EPM Marshall

Oracle Cloud EPM Updates: August 2025 The documentation for the August update to Oracle Cloud EPM has been released.  As a reminder, these updates are applied in test during the first daily maintenance that occurs after Friday, August 1, 2025 at 22:00 UTC and in production two weeks later during the first daily maintenance that occurs after Friday, August 15, 2025 at 22:00 UTC.  The data integration team has yet another major update this month along with many other notable updates. Pipelines in Account Reconciliation This is a pretty exciting update.  Pipelines have been this amazing piece of new functionality for well over a year now, but for Account Reconciliation, it didn’t yet exist…until now.  With this update, Account Reconciliation finally gets pipelines!  Here are the job types direct from Oracle: Create Reconciliation: (Reconciliation Compliance) Copies all selected profiles to a period and return success or failure status. Generate Report for Account Reconciliation: Generates either a single predefined Reconciliation Compliance report, predefined Transaction Matching report or a custom report. Import Attribute Values: Imports attribute values into

Oracle Cloud EPM Updates: July 2025 The documentation for the July update to Oracle Cloud EPM has been released.  As a reminder, these updates are applied in test during the first daily maintenance that occurs after Friday, July 4, 2025 at 22:00 UTC and in production two weeks later during the first daily maintenance that occurs after Friday, July 18, 2025 at 22:00 UTC.  The data integration team at Oracle continues to give us new features along with a few other notable additions. Data Integration Administrator Role Hot on the heals of adding location security to Data Exchange last month, we now have an entirely new role for data integration.  The new role allows complete separation of duties the application administrator and the data integration administrator. Smart Split…for Bigger Data If you’ve ever had an integration fail extracting data from Fusion GL, this should be very interesting.  You can now use an existing integration and run that integration automatically on a specified dimension to avoid the limiters.  So if you have processes split into multiple

Oracle Cloud EPM Updates: November 2024 The documentation for the November update to Oracle Cloud EPM has been released and there are quite a few new features.  As a reminder, these updates are applied in test during the first daily maintenance that occurs after Friday, November 1, 2024 at 22:00 UTC and in production two weeks later during the first daily maintenance that occurs after Friday, November 15, 2024 at 22:00 UTC.  This month’s update brings us a new set of formatting options in forms! Formatting Rules in Forms With this update, Form 2.0 gets what looks like a major formatting facelift.  These design-time formats differ from the classic formats that were available in Smart View by being applied inside of the form itself, as the name implies, at design time.  This should greatly improve the reliability of the formatting in forms and has the potential to make major leaps in the way users consume information from forms. The Full List Feature Module Ability to Select Frequency in Period Filter Account Reconciliation Duplicate and Reorder

Oracle Cloud EPM Updates: October 2024 The documentation for the October update to Oracle Cloud EPM has been released and there are quite a few new features.  As a reminder, these updates are applied in test during the first daily maintenance that occurs after Friday, October 4, 2024 at 22:00 UTC and in production two weeks later during the first daily maintenance that occurs after Friday, October 18, 2024 at 22:00 UTC.  There are some major changes to FCC and Smart View, so let’s get into it. Org By Period in FCC The Organization by Period feature in Oracle Cloud EPM allows businesses to manage and report financial data based on different organizational structures over time. This is particularly useful for companies undergoing mergers, acquisitions, or restructurings, as it provides the flexibility to reflect these changes accurately in financial reports.  With this update, we finally have one of the last pieces of remaining functionality from HFM that has been missing in FCC.  Here are a few of the highlights: Separate Calculation and Approval Statuses Enhanced