Infosys’ blog on industry solutions, trends, business process transformation and global implementation in Oracle.

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November 30, 2017

HFM Rule Basics - 1

 

Rules gives the wings to HFM application and are incredibly powerful & flexible way to add calculations to the applications. Rule file extension is .RLE

What is a Rule?

Ans: Rules are Combination of Objects & Functions/Methods 

                            

        

Hs is the namespace, Entity is the object, DefCurrency is the function, and E#SpecificEntity is the argument, to define the dimension in the argument, HFM requires the dimension label and a number sign (#).


We have 9 main Subroutines in Rules & under each Sub routine there are member of Functions to simplify rules.

# We load all rules in single file as there is only replace option available and No merge option.

# Rules start with "SUB" and ends with "ENDSUB"

 

9 Rules are:

  1. Calculation -------------------HS.Exp

  2. Translation -------------------HS.Trans

  3. Consolidation -------------------Call HS.Con

  4. Allocation -------------------Call HS.Alloc

  5. Input -------------------HS.Input

  6. NoInput -------------------HS.NoInput

  7. DynamicCalculation -------------------HS.Dynamic

  8. TransactionsICP -------------------HS.SupportTran

  9. EquityPickup ------------------- HS.PEPU

What is HS. ?

HS. = Hyperion Solution

HFM Rules

There are 2 main Functions

  1. Load to the Database ---- HS.Exp

  2. Retrieve from the Database-------HS.GetCell

Most Common

Less Common

Infrequent

Calculate

Allocate

ICP

Translate

Input

EPU

Consolidate

 

 

NoInput

 

 

Dynamic

 

 

 

List of Dimensions Valid on both the sides of the equation.


Data is written only to the base level elements for the following dimensions:

- Account

- ICP

- Custom1

- Custom2

- Custom3

- Custom4    So only base members on the left hand side

 

Formatting the rules also means using the underscore (_) and colon (:) symbols. When using the underscore, you are telling the script that the line ending with an underscore is continuing on the next line. For example:

StrAccount = HS.GetCell ("A#7999.C1#Sales") + _

HS.GetCell ("A#7999.C1#Marketing")

 

The colon allows you to combine two lines. For example:

strSalesAccount = "A#7999.C1#Sales" : strMktAccount = "A#7999.C1#Marketing"

 



Left hand side drives the equation


             HS.Exp "A#Account3.C1#Chips = A#Account4"

HS.Exp "A#Account3.C1#Olap = A#Account4"

                                         


Same formulae Reversed

HS.Exp "A#Account3 = A#Account4.C1#Chips"

HS.Exp "A#Account3 = A#Account4.C1#Olap"

                                 


To be Continued in HFM Rule Basics part 2....


November 29, 2017

Answering Analytics on the Go - a review of Oracle Day by Day

What if, we have a personalised BI App which can answer the business questions on an adhoc basis through voice commands?

Provide custom reports proactively based on the location & time using GPS location of the phone?

Yes, that's now a reality with Oracle Day by Day mobile App.

Oracle launched Day by Day mobile App in the first half of this year, which looks to be a futuristic personal analytics application. It is currently available as part of Oracle Analytics Cloud (OAC) Enterprise license and has got both Android and Apple versions. It's quite different to earlier Oracle Mobile BI and Synopsis App. Oracle Mobile BI HD app is more like an actual BI application tailored for mobile screen, whereas synopsis is for adhoc analysis sourcing data from excel sheets.Oracle Day by Day is more than mobile BI with built in AI ,NLP (Natural Language Processing) capabilities. 

I got a chance to evaluate this product while working on POC of Oracle Analytics Cloud platform. App does not require any additional setups and can be downloaded from Google Play store or Apple App store very easily. I am elaborating my brief experience and take on each of its key salient features as below,

1) Easy to use: One can easily configure the app just by entering OAC application URL and user credentials. Application itself has got 3 simple tabs Smart Feed, Search and Settings

2) Really SMART, Smart Feed: First tab of the app feeds the frequently used charts and Numbers based on the usage pattern and explicit selections. Essentially app learns on what to feed in the first tab so that user can get the required insights proactively without even asking for them.

