Application

The Application card on Home links to the following:


Data Exchange card from Application
  • Overview displays recent reconciliation activity by different users, data loads (including links to the Dataload Execution dialog), and the number of change requests for today, last seven days, and all. See Reconciliation Activity.
  • Profiles allows you to define profiles which are a building block for creating reconciliations in Account Reconciliation.

    See Defining Profiles.

  • Periods allows you to work with periods to open, close, or lock. A Service Administrator can also work with periods from Application, then Configuration, and then Periods.

    See Creating Periods.

  • Configuration allows a Service Administrator to perform a variety of tasks to set up, configure, and maintain Account Reconciliation:
    • Attributes
    • System Attributes
    • Currencies
    • Data Loads
    • Filters
    • Formats
    • Lists
    • Organizations
    • Periods
    • Settings
    See Overview of Reconciliation Compliance Configuration
  • Match Types allows you to create match types for Transaction Matching . See Creating Match Types.
  • Jobs displays the jobs performed in Reconciliation Compliance and Transaction Matching. The Jobs for Reconciliation Compliance contains a Point of View (POV) as well as a search making it easier to display the jobs you want to see. See Viewing Jobs

    For Transaction Matching, Jobs displays the jobs performed in Transaction Matching.and maintains a history of the jobs run and allows you to perform these actions: import transactions, delete transactions you imported, import balances, run Auto Match and delete job history. See Creating and Running Jobs

  • Services allows a Service Administrator to restart or run the following: email notifications, open reconciliations or system maintenance tasks such as synchronizing users. See Services

  • Archive allows a Service Administrator to keep the size of the database in check and help performance by using archive, restore, and purge functionality.

    See Archiving

  • Report Configuration allows you to create custom reports, create report queries, and group reports.

    See Generating Custom Reports

  • Data Exchange allows you to access the EPM Integration Agent functionality. Using the EPM Integration Agent, you can extract data from your on-premises data sources and then load the data directly to the Oracle Enterprise Performance Management Cloud.

    See EPM Integration Agent