Data Relationship Management and FDMEE Metadata Rules

Dimensions can be imported into Data Relationship Management where users can then edit the properties and maintain the dimensions. This information can then be exported out of Data Relationship Management to other EPM applications. Dimensions map to hierarchies in Data Relationship Management using an Oracle Data Relationship Management import profile.

Oracle Hyperion Financial Data Quality Management, Enterprise Edition supports loading dimensions and hierarchies from ERP systems to Data Relationship Management. Key points of the metadata load include:

• You must specify the Data Relationship Management domain for each dimension. This domain is required if the Data Relationship Management integration is enabled for the target application. From the LOV, select the appropriate DRM Domain.

• The dimension name is the target dimension name.

  FDMEE uses the effective date to determine the hierarchy version.

• FDMEE does not concatenate the version to the parent members because Data Relationship Management supports multiple hierarchies.

To create metadata rules for the Data Relationship Management:

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 Integration Option 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. In DRM Domain, select the domain name.

   Domains are created by administrators and associated with versions by Data Manager role users or version owners.

   Examples of domains include Accounts, Entities, Departments, Products, Employees, and Projects.

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