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What Are the Minimum Pre-load and Execution Tasks Requirements to Execute a Simple Allocation for a New Installation or Implementation? (Doc ID 2649909.1)

Last updated on MARCH 24, 2020

Applies to:

Oracle Financial Services Profitability Management - Version 8.0.0 and later
Information in this document applies to any platform.
Oracle Financial Services Analytical Applications (OFSAA)
Oracle Financial Services Profitability Management (PFT)
Oracle Financial Services Enterprise Performance Management (EPM)
Oracle Business Intelligence Enterprise Edition (OBIEE)
Oracle Financial Services Enterprise Financial Performance Analytics (EFPA/PFTBI) previously known as Oracle Financial Services Profitability Analytics
Oracle Financial Services Institutional Performance Analytics (IPA)
Oracle Financial Services Retail Performance Analytics (RPA)


Starting a new PFT implementation. While reviewing the run chart corresponding to this release : PFTRUNCHART80720.xlsx available at Document 2099229.1 Components for ALM, PFT, and CA 8.0.x Application Packs, it lists plenty of tasks that do not seem to be required to run.

What are the minimum tasks required in order to be ready to execute the first Batch / allocation? What are the pre-requisite tasks to perform? What Hierarchies/dimensions are required?


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