Financial Management Roles
Additional Oracle Hyperion Shared Services roles are required for Oracle Hyperion Calculation Manager. See Foundation Services Roles.
Table A-8 Financial Management Roles
| Role | Description |
|---|---|
| Power Roles | |
| Application Administrator | Performs all Oracle Hyperion Financial Management tasks. Access to this role overrides any other access setting for the user. |
| Load System | Loads rules and member lists, and extracts application elements. |
| Inter-Company Transaction Admin | Opens and closes periods, locks and unlocks entities, and manages reason codes. Users with the role can also perform all intercompany tasks. |
| Interactive Roles | |
| Rules Administrator | Performs any Calculation Manager tasks for the specific application |
| Rules Designer | Creates new rules objects and modifies or deletes rules objects |
| Approve Journals | Approves or rejects journals |
| Create Journals | Creates, modifies, deletes, submits, and unsubmits journals |
| Create Unbalanced Journals | Creates unbalanced journals |
| Default | Opens and closes applications; manages documents and favorites; manages Smart View; and accesses running tasks, data tasks, and load and extract tasks. Cannot extract metadata or rules. Cannot create folders. |
| Journals Administrator | Performs all tasks related to journals |
| Post Journals | Posts and unposts journals |
| Manage Templates | Grants access to the journals templates for managing journals |
| Generate Recurring | Grants access to the generate recurring task for managing journals |
| Review Supervisor | Starts process management units and approves and publishes process management data. Can promote or reject process units, depending on process level. Assigns process management groups to phases. |
| Reviewer 1 through Reviewer 10 | Views and edits a block of data when that data is at the user’s designated process management level |
| Submitter | Submits a block of data for final approval |
| Lock Data | Locks data in Data Explorer |
| Unlock Data | Unlocks data in Data Explorer |
| Consolidate All | Runs consolidate all |
| Consolidate | Runs consolidate |
| Consolidate All with Data | Runs consolidate with all data |
| Run Allocation | Runs allocations |
| Run EquityPickUp | Performs equity pickup tasks and calculates equity pickup adjustments |
| Manage Data Entry Forms | Manages data entry forms on the web |
| Manage Models | Not used in this release |
| Save System Report On Server | Saves system reports on server |
| Load Excel Data | Loads data from Oracle Smart View for Office |
| Inter-Company Transaction User | Creates, edits, deletes, loads, and extracts transactions. Runs matching report by account or ID, runs transaction report, and drills through from modules. |
| Inter-Company Transaction Match Template | Manages intercompany matching templates |
| Inter-Company Transaction Auto Match by Account | Automatically matches intercompany transactions by account |
| Inter-Company Transaction Auto Match by ID | Automatically matches intercompany transactions by ID |
| Inter-Company Transaction Manual Match with Tolerance | Manually matches intercompany transactions with tolerance check |
| Inter-Company Transaction Manual Match | Manually matches intercompany transactions |
| Inter-Company Transaction Unmatch | Unmatches intercompany transactions |
| Inter-Company Transaction Post/Unpost | Posts and unposts intercompany transactions |
| Enable write back in Web Grid | Enters and saves data directly to a Web Grid |
| Database Management | Copies and clears data and deletes invalid records |
| Manage Ownership | Enters and edits ownership information |
| Manage Custom Documents | Loads and extracts custom documents to and from the server |
| Extended Analytics | Exports data to a database |
| Data Form Write Back from Excel | Submits data from Smart View while using a Web Data Entry Form |
| View Roles | |
| Advanced User | Uses the Browser View and can access Running Tasks. Creates folders. |
| Rules Viewer | Views rules objects |
| Read Journals | Reads journals |
| Receive Email Alerts for Process Control | Receives e-mails |
| Receive Email Alerts for Intercompany | Receives e-mails |
| Reserved | Not currently used |
| View Data Audit | Views and exports data audit information |
| View Task Audit | Views and exports task audit information |
| Dashboard Viewer | Accesses dashboards |