Oracle Enterprise Performance Management (EPM) Integration Update and Roadmap

Thank you to Mike Casey, EPM Product Management, for his presentation on this topic.

 

Use Cases for Data Integration:

Some examples of use cases are provided below. For more detailed examples, refer to the presentation.

  • Native Cloud Data Loading – provided by each EPM Cloud Service
  • On-Premises to EPM Cloud – Using On-Premises Financial Data Quality Management, Enterprise Edition (FDMEE)
  • Integration using Data Management/Integration (FDMEE for the cloud) – Transform and load from any source
  • Cloud to Cloud – Using Data Management
  • Integration with Oracle GL Cloud – Using Data Management/Integration
  • Oracle HCM Cloud to EPM – Pre-built Integration using Data Management
  • Oracle NetSuite to EPM Cloud – Pre-built Integration
  • Oracle Projects Cloud (PPM) to EPM Cloud – Manual Process; refer to Doc ID 2407735.1
  • Hybrid for ARCS using FDMEE On-premise – With Scripting and EPM Automate
  • Export from Oracle ERP – Use BI Publisher or BI Cloud Connect
  • Oracle Integration Cloud Service (ICS) – Orchestrate Integration using Cloud Service
  • Using EPM Automate – Standalone or called from on-premise FDMEE
  • Extract from Any Source and Load to the Cloud

Integration Options – Native File Load, Data Integration and FDMEE

  • Native File Load
    • This is a feature of EPM Cloud
    • No additional license outside EPM Cloud
    • Software runs in EPM Cloud
    • File Based Load and Extract
    • Predefined format matching Planning Account Dimensionality
    • No drill or mapping
  • Data Integration
    • This is a feature of EPM Cloud
    • No additional license outside EPM Cloud
    • Software runs in EPM Cloud
    • File Based Load and Extract
    • Drill to Source in Stage and Drill Through to Source System
    • Mapping and Aggregation of Data
    • Replacement for Data Management
  • Financial Data Quality Management (FDMEE)
    • This is a licensed product that is purchased in addition to EPM Cloud
    • Software runs at Customer (Hardware Required)
    • Drill to Source in Stage and Drill Through to Source System
    • Mapping and Aggregation of Data
    • Ability to pull data directly from data sources with pre-built and universal adapters

 

Data Integration – Next Generation User Interface

  • Replaces Workspace Data Management
  • Same data model – new UI
  • Full parity planned for CY19
  • New features provided via Data Integration
  • REST API and EPM Automate commands remain unchanged

 

 

Roadmap – Oracle EPM: Data Management/Integration Oracle Safe Harbor Statement: 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.

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References:

  • Presentation – presented by Mike Casey, EPM Product Management
  • BI Cloud Connect
  • Whitepaper – Integrating between Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and Oracle Project Portfolio Management Cloud (PPM Cloud) (Doc ID 2407735.1)

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