1. Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management
  2. Configuring EPM Digital Assistant for New Users
  3. Customizing Skills
  4. Customizing Skills for Financial Consolidation and Close, Tax Reporting, Planning, and Planning Modules
  5. Application Entities for Financial Consolidation and Close

Application Entities for Financial Consolidation and Close

The EPM Digital Assistant Financial Consolidation and Close skills are packaged with the dimensions in the Financial Consolidation and Close sample application and may not match the dimensions you use in your environment.

Before you populate entities, you may need to add any custom dimensions to the Financial Consolidation and Close extended skill. For more information, see About Pre-Populated Dimensions for Financial Consolidation and Close. If you need to add custom dimensions, see Adding Custom Dimensions to an Extended Skill. Also you may need to remove dimensions, and update the metadata to match your Consolidation and Close or Tax Reporting environment. For more information, see Removing Custom Dimensions From an Extended Skill.

The following entities can be updated, which are application specific:

  • EPM_DIMENSION - All dimensions in the sample application

  • DIM_ACCOUNT - All Account members

  • DIM_CONSOLIDATION - All consolidations

  • DIM_CURRENCY - All Currency members

  • DIM_DATA_SOURCE - All data sources

  • DIM_ENTITY - All Entity members

  • DIM_INTERCOMPANY - All inter-company accounts

  • DIM_MEMBER - All other Dimension members

  • DIM_MULTI_GAAP - All multi GAAP members

  • DIM_PERIOD - All Period members

  • DIM_SCENARIO - All Scenario members

  • DIM_VIEW - All View members

  • DIM_YEAR - All Year members

  • DIM_MOVEMENT - All Movement members

  • EPM_RULE_NAME - All names of rules in your FCCS application

  • FCM_REPORT_GROUP_NAMES - All custom report group names

  • FCM_REPORT_NAMES - All custom report names

  • JOB_NAME - Name of the job

Note:

The Financial Consolidation and Close skills are modeled with standard dimensions as separate Entities. Other dimensions are modeled as FC_MEMBER ODA entity. These other dimensions can be added as separate ODA entities for ease of use during POV selection. The advantage of adding all dimensions as a separate entity is that Digital Assistant will display available selections when you choose to change the member.