Configuring Financial Management

Using the configuration utility, you can define the Financial Management metadata to be displayed in dashboard prompts and reports.

  To set the Financial Management Configuration, you must provide Financial Management server details.

  1. On the HFM Configuration screen:

    Under HFM Configuration Details, provide these details:

    • Enter the name of the cluster or Server Name on which the Financial Management application resides.

    • Enter the Application Name of the Financial Management application that you will be using with Oracle Financial Management Analytics.

    • Enter the User Name and Password associated with the Financial Management application. This user must have the rights and roles to access Financial Management data.

  2. Click Next.

    HFM Configuration Details