In 30 seconds
- Groovy rules can fail validation under the stricter 26.05 engine. Validate every rule and fix what breaks.
- The IP allowlist commands are gone and the allowlists they created were deleted. Check where yours lives now.
- OAuth 2 integrations need a token policy and secondary audience update (26.07). One ticket to your identity team.
- Generative AI features need 26.04 or later. If AI options are missing from your menus, this is why.
- The one to try: the Reporting Agent. Open a report in HTML preview and ask it questions.
What is inside. Click any item to jump to it.
Act now
4 itemsAction required. These changes can break something, or already did.
Groovy engine update: stricter validation of existing rules
Groovy26.05AdminDev
- What changed
- 26.05 shipped a new, stricter Groovy engine. Rules that ran for years can now fail validation. The Groovy Script Validator that used to flag affected scripts was removed in 26.06.
- Why it matters
- A rule that fails validation does not run. If a rule broke this summer, this is the most likely cause. There is no tool left to find the affected scripts for you.
- What to do
- Validate every Groovy rule and update the scripts that fail. 26.08 adds one more check, for grids created in a script and never closed. Details in the 26.08 update.
IP allowlist commands removed, existing allowlists deleted
Security26.05Admin
- What changed
- The EPM Automate commands and REST APIs for IP allowlists are gone. Allowlists set up through them were deleted. The replacement is Network Perimeter in Oracle's identity system, managed at the domain level.
- Why it matters
- If your security team believes an IP allowlist protects your environment, and that allowlist lived in the removed commands, nothing is protecting it now.
- What to do
- Check where your allowlist lives. If it was in the removed commands, rebuild it as a Network Perimeter.
OAuth 2 token policy and secondary audience update
Integrations26.07AdminDev
- What changed
- Administrators must update the token issuance policy and configure the secondary audience for Cloud EPM.
- Why it matters
- Every REST API and EPM Automate integration that signs in with OAuth 2 depends on this setting.
- What to do
- Open one ticket with whoever owns your identity setup. Do it in a quiet week, not during close.
Generative AI features require 26.04 or later
AISince 26.04AdminUser
- What changed
- Generative AI features only work in environments on 26.04 or later.
- Why it matters
- Environments that skipped past 26.04 lost GenAI access. If AI options are missing from your menus, this is the reason.
- What to do
- Confirm every environment is on 26.04 or later.
Worth a look
10 itemsReview for your environment. Useful if you run the module.
Reporting Agent: ask questions inside report preview
Reports26.07AdminUser
- What changed
- Open a report in HTML preview and ask it questions in plain English: values, trends, rankings, comparisons. Follow up questions stay inside that report, grid, and POV. Works in Planning, FreeForm, Financial Consolidation, Tax Reporting, Enterprise Profitability, and Narrative Reporting.
- Why it matters
- A controller in a review meeting can ask which three entities drove the increase in operating expense and get the answer from the grid on screen. No export to Excel. Many finance users will use this without knowing it is AI.
- What to do
- Try it on one report in HTML preview.
AI assistants across PCM, Tax, Account Reconciliation, EDM, and FCC
AI26.05 to 26.07AdminUser
- What changed
- 26.05: a Narrative Reporting assistant, a PCM assistant for questions about models and rules, and a Tax assistant that builds Return to Accrual configurations from written instructions. 26.06: Task Manager assistants for users and administrators, four Account Reconciliation assistants that run Auto Match and manage periods from chat, and an Ask Oracle assistant in Enterprise Data Management. 26.07: an Activity Reports assistant for usage and performance questions, plus two Financial Consolidation assistants, one that builds consolidation rules and one that diagnoses performance problems.
- Why it matters
- Most of these need Fusion AI Agent Studio, identity federation, and an Enterprise subscription. Setup takes work. Deciding what an assistant may see and do in a finance system is design work, not a switch.
- What to do
- Check the requirements before you promise these to your CFO.
