Match Rules for Creating Matches with Partial Text in ARCS Transaction Matching: new option of Matches with Contains Operator

From 25.05 monthly release, ARCS TM allows Match Rules for Creating Matches with Partial Text.

For text attributes, business users can now create match rules that match an attribute value with part of another attribute value. You can either match a source system attribute with part of a subsystem attribute or a subsystem attribute with part of a source system attribute.

When configuring match rules for text attributes, a new option Matches with Contains Operator is added to Match Tolerance. After selecting this option, it can be specified that which attribute value must be contained within another attribute value. 

For example, if a rule matches the POS Memo attribute from the POS source with the Memo1 attribute from the Bank source, it can be specified that the Memo1 value must contain the POS Memo value.

Applies to

• Account Reconciliation

Business Benefit: 

This feature enhances the Transaction Matching functionality by enabling users to match structured text in a source system attribute with unstructured text in a subsystem attribute or vice versa.

Created by Mohit Jain and Megha Gupta.

Ability to Add Instructions to Dashboards in Dashboard 2.0

Prior to release 25.05, there was no provision to enter the instructions for business user for Dashboard 2.0. Below is screenshot from Dashboard 2.0 in designer mode.

   

With 25.05 release, Dashboard designers can now add instructions to entire dashboards in Dashboard 2.0.

Dashboard instructions can be added in the General tab of the Properties Panel in Dashboard Designer, and they can be customized with formatting and URL links. When saved, dashboard instructions can be viewed in the global toolbar in the runtime dashboard.

As part of this enhancement, global dashboard details such as the dashboard name and the folder path of the dashboard have been moved to the runtime dashboard's Actions menu in the Dashboard 2.0 Global Toolbar. Similarly, dashboard component details such as the underlying form name, the folder path of the form, and the cube, can be viewed in the dashboard component's Actions menu.

To add instructions to a dashboard in Dashboard 2.0:

1. On the Home page, click Dashboards.
2. Open an existing Dashboard 2.0 dashboard, or create a new one.
3. In the Dashboard Designer, view the General tab of the Properties Panel. The Instructions property is at the bottom of the General tab. 
4. Click the Disable/Enable toggle next to the Instructions property to set the property to Enable.
5. Enter instructional text (no more than 2000 characters), format it, and then click Save.
6. To view instructions, switch to the runtime dashboard and click Instructions in the runtime dashboard's Global toolbar.

          Click on Disable link to make it change to enable to allow to add instructions

To view details for an entire dashboard in Dashboard 2.0:

1. On the Home page, click Dashboards.
2. Open a Dashboard 2.0 dashboard.
3. On the Global toolbar, click Actions, and then click Show Details.

To view details for a dashboard component in Dashboard 2.0:

1. On the Home page, click Dashboards.
2. Open a Dashboard 2.0 dashboard.
3. Hover over a dashboard component to reveal the Dashboard Component toolbar.
4. Click Actions, and then select Show Details.

This applies to: 

• Enterprise Profitability and Cost Management
• Financial Consolidation and Close
• FreeForm
• Planning 
• Tax Reporting

Business Benefit: This feature allow user to provide customized instructions for entire dashboards in Dashboard 2.0.

Created by Mohit Jain and Megha Gupta

Introducing a New Role for Managing Migration, Cloning, and Daily Maintenance in ARCS

Prior to update of 25.05, a user with Service Administrator role only can perform the tasks related to migration of application, cloning of environment and set the daily maintenance.

In release 25.05, A new application role named Migrations - Administer has been introduced. Users who are granted this role can access the following cards under the Tools card:

• Migration
• Clone Environment
• Daily Maintenance

These users also have access to the REST APIs and EPM Automate commands that are associated with the above cards. For example, these users can issue the importsnapshot, cloneEnvironment, and setDailyMaintenanceStartTime EPM Automate commands.

Applies to:

• Account Reconciliation 

Business Benefit: This feature helps delegate migration activities to users who are not Service Administrators.

Created by Mohit Jain and Megha Gupta.

Update on existing Profiles - View Application Role

Sometime, a user who has been assigned to any reconciliation, needs to have access of profile associated with that reconciliation. With the release 25.05, an user with the Profiles - View application role in Access Control can now access profiles for which they have been assigned workflows, aligning with Reconciliations they can view. 

For users with the Allow workflow users to reassign reconciliation profiles option enabled, there is no change in behavior, as this setting continues to display all profiles for them.
Applied to:

• Account Reconciliations

Business Benefit: This feature allows view capability to the profile for more streamlined and consistent profile access

Standardization of the Group Assignment Audit Report: Column updates

To Standardization the report named Group Assignment Audit Report, couple of columns have been added or updated in report. 

This Report is generated using the groupAssignmentAuditReport EPM Automate command and the Group Assignment Audit Report REST API. Below is the old layout of report -

Old Column Layout of the Group Assignment Audit Report

To standardize it, below the new layout of report - 

New Column Layout of the Group Assignment Audit Report

1. A new column named User/Group Type has been added as the second column of the report. This column indicates whether the entity in the User/Group Name (first) column is a user, a predefined group, an IDCS group, or an EPM group.
2. The Action column has been made the third column in the report.
3. A new column named Group Type has been added to the report. This column indicates whether the group in the Group column is an IDCS group or an EPM group.
4. The label of the Administrator column has been changed to Performed By.

Applies to: 

• Account Reconciliation
• Enterprise Data Management
• Enterprise Profitability and Cost Management
• Financial Consolidation and Close
• FreeForm
• Narrative Reporting
• Planning
• Profitability and Cost Management
• Tax Reporting

Business Benefits: Standardization of the report columns makes the Group Assignment Audit Report more usable and easier to understand as it distinguishes the different types of groups.