It is so personalized that it delivers the charts based on when and where to various business questions. Oracle calls the list of these mobile charts and graphs as smart cards. Here is how it looks...

newmain.jpg

Fig1 : Day by Day app tabs and Smart Feed

3) Search with NLP & AI: In Search tab users can type the key words for the data and KPI they are looking for and any specific way it needs to be presented (like bar graph, pie chart etc.). In below example a chart is rendered based on 4 keywords typed "Costs, Germany, City, bar chart".

NLP1.jpg

Fig2 : Report rendering based on key words
It is a mobile version of BI Ask available in the OAC which presents the content based on the indexing of Subject Areas clubbed with backend AI programs to construct the report on the fly.

More interesting is voice based search ..., users can tap on the Google voice icon and start asking the question to their personal assistant. In the below example, user asks a question "Revenue for phones in Germany "and app responds with a number tile with required fact.

voice.jpg

Fig 3: Get numbers and charts through voice based queries
If a specific visualization is not mentioned in the request, App selects one or more chart types to present the data such as a Tile, Bar Graph etc. automatically.

App leverages various NLP techniques to interpret the user's voice inputs so as to construct a meaningful search criteria.

4) Bring back reports based on Date/time & Location: Assume a senior executive wants to know Sales numbers for a location when he/she is at that location or wants to have a glance of report before a meeting scheduled at a particular date/time, yes it can now be easily achieved through this app. As shown in below example with few taps user can select a Sales report to be available when he/she is at Berlin tomorrow or next week.

newlocation.jpg

Fig 4: Personalize your smart feed based on Date/time and Location

App uses the GPS information available in the cell phone to provide the report based on locations.

5) Share a report to a group or an individual: Users can create their own group called as Crew by adding other users (who have OAC Id & are on App) to it in Settings tab. A report can be shared to the Crew or to an individual with single tap as shown below,

Share1.jpgFig 5: Report sharing, broadcasting and Comment options

Report can also be broadcasted to nearby devices. And one more appealing feature available only in android version is to make report available to external devices through chromecast.

6) Start a group chat : Users can simply start a conversation around a report with their Crew by typing in the Comments section. It would be very helpful for Sales team to have discussions on the Go.

7) Notifications based on calls/text messages Users can set notifications in the App if they receive a call or text message from a particular contact. Accordingly reports pertaining to that contact will be made available in the Smart Feed. It really helps in quickly gaining the insight about the contact (might be a prospect or an existing customer) before starting the conversation.

I would like to say that Oracle Day by Day App is a game changer in the BI space delivering truly personalized, AI based, collaborative mobile BI capability. Oracle is trying to change or extend the definition of BI from charts/graphs to getting required answers to business questions. Having said that, App at the current state still needs lots of refinements especially to its NLP capabilities in interpreting the user's voice commands or text queries. Oracle will definitely bring more enhancements to it in the coming releases. Overall it's great trend setter for the BI and Analytics Industry.

Employee Engagement: Some quick insights & tips

We all techies spend so much time on work & think about it, whether it's a working day or weekend or holiday, but it is very disheartening to say that many people are unhappy with what they do. Gallup survey which was done couple of years back says that "Only 32% of the people are actually engaged" with their work. Work is work, and it is not fair to expect that most or all employees to be engaged all times. But on the other side "poor engagement can lead to negative impact to the organization as a whole be it at any level from top to bottom"

Why Employee engagement?

Engaged employees will create a better product & service!!!

Above flow diagram depicts what happens when we have a high employee engagement in a company and illustrates the value it brings to an organization!!!

