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Synopsis of EPM Cloud Updates - April 2020

ENTERPRISE PERFORMANCE MANAGEMENT CLOUD - APR '20 UPDATE


EPM CLOUD COMMON:


NEW EPM CLOUD INTERFACE:

There is an upgraded GUI included in this update, with better navigation and new themes like the popular Sky Blue.


REST API TO REVIEW REJECTED METADATA AFTER IMPORT

When using a REST API to import metadata, you can now define an error file that collects unimportant metadata records for each dimension. If an error file is defined, each dimension will be generated with a separate error file. Using Inbox / Outbox Explorer or applications like EPM Automate or REST APIs, the error files are then zipped together and the zip file is saved in the outbox where you can access the file.

Note: This relates to Planning, Financial Consolidation and Close, and Tax Reporting


REST API FOR PARTIAL CLEAR

REST APIs can now be used to do partial clearing for an ASO block. You can clear the cube, members, valid MDX query, with information, comments, and attachments to help. On Essbase you can also do a physical clearing. This allows for greater versatility and granularity when clearing the cube.

Note: This relates to Planning, Financial Consolidation and Close, and Tax Reporting.


ACTION MENUS NOW SUPPORT LAUNCHING A FORM IN MEMBER CONTEXT

You can launch a form in the member context of the original form via an action menu, either on the web or in "Smart View". EPM Cloud users were previously only able to launch forms in the dimension context of the original form. This feature relates to these EPM Cloud business processes: Planning, Financial Consolidation and Close, and Tax Reporting.


NEW FLEX FORMS IN "SMART VIEW"

Flex forms are a new type of form offering versatile row management in "Smart View". Flex forms retain the properties and characteristics of the regular form, but you can now rearrange the row members and sort or transfer rows. In ad hoc mode, you can also open a flex form and use ad hoc analysis to adjust the grid layout and submit data.


SUPPORT FOR MICROSOFT EDGE BROWSER

From this update, it support Microsoft Edge browser version 80 +.


ACCOUNT RECONCILIATION:


IMPORTTMPREMAPPEDTRANSACTIONS EPM AUTOMATE COMMAND CHANGE IN BEHAVIOR


The EPM Automate ImportPreMappedTransactions command, which imports pre-mapped transactions from a CSV file, displays the import status and a log file. The log file can be accessed from your tax reporting system using the update command File.


FINANCIAL CONSOLIDATION AND CLOSE


TOP 5 CONSOLIDATION AND TRANSLATION JOBS BY DURATION IN THE ACTIVITY REPORT

The Activity Report was expanded with a table showing the top 5 consolidation and translation jobs by length. It includes information in consolidation performance diagnostics logs to help solve consolidation problems.


PERFORMANCE SUBSTITUTION VARIABLES

The below Substitution Variables can be checked to enhance performance:

·         "EnableSimpleAggregation"

·         "OptimizeDBRefresh"

·         "OptimizeYTDCalculation"

·         "OptimizeConcurrency"

NOTE: "The degree of performance improvement varies widely across different applications, as it is powered solely by application design and data distribution."


TASK MANAGER ALERTS

Alerts feature has been improved to add inst, questions, attributes, and expanded workflow. Alerts Types can be characterized as a stored procedure capturing critical information and assigning key personnel for resolution of issues. In Task Manager, notifications can now be linked with more artifacts such as schedules and reporting times. Many events may be associated with a single Alerts. The updated Warnings List allows for unified management of all warnings.


CONFIGURABLE CALCULATION RULES

If the Ownership Management function is allowed for an application, the following Configurable Calculation Insertion Regulations require you to write to a Proportion member.

·          "FCCS_50_After_Opening Balance Carry Forward_Consolidated  (for multi-currency applications)"

·         "FCCS_60_Final Calculations_Consolidated (for multi-currency applications)"

·         "FCCS_130_After_Opening Balance Carry Forward_Consolidated (for single currency applications)"

·         "FCCS_140_Final Calculations_Consolidated (for single currency applications)"


APPLYING THE SOLVE ORDER METADATA PROPERTY

A new Configuration function helps you to quickly apply the Solve Order property for all Dynamic Calc members of a dimension in Extended Dimension applications. The metadata property of the Solve Order determines the order of the member evaluation and the order in which calculations are to be solved.


CONFIGURABLE CONSOLIDATION RULE-SETS

The below features apply to Configurable Consolidation Rule-Sets:

·         You will also use the effects of the current entity's Opening Balance Carry Forward, Proportionalization, Standard Eliminations and OpeningBalance Ownership Change framework rules when you create a set of rules for configurable consolidations, for source data.

·         When constructing a set of rules for Configurable Consolidations, you can now pick a Data-set View aspect member. The default member view selection is "FCCS Periodic," but it can be changed to "FCCS QTD," "FCCS HYTD" and "FCCS YTD" if enabled.

      NEW CONFIGURABLE CALCULATION RULE IN TRANSLATION SEQUENCE

      For the consolidation phase a new Configurable Calculation rule called "Foreign Exchange (FX) Calculations" is now available. The rule executes after translations, but before calculations on the Foreign Exchange / Cumulative Translation Adjustment (CTA). This allows you to build rules that alter previous system estimates, but are still subject to the Foreign Exchange and CTA system's "balancing" effects.

