2. Oracle EPM Product Strategy Update Oracle Fusion Middleware Gartner Summit
What’s New and What’s Coming: Oracle Hyperion Financial Management Oracle Hyperion Financial Data Quality Management
Eric Davidson
Principal Product Manager, Oracle 2

3. The following is intended to outline our general product direction
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.

4. 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
Speaking Notes:
Since the acquisition, the Hyperion PM Applications are the Strategic products for Oracle in these domains. That means these products are getting the majority of R&D investment and are the lead products for new customer evaluations. In the area of Cost and Profitability Mgmt, Oracle is introducing a new application built on the Hyperion foundation in July While this product matures, other more mature solutions may be positioned depending on customer requirements.

5. 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
Speaking points:
Hyperion Financial Management is the leading financial consolidation and reporting application in the market – with over 1500 customers worldwide.
It’s a financial consolidation and reporting application that uses today’s most advanced Web technology yet is designed to be used and maintained by the finance team.
With Financial Management, customers dramatically improve the financial close and reporting process, reduce internal control risks, and move from the role of scorekeeper to one of business partner–delivering financial analysis that supports strategic and operational management decisions.
Key features include:
Complete audit trails and workflow - Financial Management reduces “control risk” by delivering complete audit trails, workflows, internal review and certifications, controls and validations.
Smart Dimensionality - The Smart Dimensions feature helps identify and report on new sources of profitability and cash flow at all levels—corporate, cost center, product, brand, customer and channel. Also helps consolidate newly merged companies quickly.
Versatile scenario management - Financial Management offers flexible “what if” scenario management so to dynamically consolidate and report on all financial budgets, forecasts and plans.
Powerful, easy-to-use reporting and analysis tools. The set of robust reporting and analysis tools in Financial Management includes a System 9 BI+ Financial Reporting and an Excel interface—all designed for use by the finance team and “self-service” access by line management. System 9 BI+ Web Analysis is a separately priced option.
Patented financial consolidation and reporting features – include intercompany eliminations, multicurrency translations, and minority interest calculations and it delivers them out-of-thebox, quickly and cost-effectively. It is also incorporates US-GAAP, IFRS and local statutory requirements to ensure report accuracy and compliance.
Financial Management is the cornerstone of a “sustainable compliance” framework to help comply with today's stringent reporting regulations on an ongoing basis. Customers can quickly deliver financial analysis that supports strategic and operational management decisions while complying with today’s stringent regulatory reporting requirements.

6. Consolidations Product Roadmap – Major Themes
Deeper Integration with ERP Systems (FDM)
Reducing Cost of Compliance
Enhancing Ease of Use and Core Features
Leverage today’s Most Advanced Technology

7. Reducing Cost of Compliance
Release
Lifecycle Management
Calculation Manager
EPM Architect
New Local and Shared Dimensions
New Application Design Wizard
Expanded product support – Profitability Management
Backward compatible with financial applications
Improved performance across the board

8. A Lifecycle Management feature for moving test to production

9. A Graphical Rules Builder for HFM, Planning, and Essbase
Calculation Manager
Calc Manager Screenshot
A Graphical Rules Builder for HFM, Planning, and Essbase

10. 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

11. Enhancing Ease of Use and Core Features
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

12. HFM Equity 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

13. 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

14. 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

15. Leverage today’s Most Advanced technology
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

16. Oracle Hyperion Financial Reporting New Annotations & Threaded Dialogs
The Fusion Edition release of Hyperion Financial Reporting includes a number of customer-driven enhancements, including powerful new annotation and collaboration capabilities for noting variances and other management comments
Annotations — A comprehensive set of annotation functionality which enables users to freely collaborate, save facts and findings in their reports, and have access to the tools to readily manage annotations across their systems. This commentary is available interactively through the EPM Workspace, is equally accessible through printed output and provides a unified read-only mechanism for the Hyperion Financial Management, Hyperion Planning and Hyperion Essbase commentary (for example, Cell Text, Linked Reporting Object, Cell File Attachments, and so on).
Rank function enhancement — The Rank function has been enhanced to support a new parameter enabling a report designer to indicate how the rank function deals with equivalent values; equal ranking or a unique ranking based on first-come, first-ranked basis. 16

17. 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)
Adding external files to books — In addition to adding reports and snapshot reports, a book can now include PDF files, text files, and Microsoft Excel, PowerPoint or Word files. These documents are listed in the Book Table of Contents and can either be launched from the Table of Contents or included in the Book PDF output.

