prepared by: agent, groovy rules, and data management

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Connecting Oracle Cloud Planning Directly to On-Premises Oracle Human Capital Management

Leveraging the EPM Integration

Agent, Groovy Rules, and Data

Management

August 2021

Paul Mack, Director

Tim Norton, Solution Architect

Grant Thornton

About Grant Thornton

Thriving since 1924, our U.S. firm is people-focused and

purpose-driven. We believe business should be more

personal and that the strongest results start with trust.

Who we serve:

53offices

8,459people, including

595 partners

* Statistics as of July 31, 2020

$1.92bnin revenue

Fortune 100

companies44%Fortune 1000

companies34%Fortune 500

companies37%

Grant Thornton solutions

Financial statement

audits

• SEC registrants

(public companies)

• Private companies

• Employee benefit

plans

• Not-for-profit

organizations

• Government

Accounting advisory

services

• Accounting change

• Transaction

support

• On-call technical

advice

Public finance

services

• Cash flow and yield

verification

• Arbitrage rebate

compliance

Regulatory & reporting compliance

• U.S. federal, state & local and

international tax compliance

• Co-sourcing / outsourcing

(rightsized to your unique

needs)

• Loan staffing

• Tax provision preparation or

review

• Income tax outsourcing / RAR

• Indirect tax compliance (leased

property, compliance, business

licenses, property tax

outsourcing, sales tax

outsourcing, payment

processing, VAT, premium tax)

• Global compliance & reporting

services

• Expatriate compliance services

Strategic consulting & risk

management

• Compensation & benefits

(including executive

compensation)

• Federal Tax

• Accounting & tax methods

• R&D credit services

• Fixed asset services

• Employment tax

• State and local tax

• Credits & incentives analysis

• Income & franchise tax

services

• Indirect tax

• International Tax

• Cross-border planning

• Transfer pricing consulting

and documentation services

• Advanced pricing agreements

and tax controversy

• Withholding and reporting

• M&A / divestiture planning

• Bankruptcy / restructuring

• Post merger integration and

value creation

• Tax function optimization and

automation, including analytics ,

visualization, blockchain and

OCR solutions

Strategy

• Customer & Brand

Strategy

• Corporate & Growth

Strategy

Mergers & Acquisitions

• Acquisitions

• Divestitures

Corporate Finance

• Restructuring &

Turnaround

• Forensics

• Valuation & Modeling

Finance

Transformation

• Cost & Performance

Management

• Financial

Modernization

• Shared Services

Operational &

Organizational

Transformation

• Agile & Program

Management

• Business Change

Enablement

• HR Transformation

• Operations

Transformation

• Sourcing & Supply

Chain Management

Technology

Transformation

• Digital Services &

Innovation

• Technology Strategy

• Enterprise

Information

Management

• Infor

• Oracle

• Workday

• Enrich

Cybersecurity &

Privacy

• Strategy &

Management

• Cyber Defense

• Identify & Access

Management

• Privacy & Data

Protection

• Third Party Risk

Risk, Compliance &

Controls

• Risk Management

• Regulatory

Compliance

Consulting

• Financial Crimes &

Fraud Analytics

• Internal Audit

• Sarbanes Oxley

• Controls Consulting

• Controls Loan Staff

• Controls Test

Automation

Strategic Assurance &

SOC Services

• SA&S Readiness

Consulting Services

• SOC 1

• SOC 2, 3

• Other SSAE 18 Attest

Services

• IT Certifications

Audit Tax Advisory

Our Oracle Practice

An Oracle EPM Next-Generation Integration

Solution

Our presentation will show that Planning and Budgeting cloud has matured and

now has the complete set of integration capabilities that IT organizations have

been asking for since the early days of the EPM cloud. This is the answer for

anyone who asks when Oracle’s on-premises and cloud products will achieve

tighter integration. The answer is now.

Presentation Objectives

Objectives

• Provide a real-world use case for the Enterprise Performance Management Integration Agent,

• Demonstrate how the EPM Integration Agent and Data management can work together to seamlessly maintain hierarchies in Planning and Budgeting cloud directly from on-premises data sources.

• Show how a Groovy rule can be used to launch sophisticated on-premises to cloud integrations and database calculations from a single button click on a Cloud Planning web form.

