Feature Summary

Impact to Existing Processes Definitions

• Large scale: These features have a higher potential impact on users due to their complex designs. Focus your acceptance testing on these features.
• Small scale: These features have minimal impact on users and typically involve minor changes to fields, validations, or programs.
• Report: These features have minimal impact on users and include new or modified, Oracle-delivered, ready-to-run reports.
• None: These features are not delivered enabled. These features will need steps to use. You can choose if and when to enable them.
• Potential Setup: Features showing Potential Setup in Actions to Enable indicate that there is prerequisite or optional configuration to consider. This may change the feature's impact to your business processes.

Download feature summary table.

Module	Feature	Tags	Impact to Existing Processes	Action to Enable
Account Reconciliation	Natural Language Filtering with Generative AI	GenAI	Small scale	Potential Setup
Account Reconciliation	New Option for Empty-File Handling in Import Premapped Transactions REST API and EPM Automate Command		Small scale	None
Account Reconciliation	New REST APIs for Formats, Reconciliations, and Transactions		Small scale	None
Account Reconciliation	Renamed Data Loads - Manage Granular Role to Balance Loads - Manage		Small scale	None
Calculation Manager	Support of Calc Script Tuple Syntax in Calculation Manager		Small scale	None
Close Management and Consolidation	Multiple Cube Support		None	Setup Required
Close Management and Consolidation	Enhanced Home Page Experience	Redwood Platform	Small scale	None
Close Management and Consolidation	Metadata Validation Moved to the Recommendations Page		Larger scale	None
Close Management and Consolidation	New REST API to Create or Update Consolidation Journals		Small scale	None
Close Management and Consolidation	New Video		Small scale	None
Data Integration	OAuth 2.0 Support for Cross-Environment Connections		None	Setup Required
Data Integration	OAuth 2.0 Support for NetSuite Integration		Small scale	None
EPM Automate and REST APIs	New Cloud EPM Platform REST APIs		Small scale	None
EPM Automate and REST APIs	New REST API for Retrieving Planning Insight Details		Small scale	None
EPM Automate and REST APIs	New REST APIs for Activity Reports and Access Logs		Small scale	None
EPM Automate and REST APIs	New REST APIs for Dashboard Authoring and Data Operations		Small scale	None
EPM Automate and REST APIs	New REST APIs for Worklist and Worklist Summary		Small scale	None
EPM Automate and REST APIs	New REST APIs to Manage Connections		Small scale	None
EPM Automate and REST APIs	New Script to Clone Environments Using the Latest Environment Backup		Small scale	None
EPM Automate and REST APIs	Removal of Support for User Names Prefixed with the Cloud Account Name for EPM Automate Login Command and REST APIs		Small scale	None
EPM Automate and REST APIs	Support for Non-ASCII Filenames in Download REST APIs		Small scale	None
EPM Automate and REST APIs	Support for Parallel Executions of Simulate Concurrent Usage REST API and EPM Automate Command		Small scale	None
EPM Automate and REST APIs	Support of Number of Days Option in Audit and Login Report REST APIs and EPM Automate Commands		Small scale	None
Forms and Dashboards	Persist User Changes to Forms 2.0 and Ad Hoc Grids During a Session		None	Setup Required
Forms and Dashboards	Enhanced MDX Form Design and New MDX Data Export API		Small scale	None
IPM Insights	IPM Insights: Ability to Show Top Insights in Dashboards		Small scale	None
IPM Insights	IPM Insights: Insights Analysis		Small scale	None
Import and Export	Ability to Export Shared Members		Small scale	None
Jobs	Updates to the Job Creation Workflow		Small scale	None
Narrative Reporting	Updated Narrative Reporting Extension for Smart View		None	Setup Required
Narrative Reporting	Embed Multiple Available Content At Once in Smart View		None	Setup Required
Narrative Reporting	Improved Accessibility Support in Report Packages		Small scale	Potential Setup
Narrative Reporting	PDF/UA-1 Accessibility Support for Report Packages		Small scale	Potential Setup
Narrative Reporting	Support for @Mention in Review Comments in Smart View		None	Setup Required
NetSuite Enterprise Performance Management	Documentation Updates Available One Week After Readiness Documents		Small scale	None
NetSuite Enterprise Performance Management	Helpful Information		Small scale	None
NetSuite Enterprise Performance Management	Monthly Update Schedule		Small scale	None
NetSuite Enterprise Performance Management	Readiness Content on Oracle Help Center		Small scale	None
Smart View	New Version of Oracle Smart View for Office		None	Setup Required
Task Manager	Redwood User Interface for Managing Holiday Rules		Small scale	None
Tax Reporting	Enhanced Home Page Experience	Redwood Platform	Small scale	None
Tax Reporting	IPM Insights: Ability to View Insights from Forms and Dashboards	GenAI	Small scale	None
Tax Reporting	New IPM-Manage Granular Role		Small scale	None
Tax Reporting	Substance-Based Income Exclusion (SBIE) Average Translation Automation		Small scale	None
Updated Policy	Changes to the Cloud EPM Update Cadence Policy for Environments Not on the Mainline		Small scale	None
Videos and Tutorials	New Videos		Small scale	None