You all might all think how poor employee engagement affects productivity levels of overall organization. In fact, there are numerous surveys that show that many companies make big loss in revenue (in billions) every year due to less productivity. At the same time, we have seen companies that invest in Employee engagement has out performed very well and has even doubled their figures YOY!!!

So looking at above, it becomes important or inevitable to invest some time and effort in this space. As mentioned, "Workers feel more thrilled and motivated, when organization or management invest in their employees."

So looking to inspire your team? Here are five tips to bring your workforce to life and start engaging your employees.


a. Top down Approach:


Leaders play a vital role in this whole drive, and that is the first area that you should look out to kick start engagement and start investment. We need to showcase "Leadership team" and bring them together, to showcase how much important their contributions are, to improve productivity and engagement. It is seen that "Managers or Leaders" make about >70% of the engagement level factors across organizations. Hence it is important that the leadership is self-motivated, innovation driver and plays an active role in Employee Engagement activities. They need to create an environment where employees believe in management and their leadership!!!


b. Concentrate on Key Strengths

 

In an Organizations, comparisons between employees are inevitable and frequently the weaknesses are overanalyzed, rather than understanding each employee is unique and appreciate individual contribution. As in IT world we always say "Survival of the fittest'. Being a lead or mentor to a person who is requested to work for you, think about what his or her strengths are and give him or her opportunities on those. You'll see that there is productivity and satisfaction. By doing so you also gain below three things and leads us to higher levels of engagement and effectiveness.

          • Increased positive emotions
          • Greatest potential for success
          • Enhanced self-confidence


c. Offer a Training Program or areas for personality development

We all work to advance ourselves in our career, and many get stuck after a while!!! There might be level to which you can advance, but everyone has things to learn, how big or small you are in an organization. So taking periodic training and professional development can help keep your team associates engaged (this can be in both technical or soft skills) and make them feel like they're progressing in their career, rather than being in a never ending monotonous cycle, compensated only through monthly salary.

Flowchart: Process: Personality Matters -

 


 


d. Implement Gratitude and Acknowledgement framework 

We all work hard or assign work to others to meet targets or goals to be satisfied, how often we take time to recognize the efforts of ourselves or our team!!! Gallup's analysis or survey says that "only one third of employees strongly agree that they have received appreciation or have been appraised for their work in a week".

This plays a very important role be it technical or non-technical field of work. Recognition does not need to be costly or complex, but it is proven to have a positive impact on spirits of employees. So we need to look out for avenues to recognize the great job done by the team wherever or whenever possible. Some of the techniques can be by implementing recognition programs (certificates, prizes etc.), appreciating team in your monthly team meetings and calling out what they have done well in a group. Also there will be forums, in your organization which gives opportunity to applaud your team member's effort's for their contribution. Irrespective of whether if it's your juniors or seniors, please do take out time and recognize efforts.

Every time encouraging a person by doing "PAT on his or her back" improves the employee's confidence and also enthusiasm in that person. So do appreciate and recognize each and every person!!!

Down Ribbon: Well Done!!! 





e. Invest in Health & Wellness

Last but not the least, health and wellness are essential for improved productivity and innovativeness. We all sit for long hours and that is not good for our team or individual's health, happiness, and mental ability. If not considered applying health and wellness practices into your day to day work, do consider and let us start now. I am sure in many IT companies you will have gym facility, make use of them. Keep a practice of eating healthy food in the office (find one which is good J). By inspiring fitness and having good food facilities for your employees, we can increase productivity make our team better-off and in good health J

Above fixes might bring the surprising  improvements to your office culture, but I am sure in order to keep the momentum going in the long run, you will have to think differently and think big on the leadership effectiveness!!!


Different Flavours of Hyperion Security

In this blog, I have tried to cover the concept of Hyperion Security. Application security forms the nervous system of any Hyperion Application & must be designed in the most efficient manner, without missing out on any requirement from the Business User.

