Oracle® Hyperion Financial Close Management



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Authors: EPM Information Development Team

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Table of Contents:


New Features in This Release

Installation Information

Supported Platforms

Supported Languages

Defects Fixed in This Release

Known Issues

Documentation Updates

Documentation Feedback

Accessibility Considerations


This document includes important, late-breaking information about this release of Oracle Hyperion Financial Close Management. Review this Readme thoroughly before installing Oracle Enterprise Performance Management System.

New Features in This Release

See the Oracle Hyperion Financial Close Management New Features. For new features relating to installation, architecture, and deployment changes in this release, see “New Features in this Release” in the Oracle Enterprise Performance Management System Readme.

If you are applying the maintenance release from Release or, use the Cumulative Feature Overview tool to review the list of new features added between those releases. This tool enables you to identify your current products, your current release version, and your target implementation release version. With a single click, the tool quickly produces a customized set of high-level descriptions of the product features developed between your current and target releases. This tool is available here:

Installation Information

Late-breaking information about the installation of EPM System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme. Review this information thoroughly before installing EPM System products.

Installing Smart View

Oracle Smart View for Office is no longer installed with the EPM System installer. To download and install the latest version of Smart View, go to

Post Configuration Settings

Administrators need to turn on the following settings: User Sync Process and Email Notifications. For information on these settings, see the Oracle Hyperion Financial Close Management Administrator's Guide.

Supported Platforms

Information about system requirements and supported platforms for EPM System products is available in spreadsheet format in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on Oracle Technology Network (OTN):

Supported Languages

Information about supported languages for EPM System products is available in spreadsheet format on the Translation Support tab in the Oracle Enterprise Performance Management System Certification Matrix. This matrix is posted on the Oracle Fusion Middleware Supported System Configurations page on OTN:

Defects Fixed in This Release

This section includes defects fixed in Release To review the list of defects fixed between earlier releases, use the Defects Fixed Finder This tool enables you to identify the products you own and your current implementation release. With a single click, the tool quickly produces a customized report of fixed-defect descriptions with their associated platforms and patch numbers. This tool is available here:

Close Manager

  • 16472893 -- Dashboard changes are not saved when you log out directly from BI Dashboard.

  • 16595788 -- When you import a task with the Update option, there are several errors: Even though you didn't change the assignee field, the import dialog displays an error; “You cannot modify an assignee when a task is running.

  • 16636043 -- The report binder generation is slow to process.

  • 17821161 -- The time zone is not reflected correctly in the schedule date map.

  • 17905338 -- Spanish and possibly other languages on Internet Explorer 8: JAVA script errors.

  • 18003657 -- There is a script error when clicking on the Smart View Task, Predecessors, and successors dialogs.

  • 18145661 -- When you create or edit a task with parameter of number type, when you type the value, an alert occurs: 'Invalid number'.

  • 18608960 -- Replace the Instructions panel with a Workflow panel.

  • 19246565 -- In generated reports, a Preparer column contains no user data.

  • 20176050 -- The following error occurs when you try to run the Financial Close Validator Tool after a Compact Deployment installation: EPMSystemRegistry is not targeted to FinancialClose. Target it from WebLogic administrator console.

Account Reconciliation Manager Defects Fixed

  • 16536579 -- After an upgrade, an error displays: 'Source system rates can't be retrieved' but Source System is configured.

  • 16538500 -- When you import Summary Reconciliation Child Accounts that were exported from a summary reconciliation where the children were selected using the Save As filter, the Save as Filter does not work.

  • 16978606 -- The SOA timeout for the data load rule should be configurable.

  • 17549122 -- When you invoke the Drill Through dialog (by clicking on a balance in Reconciliation Actions panel), then click on the Reconciliation Manager tab, the Drill Through dialog is disabled. You have to close the Drill Through dialog by clicking Close on Drill-Through dialog to continue.

  • 17641904 -- Currency rates imported from a Source System are editable.

  • 17883365 -- Change the navigation and title of the Manage Attributes dialog title.

  • 17883587 -- Manage attributes “Created By” column displays User ID Invalid for the standard attributes.

  • 17955760 -- When you try to remove Viewer for one or all profiles using the Actions Panel, the system does not remove Viewer.

  • 18006952 -- Transaction import will error when the required multi-line text is missing.

  • 18021058 -- Enhancement to the auto reconciliation rule of No Activity:

    If a prior reconciliation does not exist, treat its balance as zero.

    If a prior reconciliation exists, the No Activity rule remains unchanged.

    A reconciliation with a balance of zero and without any prior reconciliation gets closed by auto-reconciliation.

  • 18284143 -- Two extra dialogs appear when printing a list view.

  • 18539169 -- The Missing Profile function correctly identifies the number of profiles missing in the open Month but when you click Export to Excel, only 3 profiles are exported.

  • 19451305 -- Group members are not receiving batch email notifications.

