Process Automation Integration Pattern and Use Case

Use Close Manager with Oracle Integration to invoke a business operation in another application. For example, post something on Facebook when a scheduled activity happens in Close Manager.

Integration Pattern

Create an orchestrated integration in Oracle Integration.



Design the integration:
  • Add an Enterprise Performance Management connection as the trigger so that the integration can be triggered by Close Manager.

  • Add a connection to the application that you want to automate as an invoke.

  • Add an Enterprise Performance Management connection as an invoke to send status back to Close Manager.

Use Case: Post a Message on Facebook when Financial Close Completes

Let’s assume that every time a financial close task has been completed in Close Manager, you want to post a message to your company’s Facebook page to indicate that the sales have been consolidated.

You can do this by building an integration in Oracle Integration with an Enterprise Performance Management connection and a Facebook connection. In Close Manager, you set up a scheduled task to do financial consolidation of sales. When financial consolidation of sales is complete, the integration is triggered.



Step Description
1 A financial consolidation of sales task completes in Close Manager and triggers the task to post an automated message to Facebook. The task to post an automated message to Facebook triggers the integration in Oracle Integration.
2 The integration triggers a post operation in Facebook through the Facebook connection.
3 A message is posted to Facebook.
4 Facebook sends a response to the integration through the Facebook connection.
5 The integration maps the Facebook response to Oracle Enterprise Performance Management Cloud to update task status.
6 The integration sends the task status update to Close Manager in Oracle Enterprise Performance Management Cloud.

Integration in Oracle Integration

Create an App Driven Orchestration in Oracle Integration.



Add the Oracle Enterprise Performance Management Cloud connection you created in Oracle Integration as the trigger and configure the connection in the integration:

  • Close Manager Connection is the connection to the application for which you want to automate tasks. You created this connection in Close Manager.

  • Close Manager Integration Type is the integration you created in Close Manager to connect to your application. In the example, this application is Facebook.



Configure the mapping fromOracle Enterprise Performance Management Cloud to Facebook:

  • Map the message parameter from Close Manager to Facebook.



Add the Oracle Enterprise Performance Management Cloud connection you created in Oracle Integration as an invoke to send task status back to Close Manager:

  • In Resource, select Close Manager Operations .

  • In Operation, select Update Task Status for Process Automation.



Configure the mapping from Facebook to Oracle Enterprise Performance Management Cloud to update task status:

  • Make sure you map the taskId. This is very important to update the task status back to Close Manager.

  • Make sure you indicate the state of the taskStatus. Valid values are: success, fail, abort, warning.

  • Also specify the message to send back to Close Manager. In this example, the message is “message posted”.



Enable tracking

  • When editing the integration, select Tracking from the menu in the upper right corner and track the taskId and IntegrationCode fields for debugging. You can also add fields from taskParameters if desired.