Every Oracle EPM feature since 26.05, in one list.
62 items from 3 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 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.