Every Oracle EPM feature since 26.05, in one list.
98 items from 4 reviews. Type a feature, a command or a product. Each row opens the card on its review, with Oracle's page. EPM Platform is the product for changes that touch every application: EPM Automate, Smart View, Groovy, REST, security, integrations.
EPM Integration Agent: stronger encryption for its stored credentials, and the password file to regenerate
The 26.10 agent encrypts newly created direct credentials (cloud passwords, database credentials, OAuth 2.0 tokens) with AES-GCM and a local key the agent manages. It rejects unknown or unsafe formats and no longer falls
Account Reconciliation: Data Loads become Balance Loads, with one card for the whole process
Two names change on October 16. Data Loads are now Balance Loads, and Invalid Mappings are now Missing Profiles. The Data Loads tab under configuration becomes Balance Load Templates. Around the names, Oracle adds a Bala
Data Integration pipelines run as the logged in user only
On the Pipeline Details page, the Proxy User field now shows the logged in user and cannot be changed. Before, you could type any user name there and the pipeline asked for that user's password.
Member and alias names: trailing spaces are trimmed, reserved words and duplicates fail the import
Metadata validation and integrations now trim trailing Unicode whitespace (a non breaking space at the end of a member name, for example) from member and alias names. If two siblings become identical after trimming, you
Generative AI features need 26.08 or later by the end of January 2027
Oracle has set a date. Any environment not on 26.08 or later by the end of January 2027 loses access to the Generative AI features. The rule applies to every application.
Redwood home page and global header, in every application
The home page moves to Redwood styling in every application. Announcements sit in a drawer that expands; when there are none, the layout closes the gap. The page resizes properly on small screens and at browser zoom. The
EPM Assistants: a Consolidation Process Assistant for Fusion AI Agent Studio
Oracle adds a downloadable agent template for Financial Consolidation and Close. Through Fusion AI Agent Studio it can run data integrations, run consolidations, read and update the POV, run intercompany matching and wor
EPM Assistants: a Consolidation Journals Assistant
A second new FCC agent template for AI Agent Studio. It manages journal periods, lists journals and their details, and moves journals through the workflow: submit, approve, post and the rest.
Reporting Agent: ask a report which members drive a number
In HTML Preview of a report, select a supported grid and ask the Reporting Agent for the top or bottom contributors to a value, positive or negative. It builds a separate ranked grid next to the original, takes follow up
Enhanced PCM Agent takes over calculation performance analysis; the original agent goes in 26.11
The Enhanced PCM Agent now does what the Performance Assistant did: analyze a finished calculation job, show run statistics and execution details, find long running rules and bottlenecks, summarize rule timing, and sugge
IPM Insights: period movement variance, for tax accounts and KPIs
A new insight type watches a measure across periods and raises an insight when the change against a benchmark passes a threshold you set, in percent or in absolute numbers. Benchmarks: year on year, the previous period,
Jobs scheduler, redesigned, with a tab per job type and date ranges
The Jobs page gets a new interface with tabs: All Jobs, Pending, Model Operations (Enterprise PCM only), Import, Export, App Maintenance and Integration. You submit and schedule a job from the tab where it lives. Schedul
Application Diagnostics: ASO formula checks, shorter reports, and a run after the daily backup
Four changes. BSO formula findings are reported for the plan type that owns the formula, not every BSO plan type. ASO cube outlines are validated and the Essbase formula messages appear on a new Formula sheet (to see the
listUsers: every user, every role, every group, in one JSON report
A new EPM Automate command, listUsers, and the matching REST API produce a JSON report of users with their application roles and granular role assignments. Optionally it includes the roles inherited through IDCS and EPM
EPM Automate on Linux and Unix moves to Java 21; Java 17 ends with 27.01
From 26.10, EPM Automate on Linux and Unix uses JDK 21 when JAVA_HOME points to it. JDK 17 still works for now, but Oracle deprecates it in the January 2027 update (27.01). By then every Linux or Unix machine that runs E
copyToSFTP and copyFromSFTP accept an uploaded private key from Groovy
When a Groovy script calls the copyToSFTP or copyFromSFTP EPM Automate commands, it can now pass the optional privateKey parameter, using a key file uploaded to the environment, instead of a password.
Data Management connects to NetSuite with OAuth 2.0
Data Management can now connect to NetSuite through OAuth 2.0 with the authorization code flow. You register an integration in NetSuite, enter the consumer key and secret in Data Management, generate the token through Ne
Quick Mode loads now apply Change Sign mappings
A Quick Mode data load through the Integration Agent now applies Change Sign mappings during the load.
