Understanding Fluid Financial Structure Requests

Oracle PeopleSoft delivers the Fluid Financial Structure Requests feature to automate the creation and maintenance of values that represent the financial structure of a business. This brings the earlier process closer to the financial system itself and allows for the efficient use of resources, reduce erroneous and inaccurate requests, providing for configurable and automated approvals along with improved controls by connecting the request to the actual change itself. You can therefore manage the lifecycle of ChartFields and Trees in a way leading to an optimized process, simplified user experience and accelerated mobility.

Click to watch a short video about Fluid Financial Structure Requests.

Reviewer Roles and Permission Lists applicable are:

• Auditor — An Auditor (FSR_AUDITOR) role has read only access for requests and is granted EPGL4100 permissions.

  Note:

  The Auditor role does not have access to the Discussion Service.

• System Reviewer — A System Reviewer (FSR_SYSTEM_REVIEWER) role can access the ChartField Definitions page and update a request. This role is also the administrator of the Discussion Service.

• Business Reviewer — A Business Reviewer role can access the ChartField Definitions page and update a request. You should grant this role EOFD2000 and EPGL4200 or similar, permissions via the Structure Request Template and apply appropriate configurations.

• Approver — An Approver role has rights similar to Business Reviewer and is granted EOAW2000 permissions, along with component interface security and full access for all methods. If granted EOFD2000 and EPGL4200 or similar, permissions this role can access the Discussion Service and Requests through the Discussion Service respectively.

This topic provides an overview of the Fluid Financial Structure and details that include:

• Structure Request Template

• Financial Structure Request

• Impact Analysis

• Discussion Service

• Structure Request Approval