Advanced Predictions: regression algorithms
Planning26.06DevUser
- What changed
- Advanced Predictions now supports Linear, Lasso, and Ridge regression.
- Why it matters
- You can predict from drivers, like shipping cost from volume and fuel price, instead of only projecting a line from history.
- What to do
- Test one driver based prediction next to the method you use today.
IPM Insights shown directly on forms and dashboards
Planning26.07User
- What changed
- IPM Insights now appear on forms and dashboards. A new Period Movement Variance insight flags significant variances against benchmarks you define.
- Why it matters
- A planner sees variance callouts for the exact slice on screen, without opening a separate page.
- What to do
- Turn insights on for one busy form and see whether planners use them.
AI written narrative summaries in Reports
Reports26.06User
- What changed
- Reports can draft written narrative summaries with generative AI in three modes: Describe, Compare, and Causality.
- Why it matters
- The first draft of the commentary comes from the numbers on the page. A person still edits the result.
- What to do
- Test it on one management report and compare the draft with what your team writes today.
New environment backups, restoreEnvironment, cloneEnvironment
EPM Automate26.05Admin
- What changed
- A full physical backup of everything, taken during daily maintenance and restorable to the exact state at backup time. A new restoreEnvironment command and an enhanced cloneEnvironment.
- Why it matters
- Production to test cloning and disaster recovery without juggling snapshots. The most underrated feature of the three months.
- What to do
- Test the backup and restoreEnvironment in a non production environment.
Approvals worked directly inside forms
Planning26.06User
- What changed
- Promote, reject, change owner, annotate, and see approval status without leaving the form. Also available in Smart View 26.100 by right click.
- Why it matters
- A regional controller can run the whole approval cycle from the form they already work in.
- What to do
- Show it to approvers before the next budget cycle.
Application Diagnostics: self service design check
Administration26.06AdminDev
- What changed
- A self service tool checks your application design against Oracle best practices and delivers an Excel report of findings. Renamed Application Monitoring in the menu as of 26.08.
- Why it matters
- You find design issues before Oracle Support asks you to.
- What to do
- Run it and work through the findings report.
Autonomous Database integration without the Integration Agent
Integrations26.06AdminDev
- What changed
- Extract and load against Autonomous Database directly. No Integration Agent in the middle.
- Why it matters
- One less moving part in the data pipeline.
- What to do
- If you load from Autonomous Database, test the direct connection.
Essbase load rules reusable in the cloud
Essbase26.05Admin
- What changed
- Customers migrating from on premises can reuse existing load rules and source files directly.
- Why it matters
- A big time saver on Hyperion migrations.
- What to do
- If a migration is planned, keep the existing load rules instead of rebuilding them.
Good to know
5 itemsNo action needed. Read once so nothing surprises you or your users.
Integration pipelines restart from the failed stage
Integrations26.05Admin
A pipeline that fails at step nine of ten no longer reruns from step one. Less rerun time for whoever watches the loads.Nothing to do.
Predictive Planning in Smart View retired
Smart View26.06User
No longer downloadable or supported. The replacement is the prediction stack inside the platform. Users who relied on it need the newer tools, which are stronger anyway.Point those users to Advanced Predictions.
PCM legacy screens removed, Redwood only
PCM26.07User
The legacy Rules Outline and Waterfall tabs are gone. The redesigned EPCM screens are the only option, with no way back. Muscle memory built on the old screens needs a short retraining.Nothing to configure. Plan a short refresher for PCM users.
Redwood wave: Data Integration is now Data Exchange
All apps26.07User
Data Integration became Data Exchange. Transaction Matching, several Planning Modules screens, and the EPCM screens moved to the Redwood design automatically. Users will ask why screens look different.Nothing to do. Have the answer ready.
Smart View 26.100
Smart View26.06User
Analyze Advanced Predictions in Excel, insert insights into PowerPoint, and faster member search. For users who live in Excel, this is their update.Roll out the new Smart View version.
