Financial Services Industry Applications Integrations
PeopleSoft Financial Services Industry applications integrates with the EPM Warehouse:
Currency conversion integration.
Many of the PeopleSoft Financial Services Industry application pages contain charts. To use charts, you must:
Install the PeopleSoft Enterprise Performance Management charting tool to enable the PeopleSoft Financial Services Industry application pages to use the chart feature.
Navigate toand set the following options:
Select the Chart Server check box to enable you to use the basic charting features.
Select the Applets check box to enable applets that several applications use to provide enhanced and interactive charting abilities.
Warning! Applets download code to the client workstation.
Many charts are interactive. Depending on the chart type, you can:
Click a data point to view information about it, such as the x andy values and a description.
Rotate the chart by clicking an axis and dragging with your mouse.
Move the chart floor by clicking and dragging the floor's surface.
View details when you move your mouse over a point.
Currency Conversion Integration
All records contain amount fields for base currency and transaction currency. A company uses base currency to generate consolidated financial reports. If the company has multinational operations, then the business operations transacted in foreign currencies are converted to the base currency for consolidation. The analytic applications and support modules use both of these fields for processing and posting results.
To ensure that PeopleSoft Financial Services Industry applications and the financial services industry environment use the appropriate amount fields in their processing, set up your datamaps and constraints correctly in the warehouse. These are the four types of amount fields:
Base Currency Equivalent Amount (frequently identified with aBCE_AMT suffix—for example—FI_PAYMENT_BCE_AMT).
Posted Base Amount (POSTED_BASE_AMT).
Posted Transaction Amount (POSTED_TRANS_AMT).
Posted Total Amount (POSTED_TOTAL_AMT).
This is the total base currency amount for all foreign currency ledger accounts with the same key.
Note: Every amount or balance in the instrument and balance record has a field for the amount expressed in the transaction currency and another field for the amount expressed in base currency equivalent units. PeopleSoft Financial Services Industry applications and the financial services industry environment use both the base currency equivalent units, and the transaction currency amount fields, with the exception of the Cash Flow engine and FPM, both of which always use the transaction amount.