Features in Enterprise Data Management Business Process and Cloud EDM

Work with Business Processes

Business Process creators register each connected business to generate end user experiences called a default view. Upon registration, creators can assign others as business process owners or data managers. Each view contains one or more viewpoints that are optimized to maintain each registered business process dimension as a list or a hierarchy. To collaborate, business process owners and view owners may then come together to tailor custom views and viewpoints (for example, by subject area or by business domain) to build change management views. Data managers may then apply changes within their purview.

Work with Views and Viewpoints

Views are end user portals into enterprise data. Browse or search viewpoints within or across views. Import dirty dimension data into viewpoints from contributing business processes, validate and resolve issues to build an authoritative system of reference. Compare viewpoints side-by-side to understand differences. Align related properties visually and copy values. Create requests to share data across viewpoints. Use subscriptions to share data between viewpoints by subscribing a target viewpoint to a source viewpoint. When an update is made to the source viewpoint, a request is automatically generated to make the same change in the target viewpoint.

Manage Change with Requests

Requests represent the fundamental building block of change. Use requests to model changes to any viewpoint. Visualize all changes against the target viewpoint, validate them, analyze impact, and only then commit them. Author changes interactively or in batch from file sources. Browse request activity to audit committed changes.

Collaborative Workflows

Collaborative workflows support a submit process, approval process and address these governance challenges:

• Configure one or more approval policies at the application, dimension, hierarchy set, or node type level. The workflow orchestrates the invitation of approvers while executing approval policies concurrently to achieve high quality outcomes.
• Implement request workflows across multiple business contexts to secure approval for related changes across business processes.
• Use approvals with subscription requests to simulate business process dimension-level enrichment and approval stages across multiple business process contexts.
• Define items within a request that are validated, approved, and committed together. This creates integrity in change management and enables change control.

Create Alternate Views and Viewpoints

Tailor custom views and viewpoints to build alternate hierarchies, access read-only reference data for comparison purposes, or work with hierarchy members in a list. Copy viewpoints to make a historical snapshot, perform a what-if scenario, or reorganize data as fit-for-purpose.

Information Model

Each viewpoint is powered by a data chain that specifies associated business objects (using node types), associated parent child relationships (using relationship sets), and associated predicates such as top nodes (using node sets) to construct each viewpoint for end use. Viewpoints are grouped together logically in views that either represent business processes or subject areas. Views are defaulted based upon business process registration.

Build Data Maps

Create new data chains to manage mapping relationships. Construct mapping viewpoint to map one or more sources to each target application dimension. Compare source to target and create requests to build data maps across business processes. Configure mapping keys and locations for each target dimension to export data maps.

Business Process Integration

Accelerate integration with Oracle Fusion Cloud Enterprise Performance Management business processes, for example, Planning, Financial Consolidation and Close, E-Business Suite General Ledger and Oracle Financials Cloud General Ledger, using predefined business process registration. Leverage a custom business process registration using an open interface to integrate with all other business processes. Use a wizard-driven configuration experience to onboard business processes: establish reusable connections, configure import and export operations, and construct ready-to-use, business process-specific views for immediate business process maintenance purposes.

Automate Tasks

Automate tasks interactively or via a scheduled process using EPM Automate. For example, migrate across service environments, upload and download files, reset an environment and re-create an environment.

Audit Transaction History

Transaction history can be audited to see changes made to nodes, properties, and relationships over time. Transaction history is recorded when requests are committed. You can view, filter, and download transaction history to a file.

Expressions for Custom Business Logic

Expressions are used to define custom business rules for nodes in particular business processes. Expressions can be configured for derived properties and property transformations to calculate property values for nodes in viewpoints. Expressions are defined in a graphical manner using a palette and an editor.