About Groovy Business Rules

Groovy business rules allow you to design sophisticated rules that solve use cases that normal business rules can't solve; for example, rules to prevent users from saving data on forms if the data value is above a predefined threshold.

Note:

  • Groovy is available with EPM Enterprise Cloud. You can create and edit Groovy rules in all of the application types (Custom, Module, and Free Form).

  • You can also use Groovy rules with the following:

    • Enterprise PBCS and PBCS Plus One
    • Oracle Strategic Workforce Planning Cloud and Oracle Sales Planning Cloud
    • Financial Consolidation and Close On-Demand rules

You create Groovy rules in Calculation Manager and execute them from any place that you can execute a calc script rule in a Planning application; for example, on the Rules page, within the context of a form, in the job scheduler, in dashboards, in task lists, and so on.

Groovy rules are also supported in rulesets. You can have a combination of calc script rules and Groovy rules within a ruleset.

Groovy rules are not supported in composite forms.

You can execute jobs of type rules, rulesets, and templates synchronously from a Groovy rule.

You can write Groovy scripts to run select EPM Automate commands directly in Oracle Enterprise Performance Management Cloud, without installing EPM Automate client on a client machine. Refer to Running Commands without Installing EPM Automate and Supported Command in Working with EPM Automate for Oracle Enterprise Performance Management Cloud for information on which EPM Automate commands can be run via Groovy and example scripts.

Oracle supports two types of Groovy rules:

  • Rules that can dynamically generate calc scripts at runtime based on context other than the runtime prompts and return the calc script which is then executed against Essbase.

    For example, you could create a rule to calculate expenses for projects only for the duration (start and end dates) of the project.

    Another example is a trend-based calculation that restricts the calculation to the accounts available on the form. You could use this calculation for various forms in Revenue, Expense, Balance Sheet, and Cash Flow. This allows for optimization and reuse.

  • Pure Groovy rules that can, for example, perform data validations and cancel the operation if the data entered violates company policies.

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Learn about training options for creating Groovy rules in Oracle Enterprise Performance Management Cloud.

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