Organization by Period

Organizational structures can change for many reasons, including acquisitions, disposals, mergers, and reorganizations. The Organization by Period functionality enables the most recent consolidation structure to coexist with past structures in the same application.

To support organizational changes, Oracle Hyperion Financial Management uses the Active system account as a filter of the entity hierarchy. The Active account is an intercompany account that stores data at the parent level and uses the ICP dimension to store information about children. It specifies whether the consolidation status of a child entity into its parent is active or inactive.

For an ICP member that corresponds to a child of a parent, the Active account indicates to the system whether the child should be considered an active consolidation member for the current year, scenario, and period. Children that correspond to ICP members for which the Active account is equal to 0 are considered inactive children and are not consolidated. Children that correspond to ICP members for which the Active account is equal to 1 are considered active children and are consolidated. Changes to active child data affect the parent; changes to inactive child data do not affect the parent. You can view or change Active account values in data grids.

The DefaultValueForActive attribute controls the status of children for which the Active account is blank. Therefore, you do not need to specify every parent-child intersection as active or inactive. By default, every child is active in relation to its parent unless otherwise specified.