Oracle EPM Product Strategy Update Oracle Fusion Middleware Gartner Summit

Whats New and Whats Coming: Oracle Hyperion Financial Management Oracle 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 Oracles products remains at the sole discretion of Oracle.

Oracle Performance Management Applications Strategic Products

DOMAIN
Strategic Planning

PRODUCTS
Hyperion Performance Scorecard Hyperion Strategic Finance Oracle Crystal Ball

Planning & Budgeting

Hyperion Planning Hyperion Workforce Planning Hyperion Capital Asset Planning Oracle Integrated Operational Planning
Hyperion Financial Management Hyperion Financial Data Quality Management Oracle Hyperion Profitability and Cost Management, (July 2008) PeopleSoft Activity Based Management Oracle EBS Profitability Management Oracle OFSA

Financial Close Management Cost and Profitability Management

Oracle Hyperion Financial Management Accelerates Reporting

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

Cycles and Reduces Costs of Compliance

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 todays 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

Lifecycle Management

A Lifecycle Management feature for moving test to production

Calculation Manager
Calc Manager Screenshot

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 11.1.1 Equity Pickup

An accounting technique that reevaluates the investments owned by a holding company The technique adjusts the investments in the companys 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 todays 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 Reporting

New Annotations & Threaded Dialogs

Oracle Hyperion Financial Reporting

External 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)
Ad hoc Analysis Interactive Reporting & Dashboards Publishing Proactive Detection and Alerts MS Office & Outlook

Common Enterprise Information Model BI Server

Set Goals Plan Insight Performance Action Report Monitor Align

+
OLTP & ODS Data Warehouse Files Excel Systems Data Mart XML

Analyze

HFM & Hyperion Planning

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 Servers federation capabilities to analyze financial & operational data

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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 Architecture
Guided Workflow User Interface
Oracle EBS
ERP files Flat files XLS CSV Etc.

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

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

Hyperion
Financial Management Planning Tax Essbase Filing Enterprise

TaxStream Custom
Database DataMart DataW/H
Export/Check

Database DataMart DataWH

Import Data Flow

Validate

100% Audit trail

Oracle Hyperion

Drill-through to General Ledger

Insight into Action in a Single System
Hyperion Financial Management Hyperion Planning Oracle Essbase

Hyperion FDM

Oracle EBS Account Balances Page

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

EPM System
EPM Apps

EBS 11i & R12 EBS 11i & R12 (First Release) (First Release)

EPM Integrator for ERP

Metadata & Data

EPMA
HFM

Metadata.

Fusion Apps (Planned)

Oracle Data Integrator

Peoplesoft (Planned)

Mapping UI

Mapping Tables

EPMI Staging Tables

Data only

Planning

FDM

Profitability & Cost Mgt JD Edwards (Planned)

Oracle Data Integrator

Data Direct Load to Classic Apps (HFM & Planning) Metadata & Data

Essbase

SAP (Planned)
Drill Back to GL Transactions