2 Data Model Extension

Customization of Physical Data Model is restricted in the Profitability and Balance Sheet Management (PBSM) Cloud Service. However, it is understood that there may be a need to extend the Data Model to meet multiple business requirements. For this purpose, the PBSM Cloud Service provides OOTB placeholder Columns and Tables that can be configured to use as custom Columns, Custom Dimensions, and Custom Management Ledger Tables as suitable to the business requirements.

These placeholder Columns and Tables must be registered before use. The Data Model Extension Module allows you to do the following types of registrations:

  • Dimensions Registration
  • Columns Registration
  • Management Ledger Registration

After registration, you can start loading the data in the selected placeholder Columns and Tables and use them to define the Rules and Assumptions for further processing and reporting.

Appropriate user roles must be created and maintained for the users to perform the registration and registration approval processes.

To register the placeholder Columns and Tables, perform the following steps:

  1. From the LHS Menu, select Data Management Tools, and then select Data Model Extension to display the DataModel Extension Summary Screen.

    Figure 2-1 DataModel Extension Summary Screen


    The Data Model Extension Summary screen displays the summary of the Dimensions, Columns, and Management Ledgers. This screen also displays the Models that are pending for registration.

    The DataModel Extension Summary Screen displays the following tiles:

    • Dimensions
    • Columns
    • Management Ledger
    • Pending Registration

    Using this UI, you do the registration of Dimensions, Columns, and Management Ledger Tables. After the registration is done, the detail will be sent to the Supervisor or Approver User who either approves or rejects the registration.