Financial Consolidation and Close

Service Administrator

Performs all Financial Consolidation and Close functional activities, including granting roles to users.
  • Access all tasks, Task Manager templates and schedules

  • Create and manage Task Types, Integration Types, Attributes, and Alert Types

  • Generate and manage Task Manager and Supplemental Data Manager reports

  • Define and deploy Supplemental Data sets, and manage data collection periods

  • Manage Supplemental Data forms

This role should be granted to Financial Consolidation and Close experts who need to create and administer the Consolidation application and service components.

Power User

Views and interacts with data. This role grants high-level access to several Financial Consolidation and Close functional areas and should be granted, typically, to the consolidation experts and regional senior financial analysts of your organization. A Power User can perform these activities:

  • Create and maintain forms, Oracle Smart View for Office worksheets, business rules, task lists, and Financial Reporting reports

  • Consolidate data as needed for entities to which they have access

  • Control the approvals process, perform actions on consolidation units and journals to which they have modify access, and assign owners and reviewers for the organization under their charge

  • Import data

  • Create and save Smart Slices

  • Create and manage Task Manager tasks, templates, Task Types, and schedules

  • Define and deploy Supplemental Data sets

  • Define Supplemental Data forms and modify form data


Anyone other than a user with the Viewer role can become an owner or reviewer.


The activities that a User can perform includes:
  • Enter and submit data for approval, analyzes forms using ad hoc features, and control the ability to drill through to the source system. Create and submit for approval the journals for dimension members for which they have Modify rights

  • Access Data Management (to create an integration, run an integration, and drill through) and load data if an application role that grants such access is assigned to the user

  • Modify task status, create and modify Task Manager alerts, comments, and questions

  • Access Task Manager and Supplemental Data Manager Dashboards

  • Enter and edit data in Supplemental Data forms


Tasks that a Viewer can perform includes:
  • View and analyze data through forms and any data access tool, such as reports, Smart Slices, and journals if the user is granted access rights to related objects such as data forms and ad hoc grids (the user cannot create these objects). A user with only View access cannot access Consol or Rates cube

  • View Task Manager schedules and Supplemental Data form data

This role typically should be assigned to executives who need to view consolidation and close reports.