<Insert Picture Here>

Hyperion Data Relationship Management (DRM)NameTitle

Agenda

• Welcome and introductions• Hyperion Data Relationship Management

– Product Introduction– Preview of upcoming release

• Hierarchy Management at Halliburton

Hyperion DRM – Product Introduction

Business Challenges / Enterprise Mandates

Information Silos

• Consistency across systems, business units• Streamlined consolidation, quick financial close

Varying Perspectives

• Support operational flexibility• Enforce consistency of measures regardless of

business unit

Mergers & Acquisitions

• Rapid financial rationalization• Ability to see before & after• Need for historical perspective – “apples to apples”

Need for Agility• Finance and BI has to “stay in sync” with business• Allow more flexibility• Ensure the numbers tie

Regulatory Compliance

• Accuracy and consistency• Transparency and control• “Who did what where when?”

GovernGovern

RationalizeRationalize

ShareShare

Con

solid

ate

Con

solid

ate

What is Oracle Hyperion DRM? A master data change management platform that . . .

Hyperion

DRM

Hyperion

DRM

Oracle EBSOracle EBS

PeoplesoftPeoplesoft

SAP SAP

Hyperion Hyperion

OtherOther

PlanningPlanning

ConsolidationConsolidation

BI & Data Marts

BI & Data Marts

ProfitabilityProfitability

Data Warehouse

Data Warehouse

• Streamlines master data changes among complex hierarchical structures across enterprise systems

• Engages business users as direct contributors to master data management

• Codifies the knowledge that resides in experts into automated, repeatable business rules

• Enable data governance & compliance across the enterprise by enforcing standards and controls

Enables organizations to . . .• Build enterprise-wide consistency in terms and

definitions across systems and stakeholders• Improve TCO with streamlined data maintenance • Generate trustworthy insight based on high quality

master data • Dramatically reduce financial reconciliation time• Comply with rules and regulations

5

EssbaseEssbaseBusiness Intelligence

Planning

CorpOracle

APAC Custom

LATAMPeoplesoft

EMEASAP

ETL EAI

• Accounts• Entity• Project• Product• Location• Channel

DW

Analytic Applications

The Oracle Hyperion DRM Solution

Hyperion DRM

• Collapse separate structures into a single maintenance structure

BusinessUser

• Streamline change management – one place to make changes, one structure to update

• Immediate feedback to business users to enforce system constraints, business rules

• Publish changes for each specific consuming system as needed, when needed

6

Trusted Master Data

Trusted Master Data

Key Components of Oracle Hyperion DRM

Data Model AgnosticMaster Data Repository Business User Interface

Wizard-driven Configuration

Data Model AgnosticMaster Data Repository Business User Interface

Wizard-driven Configuration

Bulk Import Bulk

Import

Incremental Updates

Incremental Updates

Application Templates Application Templates

Blender`Blender`

SOAP / COM APIs

SOAP / COM APIs

Query & Compare

Query & Compare

Rules & Validations

Rules & Validations

Hierarchy Management

Hierarchy Management

Derived Attributes Derived Attributes

Merge Changes Merge

Changes

Change Requests Change

RequestsHistory & Audit History & Audit

Approvals & Workflow

Approvals & Workflow

Version Control Version Control Granular

Security Granular Security

Impact Analysis Impact

Analysis

Attribute Management

Attribute Management

Web Services

Web Services

Export Profiles Export Profiles

BooksBooks

ReportsReports

Export Metadata Export

Metadata

7

Key Use Cases

1. Complex Chart of Accounts Issues• Special rules, number schemes, requirements• Difficulty in making updates and changes

2. Multiple ERP, GL or EPM instances• Adds, updates and deletes of accounts, entities and cost centers have to be manually

replicated across multiple systems3. Rapid Change

• Mergers and acquisitions• System consolidation and alignment

4. Compliance & Audit• Fully automated, closed-loop change process• Analyze, assess, track and audit changes

5. Complex Dimension Management• Alternate hierarchies to address enterprise BI and financial reporting objectives• Shared maintenance structure with distinct uses across LOBs, regions, & business units

6. General Purpose MDM / Reference Data Management• Map transaction codes with reference assets (e.g., products, processes, activities)• General purpose master data management (e.g., contracts, assets, etc.)