Created by Mohit Jain and Megha Gupta

Platform Reports Library Opens Reports and Books Directly in Excel

Prior to this release 25.05, users had to launch the Report in HTML or PDF or launch the Book in PDF and then export to Excel. This required the Report or Book to be run twice. 

From this release 25.05, the Platform Reports library enables user to open Reports and Books directly in Excel via an icon.

This feature streamlines the user interaction and runtime when using Excel with Reports and Books.

It is recommended for users to have Preview POV enabled in Tools > User Preferences > Reports, so users can set the POV before launching the Report or Book in Excel.

This feature applies to: 

• Enterprise Profitability and Cost Management
• Financial Consolidation and Close
• FreeForm
• Planning
• Tax Reporting

Business Benefit: This enables to quickly open the Excel format of Reports and Books by clicking the Excel icon next to the Report. 

Created by Mohit Jain and Megha Gupta

New Application Role Reports - Manage for Power user to manage Reporting artifacts

Before the 25.05 update, Power Users had the same ability to manage reporting artifacts as Service Administrators. This new role will update the access rights of Power Users.

The new Reports - Manage role allows users to:

• Add, edit, duplicate, and delete reporting artifacts.
• Import and export reporting artifacts based on permissions set on them.

Starting with this update, users that are assigned a new Power User predefined role will no longer be able to manage reporting artifacts. To avoid disruption, existing Power Users will be auto-assigned the Reports - Manage role with the 25.05 update. Service Administrators can deprovision this role if needed. New Power Users will not automatically be assigned this role and will require explicit role assignment.

This Role applies to: 

• Enterprise Profitability and Cost Management
• Financial Consolidation and Close
• Freeform, Planning
• Tax Reporting

Business Benefit:  The Reports - Manage role improves security, compliance, and efficiency by providing granular control over reporting artifacts. It provides the ability to delegate the reporting artifact management to non-Service Administrators. On the other hand, it also removes this ability to newly assigned Power Users unless explicitly allowed by Service Administrators.

Created by Mohit Jain and Megha Gupta

New Copy Pipeline Feature in Data Integration

Prior to this feature, there is no option to open existing pipeline, and users had to create new pipeline always.

A new Copy Pipeline feature is available that enables to create a Pipeline identical to another Pipeline but with a different name. Pipeline can be copied within the same environment or to a remote environment.

The Copy Pipeline option is available from the home page by clicking ... next to the Pipeline to copy and then selecting Copy from the Task Menu:

You are then prompted to select Copy Pipeline options including:

• New pipeline name
• New Pipeline code
• Connection

This feature applies to: 

• Enterprise Profitability and Cost Management
• Financial Consolidation and Close
• FreeForm
• Planning
• Profitability and Cost Management
• Tax Reporting

Business Benefit: Use the copy Pipeline feature to create a new copy of a Pipeline definition with identical connections and job type information. You might use this feature when you want to copy a Pipeline definition in a test environment, or you want to copy a source Pipeline as a model for another Pipeline.

Created by Mohit Jain and Megha Gupta

Validations to Disallow Invalid Date Range Selection for Report Generation

Oracle Enterprise Performance Management Cloud has implemented new validations that prevent selecting an invalid date range during Access Control report generation. Oracle Cloud EPM ensures that only valid date range is used during Access Control report generation through Access Control screens, EPM Automate, and REST APIs.This feature is automatically available in EPM Cloud instances.

As a result, users can no longer select invalid date ranges for generating these reports.

• Invalid Login Report
• Role Assignment Audit Report
• Group Assignment Audit Report
• User Login Report

The Audit Retention Period (days) setting in the Oracle Cloud IAM controls the retention period (maximum of 90 days) for the audit data presented in the Invalid Login Report and the Role Assignment Audit Report. Cloud EPM maintains the audit data displayed in the Group Assignment Audit Report and User Login Report for a maximum of 120 days.The following validations are performed for the start and end dates:

• The start date cannot be earlier than the allowed maximum retention period from the current date.
  
  
  
• The end date cannot be later than the maximum retention period from the start date. 

• The end date cannot be earlier than the start date.

 This feature applies to: 

• Financial Consolidation and Close
• Planning
• Tax Reporting
• Freeform
• Enterprise Profitability and Cost Management
• Narrative Reporting
• Profitability and Cost Management
• Enterprise Data Management
• Account Reconciliation 

Business Benefit: These validations ensure that the generated reports don't provide unexpected results or empty pages because of invalid date range.

Created by Mohit Jain and Megha Gupta

New Navigation Flow Option: User Access View

Prior to the release of May 25.05 patch, Navigation flow designers had to collaborate with each user to see the runtime view of a navigation flow for that user (or have a user defined on the designer's system with similar access)

The User Access View option provides navigation flow designers with a way to preview the runtime view for any user assigned to a group associated with the navigation flow.

Now designers can easily see the runtime view of the navigation flow for any user that is assigned to a group associated with the navigation flow. The User Access View option is only enabled when the navigation flow is associated with a group. This option is not enabled for the Default navigation flow or any navigation flow not associated with a group.

To view the User Access View option for a navigation flow:

1. On the Home page, click Tools, and then click Navigation Flows.
2. Highlight the name of the navigation flow to preview.
   Note: The navigation flow must be associated with a group and it cannot be the Default navigation flow.
   
3. In the upper right-hand corner of the page, click Actions, and then select User Access View.

This feature applies to: 

• Financial Consolidation and Close
• Planning
• Tax Reporting
• Freeform
• Enterprise Profitability and Cost Management

Business Benefit: 

This feature enables navigation flow designers to instantly see which artifacts in a navigation flow are visible to which users and quickly make changes, if needed.

Thank you!

Created by Mohit Jain and Megha Gupta