EPM Cloud calls Fusion Applications REST APIs with OAuth 2.0
Oracle documents the setup for EPM Cloud to call Fusion Applications REST APIs with OAuth 2.0: generate a certificate and a private key, create and activate an EPM Trusted Client Application, and configure the Fusion ERP
Bursting: up to ten reports in one definition
A bursting definition can include up to ten report artifacts and distribute their outputs in one run. Prompts can be set per artifact, and text functions personalize file names, folders, email subjects and messages.
FCC journal REST APIs: more actions, bulk processing, comments and attachments
The FCC journal APIs gain more journal actions, auto reversal details, cube selection, comments, aliases for POV members, richer retrieval and detail responses, and bulk journal action APIs that process many journals in
Copy Ownership: copy only what changed, without unlocking every entity
Copying ownership from the last period of one year to the first period of the next no longer needs every ownership and approval unit unlocked. You can copy only the ownership data that changed since the last copy.
Status Anomaly Utility for hybrid applications that were migrated
A new utility scans selected intersections or the whole application and clears obsolete view related flags left behind when a non hybrid application was migrated to hybrid. Left in place, those flags can make the applica
Insertion point rules can use attribute functions
On demand rules in insertion points, the places where you add your own logic to the consolidation sequence, now accept attribute functions such as @ATTRIBUTEVAL and @ATTRIBUTESVAL.
Account Reconciliation: predict several attributes in one REST call
The Predict Predicted Attribute REST API takes several target attributes in one request; the training wheel processes them and returns one job ID per wheel group. Single attribute calls work as before.
Enterprise PCM: create POVs through the Execute a Job REST API
A new job type, Create POV, in the Execute a Job REST API creates POVs for one or more Year, Period, Scenario and Version members.
Enterprise PCM: allocation precision from minus 12 to plus 12
The Allocation Precision setting, the decimal precision of calculated allocation results, now ranges from plus 12 to minus 12.
Tax Reporting: a REST API for translation diagnostics
Tax Reporting gets a REST API that returns translation diagnostic information, so a script can check for translation issues instead of a person.
Account Reconciliation: automatic purge of balance load information
A new setting, Purge information about balance loads, deletes balance load jobs, their logs and their unmapped accounts after a number of days you choose. It keeps the application lean.
Transaction Matching shows the total of the transactions on screen
The Transactions tab shows the total amount of the transactions in the current search, or of the ones you select. For multi currency searches the total shows when the selected transactions share a currency.
Reconciliation attributes in the Details Balances views
Pivot and chart views on the Details Balances tab can now use reconciliation attributes, so detail balances can be summarized by them.
Line breaks in Generative AI narrative summaries
Generative AI narrative summaries can put each member's result in its own paragraph instead of one block of text. Set it in the Criteria Definition.
Text functions in conditional Replace Text
Conditional Replace Text in Reports accepts text functions such as CellValue, so the replacement text can carry values from other cells. Display only; the data does not change.
Group export in Access Control covers every group type
Export to CSV under Manage Groups now includes every group type, EPM, IDCS and predefined, with name, description and type. Before, it exported EPM groups only.
A dashboards FAQ in the business process guides
The business process guides gain a Frequently Asked Questions About Dashboards topic, with examples of what dashboards are used for.
A Working with AI chapter in every business process guide
Each business process guide gains a Working with AI chapter that lists the AI features available in that process, with links to how to use them.
EPM Automate: new password file format. Upgrade the client, run encrypt again
26.09 changes the encrypted password file (.epw) format. Environments on 26.09, 26.10 and 26.11 read both the old and the new format. From 26.12 only the new format works, and EPM Automate clients older than 26.09 stop w
Predefined module dashboards became Dashboard 2.0 without asking
The predefined dashboards in the Planning modules (Financials, Workforce, Capital, Projects), in Sales Planning and in Strategic Workforce Planning are upgraded to Dashboard 2.0 automatically, at 26.09 or when a module i
Six months. That is the new limit for one off patches and skipped updates
An environment can stay on a one off patch for six months at most. If the fix arrives in a monthly update, Oracle moves the environment onto it; if not, onto a new one off patch built on the latest code line. For manual
Two silent breakers: a slash in a folder name, hidden spaces in member names
Two items from Oracle's actions and considerations list. First, a folder whose name contains a slash cannot be backed up, so every artifact inside it is missing from the daily backup. Second, the system now trims invisib
Consolidation Assistant: a chat that diagnoses a slow or failing consolidation
A generative AI assistant for Service Administrators in Financial Consolidation and Close. You describe the problem in a guided chat; it analyzes metric anomalies, gives a diagnosis summary and recommends a resolution. N
Consolidation Approvals Assistant, built in AI Agent Studio
An agent that retrieves approval unit status and performs approval actions through a chat. Delivered as a ZIP with three JSON files to import and publish; two helper agents come along in draft mode. Service Administrator
Generative AI in Data Discovery: trace files you can read
In Data Discovery, Generative AI can now summarize and format Notes and trace files into one HTML dashboard attached to the cell: single run traces as a table, multi run traces as an expandable list, notes as a list. Sam
Consolidation settings for concurrent jobs and queues
Three new settings: maximum concurrent consolidations and translations, maximum queued jobs, and a per user or per group limit. All default to -1, no limit. Set a positive number to turn one on. Jobs above the queue limi
EPCM: parallel calculation for three allocation rule types, cleaner batch clears, trace in the agent
Rules that use Same as Source, Different Dimension, Allocate to Parent, or Allocate to Sibling now calculate in parallel instead of one after another. Multi period Clear POV and Clear Calculated Data requests are consoli
runApplicationDiagnostics: the health check from the command line
A new EPM Automate command runs the Execute Application Diagnostic job and produces the Application Diagnostics report: how the application follows Oracle's best practices for metadata, forms, rules and other components.