      SEEDED NET INCOME OWNERSHIP RULES

      In the seeded Ownership rule-sets "Net Income (Subsidiary)" and "Net Income (Equity)," the movement element was added to the rule-set framework, with the member "ILvl0Descendants(FCCS ClosingBalance)" and excluding: "FCCS OpeningBalance."

TASK MANAGER GLOBAL INTEGRATION UPDATE

The tab System Attributes has been dropped and Global Connection Tokens is now part of the Settings system.

TASK MANAGER REASSIGNMENT NOTIFICATIONS

When tasks are reassigned, e-mail updates are now sent to reassigned users immediately.

ABILITY TO USE AMOUNT OR RATE OVERRIDES IN ON-DEMAND RULES

You can now define "FCCS Amount Override," "FCCS Rate Override" or "Entity Input" in On-Demand rules as legitimate Consolidation members for run-time prompts.

NEW CALCULATE MOVEMENTS SYSTEM RULE FROM CLOSING BALANCE INPUT

Now Financial Consolidation and Close provides data entry for "Closing Balance Data." Any measurement of movement amounts based on the Closing Balance Input entry, however, required user-created Insertion Point or Regulations on request. A new machine rule has been introduced with that release: "Calculate Movements." This rule will measure movements from Closing Balance Input based on new attributes of the Account metadata and the Movement dimension. When metadata attributes are modified and the system rule is allowed on the Consolidation's Local Currency tab: System screen, any "Closing Balance Input" entry will produce a determined amount of movement that will be posted to the specified movement. You can select a global default movement for all level 0 accounts, and you can also select specific movements for each individual level 0 account.

NOTE: At present, members of the seeded movement cannot be used as appointed part of the movement. A subsequent release addresses this shortcoming.

TASK SCREEN ENHANCEMENTS

The Task screen was improved to include a new Overview ribbon within the task header. This summary bar tells the user easily how much time remains on the mission, its priority and the number of new comments, the questions and attributes needed, and the notifications opened.


"NARRATIVE REPORTING"


UPDATED NARRATIVE REPORTING EXTENSION FOR "SMART VIEW"

The enhanced Oracle "Smart View" Narrative Reporting Extension is now available for Office. This update contains changes to the general functionality and bug fixes. Download and install the new "Smart View" Narrative Reporting extension to get some improvements.

UPDATED NARRATIVE REPORTING EXTENSION FOR DISCLOSURE MANAGEMENT

An enhanced Narrative Reporting Extension is now available for the Oracle Disclosure Management. This update contains bug fixes and general enhancements. To get those changes, download and install the new Disclosure Management Narrative Reporting extension.


"PLANNING"


CAPITAL SUPPORTS IFRS 16 FOR LEASE ASSETS

Capital also supports International Financial Reporting Standards 16 (IFRS16) for lease properties, which adjust the manner in which lease properties are managed on the P&L and on the balance sheet, for the lessee's perspective.

NEW STATUS INDICATOR ON FORMS

A new type status indicator now shows icons to show the server operation "busy" and "idle"

REVIEWING REJECTED METADATA AFTER IMPORT

While determining the import job of the Planning metadata, you now have the option to define an error file that collects the records of metadata not imported for each dimension.

UI OPTION FOR CREATING FREE FORM APPLICATION

Free Form Planning applications can now be built using a UI-based wizard.

IMPORT DATA FROM A FLAT FILE INTO A STRATEGIC MODELING MODEL

You can now import data into a Strategic Modeling model from a flat file. Only files in .csv format are supported.

CALCULATION MANAGER OPTION TO DISABLE FLASH


"TAX REPORTING"


CHANGES TO MOVEMENT DIMENSION

When tax reporting facilitates ownership management, a number of reserved system members are generated upon upgrade and should not be used for data input.

TASK MANAGER REASSIGNMENT NOTIFICATIONS

In Task Manager, email updates are now sent directly to the reassigned users when tasks are reassigned.

             

TASK MANAGER GLOBAL INTEGRATION UPDATE

The Program Attributes tab has been removed in Task Manager, and Global Connection Tokens now forms part of device settings.

TASK MANAGER ALERTS

The Notifications function has been expanded in Task Manager to include orders, queries, attributes and extended workflow. Alerts Types can be characterized as a stored process collecting critical information and assigning key personnel to solve issues. Alerts can now be correlated with more Task Manager artifacts, such as schedules and reporting times. Many events may be associated with a single Alerts. The new Warnings List allows unified control of all alerts.

OWNERSHIP MANAGEMENT

Ownership management consists of controlling global consolidation settings and applying those consolidation settings on a scenario-by-scenario, year-by-year, and period-by-period basis to each entity's hierarchies. Ownership settings refer to each combination of parent and child for each Case, Year and Time.

UPDATES TO TAR AUTOMATION

The TAR Automation form has been modified for Administrators and Power Users to allow you to set multiple Accounts and single selections for Scenario, Year and Time using the Member Selector. You may also choose to reveal the member name or alias.

TASK SCREEN ENHANCEMENTS

The Task screen was improved to include a new Overview ribbon within the task header. This summary bar instructs the user quickly about how much time remains on the mission, its priority and the number of new comments, the questions and attributes needed and the notifications opened.

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