Feature Summary
Impact to Existing Processes Definitions
- Large scale: These features have a higher potential impact on users due to their complex designs. Focus your acceptance testing on these features.
- Small scale: These features have minimal impact on users and typically involve minor changes to fields, validations, or programs.
- Report: These features have minimal impact on users and include new or modified, Oracle-delivered, ready-to-run reports.
- None: These features are not delivered enabled. These features will need steps to use. You can choose if and when to enable them.
- Potential Setup: Features showing Potential Setup in Actions to Enable indicate that there is prerequisite or optional configuration to consider. This may change the feature's impact to your business processes.
Download feature summary table.
| Module | Feature | Impact to Existing Processes | Action to Enable |
|---|---|---|---|
| Account Reconciliation | New Video | Small scale | None |
| Account Reconciliation: 25.12.48 Update | Account Assignment Assistance for Predicting Attribute Values with AI | Small scale | Potential Setup |
| Account Reconciliation: 25.12.48 Update | Transaction Matching Assistance for Predicting Matches with AI | Small scale | Potential Setup |
| Account Reconciliation: 25.12.48 Update | Ability to Assign Alerts to External Users in Reconciliation Compliance and Transaction Matching | Small scale | None |
| Account Reconciliation: 25.12.48 Update | Ability to Create and Manage External Users | Small scale | None |
| Account Reconciliation: 25.12.48 Update | New trainAttribute, trainMatching, and predictAttribute EPM Automate Commands and REST APIs | Small scale | None |
| Account Reconciliation: 26.02.74 Update | Ability to Create Global Rules in Reconciliation Compliance | Small scale | None |
| Account Reconciliation: 26.02.74 Update | Enhanced Control Over Actions on Closed Periods and Locked Periods in Reconciliation Compliance | Small scale | None |
| Account Reconciliation: 26.02.74 Update | User Changes to Teams Now Included in the Audit Report | Small scale | None |
| Account Reconciliation: 26.02.74 Update | Using Organizational Units in Power User Security Filter Conditions | Small scale | None |
| Account Reconciliation: 26.03.56 Update | Canceling Running Transaction Matching Jobs | Small scale | None |
| Account Reconciliation: 26.03.56 Update | New Columns to Identify and Filter Transactions that Use Transaction Matching Assistance | Small scale | None |
| Account Reconciliation: 26.03.56 Update | Setting Adjustment Date to the Earliest Accounting Date in the Match Group and Allowing Editing | Small scale | None |
| Account Reconciliation: 26.04 | Customizing and Filtering Data When Managing Adjustment and Support Attributes in Transaction Matching | Small scale | None |
| Account Reconciliation: 26.04 | Customizing and Filtering Data When Managing Journal Columns in Transaction Matching | Small scale | None |
| Cloud EPM Platform: Audit | Audit Changes to Documents and Report Artifacts | Small scale | None |
| Cloud EPM Platform: Audit | Audit Details Report to Provide Second-Level Granularity | Small scale | None |
| Cloud EPM Platform: Calculation Manager | @QUERYBOTTOMUP and @NONEMPTYTUPLE Essbase Functions Now Supported by Calculation Manager | Small scale | None |
| Cloud EPM Platform: Data Integration | Customization of Data Integration Roles | Small scale | None |
| Cloud EPM Platform: Data Integration | New Video Series | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | Change of Retry Logic in EPM Automate | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | EPM Automate Windows Installation Changes | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | EPM Automate to Disallow Authentication Using Insecure HTTP Protocol in Groovy Rules | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | Essbase Block AnalysisReport to Show Percentage of Essbase Blocks with Near-Zero Values | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | IDCS Group Audit Information Included in the Group Assignment Audit Report | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | Key-based Authentication Support for copyFromSFTP and copyToSFTP EPM Automate Commands and REST APIs | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | New EPM Automate Commands and REST APIs to Export and Import User Variable Values | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | New Migration REST APIs | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | New REST APIs to Retrieve Plan Types, Dimensions, and Dimension Hierarchies | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | New REST APIs to Support Agentic AI Interaction | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | Updates to REST APIs Related to Substitution Variables | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | Updates to the GET Job Status REST API | Small scale | None |
