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
25.12.48 Update Account Assignment Assistance for Predicting Attribute Values with AI Small scale Potential Setup
25.12.48 Update Transaction Matching Assistance for Predicting Matches with AI Small scale Potential Setup
25.12.48 Update Ability to Assign Alerts to External Users in Reconciliation Compliance and Transaction Matching Small scale None
25.12.48 Update Ability to Create and Manage External Users Small scale None
25.12.48 Update New trainAttribute, trainMatching, and predictAttribute EPM Automate Commands and REST APIs Small scale None
26.02.74 Update Ability to Create Global Rules in Reconciliation Compliance Small scale None
26.02.74 Update Enhanced Control Over Actions on Closed Periods and Locked Periods in Reconciliation Compliance Small scale None
26.02.74 Update User Changes to Teams Now Included in the Audit Report Small scale None
26.02.74 Update Using Organizational Units in Power User Security Filter Conditions Small scale None
26.03.56 Update Canceling Running Transaction Matching Jobs Small scale None
26.03.56 Update New Columns to Identify and Filter Transactions that Use Transaction Matching Assistance Small scale None
26.03.56 Update Setting Adjustment Date to the Earliest Accounting Date in the Match Group and Allowing Editing Small scale None
26.04 Customizing and Filtering Data When Managing Adjustment and Support Attributes in Transaction Matching Small scale None
26.04 Customizing and Filtering Data When Managing Journal Columns in Transaction Matching Small scale None
Account Reconciliation New Video Small scale None
Audit Audit Changes to Documents and Report Artifacts Small scale None
Audit Audit Details Report to Provide Second-Level Granularity Small scale None
Calculation Manager @QUERYBOTTOMUP and @NONEMPTYTUPLE Essbase Functions Now Supported by Calculation Manager Small scale None
Close Management and Consolidation Cell Level Security for Supplemental Data Forms Small scale None
Close Management and Consolidation New Video Small scale None
Data Integration Customization of Data Integration Roles Small scale None
Data Integration New Video Series Small scale None
EPM Automate and REST APIs Ability to View All Environments Belonging to a Subscription ID Small scale None
EPM Automate and REST APIs Change of Retry Logic in EPM Automate Small scale None
EPM Automate and REST APIs EPM Automate Windows Installation Changes Small scale None
EPM Automate and REST APIs EPM Automate to Disallow Authentication Using Insecure HTTP Protocol in Groovy Rules Small scale None
EPM Automate and REST APIs Essbase Block AnalysisReport to Show Percentage of Essbase Blocks with Near-Zero Values Small scale None
EPM Automate and REST APIs IDCS Group Audit Information Included in the Group Assignment Audit Report Small scale None
EPM Automate and REST APIs Key-based Authentication Support for copyFromSFTP and copyToSFTP EPM Automate Commands and REST APIs Small scale None
EPM Automate and REST APIs New EPM Automate Commands and REST APIs to Export and Import User Variable Values Small scale None
EPM Automate and REST APIs New Migration REST APIs Small scale None
EPM Automate and REST APIs New REST APIs to Retrieve Plan Types, Dimensions, and Dimension Hierarchies Small scale None
EPM Automate and REST APIs New REST APIs to Support Agentic AI Interaction Small scale None
EPM Automate and REST APIs Renaming of Application Roles Small scale None
EPM Automate and REST APIs Updates to REST APIs Related to Substitution Variables Small scale None
EPM Automate and REST APIs Updates to the GET Job Status REST API Small scale None
EPM Automate and REST APIs Updates to the Migration Status Report REST API Small scale None
Forms and Dashboards Exported Text Type Cell Data Small scale None
Forms and Dashboards New Action Menus for Improved Usability When Working with Dashboard 2.0 Dashboards 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
Groovy Rules Groovy Rules to Support the Copying of Relational Data, Comments, Attachments, and Supporting Details Small scale None
Groovy Rules Mandatory Groovy Update Coming in May 2026 (26.05 Update) Small scale None
Intelligent Performance Management IPM Insights: Generative AI Narrative Summaries Available for Account Dimension None Setup Required
Intelligent Performance Management Advanced Predictions: Prediction Definitions Require at Least Two Input Drivers Small scale None
