FDQM 1 aug

An Introduction to Hyperion Financial Data Quality Management 

Objectives 

Problem and Challenges

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Why Financial Data Quality Management

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What is FDQM

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Steps for FDQM

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 Advantage of HFM

Problems & Challenges

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Data Da ta Qua Qualility ty ± mo most st situ situat atio ions ns

Hyperion Financial Data Quality Management  Can Can be be dep deplo loye yed d & mai maint ntai aine ned d by fi fina nanc nce e use users rs ± It is a ³Packaged Solution´ with pre-defined workflow  Sp Speed eeds s fina financi ncial al rep report ortin ing g and and pla planni nning ng cyc cycles les  ± Load Load,, review review,, and correct correction ion cycle cycles s  ± Depl Deploym oyments ents and migra migration tions s to new applica application tions s  Pro Provid vides es visi visibil bility ity into into fin financ ancial ial data data ma mana nagem gemen entt processes  ± Au Aud dit tr tra ail  ± Ma Map p ch chan ange ges s  ± Dat Data a qu quali ality ty chec checkin king g  ± Error iden identifi tificatio cation, n, notification notification,, and investig investigatio ation n

Simplify Financial Data Collection and Transformation

Steps for FDQM

Create GL trial balance extract file from ledger and save on local hard drive or  network.

Steps for FDQM Open the web browser  and type in the following URL address to open the logon page: http://  /UpStreamWebLinkData Mart/Login.aspx

Steps for FDQM  Sele lect ct th the e Hy Hyp peri rion on FDM application from the  Application dropdown list and log onto the application using your  Network User ID and Password. Click on Logon.

Import

from Any Source

Hard Audit Trails

Detect and Prevent Controls

Ready

to Load Format

Complete

Data Traceability

Immediate Data Quality Feedback

End

Users are alerted to the quality, accuracy, and completeness of the data loaded to your BPM App, so they are accountable, and can participate in the data integrity management process.

Statistical & Supplemental Data

Users can load supplemental data such as statistic statist ic data required by Corporate. A complete audit trail is maintained to each entry and source document.

Data Quality Checks Passed

Successful Load«Next Phase«

Drill Across

User Activity Monitoring

Hyperion FDM Point-of-View

Hyperion FDM Point-of-View 

Hyperion

FDM User Name: Current user 

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Hyperion

FDM Application: Current application

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Hyperion

FDM Location: Active location. User 

only has rights to view and load locations to which

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category. Only Only administrators administr ators have rights to change c hange the global Hyperion FDM category. 

FDM Period: Active period. The

The target category categor y can only be changed by changing the Hyperion FDM category. c ategory. 

Global/Local Mode: Current Hyperion FDM mode.

Hyperion FDM period corresponds to a target

Usually only administrators have rights to switch to

period. Only administrators have rights to change

local mode. Local mode allows an administrator to change the period and category without changing c hanging

the Global Hyperion FDM period. 

Target Category: The target category that is

associated with the active Hyperion FDM category.

admin.Each location has it¶s own mapping tables Hyperion

FDM Category: Active category. The

Hyperion FDM category corresponds to a target

they have been given permission by the

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Hyperion

System Lock Status: Administrators have the

the point of view for all other users. 

Adaptor: shows which adaptor is being used for the

ability to lock Hyperion FDM to prevent users from

currentlocation. All locations default to the adaptor 

using the program.

set in the Application Settings option unless specifically overridden.

Why FDQM Improve

the Productivity of Finance Staff 

Oracle Hyperion Financial Data Quality Management streamlines the time consuming task of manual data reconciliation by automating and verifying data submissions.  Complete audit trails from trial balance to report give users a transparent, intuitive view of data and processes.  A Web-based user interface enables business users to load, review, and verify data for any target system.  Guided workflow helps users create sophisticated data mappings and repeatable processes.  Support for multi-GAAP (IFRS) reporting and reconciliations

Why FDQM Connect

Source Data to the Oracle Enterprise Performance Management System

 Along with a data preparation engine, Oracle Hyperion Financial Data Quality Management delivers prepackaged adapters that make it easy to integrate and map data. These adapters connect directly to applications within the Oracle enterprise performance management system, system, and can connect directly to many transaction systems as well, enabling you to save time and reduce IT costs while managing the integrity of your data.

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