Oracle EPM - Updated Narrative Reporting Extension for SmartView !

Updated Narrative Reporting Extension for Smart View

An updated Narrative Reporting extension for Oracle Smart View for Office is now available to download and install. This update includes general improvements and defect fixes.

Business Benefit: Downloading and installing the latest Narrative Reporting extension for Smart View gives you access to the latest improvements and defect fixes.

Steps to Enable

To take advantage of the improvements and defect fixes in the Narrative Reporting extension, choose an option to install the extension update:

From within Smart View, click the Check for Updates, New Installs, and Uninstalls link in the Options dialog, Extensions tab, select your Narrative Reporting instance, then follow the prompts.

From the Narrative Reporting web interface, Downloads page, download the "Smart View Extension for Cloud EPM Narrative Reporting" SVEXT file, then double-click the file to install.

To install the Narrative Reporting extension from Smart View:

From the Smart View ribbon, select Options, and then Extensions.

- Click the Check for Updates, New Installs, and Uninstalls link.

- In Select Location for Extension Updates, select the connections to check for extension updates, and then click Get Updates.

- Smart View checks for all extensions that your administrator has made available to you.

- To check for available extensions in all your connections, check Select All, and then click Get Updates.

- The dialog box expands to display a message window providing you with the progress and status of the extension query.

- Locate the extension named Narrative Reporting and click the Install link. The Install link with the red arrow next to it, to launch the installer.

Note

In release 25.100+, a message alerts you if a minimum version of Smart View is required and the current Smart View installation is not at the minimum version.

EPM Narrative Reporting - Notes Summarization with GenAI

Notes Summarization with GenAI

This feature leverages Generative AI (GenAI) to automatically summarize Notes sourced from either a Note Segment or a Note Text Box. Notes summarization is available either in a text box (designer setup) or as an end-user action.

• Text Box: Using either the Notes or GridNotes text function (with an additional parameter) or the SummarizeGridNotes text function, the report designer can specify to have Notes summarized.

• End User Action: While previewing a report, a user can select Summarize Notes from the Actions menu to display a pop-up window with the summarized Notes.

Using the Action menu, click Summarize Notes

Summarize Notes Dialog

When using the SummarizeGridNotes function or the end user Summarize Notes action, you can choose to Use Context, which will include the data value for the member associated with the Note segment.

Set Use Context to True or False

For example, the main driver of higher other purchases and supplies expenses was additional contractor services, resulting in a 0.53% variance in Fees Outside Services. Finally, a minor decrease in facilities maintenance costs led to a 0.12% variance in Facilities Expenses.

Business Benefit: This feature allows you to create an executive summary and enhances the decision-making processes.

Oracle EPM New Audit and Jobs Application Roles

New Audit and Jobs Application Roles

This update introduces new application roles that enable audit and job management operations to be performed from the application screens or by executing EPM Automate commands and REST APIs. Previously, only Service Administrators were authorized to perform these tasks. 

With the addition of these roles, users who are not Service Administrators can now be granted access to perform these operations.

Audit - Manage: Enables users to view and delete the audit records in the environment. Also enables users to import audit records into the environment using the importAppAudit EPM Automate command.

Audit View: Enables users to view audit records. Also enables users to export audit records from the environment using the exportAppAudit EPM Automate command and the Export Audit REST API.

Jobs - Manage: Enables users to view and delete the job status records in the environment. Also enables users to import job console records using the importJobConsole  EPM Automate command.

Jobs - View: Enables users to view the job status records in the environment.  Also enables users to export job Console records from the environment using the exportJobConsole EPM Automate command and the Export Job Console REST API.

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

Business Benefit: These new application roles enable more users to manage the import and export process of jobs and audit data and facilitate the delegation of duties.