| Cloud EPM Platform: EPM Automate and REST APIs | Updates to the Migration Status Report REST API | Small scale | None |
| Cloud EPM Platform: Forms and Dashboards | Exported Text Type Cell Data | Small scale | None |
| Cloud EPM Platform: Forms and Dashboards | New Action Menus for Improved Usability When Working with Dashboard 2.0 Dashboards | Small scale | None |
| Cloud EPM Platform: Fusion AI Agents | Using EPM Assistants with AI Agent Studio | None | Setup Required |
| Cloud EPM Platform: Groovy Rules | Groovy Rules to Support the Copying of Relational Data, Comments, Attachments, and Supporting Details | Small scale | None |
| Cloud EPM Platform: Groovy Rules | Mandatory Groovy Update Coming in May 2026 (26.05 Update) | Small scale | None |
| Cloud EPM Platform: Intelligent Performance Management | IPM Insights: Generative AI Narrative Summaries Available for Account Dimension | None | Setup Required |
| Cloud EPM Platform: Intelligent Performance Management | Advanced Predictions: Prediction Definitions Require at Least Two Input Drivers | Small scale | None |
| Cloud EPM Platform: Intelligent Performance Management | New Video | Small scale | None |
| Cloud EPM Platform: Oracle Cloud Infrastructure | Ability to View All Environments Belonging to a Subscription ID | Small scale | None |
| Cloud EPM Platform: Oracle Cloud Infrastructure | Break Glass Functionality Now Available | Small scale | None |
| Cloud EPM Platform: Oracle Cloud Infrastructure | Gen AI Now Available in All Regions in the OC1 Realm | Small scale | None |
| Cloud EPM Platform: Oracle Cloud Infrastructure | New Reset Service Request Type | Small scale | None |
| Cloud EPM Platform: Oracle Cloud Infrastructure | Oracle-Managed Migration of an Environment to a New Environment with a Different SKU or in a Different Region, Cloud Account or IAM Domain | Small scale | None |
| Cloud EPM Platform: Oracle Cloud Infrastructure | Support for Blocking Access to Tor IPs | Small scale | None |
| Cloud EPM Platform: Reports | Bursting CSV File Enhancements | Small scale | None |
| Cloud EPM Platform: Reports | Bursting POV Member Seeding from Distribution File | Small scale | None |
| Cloud EPM Platform: Reports | Email Customization in Bursting Definitions | Small scale | None |
| Cloud EPM Platform: Reports | LeftTrim and RightTrim Text Functions | Small scale | None |
| Cloud EPM Platform: Reports | Support for Migrating Financial Reporting Snapshot Reports | Small scale | None |
| Cloud EPM Platform: Security and Access | Renaming of Application Roles | Small scale | None |
| Cloud EPM Platform: Smart View for Google Workspace | Cascading Ad Hoc Grids from Multiple-Grid Sheets in Google Sheets | Small scale | None |
| Cloud EPM Platform: Smart View for Google Workspace | Clear Saved Smart View Options in Google Sheets | Small scale | None |
| Cloud EPM Platform: Smart View for Google Workspace | Data Suppression Options now Available as Global Options for Empty Sheets in Google Sheets | Small scale | None |
| Cloud EPM Platform: Smart View for Google Workspace | Import Smart View Metadata in Google Sheets | Small scale | None |
| Cloud EPM Platform: Smart View for Google Workspace | Open Recently Used Artifacts Quickly in Google Sheets | Small scale | None |
| Cloud EPM Platform: Smart View for Google Workspace | Work on Reports in Google Sheets | Small scale | None |
| Cloud EPM Platform: Smart View for Office | Updated EPM Books Extension for Smart View | None | Setup Required |
| Cloud EPM Platform: Smart View for Office | New Videos | Small scale | None |
| Cloud EPM Platform: Smart View for Office (Mac and Browser) | Ability to Respond to Prompts While Running Books | None | Opt In |
| Cloud EPM Platform: Smart View for Office (Mac and Browser) | Cascading Ad Hoc Grids from Multiple-Grid Sheets | Small scale | None |
| Cloud EPM Platform: Smart View for Office (Mac and Browser) | Clear Saved Options | Small scale | None |
| Cloud EPM Platform: Smart View for Office (Mac and Browser) | Perform Ad Hoc Analysis on Imported Reports | Small scale | None |
| Cloud EPM Platform: Smart View for Office (Mac and Browser) | User Interface Improvements in Reports | Small scale | None |
| Cloud EPM Platform: Supplemental Data Manager and Enterprise Journals | Enhanced Template Processing in Supplemental Data and Enterprise Journals | Small scale | None |
