Table of Contents

• Title and Copyright Information
• Documentation Accessibility
• Documentation Feedback
• 1 Creating and Running an EPM Center of Excellence
• 2 About Cloud EDM
  • About this Guide
  • Overview of the Home Page
  • Working with Favorites
  • Setting Your Preferences
  • Process Flow
    • Register and Import Data
    • Manage Data
      • Understanding Views
      • Understanding Requests
    • Compare and Rationalize Data
      • Aligning Dimensions Across Applications
      • Creating New Dimensions
      • Sharing Changes Across Applications
    • Exporting Data
      • Exporting Changes to Applications
• Part I Data Management
  • Getting Started with Data Management
    • User Tasks
    • About Nodes
    • Understanding Lists and Hierarchies
    • Understanding Shared Nodes
    • Working with Node Properties
    • Viewing Node Locations
    • About Node Links
    • Viewing Node Transaction History
  • Working with Views
    • About Viewpoints
    • Searching for Views
    • Opening a View
    • Archiving and Deleting Views
    • Inspecting a View
      • Configuring How a View is Displayed in the Views List
      • Assigning View Permissions
      • Reordering Viewpoints
    • Creating, Editing, and Deleting Time Labels
    • Creating, Editing, and Deleting Property Groups
    • Creating, Editing, and Deleting Compare Profiles
  • Working with Viewpoints
    • Navigating Viewpoints
      • Visualizing Hierarchy Viewpoints as a Chart
    • Searching for Nodes
    • Querying a Viewpoint
      • Creating, Running, and Saving Viewpoint Queries
      • Working with Saved Viewpoint Queries
    • Downloading a Viewpoint
    • Deleting a Draft Viewpoint
    • Inspecting a Viewpoint
      • Changing Viewpoint Permissible Actions
      • Configuring How a Viewpoint Displays Properties
      • Changing the Order of Displayed Properties
      • Downloading and Uploading Properties for a Viewpoint
        • Viewpoint Properties File Format
      • Viewing Viewpoint Lineage
      • Configuring Locations Tab Properties
      • Configuring Related Viewpoints
    • Using Duplicate Viewpoint Tabs
    • Displaying Viewpoints Side By Side
      • Locating Nodes
      • Aligning Nodes
  • Validating a Viewpoint
    • Resolving Validation Issues
  • Comparing Viewpoints
    • Running Viewpoint Comparisons
    • Viewpoint Comparison Examples
    • Correcting Node Differences From Compare Results
  • Subscribing to Viewpoints
    • Creating Subscriptions
    • Editing Subscriptions
      • Performing Copy and Model After Operations in Subscriptions
        • Model After Subscription Example
      • Specifying Source Properties for Target Parents
      • Adding Filters and Conditions to Subscriptions
        • Filtering by Actions
        • Filtering by Top Node
        • Defining Node Conditions
        • Filtering by Inclusion Property
          • Inclusion Property Examples
    • Validating Subscriptions
    • Assigning Subscription Requests
    • Determining Target Parents in Subscriptions
  • About Requests
    • Request Types and Process Flow
    • Request Actions
    • Visualizing Request Changes
  • Making Changes Using Requests
    • Making Changes Interactively
      • Adding a Node to a List
      • Adding a Node to a Hierarchy
      • Adding a Node by Modeling After an Existing Node
      • Adding a Top Node
      • Inserting a Top Node
      • Updating Node Properties
      • Inserting Nodes and Related Nodes
      • Moving a Node
      • Reordering a Node
      • Removing a Node
      • Deleting a Node
      • Working with the Node Clipboard
    • Making Changes Using a Load File
      • Request Load File Format
    • Working with Request Items
      • Inspecting Request Items
    • Attaching a File to a Request
    • Setting and Viewing Request Priority
    • Working with Future Dated Requests
    • Working with Request Comments
      • Adding, Editing, and Deleting Request Comments
    • Concurrent Editing of a Request
    • Validating Requests
      • Working with Request Validation Issues
        • Repairing Request Items
    • Reviewing Request File Attachments
    • Downloading a Single Request to a File
