As part of the overall Financial Close process, FDMEE enables data load from Enterprise Resource Planning (ERP) systems and files to EPM Applications. Oracle Hyperion Financial Close Management, which manages the period end close activities, and initiates data load activities from Financial Close Management itself. As the financial close processes are time-bound and work flow driven, Financial Close Management users trigger the processes based on task alerts and notifications.
Integration between FDMEE and Financial Close Management is achieved in two ways:
FDMEE enables Financial Close Management users to trigger the data load process through an API (API Name - "executeDataRule") also known as Lights off mode, which initiates the data load process in a non-interactive way.
The list of parameters for the API are:
Data Rule Name
Location
Category
Period
Load Mode (Online/Offline such as Synch and Asynch)
Type (Import, Validate, Export, and Check)
Integration also occurs between FDMEE and Financial Close Management using the interactive mode. This type of intergration enables Financial Close Management users to reach the Data Load Workbench of FDMEE by clicking a task link (URL) in Financial Close Management.
In this scenario, a user may respond to an email notification of a task to load data. When a user clicks the link (URL) in the mail, he or she can access the FDMEE from which to load data.
The Financial Close Management user transfers control to the Data Load Workbench and can continue with the rule execution process in an interactive way.
An example of the link (URL) is:
http://<YourServer>:19000/workspace/index.jsp?module=aif.launch&povLocationName=COMMA7DIM&povPeriodName=Jan-05&povCategoryName=Actual&povRuleName=COMMA7DIM
Parameters passed to the Data Load Workbench are:
povRuleName—Data Rule Name
povLocation—Location
povCategory—Category
povPeriodName—Period
When the URL is defined in Oracle Hyperion Financial Close Management, note the following:
The URL requires all parameters.
When a parameter has a space, enter the parameter with the spaces, but do not specify quotation marks (“”) around the parameter. (Parameters are passed in a standard URL request format).
The delimiter is “&” in the URL.