  • 19705011 -- After you make an Oracle Hyperion Financial Data Quality Management, Enterprise Edition mapping update and run a snapshot data load for an open reconciliation with transactions previously entered, the Reconciliation List view is not showing the Adjustment amounts while they do show when opening the individual reconciliation.

  • 20062040 -- In the Profile Audit Trail report, some “from” and “to” date combinations cause error.

Known Issues

The following are the noteworthy known issues of this release.

Financial Close Management Known Issues

  • 19847333 -- When you create a report with a parameter in one module, assign the parameter to be of type MODULE_SPECIFIC Attribute, and select an attribute where the list of values is created by the user within the product, then, when the report is run from another module, the parameter drop-down in Generate Report is empty.

    Workaround: Create a query of Type Parameter Query where the SQL returns the list of items in the drop-down list.

    For example, the list of attributes for Close Manager includes: Schedule, Template, Task Type, Integration, Org Unit, Custom Attribute of type List.

    The query for Schedules in Close Manager would be:


    In the report, instead of defining the parameter to be of type MODULE_SPECIFIC Attribute, you define it to use this query parameter.

  • 20391845 -- In Internet Explorer 11, when you export data from tables to Excel, invalid characters appear in the generated file name. You cannot save this file with these characters and cannot open the file directly into Excel.

    Workaround: For each export, manually edit the file name to remove the invalid characters.

Close Manager Known Issues

  • 19653767 -- New report groups are not available in reports until after you log out and log back in.

    Workaround: Log out and log in before you use new groups.

  • 19869372 -- An error occurs when you edit a task type with questions, delete one, edit another, cancel the edit, and then save.

    Workaround: After you delete the task type question, save the task type. Then edit another question.

  • 20138890 -- When you use Set Attribute from the Actions Panel for a numeric attribute defined to be a percentage, the value is multiplied by a factor of 100.

    Workaround: When you set the value of the attribute, divide it by 100.

  • 20171259 -- When you import the User Settings artifact and the Administrator has not opened the Task Types dialog, the import fails when you set a global setting ADMIN_SETUP_TASKTYPES and run Oracle Hyperion Enterprise Performance Management System Lifecycle Management (LCM)

    Workaround: Open and close Manage Task Types dialog before running the LCM import.

  • 20175391 -- When you import Period artifacts and select the Replace All option, the import fails with an unexpected error exception.

    Workaround: Make sure all the Periods in the import file exist in Close Manager when importing using Replace All Mode. Or, avoid using Replace All mode for the LCM import.

  • 20196252 -- In a non-English local that uses a space ' ' as a thousand separator, an error occurs when you create a task type with a parameter of number (when you set a default value greater than 1000), then save it, then create a task type and choose the integration type just created. When you select the Parameters tab, an error dialog is displayed.

  • 20206995 -- When you import an alert with the same name but in a different case, the import deletes the existing alert.

    Workaround: Before the LCM import, verify there is no alert with same name and different case in the target system.

  • 20264900 -- When you create a Template in Close Manager, and then create a template with the same name in Tax Operations (or vice versa), an error occurs.

    Workaround: Change the name of the new template slightly so that it will be different from the existing template in the other application.

  • 20269379 -- When you delete an attribute that is in use, there is no warning message that it is in use.

    Workaround: Verify that the attribute is not in use by other artifacts.

  • 20325513 -- For non-ASCII characters, when you import a Format Questions file of type List, CSV file, the characters are unreadable.

Supplemental Data Manager Known Issues

  • 18394272 -- Form instance 'Export to Excel' doesn't include POV information.

    Workaround: Add the POV information manually in the exported Excel file.

  • 20051561 -- A user with View rights to the form instance is unable to view a form instance.

    Workaround: A Viewer can access a form only from Manage Form Templates window which requires an Administrator or Power User role.

  • 20102981 -- Data rows in a deployed form are incorrectly impacted by changes to the associated data set.

    Workaround: If you make changes to the definition, re-deploy the form template.

  • 20119305 -- An error occurs when you deploy a form template associated with a data set in another form template deployed to the same DCP.

  • 20134635 -- The attribute with isblank validation incorrectly displays an error on the corrected input value.

  • 20159219 -- When you modify a dimension definition and violate the Key Value identifier, a warning message does not display.

    Workaround: Before you make changes, check the key values.

  • 20179066 -- When you edit a saved form instance, a warning to save the form is not shown when navigating to other tabs.

    Workaround: Save the current tab in the form before switching to other tabs.

  • 20220520 -- When you double-click a dimension imported from Oracle Hyperion Financial Management, you are allowed to edit it.

  • 20234504 -- The Dimension drop-down list displays only the first 25 dimensions.

    Workaround: For the dimensions you need to appear in the drop-down list, rename the dimension to appear in the first 25 dimensions.

  • 20241574 -- When you add a reference to a new comment in Smart View, an error occurs.

    Workaround: Add a new reference from the Web interface.

  • 20262789 -- The number of decimal places for a dimension attribute of data type 'number' always reduces to three decimal places.