    • Requests and Blockout Periods
  • Matching for Merging, Mapping, or Deduplicating Nodes
    • Matching and Merging Nodes
      • Running Matches For Merging
        • Understanding Match Results for Merging
      • Reviewing Match Results and Applying Changes
      • Understanding Automatic Matching and Merging Using Prior Match Results
    • Matching and Mapping Nodes
      • Running Matches for Mapping
        • Understanding Match Results for Mapping
      • Reviewing Mapping Results and Applying Changes
    • Deduplicating Nodes in a Viewpoint
      • Running a Deduplication Operation for a Viewpoint
        • Understanding Deduplication Results
      • Reviewing Deduplication Results and Applying Changes
    • Frequently Asked Questions about Matching
  • Working with Request Activity
    • Searching for Requests
    • Opening and Editing Draft Requests
    • Deleting Requests
    • Downloading Requests to Files
      • Downloading Request Summary Information to a File
      • Downloading Multiple Requests to a File
    • Understanding Request Consolidation
      • Consolidating Requests
      • Request Consolidation and Workflow
      • Discarding a Consolidation Request
    • Inspecting Requests
      • Request Inspector Actions
      • Policy Execution Plan
      • Viewing Request Lineage
      • Viewing the Transaction History for a Request
    • Accessing Requests from the Home Page
  • Governance Workflows and Approvals
    • Workflow Stages
    • Submit Process
      • Assigning a Request
      • Collaborating on a Request
      • Submitting a Request
      • Resubmitting a Request
      • Recalling a Request
    • Approval Process
      • Approving a Request
      • Enriching a Request
      • Pushing Back a Request
      • Rejecting a Request
      • Withdrawing an Approval for a Request
    • Commit Process
      • Committing a Request
  • Request Notifications
    • Subscription Notifications
    • Workflow Notifications
  • Performing Audits
    • Auditing Transaction History
    • Auditing System Events
    • Auditing Permissions
    • Auditing Policies
    • Auditing Properties
  • Working with Reports
    • Data Chain Report
    • Extracts Reports
    • Permissions and Policies Reports
    • Subscriptions Reports
    • Custom Validations Report
    • System Activity Reports
    • Record Count Log Report
  • Working with Dashboards
    • Change Management Dashboard
      • Completed Changes Trend
      • Request Change Activity
      • Active Contributors
      • Applications Changed
      • Properties Changed
    • Node Count Dashboard
    • Request Monitoring Dashboard
      • Open Requests
      • Active Owners
      • Aging and Exceptions
    • Workflow Analysis Dashboard
      • Closed Requests Overview
      • Request Cycle Time
      • Approval Cycle Time
      • Auto Submit Analysis
• Part II Administration
  • Getting Started with Administration
    • Creating the Enterprise Data Management Business Process
    • Recreating the Service
    • Creating a Sample Application
    • Customizing Your Users' Display
    • Working with Home Page Layouts
    • Creating, Editing, and Deleting Announcements
    • Configuring System Settings
      • Enabling Generative AI in Cloud EDM
    • Viewing the Record Count
    • Embedding Enterprise Data Management Pages in Navigation Flows
  • Working with Applications
    • Understanding Application Types
    • Understanding Registering Applications
    • Understanding Modifying Applications
    • Understanding Applications and Sharing Data
    • Understanding Blockout Periods
      • Configuring Blockout Periods
    • Disabling Workflow for Applications
    • Inspecting Applications
      • Assigning Application Permissions
    • Searching for Applications
    • Copying Applications
    • Archiving, Unarchiving, and Deleting Applications
    • Refreshing Application Indexes
    • Understanding Dimensions
      • Inspecting Dimensions
      • Working with Unbound Dimensions
      • Working with Lookup Dimensions
      • Archiving and Unarchiving Dimensions
      • Understanding Attributes
        • Attribute Dimension Example
  • Working with Data Objects and the Data Chain
