Oracle EPM 26.11. What Matters in the November Update

The Export Application Data REST API and the Export Data job on the Create Job screen can now include shared members when exporting an aggregate storage cube (the Include Shared Members option). Useful when an alternate hierarchy is the one a downstream system wants.

New Linux and Windows PowerShell sample scripts, built on EPM Automate, clone the primary environment to a standby from the primary's latest environment backup. Oracle frames them as disaster recovery: schedule the script and the standby stays current. See Clone an Environment Using the Latest Environment Backup in Working with EPM Automate.

A broad set of new REST APIs reads format information, works with reconciliation details, workflow actions and supporting information, and creates and manages transactions, amounts, action plans, comments and attachments. Separately, the Import Pre Mapped Transactions REST API and the importTmPremappedTransactions command take an optional onEmptyFile parameter: set it to warning and an empty input file completes the job instead of failing it. The empty file option ends a class of false alarms on quiet days; set it per import where an empty file is normal.

The screen for holiday rules is redesigned in the Redwood style on both sides: rules and dates edited in a side panel, better search and sorting, a change history, configurable columns, a date filter, and CSV import and export of holiday dates in YYYY-MM-DD format. Oracle marks the Account Reconciliation side as a larger scale change because the screen moves. Nothing to configure. If your calendar admin keeps holidays in a spreadsheet, the CSV import is the new way in.

The role follows the 26.10 rename of data loads to balance loads. The new name appears in Manage Granular Roles and in the Role Assignment Report; existing assignments and the Service Administrator mapping do not change. Update the access matrix document, nothing else.

The home page uses Redwood styling. Announcements sit in an expandable drawer that disappears when there are none. The Welcome panel shows task counts by due date for the selected year and period; the Year and Period link opens a drawer to change them or to show only your tasks, and a count opens the Worklist. Planning, FreeForm, Enterprise PCM and Account Reconciliation got this in 26.10. Tell the close team the counts on the home page are live and clickable.

An updated Narrative Reporting extension for Smart View, with two features behind it. Mention a colleague in a review comment with @ and they are notified, with a My Mentions filter in the ribbon and in the Report Center panel, as in the web interface. And in Word and PowerPoint, the Embed Contents dialog takes several available content items at once, Shift click and Ctrl click, embedded in the order you picked them, one after another in Word and on separate slides in PowerPoint. Install the extension from Smart View's Options, Extensions tab, or from the Narrative Reporting Downloads page.

Report packages keep the author's alternative text on tables, charts and images in Word and PowerPoint doclets, including doclets authored in Smart View, and add the development markers only until the package is published. Content embedded from Excel and Report reference doclets can carry alternative text too. Report package owners can also enable Publish in PDF/UA-1 Format under Define Options; off by default, and Oracle is clear that it does not make a report compliant on its own, the source content needs titles and descriptions first. If a published report goes to readers who use a screen reader, switch the option on for that package and review the PDF once.

A downloaded file with Japanese or other non ASCII characters in its name keeps that name; the response uses UTF-8 percent encoding in the Content-Disposition filename parameter. ASCII names work as before.

The simulateConcurrentUsage EPM Automate command and its REST API now accept several independent simulations at the same time on the same environment, so a combined workload test takes one pass instead of several.

A Hide/Unhide Key button on the toolbar of the Account View hides the Key column, so the grid looks more like a Planning form. The column shows by default.

An Insights icon on a form or dashboard opens a panel with the pre generated insights for that point of view, grouped by type, with a GenAI summary when GenAI is on and the date the insights were last generated. An admin must have run the Insights job first. A new IPM-Manage granular role lets a Power User, User or Viewer configure and manage IPM jobs without a wider role. Give IPM-Manage to the person who runs the insights job if that person is not an admin.

The Pillar Two Substance Based Income Exclusion average logic now runs on translated source values from the prior and current year periods, rather than applying the average rate to the result. The new SBIE Average Translation Automation setting is on by default and can be switched off. Pillar Two teams: compare one entity's SBIE before and after in test and keep the setting on unless the numbers say otherwise.

Automatic cleanup now keeps diagnostic statistics for the most recent 500 calculation runs and removes older runs from Calculation Analysis. To keep by age instead, set the substitution variable EPCM_PURGE_JOB_RUNS_DAYS_OLDER to a number of days from 1 to 180 (the number only); a valid value takes precedence over the 500 run default. If you compare calculation runs across a quarter, set the variable to the number of days you need before the first purge takes the history.