Oracle EPM Product Strategy UpdateOracle Fusion Middleware Gartner Summit

What’s New and What’s Coming:Oracle Hyperion Financial ManagementOracle Hyperion Financial Data Quality Management Eric Davidson

Principal Product Manager, Oracle

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Oracle Performance Management Applications Strategic Products

DOMAIN PRODUCTS

Strategic Planning Hyperion Performance Scorecard

Hyperion Strategic Finance

Oracle Crystal Ball

Planning & Budgeting

Hyperion Planning

Hyperion Workforce Planning

Hyperion Capital Asset Planning

Oracle Integrated Operational Planning

Financial Close Management

Hyperion Financial Management

Hyperion Financial Data Quality Management

Cost and Profitability Management

Oracle Hyperion Profitability and Cost Management, (July 2008)

PeopleSoft Activity Based Management

Oracle EBS Profitability Management

Oracle OFSA

Oracle Hyperion Financial Management Accelerates Reporting Cycles and Reduces Costs of Compliance

• Patented financial consolidation and reporting features

• Complete audit trails, workflow and validations

• “Smart Dimensionality” • Flexible “what if” scenario

management features• Powerful, reporting and analysis

tools• Full integration with ERP and

other transaction systems • Easy to customize and extend• Web-architected

Consolidations Product Roadmap – Major Themes

1. Deeper Integration with ERP Systems (FDM)

2. Reducing Cost of Compliance

3. Enhancing Ease of Use and Core Features

4. Leverage today’s Most Advanced Technology

Reducing Cost of Compliance

• 11.1.1 Release• Lifecycle Management• Calculation Manager• EPM Architect

• New Local and Shared Dimensions • New Application Design Wizard• Expanded product support – Profitability Management• Backward compatible with 9.3.1 financial applications• Improved performance across the board

A Lifecycle Management

feature for moving test to

production

A Lifecycle Management

feature for moving test to

production

Lifecycle Management

Calculation Manager

• Calc Manager Screenshot

A Graphical Rules

Builder for HFM,

Planning, and Essbase

A Graphical Rules

Builder for HFM,

Planning, and Essbase

Reducing Cost of Compliance

• Future

• Oracle Enterprise Manager allows system wide monitoring of the your entire Financial Management environment

• Continuing to invest in Calculation Manager

• Pursuing new monitoring capabilities that will enable greater visibility into the accounting close process

• Exploring new reporting features which will assist in the creation of regulatory reports – systematic approach to the development of various reporting documents

Enhancing Ease of Use and Core Features

• 11.1.1 Release – Now Available• Enhanced analytics capabilities with improved Extended Analytics

performance and new Flat File extract option

• Expanded Localization support – new language support for Danish, Italian, Swedish, & Traditional Chinese

• Common Installer

HFM 11.1.1Equity Pickup

• An accounting technique that reevaluates the investments owned by a holding company

• The technique adjusts the investments in the company’s balance sheet to reflect the current value of the corresponding share in the equity of the subsidiary

HFM 11.1.1: Formatted Hyperion Financial Management System Reports with Oracle BI Publisher

• Oracle BI Publisher report templates enable users to format Financial Management system reports

• The report templates offer new print options, including PDF, RTF, HTML, and XLS

Enhancing Ease of Use and Core Features

• Future• New reporting capabilities within Smart View – Smart Slice and Report

Designer support

• Enabling better insight into the consolidation adjustments with better journal recording and greater flexibility in adjustment reporting

• New analytical capabilities which will provide greater insight into how reported results are being impacted by FX and Organizational movements

• Expanding the analytical reporting options with configurable dimensionality

• Improving Intercompany matching capabilities at multiple levels within the organization

Leverage today’s Most Advanced technology

• 11.1.1 Release• 64 bit support – (Intel Xeons and AMD Opterons)

• Improved memory management for large applications

• Continue Oracle RDBMS Optimization

• Financial Reporting and Web Analysis Enhancements

• Future• Expanding the platform support of the web tier

• Configurable database storage improving backup and restore procedures

• Support for Oracle Business Intelligence Reporting Tools

Oracle Hyperion Financial ReportingNew Annotations & Threaded Dialogs

Oracle Hyperion Financial ReportingExternal Content in Financial Reporting Books

• In addition to reports, you can insert third-party documents into books.

• Supports • Microsoft Word (DOC and RTF)• Microsoft Excel (XLS)• Microsoft PowerPoint (PPT and PPS)• Adobe Acrobat (PDF)• Text files (TXT)

Future: Hyperion Financial Management as source for Oracle Business Intelligence (OBIEE)

Files ExcelXML

OLTP & ODSSystems

Common Enterprise Information Model

BI Server

Data WarehouseData Mart

+

For OBI Customers

• Seamlessly access financial data stored and managed in HFM

• Supported features include: metadata discovery & import | query generation | gateway access.