    • Understanding Data Chains
      • Inspecting Data Chains
    • Working with Node Types
      • Creating a Node Type
      • Working with Specialty Node Type Classes
        • Predefined Properties for Lookup Node Types
        • Predefined Properties for Legacy GL Node Types
      • Working with Node Type Qualifiers
      • Working with Node Type Converters
      • Inspecting a Node Type
      • Searching for Node Types
      • Adding, Removing, and Configuring a Node Type's Properties
    • Working with Hierarchy Sets
      • Creating Hierarchy Sets
      • Inspecting a Hierarchy Set
      • Searching for Hierarchy Sets
    • Working with Node Sets
      • Creating Node Sets
      • Inspecting a Node Set
      • Searching for Node Sets
    • Understanding Viewpoints
      • Archiving, Unarchiving, and Deleting Viewpoints
    • Understanding Bindings and Bound Data Objects
      • Dimension Binding Examples
      • Identifying Objects Bound to Dimensions
      • Creating Bindings
        • Creating a Map Binding
          • Defining Mapping Keys
        • Creating a Lookup Binding
      • Inspecting and Editing a Binding
        • Editing Binding Keys
      • Deleting a Binding
      • Understanding Binding Rules
        • Binding Rules for All Application Types
    • Understanding the Lifecycle of Data Objects and the Data Chain
    • Archiving and Unarchiving Data Chain Objects
  • Defining Alternate Views and Viewpoints
    • Best Practices
    • Creating a View
    • Creating a Viewpoint
      • Alternate Viewpoints Using Different Top Nodes
      • Alternate Viewpoints Using Different Parent-Child Relationships
      • Alternate Viewpoints Using Different Node Types
      • Creating Mapping Viewpoints
        • Mapping Source Nodes to Target Nodes
    • Working with Time Labeled Viewpoints
      • Working with Private Time Labels
    • Copying a Viewpoint
      • Versioning Best Practices
    • Changing the Bound Viewpoint for a Dimension
  • Working with Properties
    • Understanding Property Names and Namespaces
    • System and Statistical Properties
    • About Property Creation
      • Creating Properties Manually
    • Understanding Property Data Type Parameters
      • Boolean Data Type Parameters
      • Float and Integer Data Type Parameters
      • List and String Data Type Parameters
      • Node and Node List Data Type Parameters
      • Numeric String Data Type Parameters
      • Sequence Data Type Parameters
    • Inheriting Properties
      • Property Inheritance and Shared Nodes
    • Derived Properties
    • Derived and Stored Properties
      • Derived and Stored Property Processing
    • Calculated and Stored Properties
      • Calculating and Storing the Name of a Node
        • Request File Processing with Calculated Names
      • Calculating and Storing the Parent of a Node
    • Working with Sequence Properties
      • Viewing, Editing, and Resetting Sequence Values
      • Sequence Property Processing
    • Inspecting Properties
    • Editing Property Parameters
      • Defining Allowed or Invalid Values for a Property
    • Downloading Property Definitions
    • Understanding Null and Empty Values in Properties
    • Alternate Name Property
    • Understanding How to Configure Properties for a Viewpoint
    • Searching for Properties
    • Deleting Properties
    • Frequently Asked Questions about Properties
  • Understanding Validations and Constraints
    • System Validations
    • Predefined Validations
    • Custom Validations
      • Creating Custom Validations
      • Editing Custom Validations
      • Enabling, Disabling, or Deleting a Custom Validation
    • Configuring Validation Enforcement and Severity
    • Working with Constraints
  • Working with Lookup Sets
    • Inspecting Lookup Sets
  • Using Expressions to Define Custom Business Logic
    • Expression Builder Overview
    • Building Expressions
      • Working with Statements
      • Working with Comments
      • Working with Objects and Operators
        • Data Types for Expression Terms
          • Boolean
          • Current Date and Time
          • CurrentProperty
          • Date and Timestamp
