Financial Management Artifact Listing

Oracle Hyperion Financial Management artifacts are listed in the Financial Management application group in Oracle Hyperion Shared Services Console.

Note:

The artifacts displayed in Shared Services Console vary by implementation.

About the Artifact Listing

Note the following about the artifact listing:

Artifact—Artifact name
Description—Artifact description
Last Modified Time—If this parameter is supported, reflects the time that the artifact was imported. Some artifacts do not support the last modified time parameter.
Last Modified User—If this parameter is supported, reflects the user who last modified the artifact. Some artifacts do not support the last modified user parameter.
Editable on the File System—If yes, the artifact can be edited on the file system using a text editor. If no, the artifact can be edited only within the product.
Dependencies—Lists artifact dependencies. For example, Financial Management Events artifacts also require that Financial Management Calendars artifacts be migrated.

Application Base Level Data Artifact

Table G-1 Base Level Data Artifact

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Data	Base level data including ownership information, exchange rate, and so on.	No	No	Yes	Security Class, Dimensions

Note:

In order to export or import Financial Management Data artifacts in a distributed EPM installation, Oracle Hyperion Enterprise Performance Management System Lifecycle Management must have a shared file system path. The domain account that has access to this shared/disk folder should be used to start services. Configure hfmLcmServiceAppPool(IIS) with this domain account.

Application Snapshot Artifact

Table G-2 Application Snapshot Artifact

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Application Snapshot	Complete application backup (can be restored later)	No	No	Yes	None

Note:

Application Snapshot migration requires all users to be logged out of the application. The system logs out all users and shuts down the application if there are no active tasks present for the application. The Application Snapshot is exported at the end of the migration after processing other artifacts. When importing, the Application Snapshot cannot be selected with other artifacts; however, if the application does not already exist in the target, you must include the application definition artifact to create the application shell.

Configuration Artifacts

Table G-3 Configuration Artifact

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Application Definition	Used to create application shells	No	No	Yes	None
Application Module Configuration	Allows system administrators to disable Financial Management modules for all users of an application	Yes	Yes	Yes	None

Documents Artifacts

Table G-4 Documents Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Custom Documents	User-defined documents such as Microsoft Word or Excel documents	Yes	No	No	Security Class
Data Explorer Reports	Displays information from data grids	Yes	No	Yes—TXT, XML	Security Class, Dimensions, Member Lists
Folders	A file containing other files for the purpose of structuring a hierarchy	Yes	No	Yes—TXT, XML	Security Class
Links	A reference to a repository object. Links can reference folders, files, shortcuts, and other links.	Yes	No	Yes—TXT, XML	Security Class
Related Content	A link to content in another Oracle product, such as a report	Yes	No	Yes—TXT, XML	Security Class
Tasklists	A detailed status list of tasks for a particular user	Yes	No	Yes—TXT, XML	Security Class

Dimensions Artifacts

Table G-5 Dimensions Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Account	A dimension type that makes accounting intelligence available. Only one dimension can be defined as Accounts.	Yes	No	Yes—XML	Security Class
Appsettings	A metadata attribute	Yes	No	Yes—XML	Security Class
ConsolMethod	A metadata attribute	Yes	No	Yes—XML	Security Class
Currency	A metadata attribute	Yes	No	Yes—XML	Security Class
Custom (1–4)	A dimension created and defined by users. Channel, product, department, project, or region could be custom dimensions.	Yes	No	Yes—XML	Security Class
Entity	A dimension representing organizational units. Examples: divisions, subsidiaries, plants, regions, products, or other financial reporting units.	Yes	No	Yes—XML	Security Class
ICP	A dimension representing all intercompany balances that exist for an account. This is a reserved dimension that is used in combination with the Account dimension and any custom dimension.	Yes	No	Yes—XML	Security Class
Period	A dimension representing time periods, such as quarters and months	Yes	No	Yes—XML	Security Class
Scenario	A dimension for classifying data (for example, Actuals, Budget, Forecast1, and Forecast2)	Yes	No	Yes—XML	Security Class
Value	A dimension representing the different types of values stored in your application, and can include the input currency, parent currency, adjustments, and consolidation detail such as proportion, elimination, and contribution detail	Yes	No	Yes—XML	Security Class
View	A dimension representing various modes of calendar intelligence; for example, Periodic, Year-to-Date, and Quarter-to-Date frequencies	Yes	No	Yes—XML	Security Class
Year	A dimension representing the fiscal or calendar year for data	Yes	No	Yes—XML	Security Class

Forms Artifacts

Table G-6 Forms Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Web Forms	Grid display on the Web that enables users to enter data into the database	Yes	No	Yes—TXT, XML	Security Class, Dimensions, Member Lists
Web Grids	An object for entering and displaying data	Yes	No	Yes—TXT, XML	Security Class, Dimensions, Member Lists

InterCompany Artifacts

Table G-7 InterCompany Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
ICT Matching Template	Set of predefined components for intercompany matching processes	Yes	No	Yes—TXT, XML	Security Class, Dimensions, Member Lists
ICT Reason Codes	An explanation of an intercompany transaction’s status	Yes	No	Yes—TXT, XML	None
Intercompany System Report	Information from intercompany matching processes	Yes	No	Yes—TXT, XML	Security Class, Dimensions, MemberLists
ICT System Reports	Information from intercompany transactions	Yes	No	Yes—TXT, XML	Security Class, Dimensions, Member Lists
IC Matching By Account	InterCompany matching reports based on accounts selected	Yes	No	Yes—TXT, XML	Security Class, Dimensions, Member Lists
IC Matching By Trans ID	InterCompany matching reports based on transaction ID	Yes	No	Yes—TXT, XML	Security Class, Dimensions, Member Lists

Journals Artifacts

Table G-8 Journals Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Journal Groups	A user-defined element	No	No	Yes—TXT, XML	None
Journal System Reports	Displays information from journals	Yes	No	Yes—TXT, XML	Security Class, Dimensions, Member Lists
Journal Templates	A journal function used to post adjustments that have common adjustment information for each period; for example, you can create a standard template that contains the common account IDs, entity IDs, or amounts, and then use the template as the basis for many regular journals.	Yes	No	Yes—TXT, XML	Security Class, Dimensions, Member Lists, Journal Groups

Member Lists Artifacts

Table G-9 Member Lists Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Member Lists	A named group, system- or user-defined, that references members, functions, or member lists within a dimension	Yes	No	Yes—XML	Dimensions

Phased Submission Artifact

Note:

To migrate Phased Submission artifacts, both the Source and Destination must be phase submission enabled.

Table G-10 Phased Submission Artifact

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Phased Submission	A stage of a process management unit	Yes	No	Yes—XML	None

Rules Artifact

Table G-11 Rules Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Rules	Automates the calculation of data within an application	Yes	No	Yes—XML	Dimensions

Security Artifacts

Table G-12 Security Artifacts

Artifact	Description	Last Modified Time	Last Modified User	Editable on the File System?	Dependencies
Security Class	An attribute for dimension members that specifies user permissions	Yes	No	Yes—TXT, XML	None
Security Class Access	Privileges assigned to a user for a security class	No	No	Yes—TXT, XML	Security Class