• HFM data participates in Common Enterprise Information Model

For HFM Customers

• Access to dashboards, ad-hoc query, reporting & analysis capabilities

• Leverage BI Server’s federation capabilities to analyze financial & operational data

Ad hoc Analysis

Interactive Dashboards

Reporting &Publishing

ProactiveDetectionand Alerts

MS Office& Outlook

HFM & Hyperion Planning

InsightPerformance

Action

SetGoals

Plan

Monitor

Analyze

Report

Align

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Financial Data Quality Management

Financial Data Quality Differentiated

• Financial data quality management is a business issue, and is defined as the practice by which companies can effectively and consistently combine the following four factors:• Financial data collection and transformation

• Repeatable financial processes

• Internal controls

• Audit trails

• Oracle Hyperion Financial Data Quality Management (FDM): • Increases user confidence in their data

• Lowers their cost of compliance by eliminating data integrity risks associated with collecting, mapping, validating, and moving critical financial data from across the enterprise

FDM Server

•Data cleansing and transformation•Data Staging•Advanced data mapping•Task scheduling•Text and document archive•Audit review•Compliance •Reporting

Oracle EBS

TaxFiling

Guided Workflow User Interface

Oracle Hyperion

FDM Architecture

•ERP files•Flat files•XLS•CSV•Etc….

•Database•DataMart•DataWH

Custom•Database•DataMart•DataW/H

EPM Adapters

•Prepackaged integration•Data loading including supplemental data, line item detail, journals, drill-back•Dimensional mapping verification •Process management

Hyperion

•Financial Management•Planning•Essbase•Enterprise

ImportData Flow

Validate Export/Check

100% Audit trail

TaxStream

Hyperion Financial ManagementHyperion PlanningOracle Essbase

Oracle EBS Account Balances Page

Hyperion FDM

Drill-through to General LedgerInsight into Action in a Single System

Linking Hyperion EPM to Oracle E-Business Suite

• Simple adapter configuration to source Oracle EBS data

• Adapter stores additional attributes in FDM to enable drill-back process

• Archives snapshot of Oracle EBS data upon import• Allows drill-back from supported Hyperion EPM

applications to both snapshot and Oracle EBS Account Balances page

Step 1: Open HFM grid/form in Workspace

Step 2: Right-click, Audit Intersection

Step 3: FDM Intersection Opens

Step 4: Click Amount for Source Accounts

Step 5: Select Source Account Amount

Step 6: EBS landing page opens

Option to Drill to Source Document

Drill-back from Planning

Drill-back from Essbase

• Essbase drill through is performed through a Smart View Excel spreadsheet

• The drill-through report has been established in Essbase Studio

Graphical Timeline

Other Recent Generally Available Updates

• User authentication through Hyperion Shared Services

• Common EPM installer

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Roadmap

Financial Data Quality Management Roadmap

• ERP integration and drill-back• SAP R/3

• PeopleSoft

• Fusion

• JDE

• Oracle Hyperion Strategic Finance target adapter and drill-back• Drill-back from these applications to FDM:

• Smart View (expanded)

• Financial Reports

• Hyperion Enterprise

• EPM configuration utility • Multi-byte capable version and updated localization• EPM Integrator for ERP

Drill-back from Strategic Finance

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EPM Integrator for ERP

New Module of FDM: EPM Integrator for ERP (EPMI)

• Provides data and metadata integration between ERP sources and EPM applications

• Main components• Oracle Data Integrator (ODI)• Metadata

• Import Dimensions and Hierarchies into EPM apps through EPM Architect

• Data• Load data into applications via EPMA Data

Synchronization or FDM

EPM Integrator for ERP Source Systems

EBS 11i & R12

(First Release)

Metadata.

Oracle DataIntegrator

DataReferences

References

EPMA

EPM Apps

Oracle Data Integrator Essbase

EPM Integrator for ERP

FDMData only

EPMIStagingTables

Direct Load to Classic Apps (HFM & Planning)

Metadata & Data

HFM

Planning

Profitability& Cost Mgt

Fusion Apps

(Planned)

Peoplesoft

(Planned)

SAP

(Planned)

JD Edwards

(Planned)

MappingTables

EPMIStagingTables

Mapping UI

Drill Back to GL Transactions

Metadata & Data

EPM System

EBS 11i & R12

(First Release)