Okay, here's a briefing document summarizing the key themes and important updates from the provided Oracle Fusion Cloud Enterprise Performance Management (EPM) February 2025 "What's New" document:
Briefing Document: Oracle Fusion Cloud EPM - February 2025 Updates
This document outlines the new features, enhancements, and changes included in the Oracle Fusion Cloud EPM update for February 2025. It spans various modules within the EPM suite, focusing on improvements to user experience, functionality, and platform capabilities. The updates indicate a continued emphasis on automation, data integration, and enhanced analytics.
- User Interface & Experience Improvements: A significant focus is placed on enhancing the user experience through a standardized UI for artifact pages, improved navigation, and more intuitive interactions, particularly in Smart View and within dashboards.
- Enhanced Automation & Integration: There are numerous updates that introduce or improve automation capabilities via EPM Automate and REST APIs. Additionally, better integration between EPM and the underlying Oracle Cloud Infrastructure is evident.
- Data Handling & Analysis: Several updates center on managing and analyzing data, from new data types and pipeline views to improved performance in data handling tasks.
- Security & Access Enhancements: Some changes focus on security, including updates to role assignment audit reports and authentication methods.
- Functional Expansion: Updates across specific EPM modules bring new functionality to areas like Financial Consolidation, Planning, and Account Reconciliation.
3. Detailed Breakdown of Key Updates and Ideas
A. Platform & Infrastructure
- Oracle Cloud Infrastructure (OCI) Migration: The document notes "Oracle-Managed OCI Migration of Classic US Government Environments", indicating a push towards modern infrastructure for sensitive environments.
- OAUTH 2.0 Authentication: "OAUTH 2.0 Authentication Support for Oracle Enterprise Performance Management Cloud Adapter" is included, meaning improved security and integration for adapters.
- Center of Excellence (CoE): The presence of "New Resources for Your Center of Excellence (CoE) and AI CoE" suggests Oracle's focus on supporting internal expertise and development.
B. EPM Automate & REST APIs
- New EPM Automate Commands: Several new commands like compactCube, runPipeline, and updateGuidedLearningSettings show further expansion of automated capabilities in EPM.
- REST API Improvements: The document highlights that "Encoding Required for Space Character in the Value of Path or Query Parameter in REST APIs" indicating improvements to API handling.
- Enhanced EPM Automate Functionality: Improvements like "New Operation Parameter Added to the exportEJJournals EPM Automate Command" and "New Operation Parameter Added to the setEJJournalStatus EPM Automate Command" point to enhanced automation of financial processes.
C. User Interface & Navigation
- Standardized UI: "Standardized User Interface for EPM Platform Artifact Pages" indicates an effort towards consistency and ease of use across different EPM modules.
- Navigation Flow Improvements: Changes like the "New Reload Navigation Flow Icon on Navigation Flows Menu" and "Hidden Forms Now Displaying in the Navigation Flow Artifact Library" suggest improved ease of use and better control over navigation.
- New Columns for Navigation Flow Page: The document includes the addition of "New "Created" and "Last Modified" Columns on the Navigation Flow Page" offering better tracking capabilities within the navigation flow.
D. Data Handling & Analysis
- Data Types: The introduction of "Support for Transient Text Data Type" indicates a response to the need to accommodate diverse data requirements.
- Pipeline Improvements: The inclusion of a "New Pipeline Table View" signifies easier management of data pipelines.
- Ad Hoc Grid Drilling: "Ability to Drill into an Ad Hoc Grid from a Dashboard 2.0 Chart" offers new data exploration capabilities.
- Smart View Enhancements: "Updated EPM Books Extension" and "Improved Performance in Function Sheets" aim to improve user experience in this tool.
- Previewing POV: The ability to "Preview POV while Importing Reports in Smart View (Mac and Browser)" enhances usability of the report importing process.
F. Specific Module Updates
- Account Reconciliation: The improvements here include: "Default Format for Exporting to Microsoft Excel", "Store Transaction Matching Attachments in OCI Object Storage", "Improved Performance When Searching for Transactions in Transaction Matching", "Enhanced Search Capability in the Unmatched Transactions Tab of the Matching Dialog", and "Customize the Layout of the Unmatched Transactions Tab in the Matching Dialog" which collectively indicate a focus on usability and flexibility for reconciliation processes.
- Enterprise Data Management: The addition of "New Videos" and "Transient Text Option for Data Type Property in Cloud EPM Applications" shows enhancements in learning and data flexibility.
- Financial Consolidation and Close: Several updates focused on REST APIs and commands to enhance automation, along with the capability for "Enabling Year-to-Date (YTD) Data Input in Forms".
- Narrative Reporting: "Support for Activity Report and User Login Report" shows additional reporting abilities, while "Enhanced Clarity of Embedded Report Grids Within PowerPoint Report Packages" improves report presentation.
- Planning: Specific improvements weren't mentioned in this brief excerpt but the addition of task manager metrics from the Activity report suggests greater integration with the rest of the modules.
- Profitability and Cost Management: The document included: "New skipFilters Parameter Added to the programDocumentationReport EPM Automate Command" and "Calculation Segmentation Now Shows the Number of Segments for Each Segmented Dimension" which adds greater data control and visibility.
- Tax Reporting: This includes "Troubleshooting Information Added to the Operations Guide", "Support for IPM Insights", and "Enhancements to Net Operating Loss (NOL) Automation Expiration", suggesting improvements in guidance and tax capabilities.
4. Important Actions and Considerations
This section (truncated in the provided document) typically includes key actions that users may need to take in response to the new update. It's critical to review the full release notes to understand if there are any breaking changes or configurations that need to be addressed post-update.
The February 2025 Oracle Fusion Cloud EPM update shows continuous enhancements across the EPM suite, primarily focusing on automation, data management, and user experience. It's important to review the full documentation for each specific module and pay close attention to any "Important Actions and Considerations" that might require changes within the EPM environment. The consistent use of features like EPM automate and the REST API suggest a continued push towards automation and integration.
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