  • 20300362 -- In non-English languages, when you connect to an application server in Smart View, then open a form, then input a non-ASCII character and click on Save, the characters are unreadable.

  • 20387973 -- Smart Template is not supported for this release. It is planned for a future release.

Account Reconciliation Manager Known Issues

  • 19165338 -- The Clear Settings actions does not clear only the state of the tab from where this action was performed. It clears the state of all other tabs/views.

    Workaround: Redo the Clear Settings actions for the second time from a different view.

  • 19517256 -- In some cases the delete function in the Advanced Filter deletes the wrong filter conditions.

    Workaround: Use the Basic Filter or delete the filter conditions in the Advanced Filter and restart the filter definition.

  • 19808166 -- Attributes that are set to Do Not Display for a particular role display data in a report generated by that role where Apply Security was selected for the query.

    Workaround: Remove the attribute from the report definition if there are concerns about security.

  • 19938280 -- Oracle Hyperion Enterprise Performance Management System Lifecycle Management does not recognize a process when the process BALANCE_SHEET is edited to some other value (for example: BALANCE_SHEET_EDITED) and then imported into a system where the process is not edited.

    Workaround: Change the name of the process in the LCM import file back to BALANCE_SHEET (default seeded value) before running an import. If the names of the seeded process in LCM import file and target system do not match, the one in the target system, if not in use, gets deleted.

  • 20061350 -- The pre-defined report, “Profile Audit Trail,” does not display the profile changes made today when today's date is chosen.

    Workaround: Adjust the date one day prior to the current date.

  • 20138890 -- When you use Set Attribute from the Actions Panel for a numeric attribute defined to be a percentage, the value is multiplied by a factor of 100.

    Workaround: When you set the value of the attribute, divide it by 100.

  • 20170230 -- After a preparer deletes a multi-line attribute value and leaves the required field blank, a reviewer is able to approve the reconciliation.

  • 20192020 -- The Actual amortization is not calculated on the correct calendar end date.

    Workaround: Do not use the Actual amortization method for reconciliations which have a calendar different than the base calendar.

  • 20205657 -- When you enter too many characters for the short description of a transaction code, an error occurs.

    Workaround: For the short description, enter less than 150 characters.

  • 20216596 -- Links in the Summary Reconciliation dialog stop working after 2 actions.

    Workaround: Close the reconciliation and reopen it.

  • 20233224 -- Deleting a period with 40 thousand reconciliations fails.

    Workaround: Before you delete the period, delete reconciliations in groups of a few thousand.

  • 20238725 -- An error occurs after reordering reports and then reopening them to edit the report group.

    Workaround: After reordering, save and close the dialog and open it again to edit the report. This issue seems to be sporadic in nature and doesn't occur all the time.

  • 20244384 -- The Summary Reconciliation transactions currency drop-down list is enabled and displays child accounts, in addition to currencies. This is incorrect. It should be a read-only attribute displaying the currency assigned to the Summary Reconciliation.

    Workaround: Ignore the drop-down list and leave the currency as is.

  • 20281517 -- The predefined reports, “Balance by Organizational Unit” and “Balance by Account Type”, do not have rows for reconciliations not assigned to an organizational unit.

    Workaround: Contact support for a revised query.

  • 20286794 -- The batch notification status change count includes claimed and submitted reconciliations.

  • 20287486 -- Reviewer 2 batch notification includes status change for Reviewer 1.

  • 20325513 -- For non-ASCII characters, when you import a Format Questions file of type List, CSV file, the characters are unreadable.

Documentation Updates

Accessing EPM System Product Documentation

Find the latest EPM System product guides in the Oracle Help Center ( To access documents to view or download, click the Applications icon. In the Applications Documentation window, select the EPM tab, and then click the Enterprise Performance Management link.

You can also find deployment-related documentation on the Oracle Technology Network ( and on the Oracle Software Delivery Cloud website ( Or you can visit the EPM System Documentation Portal ( There, you’ll find links to My Oracle Support, EPM Supported Platform Matrices, and more.

Online Help in Internet Explorer

Some tables and text may display incorrectly in online help when using Internet Explorer 9.

Copying and Pasting Code Snippets from PDFs

When you cut and paste code snippets from a PDF file, some characters can be lost during the paste operation, making the code snippet invalid. Workaround: Cut and paste from the HTML version of the document.

Administration Guide Updates

The Oracle Hyperion Financial Close Management Administrator's Guide, in the section, Integrating with Smart View, will be updated with the following note:

In the Oracle Smart View for Office Extension panel, under Work List, the Date Format options in Form names cannot be used to set the date component. 20300380

Documentation Feedback

Send feedback on product documentation to the following email address:

Follow EPM Information Development on these social media sites:

Accessibility Considerations

Our goal is to make Oracle products, services, and supporting documentation accessible to the disabled community. EPM System products support accessibility features, which are described in the product's Accessibility Guide. Find the most up-to-date version of this guide in the Oracle Enterprise Performance Management System Documentation Library on the Oracle Technology Network (

In addition, this Readme file is accessible in HTML format.