Intelligent Performance Management New Video 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
NetSuite Enterprise Performance Management Documentation Updates Available One Week After Readiness Documents Small scale None
NetSuite Enterprise Performance Management Helpful Information Small scale None
NetSuite Enterprise Performance Management Monthly Update Schedule Small scale None
NetSuite Enterprise Performance Management Readiness Content Now on Oracle Help Center Small scale None
Oracle Cloud Infrastructure Break Glass Functionality Now Available Small scale None
Oracle Cloud Infrastructure Gen AI Now Available in All Regions in the OC1 Realm Small scale None
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
Oracle Cloud Infrastructure Support for Blocking Access to Tor IPs Small scale None
Planning and Budgeting Updated Strategic Modeling Extension for Smart View None Setup Required
Planning and Budgeting Support for deployTaskManagerTemplate, exportTaskManagerAccessControl, and RunTaskManagerReport EPM Automate Commands In Planning Small scale None
Profitability and Cost Management Support for Jobs in calculateModel, clearDataByPointOfView, copyDataByPointOfView, and deletePointOfView EPM Automate Commands and REST APIs Small scale Potential Setup
Profitability and Cost Management Calculation Performance Analysis Summary Small scale None
Profitability and Cost Management New "Rule Type" Column in Rule Balancing Reports Small scale None
Profitability and Cost Management New Tutorial Small scale None
Profitability and Cost Management PCM Agent: Ability to Specify a POV Range When Calculating a Model Small scale None
Profitability and Cost Management PCM Agent: Artifact Button Changed to a Hyperlink Small scale None
Profitability and Cost Management Percent Columns Removed from the Calculation Statistics Diagnostics Report Small scale None
Profitability and Cost Management Redesigned Models, Rule Designer - Mass Edit, Calculation Analysis, and Calculation Control Screens Larger scale None
Profitability and Cost Management Support for Substitution Variables in PCM Agent Clear POV, Copy POV, Delete POV, and Calculate Model Commands Small scale None
Reports Bursting CSV File Enhancements Small scale None
Reports Bursting POV Member Seeding from Distribution File Small scale None
Reports Email Customization in Bursting Definitions Small scale None
Reports LeftTrim and RightTrim Text Functions Small scale None
Reports Support for Migrating Financial Reporting Snapshot Reports Small scale None
Security and Access New Reset Service Request Type Small scale None
Smart View For Office Updated EPM Books Extension for Smart View None Setup Required
Smart View For Office New Videos Small scale None
Smart View For Office (Mac and Browser) Ability to Respond to Prompts While Running Books None Setup Required
Smart View For Office (Mac and Browser) Cascading Ad Hoc Grids from Multiple-Grid Sheets Small scale None
Smart View For Office (Mac and Browser) Clear Saved Options Small scale None
Smart View For Office (Mac and Browser) Perform Ad Hoc Analysis on Imported Reports Small scale None
Smart View For Office (Mac and Browser) User Interface Improvements in Reports Small scale None
Smart View for Google Workspace Cascading Ad Hoc Grids from Multiple-Grid Sheets in Google Sheets Small scale None
Smart View for Google Workspace Clear Saved Smart View Options in Google Sheets Small scale None
Smart View for Google Workspace Data Suppression Options now Available as Global Options for Empty Sheets in Google Sheets Small scale None
Smart View for Google Workspace Import Smart View Metadata in Google Sheets Small scale None
Smart View for Google Workspace Open Recently Used Artifacts Quickly in Google Sheets Small scale None
Smart View for Google Workspace Work on Reports in Google Sheets Small scale None
Task Manager Enhanced New Rule and Edit Rule Dialog Boxes in Task Manager Small scale None
Task Manager Enhanced Run Pipeline Integration Task 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
User Assistance Documentation on Business Continuity Small scale None
User Assistance EPM AI Feature List Guide Now Available Small scale None
User Assistance Intelligent Performance Management Updates to the Operations Guide Small scale None
User Assistance New Instructions for Removing Near-Zero Values from Data Cells Small scale None