Oracle Public Sector Revenue Management Analytics Release Notes

Release 2.1.0.0

E55558-01

September 2014

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Documentation build: 9.27.2014 16:54:40 [OTA_1411862080000]

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government.

This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

Preface

The Oracle Public Sector Revenue Management Analytics Release Notes provide an overview of the content and known issues in Oracle Public Sector Revenue Management Analytics 2.1.0.0.

Audience

Oracle Public Sector Revenue Management Analytics Release Notes are intended for anyone installing or using Oracle Public Sector Revenue Management Analytics.

Documentation and Related Resources

Oracle Public Sector Revenue Management Analytics Documentation Set

The Oracle Public Sector Revenue Management Analytics documentation set includes the following documents:

- Oracle Public Sector Revenue Management Analytics Release Notes

- Oracle Public Sector Revenue Management Analytics Quick Install Guide

- Oracle Public Sector Revenue Management Analytics Installation Guide

- Oracle Public Sector Revenue Management Analytics Implementation Guide

- Oracle Public Sector Revenue Management Analytics Reference Guides

- Introduction to Reference Materials

- ETL Reference Guide

- Data Mining Reference Guide

- Data Model Reference Guide

- Metrics Reference Guide

- Reporting Reference Guide

Note: All Reference Guides are restricted to Oracle Public Sector Revenue Management Analytics customers. In order to download these documents, please contact Oracle Support to request access to bug number 16876111.

Oracle Technology Network

Visit the Oracle Technology Network (OTN) to access demos, whitepapers, Oracle By Example (OBE) tutorials, updated Oracle documentation, and other collateral.

Registering on OTN

You must register online before using OTN, Registration is free and can be done at www.oracle.com/technetwork/index.html

Oracle Documentation on OTN

The Oracle Documentation site on OTN provides access to Oracle documentation. After you have a user name and password for OTN, you can go directly to the documentation section of the OTN Web site at http://www.oracle.com/technetwork/indexes/documentation/index.html.

Oracle Support

Oracle customers have access to electronic support through My Oracle Support.

Document Conventions

The following text conventions are used in this document:

Table 1. Documentation Conventions

Convention

Meaning

boldface

Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.

italic

Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.

monospace

Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

Release Notes

About This Release

Oracle Public Sector Revenue Management Analytics is a pre-built Enterprise Data Warehouse solution. The pre-built content includes:

- Oracle Public Sector Revenue Management Data Model, which includes the Foundation Layer and the models for Predictive and Operational analytics.

- Dashboards, reports, metrics, and key performance indicators (KPI).

- Intra-ETL between the Foundation Layer and analytical models.

Oracle Public Sector Revenue Management Analytics is licensable as one product. It is not bundled with any other products. The technology prerequisites for Oracle Public Sector Revenue Management Analytics must be licensed separately.

This section includes the following topics:

- Product Name Change

- New in This Release: Payment Analytics

- New in This Release: Financial Data Analytics

- Taxpayer Registration Enhancements

- Increase in Column Length for Currency

Product Name Change

Starting with this release, the product is renamed to Oracle Public Sector Revenue Management Analytics (PSRMA) from Oracle Tax Analytics (OTA). This is strictly a product name change, with no impact to the licensed functionality or license terms and conditions for existing customers with license agreements.

New in This Release: Payment Analytics

Payment Analytics provides the agency with answers to questions on the processing of payments. Typical questions answered are:

- What amounts of payments were received (this month/quarter/year)?

- How much of it was successfully applied to obligations? By Tax type?

- What percentage of payments was received on time?

- How many payments went into error? For what reasons? Are most of the errors originating from a single source?

- How much went into suspense? For what reasons? Are there large payments sitting in suspense? How long have they been in suspense?

- Are we meeting the strategic objectives of increasing electronic, self service and on-time payments?

- What payment methods were used by tax type?

See the PSRMA Reference Guides for details of this new functionality.

New in This Release: Financial Data Analytics

Financial Data Analytics are based on the most commonly used financial statements: Balance Sheet, Income Statement and Cash Flow Statement.

In addition, this release utilizes the XBRL (eXtensible Business Reporting Language) support included in the Oracle Database to allow loading of financial statements in the XML-based format. New functionality allows the mapping of this data into a normalized foundation layer.

KPIs, metrics and reports are provided based on the two financial models:

- The Beneish M-Score Model

- The Altman Z-Score Model

Taxpayer Registration Enhancements

New Metrics

In the previous release a set of metrics was provided in Taxpayer Registration functional area that provides counts for registration by tax type. These metrics allow analysis by tax type which is useful for department level analytics and/or if decisions need to be made with regards to a specific tax type. For example, how many individuals are registered for Individual Income? In this release, a new set of metrics has been added without the tax type dimension. These metrics provide a distinct count of taxpayers regardless of the tax type they are registered for. They allow analysis at the agency level, and can answer questions such as how many active individual taxpayers we have?

