The integration between Financial Management and Oracle BI EE is managed through the Financial Management ADM Driver. This integration delivers the Financial Management and Tax dashboards and their reports. For integration, these components must be installed on the BI Server:
Oracle BI EE 126.96.36.199.x, plus latest Patch
Financial Management ADM Driver
The integration of Oracle BI EE and Financial Close Management is managed by the database driver. For example, if you are using Oracle Database, then Oracle BI Server connects to data sources using Oracle Call Interface; if you are using a Microsoft SQL database, then Oracle BI Server connects to data sources using an ODBC connection.
For a complete list of components and the supported releases, see Setting Up Hardware and Software Prerequisites
|Database||For Financial Management, the database can be any relational database (Oracle, SQL Server, and so on) supported by Financial Management.|
For Financial Close Management, SQL, and Oracle databases are supported.
|See the associated database documentation.|
|Financial Management (HFM) and the Financial Management Client||Financial Management provides a unified view of enterprise financial information and consolidates key performance and operating metrics from global sources.|
The HFM client tier contains the user interface and can communicate with the application tier. You can display data and metadata and enter data in this tier.
|Financial Management Analytic Data Modeling (ADM) Driver|
Data sources are accessed by ADM Driver, which are components that map the data source’s characteristics to the generic ADM model.The ADM Driver creates the connection to the Oracle BI server and enables data access and retrieval operations, such as authentication and authorization.
Financial Management ADM Thin Driver support from Hyperion Financial Management Release 188.8.131.52.000 and later.
Oracle Hyperion Financial Management Administrator's Guide
|Financial Close Management|
Close Manager Module in Financial Close Management helps companies define, execute, and report on the interdependent activities of a financial close period. It provides centralized monitoring of close process tasks and provides a visible, automated, repeatable system of record for running close processes.Information from Close Manager Module is used to display these reports:
Status Summary Dashboard Page
Roadblocks and Milestones Dashboard Page
Schedule Comparison Dashboard Page contains Schedule Comparison report
Close Manager Module: User Performances Dashboard Page
Account Reconciliation Manager Module in Financial Close Management helps companies to verify the accuracy of financial information, confirm processing of certain transactions, or otherwise validate data. Account reconciliation tracking is managed as part of the financial close cycle.Information from Account Reconciliation Manager Module is used to display these reports:
Reconciliation Summary Dashboard Page
Pro forma Trial Balance and Adjustment Analysis Dashboard Page
Account Reconciliation Manager Module: User Performances Dashboard Page
Oracle Hyperion Tax Provision provides an overall status of company’s global tax provision, effective tax rate, and deferred tax for tax provisioning purposes. The quantitative information present in the dashboard enables you to analyze the corporate tax provision for the current year, and you can slice the Tax Data across different regions.
Information from the Tax Provision application is used for these reports:
|Oracle Hyperion Tax Provision User’s Guide|
|Oracle BI EE|
Oracle BI EE provides business intelligence capabilities that enable you to collect up-to-date data from your organization, present the data in easy-to-understand formats (such as tables and graphs), and deliver the data expediently to employees.
The following Oracle BI EE components are used:
|See the following documentation:|
|Oracle BI Presentation Catalog, or Web Catalog||Stores the application dashboards and report definitions, and contains information about permissions and accessibility of the dashboards by group.||Oracle® Business Intelligence Presentation Services Administration Guide|
|Shared Services (HSS)|
All authorized users for Oracle Financial Management Analytics must have permissions for Financial Management.
User provisioning and data authorization are managed through Financial Management using Oracle Hyperion Shared Services.
|Oracle® Hyperion Enterprise Performance Management System User and Role Security Guide|
|Oracle Financial Management Analytics||Displays Financial Management, Tax Provision, and Financial Close Management data in the dashboards.||Oracle® Financial Management Analytics User's Guide|