Application Security is a vast concept & this blog intends to provide in-depth knowledge for anyone ready to take the challenge of designing the security.

Hyperion security spans across below mentioned modules:

Oracle Shared Services Console
Oracle HFM
Essbase & Planning
and FDMEE.

All of these leverage the Shared Services for their maintenance.

An organization would normally have several small entities. The financials will more likely be accurate if users are assigned appropriate security so that it prevents them from making unintentional or accidental errors by only having the minimum access required to perform their specific job roles.

There are two layers in the Security Design:

1. Application Roles - would define what all actions a user can perform in different applications.
2. Metadata Roles - would define, the members in metadata to which a user will have access & the type of access as well. Every member in all dimensions have a property called SecurityClass. This property is used to group dimension members for access to data. Although every metadata member has the SecurityClass property, security is usually applied only on the Entity dimension.

Security is a double edged sword, fine grained security will require more security administrator effort.

Windows active directory groups are often used to group users. The advantage of group users is that more than one user will have access in case of vacations or someone's absence


1. Oracle Shared Services Console:
Central Module to perform every kind of security detailing for any Hyperion Application. The module would contain a list of all available roles from registered products.

2. Provision:
EPM System predefines tasks or collections of tasks into Roles.

3. EPMA Dimension Management:
To manage security for EPMA Dimension Library, all users can be granted 'Dimension Editor' role & individual dimension can be managed from "System" Menu in Dimension Library

4. Calc Manager:
To assign access for this module, user has to be given 2 roles in HFM : Rules Designer & Viewer, & then in Shared Services, one per product.

5. Provisioning Manager:
This role would enable users to grant or revoke the role access or class access for other users, however, they would not be able to perform similar action for their own id, unless they are assigned Shared Services Administrator role.

6. Reporting & Analysis Roles:
Almost all the roles correspond to Interactive Reporting / Production Reporting

7. FR Role Recommendation:
 - Administrator can do anything except provision other users
 - User with "Report Designer" role would need to install Studio client.
 - "Explorer" role issues read access for all the reports.

8. HFM Roles:
 - "Administrator" role allows every task to be performed except managing Provisioning.


Group Based Model or User Based Model?
 - Best practice would be to create groups in Native Directory, & assign them roles and Security Class Access.
 - The assign the users to the relevant groups.
 - However, this approach is not very efficient if number of groups becomes more than number of users.


Native Directory or Windows Active Directory?
 - Make use of security policies from external providers (MSAD/LDAP), since Native Directory does not reinforce any password management policy on its own.
 - Allows IT security to control users
 - Hyperion admins are best suited to control access
 - Auditing Reports for every application can be retrieved from the Shared Services Console.


November 28, 2017

Cross Module Integration-EPBCS and EPRCS

Turbocharge your EPM planet with cross module integration "EPRCS - EPBCS Integration"

 Its only, just a matter or a question of time that EPRCS will be the most preferred Cloud Reporting Service available in the EPM market. As strong as this comes you would second it in another not greater than 600 seconds as you reach the C ya later climax of this blog.

Gone are the days of dossier when the Decision makers seamlessly miss insights, chill the soup, miss the story behind the data. Purposeful Intent of the EPRCS is being a One stop shop for managing all your reporting needs.  Let's get beyond merriness is advocating this process driven approach, never before seen in reporting.

Process for defining reports, authoring reports, reviewing and approving reports. Regulatory report packages get's published, financial and management reports of your company in a much secure and collaborative and process driven approach. If I understand it correctly, this is Cloud Only solution and hence would be a great Value add with the never seen before capabilities and features on your report publishing process.

Just like many, I too got carried over by the naming similarity and miss-understood it as HFR ( Hyperion Financial Reporting) on Cloud and was later proven wrong. May be it was intended to co-work other technologies in the reporting gamete like Smart view and financial reports. 