• Provide a walk through the chain of custody ensuring that employee data is kept tightly secure every step of the integration process.

• Prove that Oracle’s on-premises and Enterprise Performance Management Cloud products have achieved tighter integration with the addition of the Enterprise Performance Management Integration Agent and the growing adoption of Groovy rules.

Real World Example

A Real-World Solution

A best practices design to successfully integrate employee roster metadata and

employee data directly from HRMS to PBC Work Force Planning by leveraging the

EPM Integration Agent, Data Management, and Groovy Rules. This integration

can be easily launched from a right-click menu on a planning form. We will review

a real-world solution implemented at the U.S. division of a global imaging and

electronics company.

HRMS Views

Materialized Views

• Employee Dimension Attributes: Job Function, Job Grade, Job Family, Job Title

• Employee Hierarchy

• Employee Data

• Headcount Data:

A HRMS program is scheduled to run at month-end to refresh the materialized views. We leveraged materialized views since the data needed to be effective the last day of the month. The metadata & data needs to be frozen for that specific month-end even if the metadata & data are reloaded later.

Process Steps

• Step 1 : The HRMS Mat View Refresh program is run in the early morning on the

first of each month (with real time data from Oracle HR for Data load, Data

dimension).

• Step 2 : The HRMS Headcount program is run in Oracle HR for the month day

range and data is updated in a mat view

• Step 2: Attribute files are generated from the mat views and uploaded to PBC WFP

• Step 4: The Employee dimension is replaced in PBC WFP from a mat view via the

EPM Integration Agent

• Step 5: The Employee data is cleared and reloaded in PBC WFP from a mat view

via the EPM Integration Agent

• Step 6: Headcount data for the close month is loaded in PBC WFP from a mat view

via the EPM Integration Agent

HRMS Employee Dimension View Example

Employee Dimension View

HRMS Employee Data

Employee View

Costing Information,

Employee Number, Status,

Hire Date, Employee Level,

Full/Part Time,

Compensation Frequency,

Compensation Rate,

Supervisor Name, Incentive

Target %, Bonus Target

HRMS View Example - Headcount

Headcount View

• All Org changes are captured by employee

• Adds (hires), Terms, transfers, status change to loa

• Existing HRMS program logic was used to ensure the consistency

between existing HRMS headcount reporting and PBC.

• Costing information is ‘joined’ by employee number

• The activity date was added for trouble-shooting, but it was

not loaded into PBC.

Column Name

Company

Business_Unit

Cost_Center

Location

Employee_Number

Mgr_Hierarchy

Job_Name

Adds

Terms

Transfers

LOA

Headcount

Employment Category

Activity

Activity_date

Most Mappings Occur in Data Management

In this example, the employment category for each employee number was translated to

a numeric FTE value (.25, .5, 1) in Data Management

EPM Integration

Agent

The EPM Integration Agent Explained

What is it?

How does it work?

Why should you use it?

What is the EPM Integration Agent?

The EPM Integration Agent is a light-weight on-premises tool available for download

within the Oracle EPM environments. The tool enables direct integration from on-

premises data sources such as ERP systems and data warehouses. Event scripts within

the EPM Integration Agent also enable integration with any data sources which use

SOAP or REST interfaces.

• E-Business Suite

• PeopleSoft

• JD Edwards

• SAP

• Microsoft Dynamics

ERP

• Microsoft SQL Server

• Oracle Database

• IBM DB2

• ODBC Connections

• Flat File Sweep

Relational/File Data Warehouse

• SOAP

• REST

Web Services and APIs

Process

• Users run integration on demand or

schedule through cloud interface

• Load on-prem data through Data

Management from as many sources

as needed

• Map/transform data for EPM

applications

Inputs

• On-Prem General Ledger

• On-Prem Sub Ledger

• On-Prem Relational DW

• Other on-prem or cloud data sources

Outputs

• Seeding of Budget/Forecast

• GL for Financial Consolidation

• GL/Sub-Ledger Reconciliation

• Essbase Reporting/Analytics

• Mapped data for third-party

applications

• Dimension hierarchies

How does the EPM Integration Agent work?

