Dayalan Punniyamoorthy Blog

Monday, April 27, 2026

Oracle EPM April 2026: New Migration REST APIs for Smarter Environment Lifecycle Management - Part 1

Oracle EPM April 2026: New Migration REST APIs for Smarter Environment Lifecycle Management

Part 1 – Understanding the Problem and the New Capabilities

Why This Matters More Than Ever

Managing Oracle EPM environments has never been simple. Most customers operate at least three environments – Development, Test, and Production. In many cases, there are additional environments for UAT, Training, or parallel initiatives. Traditionally, moving changes across these environments meant relying heavily on full snapshots, manual comparisons, and a fair amount of administrator intuition.

 

The biggest challenge was not moving artifacts, but understanding what actually changed:

  • Which rules were modified since the last release?
  • Which forms were impacted by a requirement change?
  • What security or metadata moved unintentionally?

Thursday, April 23, 2026

Break Glass – Putting You in Control of Access & Encryption in Oracle EPM.

 Oracle EPM April 2026: Break Glass – Putting You in Control of Access & Encryption

Why This Matters More Than Ever

 

One of the most common questions I hear from security teams, auditors, and CISOs is:

“Who from Oracle can access our EPM data, and how do we control it?”

With the April 2026 (26.04) update, Oracle has delivered a long‑awaited answer by introducing Break Glass for Oracle EPM Cloud — a governance‑first capability designed for organizations that care deeply about data sovereignty, compliance, and zero‑trust principles.

Break Glass is not just another toggle in the UI. It fundamentally changes the access model between Oracle Operations and your EPM environments.

 

Friday, April 17, 2026

Oracle EPM April 2026: Two Quiet Changes That Can Break Your Automations



The April 2026 (26.04) Oracle EPM update looks calm on the surface — but behind the scenes, two technical changes can impact almost every EPM technical team if they’re not spotted early.

This blog focuses on only two changes, but both are high‑risk if ignored:

  1. EPM Automate – Windows installation path change
  2. Groovy rules – HTTP (insecure) authentication now disallowed

Both are documented by Oracle, but neither will show up as a shiny UI banner. If you rely on automation, scripts, or Groovy‑based integrations, this blog is for you.

Thursday, April 16, 2026

All About Oracle EPM FreeForm!!

 If you’ve ever tried to force a complex planning or reporting problem into a standard Planning application, you already know the pain: required dimensions that don’t fit, workaround hierarchies, and logic that feels “almost right”—but never quite clean.

That’s exactly the gap Oracle FreeForm apps were designed to fill.

FreeForm is not a lighter version of Planning, and it’s not just Essbase in the cloud. It’s Oracle EPM’s most flexible application type, built for scenarios where your business model should dictate the structure—not the other way around.                                   Refer Doc -[docs.oracle.com]

 


Monday, April 13, 2026

All about Advanced Predictions in Oracle EPM.

Advanced Predictions – Why This Feature Matters

Forecasting in the real world is rarely driven by a single number. Revenue is influenced by pricing, promotions, volume, market growth, seasonality, macro‑economic conditions, and many other factors. Until now, Oracle EPM’s Auto Predict and Predictive Planning features looked at only one measure at a time, which limited how realistic and explainable forecasts could be.

With the August 2025 Oracle Cloud EPM release, Oracle introduces Advanced Predictions – a significant shift toward driver‑based, machine‑learning forecasting that feels native to finance teams, not data scientists.

Sunday, March 1, 2026

Unlocking EPM Power: Get User Variables with Oracle Planning REST APIs!

Retrieving User Variables in Oracle EPM Using REST APIs

If you’re building integrations with Oracle Enterprise Performance Management (EPM), sooner or later you’ll run into User Variables. They are everywhere—driving form personalization, security filters, default selections, and even calculation behavior.

The good news? Oracle EPM provides powerful REST APIs that let you retrieve user variable values programmatically.

