Setting Integration Type Parameters

Integration Type parameters enable Financial Close Management to pass information to the end point to dictate and control how the end point should perform its action. For example, when you run a Financial Management consolidation, Financial Close Management can pass which application to run the consolidation against, and the dimension selections for the consolidation. The parameter values defined in the Integration Type are set in the task or Task Type using the integration. Thus, the Financial Management Consolidation Integration Type can be used for many applications and dimension selections within Financial Close Management, depending on how you set the Consolidate task's parameter values.

Each parameter definition requires a name, description, unique code, type, and whether a value is required. The parameter code is the token that Financial Close Management replaces in the execution URL for end-user tasks, or the parameter name that is passed to the execution Web Service for system-automated integration types. Required values must have a value for all tasks in a schedule before the schedule can be set to Open.

The parameter type controls the parameter value and how the user enters the value in the task field. The supported parameter types are:

For detailed information on setting parameters for Integration Types, see the Oracle Hyperion Financial Close Management Integration Guide on the Oracle Technology Network (OTN) Web site.

  To set Integration Type parameters:

  1. Select the Parameters tab.

  2. Click Actions, then select New, or click the New icon.

  3. Enter a name for the parameter.

  4. Enter a parameter code.

  5. Enter a parameter description.

  6. From the Parameter Type list, select one of these types and enter any additional information needed for the parameter:

    • Checkbox—Boolean value

    • Date—Date value

    • Document Navigator—Hierarchical set of values, for example, folders and documents

    • Dimension Selector—Values for a set of dimensions

    • Dynamic List—Dynamic set of text values with values to be determined at runtime

    • Integer—Basic numeric value in whole numbers

    • Number—Basic numeric value in whole numbers or fractions

    • Options Group—Checkbox for a predefined set of values

    • Static List—A list of predefined set of text values

    • Task Information—Task information, for example, assignee, duration, start and end dates

    • Text—Free-form text value.

      Note:

      Event Monitoring Execution Type supports only Text parameter type.

  7. If the parameter requires a value, select Required.

  8. Click OK to save the parameter.

  9. Click Save and Close to save the Integration Type.