          • Integer and Float
          • Integer List and Float List
          • List and String List
          • LookupSets
          • Memo
          • Node
          • Node Data Type Property
          • Node Collections and Node List Data Type Properties
          • Operators
          • Properties
          • Request
          • Strings, Numeric Strings, and Sequences
        • Using Null and Blank Values in Expressions
        • Using Lookup Sets in Expressions
        • Date Formatting Symbols
      • Working with Variables
      • Working with Literal Values
      • Copying and Pasting in Expressions
      • Saving and Loading Expressions from a File
    • Expressions: Detailed Example
    • Testing Expressions
    • Frequently Asked Questions about Expressions
  • Understanding Data Sources
    • Creating, Editing, and Deleting Data Sources
  • Working with Matching Nodes
    • Understanding Matching and Merging Nodes
    • Understanding Matching and Mapping Nodes
    • Understanding Deduplication
    • Creating, Editing, and Deleting Matching Rules
    • Creating, Editing, and Deleting Survivorship Rules
    • Configuring Matching Stopwords
  • Working with Roles and Permissions
    • Understanding Granular Roles and Permissions
      • Inclusive and Additive Permissions
      • Permission Cascading
      • Working with Permissions
      • Configuring Data Access
      • Uploading and Downloading Permissions and Data Access from a File
        • Permissions File Format
    • Security Examples
      • Security for Applications and Dimensions
      • Security for Hierarchy Sets and Node Types
      • Security for Views and Viewpoints
      • Security for Requests
      • Security for Access Control, Migration, and Daily Maintenance
  • Configuring Policies
    • Approval Policies
      • Creating and Enabling Approval Policies
      • Understanding Request Enrichment
      • Understanding Ownership Approvals
      • Understanding Management Hierarchy Approvals
      • Understanding Withdrawing Request Approvals
      • Approval Policy Examples
    • Commit Policies
      • Creating and Enabling Commit Policies
    • Notification Policies
      • Creating and Enabling Notification Policies
    • Understanding Policy Order
    • Understanding Request Delegation
    • Policy Reminders and Escalations
    • Modifying Policies
    • Deleting Policies
  • Integrating Data
    • Using OAuth2 for Application and Global Connections
    • Integrating with Oracle Address, Email, and Phone Verification Service
    • Creating Application Connections
    • Importing Dimensions
      • Working with Merge Imports
      • Managing Import Options
    • Exporting Dimensions
      • Managing Export Options
      • Incremental Exports
    • Exporting Mapping Data
    • Creating Global Connections
    • Working With Extracts
      • Understanding Extract Types
        • Generational Extract Examples
      • Extract Visibility
      • Creating, Copying, Promoting, and Deleting Extracts
      • Editing Extracts
        • Selecting Extract Columns
        • Specifying Incremental Options
        • Specifying Generational Options
        • Specifying Link Options
        • Specifying Extract Options
        • Reconnecting Parents In Extracts
      • Running Extracts
      • Working with Extract Packages
        • Creating, Editing, Copying, and Deleting Extract Packages
        • Running Extract Packages
    • Working with Viewpoint Loads
      • Creating, Copying, and Deleting Loads
      • Editing Loads
        • Configuring Columns in Loads
        • Specifying Load Options
      • Viewpoint Load File Format
      • Running Viewpoint Loads
    • Using the Staging Area
    • Frequently Asked Questions about Imports, Exports, Extracts, and Loads
  • Migrating Across Environments
    • Migration Scenario Examples
    • Using Migration
    • Working with Templates
      • Updating an Existing Application or Dimension using a Template
      • Template Objects and Settings
      • Previewing Template Imports and Reviewing Import Results
  • Working with Planning and FreeForm Applications
    • Registering Planning and FreeForm Applications