Data Integration: SQL mappings now work in Quick Mode
Quick Mode integrations can use #SQL mappings and SQL target expressions: CASE logic, character functions, conditions on several source columns. A source dimension is referenced as $ACCOUNT$, $ENTITY$ or $UD1$.
Tax Journal Assistant: consolidation journals from tax data
An agent in Tax Reporting that builds consolidation journals from TAR Journal Posting data. You give it scenario, year, period, entities and jurisdictions in plain English; it extracts the data by your mapping, asks for
Role and group audit reports: 14 days for some data, 120 for the rest
roleAssignmentAuditReport and groupAssignmentAuditReport, and their REST APIs, now follow Oracle Cloud Identity Service retention: application role changes and IDCS group changes are available for 14 days, granular role
A new Implementation Success Program for conversational interfaces
Oracle's Cloud EPM development team now runs an Implementation Success Program for conversational interfaces on Planning and FreeForm: prompt design, conversation design, and the REST API gaps that block the experience y
Set a Dashboard 2.0 as your landing page
From the Dashboards card, Actions, then Set Default. The dashboard opens at sign in. Dashboard 1.0 cannot be set as default. Clear Default removes it.
Attach several files at once
Task Manager, Supplemental Data Manager, Enterprise Journals and Alerts accept several files in one attachment action, with drag and drop where the workflow supports it. Reconciliation Compliance in Account Reconciliatio
First name is optional for users
Users can be created and updated without a first name, in the identity console, the IDCS API, the addUsers command and the REST API.
Calculation Manager: filter by Graphical, Calc Script or Groovy
A new Rule or Template Type filter with three values.
simulateConcurrentUsage writes output and error files
Two optional parameters, outputFile and errorFile, save every passed and failed entry and the simulation errors as CSV.
REST APIs regrouped by business process; Get Insights accepts both label and enum
The REST API guide now organizes calls by function and maps them to business processes, with a Cloud EPM REST APIs at a glance table. Oracle says this is for people building automation and MCP servers. Get Insights and G
Operations Guide: how to avoid block contention in business rules
New guidance on block contention: what happens when two operations want the same Essbase block, why it slows rules down, and how to design around it.
Narrative Reporting audit logs include Books
System Audit Logs now record Book executions next to reports, report packages and PDF files, so weekly utilization reporting covers Books too.
FreeForm: one place to create an application, and the success program covers it
FreeForm applications are created only from the FreeForm option on the landing page, and Remove Application returns you there. The Implementation Success Program now accepts FreeForm implementations.
Advanced Predictions: fitted values for dynamic calc members
The Model Estimates line in the Explainability chart now works for dynamic calc members, in Planning and FreeForm. Only in the chart; an ad hoc grid cannot show these values.
Administering AI chapters in every guide, AI chapters in the Center of Excellence guide, and AI in the OC2 and OC3 realms
Each business process guide has an Administering AI chapter: which AI features exist and how to enable them. The Center of Excellence guide adds Working with AI, an AI maturity assessment, and a chapter on which industry
Enterprise Data Management: fifteen changes
The longest list this month is in EDM: run and monitor Oracle Integration Cloud processes from EDM, contextual properties for nodes in viewpoints, default property groups, Pillar Two tax allocation properties for Tax Rep
EPM Automate password file format changes, hard stop in 26.12
From 26.09, EPM Automate uses a new encrypted password file format. Environments on 26.09 through 26.11 read both formats. From 26.12, only the new format works, and EPM Automate clients from 26.08 or earlier stop workin
Account prefix login format stops working in 26.11
From 26.11, the old account name prefix login format no longer works.