While there are other Blogs of mine that takes a deep dive into EPRCS and its features and capabilities along with details of the latest December upgrade, this one will retain focus on the recent repeat asks from peers..."How to integrate EPBCS with EPRCS".

I am making a serious attempt here to enable the reader quickly come up to speed on using EPRCS and integrating it with other EPM stack of products like EPBCS, FCCS, OAC.

First let us take a peek into integration EPBCS and EPRCS (integrating here is not DATA but marrying the User interface) advantages of these and as a matter of fact in general would be

o   Seamless Customer experience

o   Enterprise wide well connected system

o   Maximum utilization of the products on the ground

o   Extreme flexibility hand picking and mixing what to choose from source instance for integrating

o   Plenty of Cloud based tools

o   Ease of Importing/Exporting artifacts within the various Cloud products

Should I be using EPRCS to integrate it to EPBCS by setting up EPBCS as a "Source" in EPRCS Data Source. Well, with all signs on a traditional HFR developer that's  the route that brain would take. As I generously elaborate in all my articles, EPM has a magical touch and that really left me wondering, if this is the only way to tunnel to EPBCS. What was I thinking by digging onto the targets..shouldn't I obviously know that there should be a way to set it up in EPBCS?? Well If I want to pull in the user interface all or selective from EPRCS and use it within the EPBCS world for super enhanced power packed design then a big YES, so I decided to take a look at the EPBCS landing page...as you see below:

Prithiba_Pic_1a.jpg

Let's get to the apparent Tools section and open it up to enjoy what it has in store for us..

 

Prithiba_Pic2.png

Oh..so this must be it. As simple to navigate and it's like almost most and definitely the commonly used administrator activities are indeed available on the cards right in front of you, very intelligently arranged and Thanks for Oracle for that...Someone there had really done a deep thinking into not only giving all that we can ask for but also in a way that is very convenient and comfortable for us!

Since I don't have any connection set up yet, this is what I am going to see the first time I land at "Manage Connections"

 

Prithiba_Pic3.jpg

Prithiba_Pic4.jpg

















Prithiba_Pic_5a.jpg

Onto the top right, it wasn't that difficult to find the Add Connection...

Prithiba_Pic_6.jpg

Oh What a sight...that I see when I click onto Add Connection...Beautiful ladies lined up to volunteer to be targets for our connection set up and at this context, without any detour I better select Oracle Enterprise Reporting Cloud service to reach any closer to accomplish the mission intended!

Prithiba_Pic_7a.jpg 

The Create Connection pop-up is self-explanatory with the below basic mandatory fields for completing the connection set up.

  • 1.       URL - The URL of the Enterprise Performance Reporting Cloud Service
  • 2.       Connection Name - That's for you to choose and I would say EPRCS-Conn
  • 3.       Description -I would lay out Details of the intended use for this connection.
  • 4.       Service Administrator - The user id that would actually be used for the connectivity- must be service admin or identity domain
  • 5.       Password- The password for the above user id
  • 6.       Domain - This is the domain in which the EPRCS is hosted. Apparently this means that cross domain / cross pod integration is also possible! Wow..!!
Prithiba_Pic_8a.jpg

Once you "Validate" the connection and make it successful you are good to go to the next of "Save and Close" on the top right. Another though fancy yet helpful item here is the Domain entry at the last box at the bottom autofills based on the URL entered in the first box. So you can never go wrong here, even if you intend to!!nce the connection has been saved, you can find it appended to the list in the manage connections. From here, you can also perform further editing or deletion.

Prithiba_Pic_9a.jpg

Bingo! Just click on the home icon and to the navigator you will see the new connection!

Prithiba_Pic_10.jpg


Let's now see how to play around with the newly added target application. Click the connection name and you will see the application opening in the same browser tab. On the other hand, you can also click the open window icon and the application will open in a brand new browser window.

Did I just see what I just saw? One user Login-Single point of Entry-Access to multiple cloud services!! Another magical moment!!