8

Oracle Enterprise Master Data Management The most complete MDM offering in the market today

BudgetingBudgeting

Data Governance

Oracle Fusion Middleware

Analytical MDM Apps Analytical MDM AppsOperational MDM AppsOperational MDM Apps

OperationalSystems

AnalyticalSystems

Cus

tom

erC

usto

mer

Sup

plie

rS

uppl

ier

OracleProduct Hub

OracleProduct Hub

Fina

ncia

lFi

nanc

ial

Oracle Hyperion Data Relationship

Management

Oracle Hyperion Data Relationship

ManagementOracle

Customer HubOracle

Customer Hub

EBSEBS

SiebelSiebel

SAPSAP

Custom AppsCustom Apps

ExternalApps

ExternalApps

DWDW

BI &DatamartsBI &Datamarts

PlanningPlanning

Financial Consolidation

Financial Consolidation

Pro

duct

Pro

duct

Ana

lytic

alA

naly

tical

Application Integration Architecture

OracleSite HubOracle

Site Hub

SiteSite

PeopleSoftPeopleSoft

JDEJDE

DashboardsDashboardsHyperion Data Relationship Management (DRM)•Financial MDM (Ledger Hub)

– CoA– Cost Centers– Legal Entities

•Analytical MDM – Dimensions– Hierarchies– Reporting Structures – KPIs,

Metrics & Measures

•Complementary to CDI & PIM

9

Oracle Master Data Management Analytical MDM: Enabling enterprise dimension/hierarchy management across domains

BudgetingBudgeting

Data Watch and Repair

Oracle Fusion Middleware

Operational MDM AppsOperational MDM Apps

OperationalSystems

AnalyticalSystems

Cus

tom

erC

usto

mer

Sup

plie

rS

uppl

ier

OracleSite HubOracle

Site Hub

Oracle Data Relationship Management

Oracle Data Relationship Management

OracleCustomer Hub

OracleCustomer Hub

ERPERP

CRMCRM

SCMSCM

HRMSHRMS

CustomCustom

DWDW

BI & DatamartsBI & Datamarts

ForecastingForecasting

Financial Consolidation

Financial Consolidation

Sto

re /

Bra

nch

Sto

re /

Bra

nch

Application Integration Architecture

OracleProduct Hub

OracleProduct Hub

Pro

duct

Pro

duct

Ser

vice

Ser

vice

Oracle Fusion Middleware

Operational data mastered in

operational hubs (customers,

sites, products)

Master records pushed into DRM

– build relationships, hierarchies & dimensions

3rd Party3rd Party ProfitabilityProfitability

General Ledger

General LedgerCoA, Hierarchies,

dimensions and analytics

published to operational &

analytical systems

Life Sciences and Healthcare

Public Sector

DRM: Mature Product, Widely Deployed Over 230 customers across industries globally

Communications, Media & Utilities

Retail & CPG

High TechnologyManufacturing &Distribution

11

Financial Services

Upcoming Features

The information contained in this document is for informational sharing purposes only, and should be considered in your capacity as a customer advisory board member or pursuant to your beta trial agreement only. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle.

This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.

