD PLATFORM

Change in Application Role Names

In a future update, Oracle will rename some application roles to align role names across business processes. The following application role name changes will be made:

Current Application Role Name	Proposed 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
Manage Alert Types	Alert Types - Manage
Announcements? Manage	Announcements - Manage
Manage Announcements	Announcements - Manage
Application Creator	Application - Create
Mass Allocation	Application - Mass Allocate
Approvals Administrator	Approvals - Administer
Approvals Ownership Assigner	Approvals - Assign Ownerships
Approvals Process Designer	Approvals - Design Process
Approvals Supervisor	Approvals - Supervise
Auditor	Audit
View Audit	Audit - View
Run Calculation	Calculation - Run
Delete Calculation History	Calculation History - Delete
View Calculation History	Calculation History - View
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
Reconciliation Manage Currencies	Currencies - Manage
Data Integration Administrator	Data Integration - Administrator
Create Integration	Data Integration - Create
Drill Through	Data Integration - Drill Through
Run Integration	Data Integration - Run
Manage Data Loads	Data Loads - Manage
Documents - Manage	Documents - Manage
Reconciliation View Jobs	Jobs - View
Migration Administrator	Migrations - Administer
Create Model	Model - Create
Delete Model	Model - Delete
View Model	Model - View
Task Manager - Manage Dashboards	Operational Dashboards - Manage
Task Manager - Manage Reports	Operational Reports - Manage
Manage Organizations	Organizations - Manage
Manage Periods	Periods - Manage
View Periods	Periods - View
Create POV	POV - Create
Delete POV	POV - Delete
Clear POV Data	POV Data - Clear
Copy POV Data	POV Data - Copy
Edit POV Status	POV Status - Edit
Reconciliation View Profiles	Profiles - View
Manage Profiles and Reconciliations	Profiles and Reconciliations - Manage
Create profit Curve	Profit Curve - Create
Edit Profit Curve	Profit Curve - Edit
Run Profit Curve	Profit Curve - Run
Reconciliation Manage Public Filters and Views	Public Filters and Views - Manage
Reconciliation Commentator	Reconciliation - Commentator
Reconciliation Manage Teams	Reconciliation - Manage Teams
Reconciliation Preparer	Reconciliation - Preparer
Reconciliation Reviewer	Reconciliation - Reviewer
Reconciliation Manage Reports	Reports - Manage
Create / Edit Rule	Rule - Create / Edit
Delete Rule	Rule - Delete
Run Rule Balancing	Rule Balancing - Run
Mass Edit of Rules	Rules - Mass Edit
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 - Manage Artifacts
Task Manager - Manage Public Filters and Views	Task Manager - Manage Public Filters and Views
Task Manager - Manage System Services and Settings	Task Manager - Manage System Services and Settings
Task Manager - Manage Tasks	Task Manager - Manage Tasks
Task Manager - Manage Users and Teams	Task Manager - Manage Users and Teams
Task Manager - View Audit	Task Manager - View Audit
Run Trace Allocation	Trace Allocation - Run
Reconciliation Manage Users	Users - Manage
Run Validation	Validation - Run
View Creator	Views - Create

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

Plan to Discontinue Support for Non-Redwood Experience Themes

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

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

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

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.

Effective during the 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. Appearances 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.

Environments that have not deployed Redwood Experience will not currently be impacted by this change. In an update planned for the second quarter of 2024, Oracle will automatically migrate these environments to use the Redwood Experience.

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

ENTERPRISE DATA MANAGEMENT

Issue with Dates and Times Displaying Year in a 2-Digit Format

Starting in the September (23.09) update, there is an issue with the way dates and times are displayed in the user interface. For some locales, the year is represented in a 2-digit format instead of 4 (for example, DD.MM.YY instead of DD.MM.YYYY). This issue affects the user interface display only, and it will be resolved in a future update.

Unsaved Registration Information No Longer Retained

Starting in the September (23.09) update, if you make changes to the registration of an application that is not in Draft status but do not apply them, they are not saved when you close the registration wizard.