Data Load Rule

Business user runs the

data load rule from the

user interface. Business

users can also

schedule a recurring

data load from the

same user interface.

User Runs

Integration or the

Integration is

Scheduled by

Administrator

Integration Parameters

The SQL is stored in the

cloud and bind variables

can be passed at

runtime.

DM Passes

Parameters and

SQL to Agent Queue

Agent Polling

The agent polling

frequency can be

configured for

asynchronous process.

Agent Polls the

Queue and Runs

SQL

SQL Results

The results of the SQL

query are uploaded

directly to the cloud

instance without any

additional stops along

the way. (No SFTP

folder or DMZ).

Agent Uploads SQL

Results to DM

ETL and Automation

Data can be

transformed with the

source SQL and with

the DM import format

and data load

mappings. The

transformed data is

finally loaded to the

target application.

DM Maps and

Exports the

Data to the EPM

Application

How does the EPM Integration Agent work?

Ease of maintenance.

Single interface and common

methodology to manage EPM

integrations.

Familiar experience for Hyperion

users.

4 Small IT footprint.

5Integrations can be easily run on-

demand or scheduled through the cloud

user interface by business users or EPM

administrators.

6Advanced integration automation

(recreating the functionality of

FDMEE)

1

2

3

Why should you use the EPM Integration Agent?

Data Warehouse

Planning


Data Management

Common Use Case 1

SQL Query Actuals Data

SQL Query

Actuals Data

Actuals Data

Integration of Actuals from Data Warehouse to Planning ASO

Reporting Cube

Data Warehouse

Planning


Data Management

Common Use Case 2

SQL Write Back Query

Forecast and Budget Data

Integration of Forecast and Budget from Planning to Data

Warehouse



SQL Write Back Query

Data Warehouse

Planning


Data Management

Common Use Case 3

SQL Query Dimension Metadata

SQL Query

Dimension Metadata

Dimension Metadata

Integration of dimension hierarchy from HR system to Workforce

Planning Cube

Oracle EBS

FCC


Data Management

Client Use Case

SQL Query Actuals Data

SQL Query

Actuals Data

Actuals Data

Integration of Actuals from Oracle EBS and Baan (legacy ERP) to

Financial Consolidation and Close (“FCC”)

Baan

SQL Query

Actuals Data

EPM Integration Agent works with Data

Management

Data Management has always been the best option for loading data to Planning

and Budgeting Cloud. Data management has robust capabilities for loading

hierarchies as well. Coupled with the EPM Integration Agent, Data management

can now seamlessly maintain hierarchies in Planning and Budgeting cloud directly

from on-premises data sources.

• Integration with Oracle Planning Data Management

• Tips and tricks

Groovy Automation

Groovy Automation Rules

What are they?

How do they work?

Why should you use them?

What are Groovy Automation Rules?

• “Business” Rules

• Written in Groovy

• Stored in Calc Manager in EPM Cloud

How do Groovy Automation Rules work?

Why should you use Groovy Automation Rules?

Don’t need to write code to make changes.

Groovy Automation Rules

Groovy Rules are the automation glue that holds the process together and allows

a user to initiate a series of sophisticated on-premises to cloud integrations and

database calculations from a single button click from a Planning and Budgeting

Cloud web form.

• Procedural process flow

• Error Handling

– Error abends job and does not move to the next process step

• Job monitoring with success/failure emails and attached log files

• Trouble-shooting

– Available logs

Chain of Custody

Chain of Custody

Establishing a chain of custody ensures that data is kept tightly secure every step of

the way.

SSL encrypts all data

passed to the Oracle EPM

Cloud

A separate credential store (file) encrypts

connectivity info for each

on-prem database

connection

Data Management

purges the data from the

outbox directory at the end of the load process

Data Management

workflow mode is set to “simple” to limit data movement between

staging tables

PBC database security limits user access to data based on

the application

security design

Chain of Custody

Establishing a chain of custody ensures that data is kept tightly secure every step of

the way.

Integration Demo

• Relational data loaded from table into PBC via EPM integration Agent and Data

Management – automated by a Groovy Rule.

List of other

integrations where

we have used the

Integration Agent,

Groovy, and DM …

Remember to complete your evaluation for this session within the app!

prepared by: agent, groovy rules, and data management

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