      • Registering Cubes, Application Settings, and Dimensions
      • Predefined Properties for Planning and FreeForm Applications
    • Importing Planning and FreeForm Dimensions
    • Import and Export File Format
    • Modifying Registered Planning and FreeForm Applications
    • Upgrading Planning Applications to Planning Modules
    • Converting Planning Applications to FreeForm Applications
    • Binding Rules for Planning and FreeForm Applications
    • Binding a Viewpoint to a Dimension in Planning and FreeForm Applications
    • Planning and FreeForm Validations
    • Exporting Planning and FreeForm Dimensions
  • Working with Financial Consolidation and Close Applications
    • Registering Financial Consolidation and Close Applications
      • Registering Financial Consolidation and Close Application Settings and Dimensions
      • Predefined Properties for Financial Consolidation and Close Applications
    • Importing Financial Consolidation and Close Dimensions
    • Financial Consolidation and Close Import and Export File Format
    • Modifying Registered Financial Consolidation and Close Applications
    • Binding Rules for Financial Consolidation and Close Applications
    • Binding a Viewpoint to a Dimension in Financial Consolidation and Close Applications
    • Financial Consolidation and Close Validations
    • Exporting Financial Consolidation and Close Dimensions
  • Working with Enterprise Profitability and Cost Management Applications
    • Registering Enterprise Profitability and Cost Management Applications
      • Registering Enterprise Profitability and Cost Management Cubes, Application Settings, and Dimensions
      • Predefined Properties for Enterprise Profitability and Cost Management Applications
    • Importing Enterprise Profitability and Cost Management Dimensions
    • Enterprise Profitability and Cost Management Import and Export File Format
    • Modifying Registered Enterprise Profitability and Cost Management Applications
    • Binding Rules for Enterprise Profitability and Cost Management Applications
    • Enterprise Profitability and Cost Management Validations
    • Exporting Enterprise Profitability and Cost Management Dimensions
  • Working with Tax Reporting Applications
    • Registering Tax Reporting Applications
      • Registering Tax Reporting Application Settings and Dimensions
      • Predefined Properties for Tax Reporting Applications
      • Predefined Attributes for Tax Reporting Applications
    • Importing Tax Reporting Dimensions
    • Tax Reporting Import and Export File Format
    • Modifying Registered Tax Reporting Applications
    • Binding Rules for Tax Reporting Applications
    • Binding a Viewpoint to a Dimension in Tax Reporting Applications
    • Tax Reporting Validations
    • Exporting Tax Reporting Dimensions
  • Working with Oracle Financials Cloud General Ledger Applications
    • Registering Oracle Financials Cloud General Ledger Applications
      • Adding Global Descriptive Flexfields
      • Registering Segments and Trees
      • Adding, Modifying, or Removing Financial Categories
      • Applying Registration Changes
      • Predefined Properties for Oracle Financials Cloud General Ledger Applications
    • Importing Oracle Financials Cloud General Ledger Dimensions
    • Modifying Registered Oracle Financials Cloud General Ledger Applications
    • Binding Rules for Oracle Financials Cloud General Ledger Applications
    • Oracle Financials Cloud General Ledger Validations
    • Copying Bindings to Create Trees or Tree Versions
    • Exporting Oracle Financials Cloud General Ledger Dimensions
  • Working with E-Business Suite General Ledger Applications
    • Registering E-Business Suite General Ledger Applications
      • Adding Global Descriptive Flexfields
      • Registering Segments
      • Applying Registration Changes
      • Predefined Properties for E-Business Suite General Ledger Applications
    • Importing E-Business Suite General Ledger Dimensions
    • Import and Export File Format
    • Modifying Registered E-Business Suite General Ledger Applications
    • Binding Rules for E-Business Suite General Ledger Applications
