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Allocation History Undo / Trace Allocation User Interface Issues in PFT 8.1 (Doc ID 2837198.1)

Last updated on MAY 18, 2023

Applies to:

Oracle Financial Services Profitability Management - Version to 8.1.2 [Release 8.1]
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)


List of minor of quirks and/or complaints about the Allocation History screen in

1. When clicking on the icon to go to last page, >|, there is an error that "This is the Last Page" even though there might be 1,000 allocations and only 1-5 is showing. However, once clicking the "next page" icon, >, and going to the 2nd page and THEN click the last page icon, >|, it goes to last page like it should.

2. The "order by" defaults to ordering by start time, ascending, so that the most recently run allocations are on the last page. That is opposite of how the PFT 6 is ordered and is counter-intuitive to what users most often need. This is not a problem per se, but definitely a change that was for the worse instead of better.

3. The number of allocations in the history screen changes dependent upon whether you check the radio button for Allocation/Batches/Allocation Model which is an unexpected change from v6. Again, not a problem, per se, but does not seem to be a logical change. Users expect to see all allocations, regardless of how they were run, when the "allocation" radio button is selected.

4. The Trace Allocation screen appears to be incorrect.  It seems that the Upstream is doing an inner join between the instrument and FSI_DATA_IDENTITY.  Therefore, records that are part of the source on the instrument table  but that do not have anything allocation (and therefore have identity_code_chg = NULL) are not included even though they should be.


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