| Cloud EPM Platform: Task Manager | Enhanced New Rule and Edit Rule Dialog Boxes in Task Manager | Small scale | None |
| Cloud EPM Platform: Task Manager | Enhanced Run Pipeline Integration Task | Small scale | None |
| Cloud EPM Platform: User Assistance | New EPM Adoption Center | None | Setup Required |
| Cloud EPM Platform: User Assistance | Documentation on Business Continuity | Small scale | None |
| Cloud EPM Platform: User Assistance | EPM AI Feature List Guide Now Available | Small scale | None |
| Cloud EPM Platform: User Assistance | Intelligent Performance Management Updates to the Operations Guide | Small scale | None |
| Cloud EPM Platform: User Assistance | New Instructions for Removing Near-Zero Values from Data Cells | Small scale | None |
| Enterprise Data Management | New Video | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Application Registration Assistant: Generate Properties | None | Setup Required |
| Enterprise Data Management: 25.12.48 Update | API Signing Key Authentication For Object Storage Connections | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Additional Predefined Validations For Financial Consolidation and Close Applications | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Application and Dimension Order For Record Count Log Report | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Data Chain Report | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Exclude Weekends Option For Blockout Periods and Policy Reminders | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Expand All Requests In Request Lineage | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Expression Variables | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Filter Template Preview Results By Status | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Fixed Width Extract Column Options | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Integration with Oracle Cloud Address Verification | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Locate Source and Target Node During Match and Deduplicate | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Match and Map Request Items to Existing Nodes in Viewpoints | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Node Count Dashboard | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Predefined Validations to Prevent Changes After Dimension Export | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Run Viewpoint Extracts in a Request Context | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Source Account FX Rate and Tax Automation Attributes for Tax Reporting Applications | Small scale | None |
| Enterprise Data Management: 25.12.48 Update | Use Source Property From List Viewpoint For Target Parent In Subscriptions | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Additional Data Storage Validations for Financial Consolidation and Close Applications | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Address Verification During Merge Import and Viewpoint Load | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Chart Visualization of Hierarchy Viewpoints | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Disable Shared Nodes for Specific Node Types in Hierarchy Sets | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Download Template Preview and Import Results to File | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Fixed Width Options for Substitution Parameters in Extracts | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Force Copy Operation for Properties in Node Type Converters | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Global Connections to Microsoft Azure Blob Storage | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Matching Rules Using Boolean Properties | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Mention and Notify Future Policy Invitees of In Flight Requests | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Modify Date of Future Time Labels Used By Open Requests | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | OAuth2 Authentication Type for Oracle Cloud ERP Global Connections | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | OAuth2 Authentication Type for Oracle Cloud Financials Application Connections | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Previous Owner Approvals for Moved Nodes in Hierarchy Viewpoints | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Previous Parent Property for Moved Nodes | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Require Comment Option for Approval and Commit Policies | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Unknown Target Parent Option for Subscriptions Between Hierarchy Viewpoints | Small scale | None |
