Oracle ARCS - Loading Bank Files - New Length Format !

Oracle Account Reconciliation and Loading Bank BAI Files 

Length of Bank Text Column Increased to 1200 Characters When Using BAI Format Bank Files

When loading transactions using BAI Format Bank files, the Bank Text can now be up to 1200 characters long. Three new columns, Bank Text2, Bank Text3, and Bank Text4, are added. 

If the Bank Text exceeds 300 characters, one or more of these new columns are used to store the Bank Text. For example, if the Bank Text is 850 characters, then it is loaded into the Bank Text, Bank Text2, and Bank Text3 columns.

Business Benefit: This feature enhances the usability of BAI Bank Format files by allowing users to load longer Bank Text values and then use these during matching.

Integrating BAI, SWIFT MT940, and CAMT.053 Format Bank File Transactions

When loading bank file data, you create a data source associated with the bank file source system. Data Integration converts the BAI, SWIFT MT940, or CAMT.053 file formats to CSV format for loading into Transaction Matching. The CSV load file can be viewed in the Transaction Matching Jobs results.

The source application for BAI Format Bank File Transactions has the following pre-defined constant columns and headers:

• Account
• Amount
• Transaction Type
• Currency
• Transaction Date
• Bank Reference
• Customer Reference
• Bank Text
• Bank Text2, Bank Text3, and Bank Text4

The source application for a Swift MT940 Format Bank File Transactions has the following pre-defined constant fields:

Oracle EPM - New Data Integration Administrator Role !

In the July 2025 update, we have seen Oracle release a new  Application Role - Data Integration - Administrator

The Data Integration - Administrator application role can now be assigned to any user, regardless of their predefined role, allowing broader access to all functional activities within Data Integration. 

Users with this role can:

Create and manage integrations between source and target systems

Execute and monitor pipeline activities

Perform data and metadata extraction and transformation from on-premises sources using the EPM Integration Agent

Applies to: Account Reconciliation, Enterprise Profitability and Cost Management, Financial Consolidation and Close, Freeform, Planning, Profitability and Cost Management, Tax Reporting

Business Benefit: This update supports flexible role-based access, empowering non-Service Administrators to take ownership of data integration tasks, improving efficiency and operational control across teams.

Oracle EPBCS - New Menu Options for Dashboard 2.0 Grids

New Menu Options for Dashboard 2.0 Grids

Dashboard 2.0 now provides three new menu options for grid components in both the dashboard runtime and designer interfaces:

• Analyze
• Open in Smart View
• Spreadsheet Export

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

The Analyze option enables you to perform ad hoc analysis on a form, the Open in Smart View option lets you work with a form in Smart View, and the Spreadsheet Export option exports data from a form to Microsoft Excel.

Previously, these menu options were available only within forms. 

Now you can access these options directly from a dashboard if the forms are visualized as grids in Dashboard 2.0.

To view the new dashboard options:

1. Open a Dashboard 2.0 dashboard in either the runtime environment or in the dashboard designer interface.
2. Hover over a grid within the dashboard or in the designer workspace to view the toolbar for that grid component.
3. Click the Actions icon (...) to view and select the new menu options.

Business Benefit: Providing these options in Dashboard 2.0 grids simplifies the user experience.

Oracle SmartView - Enhancements to Active Connections in Smart View for Google Workspace

Enhancements to Active Connections in Smart View for Google Workspace

You can now switch connections for both forms and ad hoc grids between different environments using the Set Active Connections feature.

For example, you update a form or ad hoc grid when connected to an environment or server, and then switch connection to a different environment using the Set Active Connections feature, the changes are carried to the new connection upon refreshing the sheet.

The Active Connections dialog box is also enhanced to display the following details:

While setting an active connection on a form, you can view the application you are connecting to in the new Application field, and change it if required.

While setting an active connection on an ad hoc grid, you can view the application and the cube you are connecting to in the new Application and Cube fields, and change it if required.

While setting an active connection on a blank sheet, you must select the application and cube that you want to connect to from your data source.

Copy Version Action Now Restricted Based on Role in Smart View for Google Workspace

Copy Version action is now restricted based on role. Earlier, this action was available for all users, thus increasing the risk of overwriting or deleting data.

Copy Version action is removed from the Smart View for Google Workspace menu and the Favorites menu. Only users with authorized roles, like Service Administrators, can access the Copy Version action from the Actions menu and the right-click menu in the Smart View Home Panel.

Oracle SmartView - Removal of Support of Native Mode Option for Smart View Ad Hoc Behavior Application Setting

Removal of Support of Native Mode Option for Smart View Ad Hoc Behavior Application Setting

The Native mode option for the Smart View Ad Hoc Behavior application setting is no longer supported in Smart View. 

While customers can continue using Native mode, this mode is no longer supported for escalations and enhancements.

Standard is the ad hoc mode upon which all enhancements in Cloud EPM are being delivered.

Oracle stopped supporting Native mode at the end of year 2024. Customers on Native mode are advised to convert the Smart View Ad Hoc Behavior application setting for their environments to Standard mode and test their use cases.

Any gaps found should be logged as an enhancement to Standard mode. Enhancements should be logged on the Customer Connect EPM Platform Idea Lab as soon as possible for Oracle to review.

Perform the following steps to begin working with Standard mode:

1. In Application Settings, change Smart View Ad Hoc Behavior to Standard.
2. In Smart View, open worksheets created in Native mode and reconnect.
3. Refresh the sheets.

NOTES:

• The expectation for existing Native mode worksheets is that they will work “as is” when the setting is changed to Standard. New ad hoc sheets will only be created in Standard mode using Standard features.

• Smart Forms are not supported in Standard mode. There is no plan to support them in Standard mode.

For additional information, see Smart View Ad Hoc Behavior Option and Saved Ad Hoc Grids in Working with Oracle Smart View for Office.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Oracle EPM to replace Slash Symbol(/) in Folder Names !

Oracle EPM plan's to Replace the Slash Symbol (/) in Folder Names with a Space Character

Starting with the September 2025 (25.09) update, if a folder name contains the slash symbol (/), it will be replaced with a space character. 

This is to ensure that the daily backup is created without issues. Currently, if a folder name contains a slash symbol (/), all the artifacts in that folder are not backed up, failing the daily backup.

Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

Using Oracle EPM Automate to Import Enterprise Journals

 Import Dimension Members for Supplemental Data Manager and Enterprise Journals Using EPM Automate

You can now import the dimension members for Supplemental Data Manager and Enterprise Journals using EPM Automate. 

The new EPM Automate commands are importSDMDimensionMembers and importEJDimensionMembers.

NOTE: Enterprise Journals applies only to Financial Consolidation and Close.

Applies To: Financial Consolidation and Close, Tax Reporting

Business Benefit: This feature streamlines the Supplemental Data Manager and Enterprise Journals processes and helps to significantly reduce the time spent on data maintenance by providing the ability to automate the bulk update of dimension members on your predefined schedule.