    • E-Business Suite General Ledger Validations
    • Exporting E-Business Suite General Ledger Dimensions
  • Working with Universal Applications
    • Registering a Universal Application
      • Adding, Removing, or Modifying a User Defined Dimension
        • User Defined Dimension Import and Export Settings
        • Adding or Modifying a Node Type for a User Defined Dimension
          • Adding an Existing Property to a Node Type for a User Defined Dimension
          • Creating a Custom Property Manually
          • Generating Custom Properties from a Sample File
          • Modifying a Property for a Node Type in a User Defined Dimension
          • Removing a Property from a Node Type in a User Defined Dimension
    • Importing a User Defined Dimension
      • Import and Export File Format for User Defined Dimensions
    • Binding Rules for Universal Applications
    • Changing the Viewpoint Bound to a User Defined Dimension in Universal Applications
    • Validations for Universal Applications
    • Modifying a Universal Application
    • Exporting a User Defined Dimension
    • Working with Accelerator Applications
  • Working with Users Applications
    • Registering Users Applications
      • Predefined Properties for Users Applications
• Part III Business Scenarios
  • Integrating with Planning
    • Administrator Steps
    • User Steps
    • Outcome
  • Integrating with Oracle Financials Cloud General Ledger
    • Cloud EDM Administrator Steps
      • Detailed Steps
        • Step 1: Register Your Oracle Financials Cloud General Ledger Application in Cloud EDM
        • Step 2: Importing Your Oracle Financials Cloud General Ledger Value Set into Cloud EDM
    • Cloud EDM User Steps
    • Oracle Financials Cloud General Ledger User Steps
      • Detailed Steps
        • Step 1: Importing and Loading Chart of Account Data in Oracle Financials Cloud
        • Step 2: Verifying the Exported Data in Oracle Financials Cloud General Ledger
        • Step 3: Publishing the Updated Oracle Financials Cloud General Ledger Hierarchy
  • Integrating with External Applications Using a Universal Application
    • Administrator Steps
    • User Steps
  • Sharing Enterprise Data Across Applications
    • Administrator Steps
    • User Steps
    • Outcome
  • Comparing Enterprise Data Across Applications
    • Administrator Steps
    • User Steps
    • Outcome
  • Managing Enterprise Data as Lists
    • Administrator Steps
    • User Steps
    • Outcome
  • Mapping Source Dimensions to Target Dimensions
    • Administrator Steps
    • User Steps
  • Migrating Enterprise Data from Data Relationship Management to Cloud EDM
    • Administrator Steps
      • Detailed Steps
        • Step 1: Register your Data Relationship Management Application
        • Step 2: Create an Export File in Data Relationship Management
        • Step 3: Import Dimensions
      • Outcome
    • User Steps
  • Changing the Bound Viewpoint to Export an Alternate Viewpoint
    • User Steps
  • Backing up and Restoring Cloud EDM
    • Administrator Steps for Backing up Cloud EDM
    • About Restoring the Cloud EDM Environment
    • Administrator Steps for Restoring Cloud EDM
  • Managing Governance Workflows and Approvals
    • Administrator Steps
    • User Steps
    • Outcome
  • Aligning Applications with Subscriptions and Governance Workflow
    • Administrator Steps
      • Detailed Steps
        • Step 1: Create a Maintenance View
        • Step 2: Create Subscriptions
    • User Steps
      • Corporate GL Data Associate Steps
      • Corporate GL Data Manager Steps
      • Corporate Planning Data Manager Steps
      • Enterprise Data Manager Steps
  • Transferring Applications Between Environments
    • Administrator Steps
      • Step 1: Refreshing and Preparing the Test Environment for Application Development
      • Step 2: Building the Application
      • Step 3: Exporting the New Application to a Template
      • Step 4: Previewing the Import of an Application from a Template
      • Step 5: Correcting Preview Import Warnings
      • Step 6: Importing Applications from a Template
• A Frequently Asked Questions
• B Best Practices
• C Glossary