| Enterprise Data Management: 26.03.56 Update | Validate Derived and Stored Properties With Uniqueness Constraints | Small scale | None |
| Enterprise Performance Management | Documentation Updates Available One Week After Readiness Documents | Small scale | None |
| Enterprise Performance Management | EPM Spotlight Features | Small scale | None |
| Enterprise Performance Management | Helpful Information | Small scale | None |
| Enterprise Performance Management | Monthly Update Schedule | Small scale | None |
| Enterprise Performance Management | Readiness Content on Oracle Help Center | Small scale | None |
| Enterprise Performance Management | What's New Update Schedule | Small scale | None |
| Enterprise Profitability and Cost Management | Support for Jobs in calculateModel, clearDataByPointOfView, copyDataByPointOfView, and deletePointOfView EPM Automate Commands and REST APIs | Small scale | Potential Setup |
| Enterprise Profitability and Cost Management | "Custom Calculation Rules" Renamed to "Custom Rules" | Small scale | None |
| Enterprise Profitability and Cost Management | Calculation Performance Analysis Summary | Small scale | None |
| Enterprise Profitability and Cost Management | New "Rule Type" Column in Rule Balancing Reports | Small scale | None |
| Enterprise Profitability and Cost Management | New Tutorial | Small scale | None |
| Enterprise Profitability and Cost Management | PCM Agent: Ability to Specify a POV Range When Calculating a Model | Small scale | None |
| Enterprise Profitability and Cost Management | PCM Agent: Artifact Button Changed to a Hyperlink | Small scale | None |
| Enterprise Profitability and Cost Management | Percent Columns Removed from the Calculation Statistics Diagnostics Report | Small scale | None |
| Enterprise Profitability and Cost Management | Redesigned Models, Rule Designer - Mass Edit, Calculation Analysis, and Calculation Control Screens | Larger scale | None |
| Enterprise Profitability and Cost Management | Support for Substitution Variables in PCM Agent Clear POV, Copy POV, Delete POV, and Calculate Model Commands | Small scale | None |
| Financial Consolidation and Close | Cell Level Security for Supplemental Data Forms | Small scale | None |
| Financial Consolidation and Close | New Video | Small scale | None |
| FreeForm | Upper-Level Data Entry in FreeForm Grids | Small scale | Potential Setup |
| FreeForm | MDX Insert Support | Small scale | None |
| FreeForm | New Videos | Small scale | None |
| Narrative Reporting | Updated Narrative Reporting Extension for Smart View | None | Setup Required |
| Narrative Reporting | Doclet Version Compare in Smart View | None | Setup Required |
| Narrative Reporting | Ability to View PDF Files Inline in the Narrative Reporting Library | Small scale | None |
| Narrative Reporting | Analytics Images in Reports | Small scale | None |
| Narrative Reporting | Auto Text Summary Criteria Manager and Zoom Capabilities | Small scale | None |
| Narrative Reporting | Doclet Workflow Notes in Report Packages | Small scale | None |
| Narrative Reporting | Multiple Machine Learning Property Files | Small scale | None |
| Narrative Reporting | New Sample Report for Two-Level Causality Analysis | Small scale | None |
| Narrative Reporting | executeBurstDefinition EPM Automate command to Support New prompt Parameter | Small scale | None |
| Planning | Predictive Cash Forecasting: Integration with Oracle Cloud ERP | None | Setup Required |
| Planning | Updated Strategic Modeling Extension for Smart View | None | Setup Required |
| Planning | Support for deployTaskManagerTemplate, exportTaskManagerAccessControl, and RunTaskManagerReport EPM Automate Commands In Planning | Small scale | None |
| Tax Reporting | Ability to Allocate Pillar Two Top-up Tax to Parent Payer | None | Setup Required |
| Tax Reporting | Enhanced Tax Losses and Credits DTNR by Year of Expiration | None | Setup Required |
| Tax Reporting | Enhanced Transfers and Divestments | None | Setup Required |
| Tax Reporting | Valuation Allowance by Account | None | Setup Required |
| Tax Reporting | Configurable Source Period for Average Logic in Pillar Two GloBE Automation | Small scale | None |
| Tax Reporting | Enhanced Pillar Two Currency Translation | Small scale | None |
| Tax Reporting | Enhanced Tax Settings | Small scale | None |
| Tax Reporting | Translating Parent Entities Using a Blended FX Rate from Children | Small scale | None |
| Tax Reporting | Translation of Target Movement Using Source Movements for FX Rates | Small scale | None |