Alright. It is again that time of the month. And tons of updates in EPM Planning. I was surprised to see so many updates. I guess this is a gift for Halloween and may be also for AI World. If you are attending AI World and would like to connect, message me.
There are some much needed updates to the out of the box planning modules; especially the integration between Projects and Capital Module, and Projects and Financials modules. A much needed feature on enabling custom dimensions is also coming as part of this update.
Account Reconciliation
Audit History for Match Types in Transaction Matching
As part of the October updates, there will be a new Transaction Matching tab in Audit page. The tab provides audit information for match types. You can find information about
match processes
match rules
match rule conditions
alert rules
data sources
and more!!
Groovy Engine Update
The Groovy engine will be update to a newer version as part of the December 2025 updates. As part of the August update, the Groovy Script Validator was made available to check your existing Groovy rules.
The new Groovy engine has stricter validation rules that may cause previously valid rules to fail validation. So make sure to test the Groovy Rules using the Groovy Script validator.
Check this link to read more about how to test the Groovy Scripts. Additionally, make sure to read the below articles by Patrick :
I would also recommend reading this Oracle Documentation that explains about Resolving Groovy Businesss Ruel Validation Issues.
REST APIs
I love the updates that are coming to REST APIs. More and more I see Oracle moving to using JSON for POST and GET requests. I hope majority of the REST APIs adop this approach rather than using a csv file for various operations. That is for another discussion.
As part of the October updates, there are a few new REST APIs being included. There will now be an opton to create and delete user variables using REST APIs. Here are the APIs that are being introduced:
APIs for User Variables
User and Role Management REST APIs
Import User Group Assignments as CSV
Update Application Roles for Groups
Update Application Roles for Users
Update Groups : I am imagining this to be a useful API. Imagine employees leaving organization or moving from one department to another. With this new API, you may be able to automate management of Groups. Let's see!!
Update Users (v2): Similar to the previous API, this could also be useful tool. Imagine updates to your employee's name etc.
Data Integration
I dont know if you have noticed the Action Menu updates in Data Exchange. As of now, the Action Menu looks like this.
Maximize image
Edit image
Delete image
So, I am not sure what is changing in October 2025 updates. As per the update announcements, it reads that "Actions menu options on the Data Integration home page are now grouped in Setup and Configure action dropdowns."
De-support of Legacy Features
Starting with this October 2025, Oracle will de-supported the following legacy features:
Make sure to read this in detail here. Few additional items to keep in mind:
Effective October 2025, all environments will default to the 2.0 setting for Forms and Dashboards
Existing environments will have the option to switch back to 1.0, however there will be no no support for 1.0
All new environments deployed effective October (25.10) will be deployed with Forms 2.0 and Dashboard 2.0 only; the option to switch to Forms 1.0 will no longer be available.
EPM Planning Updates
Now comes the biggest set of updates. I was honestly surprised to see so many updates.
Predictive Cash Forecasting
Predictive Cash Forecasting now supports up to 100 forecast days in a daily rolling forecast. Previously, the number of forecast days was limited to 45. When you configure Predictive Cash Forecasting, in Forecast Range Setup, you can now select up to 100 in Number of Forecast Days.
Automated Seeding of Key Members in Planning Modules
When a custom dimension is enabled for multiple Planning modules, the Total<Member\> and No<Member\> members are now enabled for all modules where the dimension is enabled.
I think this is a good feature. Rather than us creating these members, these members will now be automatically enabled.
Support Business Expansion By Incrementally Enabling Custom Dimensions in Financials
At the moment, you have to enable all dimensions the first time you enabled features and could not incrementally enable additional custom dimensions later. This is changing as part of the October updates.
You can now incrementally enable custom dimensions in Financials. The new dimensions are available only in the OEP_FS cube even if you have other modules enabled.
Tips and Considerations for this:
The new custom dimensions you enable are only available in OEP_FS cube
In an existing application, if you have not previously enabled some of the custom dimensions, you now have the option to expand your business by incrementally enabling the custom dimensions, up to the total of 5 custom dimensions
All out-of-box artifacts are updated for the newly enabled dimensions
Any additional custom artifacts you’ve added or modified are not updated for the newly enabled dimensions
I suggest you read this documentation. Oracle has provided recommendations to follow to avoid potential data loss when you incrementally enable additional custom dimensions.
Enhanced Projects Integration with Capital for Common Custom Dimensions
The integration between Projects and Capital is enhanced. Previously, if there was a common dimension in both Projects and Capital, such as Vendor, only aggregated values were pushed from Projects to Capital. Now, data for all members is pushed from Projects to Capital for common dimensions.
Tips And Considerations
This enhancement is available only for new implementations, the first time you enable.
If you’ve already enabled only Capital, but have not yet enabled Projects, this enhancement is available when you enable Projects
Enhanced Projects Integration with Financials for Common Custom Dimensions
The integration between Projects and Financials is enhanced. Previously, if there was a common dimension in both Projects and Financials, such as Cost Center, only aggregated values were pushed from Projects to Financials. Now, data for all members is pushed from Projects to Financials for common dimensions.
After enabling Financials and Projects, configuring Projects Financials Mapping, and creating a project and loading data, when you are ready to push data from Projects to Financials:
Run the Calculate Project or Calculate Expense rule.
Run the data map Project - FinStmt Reporting.
Run the Rollup rule in the Financials cube
This enhancement is available only for Projects modules that are enabled in 25.10 or later.
There are a few other enhancements coming to Planning modules.
Conclusion
There are a few noteable enhancements in Planning modules. And I like all of them. Make sure to read the documentation to understand what updates are coming to the EPM instances.
I have been creating articles and videos about Data Pipleine in Account Reconcliation. You can read those here:
Are you attending Oracle AI World? If you would like to catch up and talk about any of the following, message me on Linkedin.
Fusion ERP Reporting (OTBI, BIP)
Fusion AI Agent Studio
Oracle EPM Account Reconcliation
Oracle EPM Narrative Reporting
Oracle EPM Predictive Cash Forecasting
Oracle EPM Data Pipeline
Oracle ACE program
or just to meet and grab a coffee
Lookout out for our podcast episode with Partrick . Coming soon!! If you would like to be part of the podcast, reach out to me.
Let me know what you think of these updates. What is your favorite one?
Last but not least, I would appreciate your support for the below Idea posted in Oracle Cloud Customer Connect Forums.
https://community.oracle.com/customerconnect/discussion/907871/show-job-types-based-on-the-local-or-remote-application-connected
That is it for this update. Look forward to hearing your thoughts!!
