Required Privileges and Duties for Year-End Close

U.S. Federal Financials includes the predefined role, Federal Year-End Close Manager, to manage tasks related to year-end close.

Instead of assigning a predefined role to users, you're encouraged to create your own roles. For example, you can create a role based on the Federal Year-End Close Manager role and assign the role to your user. You can add or remove duties, privileges, and data security for the role according to the job responsibilities of the users in your organization. For more information about the recommendation to create your own roles to assign to users, see Guidance for Assigning Predefined Roles and Advisory Note on Subscription Impact.

The following table describes the security privileges and duty roles that must be assigned to a user to perform tasks related to year-end close. The table also describes the roles that the privileges are assigned to. However, it’s recommended that you create your own custom roles to assign the privileges and duties.

Roles and Privileges

Role	Privilege	Duty Role	Task
Federal Year-End Close Manager (ORA_FV_FEDERAL_YEAR_END_CLOSE_MANAGER_JOB)	Access Financial Reporting Center (FUN_ACCESS_FIN_REPORTING_CENTER)	Business Intelligence Consumer (BIConsumer) General Ledger Transaction Analysis (FBI_GENERAL_LEDGER_TRANSACTION_ANALYSIS_DUTY) Transaction Analysis Duty (FBI_TRANSACTION_ANALYSIS_GENERIC_DUTY)	Run year-end close reports
Financial Analyst (ORA_GL_FINANCIAL_ANALYST_JOB)			Manage journals
<Custom Role>	Define Self Managed Oracle Fusion General Ledger Allocation Formula (GL_DEFINE_SELF_MANAGED_GENERAL_LEDGER_ALLOCATION_FORMULA_PRIV) Generate Oracle Fusion General Ledger Allocation Formula (GL_GENERATE_GENERAL_LEDGER_ALLOCATION_FORMULA_PRIV) Administer Oracle Fusion General Ledger Allocation Formula (GL_ADMINISTER_GENERAL_LEDGER_ALLOCATION_FORMULA_PRIV) Migrate Allocations and Periodic Entries Formulas (GL_MIGRATE_ALLOCATIONS_AND_PERIODIC_ENTRIES_PRIV) Define Oracle Fusion General Ledger Allocation Formula (GL_SET_UP_GENERAL_LEDGER_ALLOCATION_FORMULA_PRIV)		Create allocation rules Generate General Ledger allocations
	Cancel Requisition Line in Spreadsheet (POR_CANCEL_REQUISITION_LINE_IN_SPREADSHEET_PRIV)		Manage requisitions Cancel requisition lines in spreadsheets
	Manage Journal Categories (GL_MANAGE_JOURNAL_CATEGORIES_PRIV)		Manage journal categories
	Manage Reports and Analytics (ATK_MANAGE_REPORTS_AND_ANALYTICS_PRIV) Maintain Reports and Analytics Region (ATK_CUSTOMIZE_REPORTING_PANE_PRIV)		Manage reports and analytics
	Setup and Maintain Applications (ASM_SETUP_AND_MAINTENANCE_PRIV) Execute Setup Tasks (ASM_EXECUTE_TASKS_PRIV) Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)		Manage setup and maintenance tasks.
		Period Close Management (ORA_GL_PERIOD_CLOSE_MANAGEMENT_DUTY)	Manage accounting periods