Overview
Oracle EPM Cloud is enterprise performance management – budgeting, planning, consolidations, reporting. The Automize EPM Cloud connector covers applications, dimensions, members, business rules, data import.
- Regions: Multi-region OCI.
- Plans: Enterprise per-application.
Setting up the connection
Auth type: HTTP Basic.
- EPM Cloud admin → service user + API access.
- In Automize → Settings → Connectors → Oracle EPM Cloud. Paste credentials + URL.
Find your credentials at https://docs.oracle.com/en/cloud/saas/epm-cloud/.
Rate limits
Per-tenant.
Data model
EPM primitives:
Application (Planning, FCCS, etc.) ─┬─ Dimensions (Account, Period, etc.)
├─ Members (hierarchies)
├─ Business Rules (calculation scripts)
└─ Data FormsAvailable operations
18 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Add Member | General | Add a dimension member |
| Export Data Slice | General | Export a data slice |
| Get Application | General | Get application details |
| Get Data Load Status | General | Get FDMEE job status |
| Get Dimension | General | Get dimension details |
| Get Job Status | General | Get job execution status |
| Get Member | General | Get member details |
| Import Data Slice | General | Import a data slice |
| List Applications | General | List EPM applications |
| List Dimensions | General | List dimensions |
| List Jobs | General | List jobs |
| List Members | General | List dimension members |
| List Plan Types | General | List plan types in an application |
| List Substitution Variables | General | List substitution variables |
| List Task Lists | General | List task lists |
| Run Business Rule | General | Run a business rule or job |
| Run Data Load | General | Run a FDMEE data load job |
| Set Substitution Variable | General | Set a substitution variable value |
Operations
Add Member
Add a dimension member
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text | |
Dimension dimension | Yes | text |
Export Data Slice
Export a data slice
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text | |
Plantype plantype | Yes | text |
Get Application
Get application details
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text |
Get Data Load Status
Get FDMEE job status
| Parameter | Required | Type | Description |
|---|---|---|---|
Job Id job_id | Yes | text |
Get Dimension
Get dimension details
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text | |
Dimension dimension | Yes | text |
Get Job Status
Get job execution status
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text | |
Job Id job_id | Yes | text |
Get Member
Get member details
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text | |
Dimension dimension | Yes | text | |
Member member | Yes | text |
Import Data Slice
Import a data slice
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text | |
Plantype plantype | Yes | text |
Tips
- Push CSV data into a planning app. Returns job ID.
List Applications
List EPM applications
No input parameters.
Tips
- Planning + Financial Consolidation + Account Reconciliation apps.
List Dimensions
List dimensions
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text |
Tips
- Per application. Returns dimension structures.
List Jobs
List jobs
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text |
List Members
List dimension members
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text | |
Dimension dimension | Yes | text |
List Plan Types
List plan types in an application
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text |
List Substitution Variables
List substitution variables
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text |
List Task Lists
List task lists
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text |
Run Business Rule
Run a business rule or job
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text | |
Jobtype jobType | No | text | |
Jobname jobName | No | text | |
Parameters parameters | No | text |
Tips
- Trigger calculation script. Async – poll for result.
Run Data Load
Run a FDMEE data load job
No input parameters.
Set Substitution Variable
Set a substitution variable value
| Parameter | Required | Type | Description |
|---|---|---|---|
Application application | Yes | text | |
Variable variable | Yes | text |
FAQ
- EPM Cloud vs ERP Cloud?
- EPM: planning + close + reporting (CFO-focused). ERP: transactions + GL + AP/AR (controller-focused). Both Oracle Fusion.