Dates to put in the calendar
The keeper section. Screenshot it or bookmark this page.
| When | What changes | What to do |
|---|
| Already in effect | Generative AI features require 26.04 or later | If AI options are missing from your menus, bring the environment current |
| 26.10 | Transaction Matching audit table moves text columns to numeric codes | Update custom SQL reports built on TM_AUDIT_TRAIL |
| November 2026 | EPM Skills for Oracle Digital Assistant de-supported | Plan the move to AI Agent Studio |
| Q4 2026 | Legacy Workforce and Strategic Workforce Planning rules deprecated | Repoint action menus in pre December 2024 apps to the 2.0 rules |
| Not announced yet | IP addresses in connection URLs will stop working | Switch connections to hostnames now |
| Not announced yet | Power Users will need write access to a folder to create forms and dashboards in it | Review folder security assignments |
| Not announced yet | Calculation Manager will enforce its Errors and Considerations diagnostic | Clear diagnostics before opening rule SRs with Oracle |
The catch up checklist
Click an item to mark it done. Progress saves in your browser.
Run a validation pass on your Groovy rules and fix scripts failing under the 26.05 engine Verify where your IP allowlist lives; rebuild it as a Network Perimeter if it lived in the removed commands Open a ticket to update the OAuth 2 token issuance policy and configure the secondary audience Confirm every environment is on 26.04 or later so GenAI features stay available Try the Reporting Agent on one report in HTML preview Check Fusion AI Agent Studio prerequisites before promising assistants to your CFO Run Application Diagnostics and work through the Excel findings report Test the new environment backup and restoreEnvironment in a non production environment Repoint pre December 2024 Workforce action menus to the 2.0 rules Scope the 26.10 TM_AUDIT_TRAIL column changes if you have custom SQL reports on it Sources
Everything on this page comes from Oracle's release documents. Read them for the full detail.
Questions people ask
What changed in Oracle EPM 26.05, 26.06, and 26.07?
Three monthly updates shipped between May and July 2026 with about sixty announced features. The ones that matter most: the Reporting Agent and a fleet of AI assistants, a stricter Groovy engine, the removal of IP allowlist commands, a mandatory OAuth 2 configuration update, new environment backups, approvals inside forms, and several retirements with deadlines through 2026.
What is the Oracle EPM Reporting Agent?
A 26.07 feature that lets you open a report in HTML preview and ask questions about it in plain English: values, trends, rankings, and comparisons. Follow up questions stay in the context of that report, grid, and POV. It works across Planning, FreeForm, Financial Consolidation, Tax Reporting, Enterprise Profitability, and Narrative Reporting.
Why did my Groovy rules start failing validation in Oracle EPM?
Oracle shipped a new, stricter Groovy engine in 26.05. Rules that ran for years can fail validation under the new ruleset. The Groovy Script Validator tool that flagged affected scripts was removed in 26.06, so the fix now is updating the script itself to satisfy the stricter engine.
What happened to IP allowlists in Oracle EPM?
The EPM Automate commands and REST APIs for IP allowlists were removed in 26.05, and allowlists configured through them were deleted. The replacement is Network Perimeter in Oracle's identity system, managed at the domain level. If your security team believes an allowlist is protecting your environment, verify where it lives.
Do I need to change my OAuth 2 setup for Oracle EPM?
Yes, if you run REST API or EPM Automate integrations on OAuth 2. As of 26.07, administrators must update the token issuance policy and configure the secondary audience for Cloud EPM. It is one ticket to whoever owns your identity configuration.
When is the next Oracle EPM update?
The 26.08 update reached production environments on August 21, 2026, and the full 26.08 breakdown is now on this site. I cover every monthly update on this site and channel.
Reading all three of these releases and testing them against client environments is part of my managed services work.
Fred Mamadjanov is an Oracle ACE Pro and EPM Solution Architect based in Toronto. He runs
FMEPM, a consulting practice for Oracle EPM, NetSuite Planning and Budgeting, and Vena Solutions.