Since I believe that the same can be applied to all the EPM cloud services, all the cloud pods that I have access to and that's exactly what I am going to cook tonight.

One last tip with this write-up. We can also add any card or cluster from the target application to your source application. How that can happen is via the navigation flows.

Prithiba_Pic_11a.jpg


Once you click on "Add Existing Card/Cluster" the library window will open. Also on the left side you will have the option to choose one of your connections.

Gladly into the seamless world of connectivity...! 


Signing Off for now...Prithiba.D

November 15, 2017

Oracle Data Visualization Cloud Service

 

Oracle Data Visualization Cloud Service

 

Overview

Visual Analysis and Self Service discovery cloud service from Oracle. It has the following main features

  • Easy Upload

Upload data from a variety of sources (for example, spreadsheets, CSV files, Fusion Applications, and many databases) to your system and model it in a few easy steps

  • Simple Mash up

            Data from different sources is automatically connected

  • Easy Exploration

Create visualizations and projects that reveal trends in your company's data by creating insights and stories

  • Visual Experience

Auto visualization, Brushing and Intuitive, Filtering, Auto coloring, Built in Maps

 

Data Sources

DVCS can use data from the following sources for creating stunning visualization projects

  • Spreadsheet /CSV (<= 50 MB in size)

  • Data from Oracle Applications data sources

  • Oracle Transactional Business Intelligence Oracle BI EE analysis and subject areas

  • Data from a database as a service or on premise database using Remote Data Connector

  • Data from various on premise data sources such as (CSV, relational Databases, SQL query) can be uploaded and used in DVCS using Oracle Data Sync

  • Oracle Data Visualization Cloud Service REST API can also be used to programmatically load on-premises data to a data set that you can explore

 

Sample Hybrid Cloud Architecture with OBIA, OTBI and DVCS

OOB + Custom OBIEE Business Logic and reports

 

Or RDP

 

  • DVCS can be used to create visualization stories and projects directly using data from Oracle Applications data sources with Oracle Transactional Business Intelligence using Oracle BI EE analysis and subject area

  • Data extracted from the cloud ERP into an on premise data warehouse can then be used to create data visualization analysis and projects

 

DVCS Security Features

  • Identity domain

    • Identity Domain is a construct for managing certain features of Oracle Cloud including DVCS

    • The identity domain controls the authentication and authorization of users who sign in to Oracle Cloud services including DVCS

    • Several predefined roles and user accounts are available when DVCS is provisioned in an identity domain

    • If one has EBS on the cloud and uses DVCS to connect directly to OTBI subject areas. The 2 cloud services can share the same identity domain or it can be separate. The specifications of choosing the identity domain should be in the contract, but in theory both cases are possible

    • The roles in Identity domain are recognized in Web Logic

  • SSO

    • SSO is a token service for authentication while an identity domain allows you to manage users and roles.

    • One can integrate existing Oracle SSO with the identity domain of DVCS

  •  Application Roles

    • Comprises a set of privileges that determine what users can see and do after signing in to Oracle Data Visualization Cloud Service

    • There are two types of application role          

      • Predefined

      • User Defined

  • Data Level Security

One cannot control data visibility within DVCS but only control object visibility based on Application Roles/Users => meaning you can control which report a user can see but you cannot control what data the user can see in the report.  This is because you don't do any modeling within DVCS, so no data filters can be applied.   The data visibility is driven by the username used to connect to OTBI - whatever data this user sees will be visible within DVCS

 

Conclusion

DVCS is a powerful addition to the Oracle BI tools. It provides self-data discovery features with rich UI and visualization capabilities. It's a step in the right direction towards incorporation of the modern BI and Analytics features. It supports cloud and hybrid deployments supported. DVCS be used for root cause analysis data visualization project. Supported by Oracle's strong infrastructure, it provides an attractive option for Oracle's install base. It is not typically used for creating reports with large volumes or large number of columns. Using BICS, OBIEE, OAC one can develop tabular report with 500+ or 1000+ columns. In its current release, it is not possible to print or share (create for example a pdf and then send it via email) analysis created from the catalog those buttons are disabled.