In this blog, we’ll break down two commonly used REST APIs:

  • GetUserVariablesForUser
  • GetUserVariablesForUserAndMember

You’ll learn:

  • What user variables are and why they matter
  • When to use each API
  • How to call them
  • What the response looks like
  • Common real‑world use cases

All examples and explanations are provided with reference 

 

What Are User Variables in Oracle EPM?

User Variables are configurable placeholders that dynamically resolve to dimension members based on the logged‑in user. They are widely used across Planning, FreeForm, FCC, and other EPM modules to personalize the experience.

Typical use cases include:

  • Default Entity, Version, or Scenario for a user
  • Security‑driven data access
  • Dynamic filtering in forms and dashboards
  • Personalized calculations and rules

From a technical perspective, user variables help avoid hardcoding dimension members and allow applications to scale across users with different responsibilities. [docs.oracle.com]

 

Why Retrieve User Variables via REST APIs?

While user variables are usually set and managed through the UI, integrations often need them programmatically. Common scenarios include:

  • External applications that need to respect EPM personalization
  • AI agents or middleware dynamically resolving context
  • Audit and validation of user setup
  • Mass analysis of user configurations
  • Integration testing and automation

Oracle addresses these needs through the User Variable Values REST APIs available in Planning REST API v3. [docs.oracle.com]

 

API #1 - What This API Does

This API retrieves ser variable values set for all users and for all user variables defined for the application.

 

REST Endpoint

/HyperionPlanning/rest/v3/applications/EPBCS/uservariablevalues




Response



API #2 - What This API Does


To retrieve user variable values set for all users for a user variable with a specific name.

REST Endpoint  

/ /HyperionPlanning/rest/v3/applications/EPBCS/uservariablevalues/Asset - Buy



API #3 - What This API Does

//HyperionPlanning/rest/v3/applications/EPBCS/uservariablevalues?q={"userName":"dayalan.example@example.com"}


to retrieve user variable values for one or more users.






Example Use Case

  • An external planning portal needs to open with the same defaults as EPM
  • A batch job validates that users have all mandatory variables assigned
  • AI‑driven workflows resolve default dimension context before executing rules

 

 

Security and Access Considerations

  • Service Administrators can retrieve variables for any user
  • Regular users can retrieve only their own variables
  • APIs follow standard EPM REST authentication (Basic Auth or OAuth2)

Oracle also enhanced these APIs in recent releases to allow retrieving multiple users’ variables in a single request, improving performance for administrative use cases. [docs.oracle.com]

 

Real‑World Integration Patterns

Here’s how these APIs are commonly used in modern EPM architectures:

  • AI agents translating natural language into EPM actions
  • Data pipelines aligning user context across systems
  • Automated testing validating environment consistency

If you’re building an EPM Control Center, middleware, or AI‑driven workflow, user variables are often the first API call you make.

 

Final Thoughts

User variables may look simple on the surface, but they are foundational to personalization and security in Oracle EPM. Oracle’s REST APIs make it easy to retrieve them in a clean, scalable, and secure way.

 

If you’re building advanced integrations or AI‑powered solutions on Oracle EPM, mastering these APIs is a must.

 

 Happy days on the cloud!


Saturday, February 28, 2026

Dynamic Period Locking Using Smart List in Oracle EPM (using Groovy Rule)

Have you ever faced the challenge where business users need flexibility to edit data in some months, but strict control in others? This is a common scenario in Oracle EPM Planning, and managing it manually can quickly become a headache. Luckily, there’s a way to automate this process using Smart Lists combined with a Groovy rule—making your forms dynamic, business-controlled, and much more efficient.

 

Let’s dive into how this solution works and why it’s so powerful.

 

**Business Requirement**

Here’s the goal: We want a Smart List column (let’s call it Account = SL) that acts as a simple toggle for whether a month is editable. If the user selects “DoNotUpdate” for a month, then certain accounts (like A_77300 and A_77600) should become read-only for that period—while other months remain editable. This puts the control squarely in the hands of your business users, without the need for IT to lock and unlock forms each month.