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Balance Sheet Planning Application Pack

Technical Documents

Oracle Financial Services Balance Sheet Planning is designed to help financial services institutions budget for a full balance sheet and the associated net interest margin. By accurately modeling the detailed and complex events on a bank's balance sheet, for both the current book of business and forecasted new volumes, Oracle Financial Services Balance Sheet Planning enables the delivery of accurate margin forecasts and comprehensive, meaningful budgets.

All versions of the OFSAA Licensing Information User Manual are available here: Licensing Information User Manuals.

Select your release:


Release 8.1.x.0.0

Cloning Guides

OFS Balance Sheet Planning Cloning Reference Guide 8.1.x.0.0 

Security Guides

OFS Balance Sheet Planning Security Guide 8.1.x.0.0 

Technical Guides

Due to confidentiality reasons, the following documents are only available on My Oracle Support in knowledge document: OFS Balance Sheet Planning Release 8.0.x and 8.1.x Technical Documents.

  • OFS Balance Sheet Planning Download Specifications 8.1.2.0.0
  • OFS Balance Sheet Planning Download Specifications with DIH 8.1.2.0.0
  • OFS Balance Sheet Planning Data Model Difference Report 8.1.1.0.0 - 8.1.2.0.0
  • Oracle Financial Services Balance Sheet Planning Run Chart 8.1.2.0.0
  • OFS Balance Sheet Planning Download Specifications 8.1.1.0.0
  • OFS Balance Sheet Planning Download Specifications with DIH 8.1.1.0.0
  • OFS Balance Sheet Planning Data Model Difference Report 8.1.0.0.0 - 8.1.1.0.0
  • Oracle Financial Services Balance Sheet Planning Run Chart 8.1.1.0.0
  • OFS Balance Sheet Planning Download Specifications 8.1.0.0.0
  • OFS Balance Sheet Planning Download Specifications with DIH 8.1.0.0.0
  • OFS Balance Sheet Planning Data Model Difference Report 8.0.8.0.0 - 8.1.0.0.0
  • Oracle Financial Services Balance Sheet Planning Run Chart 8.1.0.0.0

Release 8.0.x.0.0

Metadata Migration Guides

Metadata Migration Guide: OFSBSP v6.1.x to v8.0.1.0.0 

Technical Guides

Due to confidentiality reasons, the following documents are only available on My Oracle Support in knowledge document: OFS Balance Sheet Planning Release 8.0.x and 8.1.x Technical Documents.

  • OFS Balance Sheet Planning Download Specifications 8.0.8.0.0
  • OFS Balance Sheet Planning Download Specifications with DIH 8.0.8.0.0
  • OFS Balance Sheet Planning Data Model Difference Report 8.0.8.0.0 - 8.1.0.0.0
  • Oracle Financial Services Balance Sheet Planning Run Chart 8.0.8.0.0