Active Taxpayer

In the previous release the definition of an active taxpayer was implemented by an intra ETL interface that selected taxpayers from the foundation layer based on certain conditions (e.g. at least one financial transaction in the last 12 months). In this release, a more flexible method has been introduced to allow implementations to define their own business rules as to what makes a taxpayer active, without needing to duplicate the interface.

A new table has been added to the foundation layer called Taxpayer Activity History. This table defines the periods in which a taxpayer was active. This table can be queried to determine if a taxpayer is active or not at a specific point in time. A taxpayer will be considered active if they are active on the last day of a given period as defined in this table. Each implementation can load the foundation table utilizing their own specific rules based on data from source system(s).

Deprecated Tables : As a result of the changes described above for active taxpayer, the following tables have been deprecated:

- W_TAX_RGSTN_DAY_A

- W_TAX_RGSTN_DAY_A_S

- W_TXPYR_STAT_R

Increase in Column Length for Currency

In this release, columns containing financial amounts have been increased in length. The column format has changed from NUMBER(20,4) to NUMBER(28,10).

Note: While the database can support up to 28 significant digits, the Oracle Business Intelligence Enterprise product supports up to 16 significant digits. This needs to be taken into consideration when designing the reporting layer.

Support and Certification Notices

Oracle Public Sector Revenue Management Analytics Release 2.1.0.0 is certified on:

- Oracle Database 11c Release 2 Enterprise Edition (12.2.0.1.0).

- Oracle Data Integrator Enterprise Edition 11g (11.1.1.7.0).

- Oracle Business Intelligence Enterprise Edition 11.1.1.7.0 and Scorecard and Strategy Management.

- Oracle Data Mining 11.2.0.2 is supported.

- XBRL.

Known Issues

This section describes known issues in Oracle Public Sector Revenue Management Analytics 2.1.0.0. Patches for these issues will be released at a later date.

Geographical Hierarchy Support

Description:

The current product functionality supports a fixed geographical hierarchy (used as dimension) that assumes city, county, state, and country columns in the foundation layer are always populated. Failure to populate any of the above columns means records in many facts and aggregates in the following functional areas will not be created:

- Tax Registration

- Taxpayer Accounting

- Tax Collections

[Bug 19603300]

Workaround:

- Create copies of the impacted ETL interfaces and modify the conditions to allow null values per your specific data, or

- Populate the columns with a generic code (e.g., ALL).

Oracle Public Sector Revenue Management Analytics Licensing and Packaging Reference

Oracle Public Sector Revenue Management Analytics licensing and packaging information.

Licensable Products

Oracle Public Sector Revenue Management Analytics is a single license product.

Subject Areas and Dashboards

Oracle Public Sector Revenue Management Payment Analytics

Payments Dashboard

Path to dashboard: /shared/Payments/Payments/<dashboard page >

Subject Area

Dashboard Page Name

Payments

Management Summary

Payments

Processing Details

Payments

Suspended

Payments

Cancelled

Payments

Payment Processing Trends

Payments

Compliance

Oracle Public Sector Revenue Management Compliance Management Analytics

Audit Workbench Dashboard

Path to dashboard: /shared/Compliance Management/Audit Workbench/<dashboard page >

Subject Area

Dashboard Page Name

Financial Statements

Top N

Financial Statements

Taxpayer Financial KPI

Compliance Summary Dashboard

Path to dashboard: /shared/Compliance Management/Compliance Summary/<dashboard page >

Subject Area

Dashboard Page Name

Financial Statements

Compliance Summary

Tax Revenue at Risk Dashboard

Path to dashboard: /shared/Compliance Management/Tax Revenue at Risk/<dashboard page >

Subject Area

Dashboard Page Name

Financial Statements

Z-Score Summary

Financial Statements

Bankruptcy Details-Manufacturing

Financial Statements

Bankruptcy Details-Private Firms

Financial Statements

Bankruptcy Details-Emerging Market & Non-Manufacturing Firms

Table of Contents

Cover Page

Legal Notices

Preface

Release Notes

About This Release

Support and Certification Notices

Known Issues

Oracle Public Sector Revenue Management Analytics Licensing and Packaging Reference

Subject Areas and Dashboards

Oracle Public Sector Revenue Management Payment Analytics

Oracle Public Sector Revenue Management Compliance Management Analytics