18. Future: Hyperion Financial Management as source for Oracle Business Intelligence (OBIEE)
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
Proactive
Detection
and Alerts
MS Office
& Outlook
Common Enterprise Information Model
BI Server
Data Warehouse
Data Mart
Files Excel
XML
Insight Performance Action
Set Goals
Plan
Monitor
Analyze
Report
Align
OLTP & ODS
Systems +
HFM &
Hyperion Planning

19. <Insert Picture Here>
Financial Data Quality Management

20. 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

21. Guided Workflow User Interface
FDM Architecture
Guided Workflow User Interface
FDM Server
Data cleansing and transformation
Data Staging
Advanced data mapping
Task scheduling
Text and document archive
Audit review
Compliance
Reporting
EPM Adapters
Hyperion
Financial Management
Planning
Essbase
Enterprise
Oracle EBS
ERP files
Flat files
XLS
CSV
Etc….
Prepackaged integration
Data loading including supplemental data, line item detail, journals, drill-back
Dimensional mapping verification
Process management
Tax
Filing
TaxStream
Database
DataMart
DataWH
Custom
Database
DataMart
DataW/H
Import
Data Flow
Validate
Export/Check
100% Audit trail
Oracle Hyperion

22. Drill-through to General Ledger Insight into Action in a Single System
Hyperion Financial Management Hyperion Planning Oracle Essbase
Direct to EBS today…PSFT coming with SAP later.
Hyperion FDM
Oracle EBS Account Balances Page

23. 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

24. Step 1: Open HFM grid/form in Workspace

25. Step 2: Right-click, Audit Intersection

26. Step 3: FDM Intersection Opens

27. Step 4: Click Amount for Source Accounts

28. Step 5: Select Source Account Amount

29. Step 6: EBS landing page opens

30. Option to Drill to Source Document

31. Drill-back from Planning

32. 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

33. NOTE: DO NOT Select any other value to perform the drill-through
NOTE: DO NOT Select any other value to perform the drill-through. ONLY select the line with the amount of to perform the drill back to Financial Data Quality Management
Demo:
Open the Drill-Through.xlsx spreadsheet.
Click on Smart View Refresh
If not already connected to the data source, you will be prompted for login credentials. Username=demoadmin, Password=Demov52
Right click on the amount
Select Hyperion>Ad Hoc Analysis>Drill-Through Reports

34. Demo:
Select the ‘FDM’ Drill-Through Report
Click Launch

35. Graphical Timeline

36. Other Recent Generally Available Updates
User authentication through Hyperion Shared Services
Common EPM installer

37. <Insert Picture Here>
Roadmap

38. 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

39. Drill-back from Strategic Finance

40. <Insert Picture Here>
EPM Integrator for ERP

41. 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

42. Direct Load to Classic Apps (HFM & Planning)
EPM Integrator for ERP
Source Systems
EBS 11i & R12
(First Release)
EPM System
EPM Apps
EPM Integrator for ERP
EBS 11i & R12
(First Release)
Metadata & Data
EPMA
HFM
Metadata.
Fusion Apps
(Planned)
Oracle Data
References
Integrator
Mapping UI
Planning
Mapping
Tables
Data only
EPMI
Staging
Tables
EPMI
Staging
Tables
FDM
Peoplesoft
(Planned)
Profitability
& Cost Mgt
References
JD Edwards
(Planned)
Oracle Data
Integrator
Data
Direct Load to Classic Apps (HFM & Planning)
Metadata & Data
Essbase
SAP
(Planned)
Drill Back to GL Transactions