PCM agent: the enhanced agent replaces the original in 26.10
In Enterprise Profitability and Cost Management, the enhanced agent now works inside Models, Waterfall Setup, Mass Edit, and Calculation Control. It creates and modifies rules, runs calculations, and manages POVs, includ
EPM Integration Agent: new version needs Java 17
The new EPM Integration Agent version requires Java 17 or newer. OAuth setups gain resource scope support.
Financial Analysis Hub for Financial Consolidation and Close
A built in analytics workspace for the close: analysis views on your POV, variances, year over year and period over period trends, custom ratios, drill to detail, and a central validation hub. Three ready statements: bal
Task Manager comes to FreeForm
FreeForm applications with valid Year and Period dimensions can now run Task Manager: schedules, orchestration, notifications.
Strategic Modeling redesign, Forms 2.0 account grids, no revert
Seventeen screens redesigned and the rest moved to Redwood. Account grids inside models now run on Forms 2.0 with no option to revert. User defined accounts can be created on the web, previously Smart View only. A model
Groovy: grids created in a script and never closed fail validation
A grid you create in a script and never close now throws a validation error. Deployed rules that still do it report completed with warnings.
Data Intersection Check Report for FCC and Tax Reporting
Data validation can now show exactly which intersections are invalid, locked, or blocked by write access. Full workflow mode only. Enable Check Intersection in the integration options.
New Insights REST APIs built for AI agents
Oracle now exposes insights and summaries through REST APIs designed for agents to consume.
Scrollable dashboards on a twelve column grid
Dashboards 2.0 gets a scrollable layout on a twelve column grid. Only available when creating a new dashboard. Existing dashboards cannot convert.
Transaction Matching audit table moves to numeric codes in 26.10
In 26.10, several text columns in TM_AUDIT_TRAIL move to numeric codes.
Sankey charts arrive as a dashboard chart type
Money flow diagrams for allocation and contribution analysis, straight from the dashboard designer.
Smart View for Google Workspace: connections file sign in
Admins can hand users a connections file that fills in all connection fields automatically.
Account Reconciliation renames coming in 26.10
Data Loads becomes Balance Loads. Invalid Mappings becomes Missing Profiles. Same features, new names.
Application Diagnostics can run with cube refresh; new deleteFolder command
Application Diagnostics can run automatically as part of cube refresh. A new deleteFolder command cleans up inbox folders in one call.
Redwood wave: alias tables, appearance, and variables pages
The alias tables, appearance, and variables pages moved to the Redwood design.
Groovy engine update: stricter validation of existing rules
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.
IP allowlist commands removed, existing allowlists deleted
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.
OAuth 2 token policy and secondary audience update
Administrators must update the token issuance policy and configure the secondary audience for Cloud EPM.
Generative AI features require 26.04 or later
Generative AI features only work in environments on 26.04 or later.
Reporting Agent: ask questions inside report preview
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
AI assistants across PCM, Tax, Account Reconciliation, EDM, and FCC
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
Advanced Predictions: regression algorithms
Advanced Predictions now supports Linear, Lasso, and Ridge regression.
IPM Insights shown directly on forms and dashboards
IPM Insights now appear on forms and dashboards. A new Period Movement Variance insight flags significant variances against benchmarks you define.
AI written narrative summaries in Reports
Reports can draft written narrative summaries with generative AI in three modes: Describe, Compare, and Causality.
New environment backups, restoreEnvironment, cloneEnvironment
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.
Approvals worked directly inside forms
Promote, reject, change owner, annotate, and see approval status without leaving the form. Also available in Smart View 26.100 by right click.
Application Diagnostics: self service design check
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.
Autonomous Database integration without the Integration Agent
Extract and load against Autonomous Database directly. No Integration Agent in the middle.
Essbase load rules reusable in the cloud
Customers migrating from on premises can reuse existing load rules and source files directly.
Integration pipelines restart from the failed stage
A pipeline that fails at step nine of ten no longer reruns from step one.
Predictive Planning in Smart View retired
No longer downloadable or supported. The replacement is the prediction stack inside the platform.
PCM legacy screens removed, Redwood only
The legacy Rules Outline and Waterfall tabs are gone. The redesigned EPCM screens are the only option, with no way back.
Redwood wave: Data Integration is now Data Exchange
Data Integration became Data Exchange. Transaction Matching, several Planning Modules screens, and the EPCM screens moved to the Redwood design automatically.
Smart View 26.100
Analyze Advanced Predictions in Excel, insert insights into PowerPoint, and faster member search.
Releases before 26.05 are on Oracle's readiness archive. The April 2026 review is here. The same list as data: oracle-epm-updates.json. Every deadline: What is coming.