 

 

References

https://docs.oracle.com/en/cloud/paas/data-visualization-cloud/bidvc/getting-started-data-visualization.html

 

November 9, 2017

Transaction matching of around two million records in under 5 minutes in ARCS

Oracle Account Reconciliation Cloud Service (ARCS) with Transaction Matching is a cloud based reconciliation platform with pre-built configurations and adherence to industry best practices; a recommended solution to cater to your reconciliation and matching needs.

Transaction Matching is a module within ARCS which inherits the features that facilitate preparation and review of reconciliations.

  • Additionally, Transaction matching adds efficient automation of the detailed comparison of transactions in two or more data sources
  • The calculation engine allows for intuitive "netting" of transactions within each data source to provide output which is easy to work with
  •  Flexibility in the setup and timing of the process allows to minimize the effort during "crunch time" and reduce risk

 

Transaction Matching Use Cases

Typical Transaction Matching Use Cases are shown below.

 

Use Cases.jpg

Often clients need to match more than million records between two source systems with complex match set rules. We have seen clients spending hours to try to manually match them in excel or use some solutions like Access database, Oracle tables etc. which can be very time consuming and have data quality issues. We will share our experience and some insights on how we successfully loaded and matched two source files with around 2 million records in less than 5 minutes using Transaction matching feature of ARCS for one of our e-commerce client.

Idea Inception

Client wanted to match up to 2 million records from their point of sale system (POS) and the details obtained from Merchant transaction system. They were using access data base for this activity which was giving them results in hours and they reached out to Infosys with this requirement to help them streamline this time-consuming and frustrating process.

 

Solution and Approach

Source Files.

1. Point of Sale transaction file.

    The POS file had 9 columns and the file provided was in txt format (a pdf report converted into a text file). Below is the snapshot of the same.

POS.jpg

2. Merchant system transaction file

           The Merchant system transaction file had 21 columns and the file was in csv format. Below is the snapshot of the file.

Merchant.jpg

Matching rules

Client wanted the matching rules to be based on the condition that the card number and the amount from POS transaction file matches against the cardholder number and amount from the Merchant transaction file with the stipulation of many to one transaction match where many transactions from Point of Sale system matches with single batch (grouped by amount) transaction from Merchant system file.

 

Initial Challenges

The initial challenges with this requirement are below

1. Size of File.

    The size of the files provided were huge as there were 9 and 21 columns respectively and both the files had around 2 million records resulting in file sizes of > 1 GB per file. This much large a file is difficult to read and edit by any text editor.

2. Formatting

    Another bigger challenge was formatting the given files as per ARCS transaction matching needs. The files provided were in text format and to read and format them given their file size was a tough nut to crack.

 

Infosys Solution

We took this challenge and delivered as promised. The biggest challenge was to import the file containing about 2 million transactions into the ARCS Transaction matching from both the system and match them automatically in quick time. Other tools and custom solutions were taking hours for this process. Importing 2 million records in a csv file is a huge input for any system to ingest. It would typically take anywhere between 15-30 minutes just to import one file into a system. We had another challenge in formatting the files because the file we received was a .pdf file converted into text format and we needed them to be converted into .csv to be accepted by ARCS Transaction Matching. We used Oracle ARCS TM, formatting tools, text editors and Oracle provided EPM Automate utility to format the files, automatically ingest and auto-match the files from two transactional systems.

 

The EPM Automate Utility enables Service Administrators to remotely perform tasks within Oracle Enterprise Performance Management Cloud instances and automate many repeatable tasks like import and export metadata, data, artifact and application snapshots, templates, and Data Management mappings.

 

Tips and Lessons Learnt

With the above requirement's implementation, we have learned a few lessons and below are some tips when implementing similar type of solution.

