Defining Metadata Rules

You can create metadata rules once and rerun the rules as necessary.

For general ledger source systems:

• For an E-Business Suite source system, the chart of accounts is the collection of general ledger segments with various value sets, which are mapped to the dimensions to pull the dimension members and hierarchies.

• Similarly, for PeopleSoft Enterprise Financial Management, the chartfields are mapped to the dimensions to pull the dimension members and hierarchies.

Note:

Metadata rules are not used in Oracle Hyperion Financial Data Quality Management, Enterprise Edition integrations with human resources source systems.

Before you define metadata rules:

• Ensure that your source system data does not include special characters, which are not supported in Oracle Hyperion Financial Management target applications.

• Register your source systems and target applications for use with FDMEE. See Registering Enterprise Resource Planning (ERP) Source Systems and Registering Target Applications.

• Select the source accounting entities in the registered source system. See Selecting Source Accounting Entities.

• Define the import format. See Working with Import Formats.

• Define the location. See Defining Locations.

Note:

Oracle Hyperion EPM Architect supports Shared and Local dimensions. FDMEE also supports Shared and Local dimensions in applications.

At a high level, follow this process to define metadata rules:

1. Create the metadata rule.

2. Select the dimension.

3. Define the mapping details and determine how you want to handle intercompany segments.

4. Define dimension attributes. See Defining Dimension Attributes.

5. Optional: Define the segment hierarchies or chartfield trees to be extracted.

6. Save and run the metadata rule.

7. Optional: Check the status of the rule. See Viewing Process Details.

To create metadata rules:

1. On the Workflow tab, under Metadata, select Metadata Rule.

   Note:

   You cannot create multiple metadata rules for the same ledger or business unit for each target application.

2. From the POV bar, select the location to use for the metadata rule.
3. Click Add.

   A blank line is displayed at the top of the Dimension Mappings summary grid.

4. In the Mapping details area, from Dimension, select the dimension.

   The dimensions listed are based on the import format.

   When a Dimension is selected, the Dimension Classification field prefills.

5. Define the mapping details for each dimension that you select.
6. Repeat steps 4-5 for each dimension.
7. Click Save.