  • ARCS TM also accepts .zip format input files, hence compress the files into .zip format so that they are smaller in size plus quick and easy to upload on the ARCS cloud.
  • Powerful text editors like Notepad++ or Textpad when formatting the files, could be used.
  • Create custom attributes which can be used in matching rules for faster auto-matching of transactions.
  • If possible, try to get the export from the transactionsystems in .csv format to reduce conversion times.

Performance Metrics

Below are our performance metrics while implementing client's requirement of matching around 2 million records using Oracle ARCS Transaction Matching.

 

Import POS million records - 27 seconds

Import Merchant million records - 61 seconds

Run Auto Match - 53 seconds

 

Complete Process - 2 minutes 21 seconds (Less than half of 5 minutes)

 

Result?

 

Happy client and Happy us.

 

We deliver!!!! - Please visit our company website to know more about our Account Reconciliation and Transaction matching solutions.



November 8, 2017

Emerging Trend in SSHR- PART3

Key Players in the HRMS Self-Service


  1. Oracle Self-Service Human Resources (SSHR) - Oracle Self-Service HR is part of Oracle Human Resources Management family of applications, and integrates seamlessly with other Human Resources applications, including Human Resources(core),HR IntelligenceLearning ManagementPerformance Management and Compensation Workbench.
  2. Applaud Self Service HR - Applaud System is best system made by Oracle experts that enhances Oracle HR Self-Service with an intuitive interface & mobile experience for employees and managers. It is simplified system used by desktop & mobile users.

Enhancements needed in the Oracle Self Service future edition

 

Following best ERP practice, Oracle E-business Suite Self-service HRMS application is overall based on extensive customer feedback, analyst research, experts' challenges & Oracle's own commitment to drive leadership. As per our recent experience in HRMS implementation projects, listing some areas that attracts customer's requirement & need further enhancement in the tool . Some of them are discussed below:-

 

1.       Introducing Employee Probation as function in self-service

The function should be available with Managers /Administrators or HRMS professionals. In certain industries, it is observed that employees have to complete Probation period based on multiple round of evaluation done by managers during different phases. Managers & administrators should be given enough flexibility to set expectations for employee to provide feedback against those expectations.

 

2.       Configuring Reminders

Oracle SSHR should give the flexibility to send reminders where the number of reminders should be configurable. Once reminders are complete, application should take one of the following paths:-

a.       Send the transaction back to the initiator

b.       Send the transaction to next person in approval chain

 

3.       Better User Interface and validations

There should be way to control the display of fields if any of the function is defined as Special Information Type in self-service via personalization. In several cases, we need that an employee should not see certain fields however the same function when accessed form Manager self- service should see the complete list of segments in a function. Personalization should be more flexible and user- friendly in controlling display at different levels along with setting preferences in HRMS system.

 

4.       Enabling validations for 'Special Information Types'

Currently when any SIT is defined as Self-service function in Self-service page, it doesn't support the validations. Because of this, mostly Self- service functions are configured as Extra Info Types where we can apply user hook validations and control functionality as per requirements. EIT's if compared with SIT is more flexible to capture in Self- service. However SIT is user friendly, so we should ensure SIT's to be more flexible in future edition.

 

5.      Develop Oracle SSHR as standalone Mobile App

Currently external systems like Applaud is integrated with SSHR to enhance the user interface and make it accessible with Mobiles, Tablets, etc. However, the system should be flexible enough to create App preferences to access different functions anytime, anywhere and from any device.


Summary at a Glance

HRMS Self Service application is significant for any Industry as it supports HR Best Practices. Organizations are not interested in impressive reorganizations and superficial plans that fail to improve upon core processes. A highly productive workforce depends on driving technology and automation. In the emerging era, this product is not likely to abate anytime in near future & perhaps not ever.

 


 [CJ1]just check the sentence

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