Disclaimer

© 2009 Oracle Corporation – Proprietary and Confidential 13

DRM Releases

In ProgressIn ProgressDeliveredDelivered In PlanningIn Planning

• Release 9.3.2• Release 11.1.1.0• Release 11.1.1.1• Release 11.1.1.2

• Release 11.1.2• WDK 11.1.1.2

• 11.1.1 Maintenance Release

• 11.1.2.1 Release• Chart of Accounts

Management

DRM 11.1.2 (CY2010)

15 Oracle Confidential

DRM Product Roadmap

Web Deployment– Full-feature, browser-based client– Streamlined web tier architecture

Internationalization– Unicode support for master data and

user metadata

Improved Usability– Role-based user access– Multiple applications per server– External connections– Navigating large, flat hierarchies– Validations in real-time and batch– Fast append/delete for DB Export– Online help

SOA Integration– Coarse-grained web service– Enhanced WDK for BPEL 11g

– Version and Hierarchy ownership– User metadata object access– Add/Insert/Move as sibling– Multi-node clipboard for Take/Put– Action Script editing– Search in node selector– Extended username length

Single Point of Access

DRM Windows Client DRM Web Publishing

Preview

• New web based user interface– Single point of access– Authenticated or anonymous usage– Simplified and enhanced user experience– Ease of adoption

<Insert Picture Here>

Improved User Experience

Quick search for

nodes

Simplified presentation

of data

Pagination of hierarchy

nodes in tree Shortcuts to

analysis and

reporting tools

Easy access to lists of

related objects

Task-driven user

interaction

Multi-node clipboard

Halliburton Hierarchy Management

“Confidential –Internal Halliburton Use Only. © 2006 Halliburton. All Rights Reserved.”

Hierarchy Management for Financial Reporting Systems

Anand Raaj

Hyperion

Mgt Rpting Cube

Essbase

HFM

Management Reporting Users using SAP Account Rollup. Source for Dashboard and Primary Management Financial Reports.

Consolidations Users, External Reporting,

Source Systems

SAPActuals

Halliburton – FRSOverview

Hyperion FDM (Upstream)

Non-SAP subsidiaries trial balances and other data

Safety

Summit

SAPBW

Actual, Plan, Fcst & additional metrics

DSO,Aging, Inv Turns

Job Quality

SafetyHeadCount Head Count

Cognos

Plan SAP BW

Plan Table

Talisman

CommonODS PSL,

Geo,GL Accts

LegalHierarchies

HFM

HyperionApplications Reporting

FinancialReports

Web Analysis

Smartview

Source Systems

Talisman

CommonODS

SAP

SQLScript

DRM

LoadRules

Mgt Rpt/CC/OtherCubes

Essbase

Hierarchy management via DRM

SQLScripts

ImportFiles

ImportFile

ExportFiles

RejectsFiles

Manual Check reject files. Evaluate issues and

resolve in appropriate place.

Ideally, fix hierarchy issues in source system and re-flow through.

Fix hierarchy Issue

• Legal Entity

• PSL• Geography• GL Account Rollup

Manually maintained Hierarchies• Period• Year• Scenario• Viewpoint

(Hierarchies)

Manually maintained Hierarchies

• Consolidation Account Rollup – Maintained in MDM

HAL

FDM(Maps for

Data Loads)

Updates Extracts Enrich the Master data in DRM

Loads

HalliburtonFinancial Reporting Systems

Master Data (Hierarchies) Flow

Planning

ODI

Halliburton DRM

Foundational Platform for managing hierarchiesNew hierarchies can be added using a building block approach – Extensible architectureFlexibility to maintain custom and derived hierarchies for several applicationsDRM was one of the key drivers of success for our world-wide Hyperion Planning implementationConsistent hierarchy structures across applications reduced reporting errors and data tie-out issues“One version of the truth”

Halliburton DRM

System of record for downstream EPM applicationsExtract & Enrich master dataEntities mastered

Legal entities/Companies, Profit center (Geo & BU), Cost Center (Geo & BU), Accounts (Income Statement set, Balance Sheet, Cost Elements, Gross net, Manufacturing), Customer, Product, Plant, Functional Area18 Alternate maintained hierarchies in DRM

7 Essbase cubes and 14 Planning applicationsTotal number of members across hierarchies - ~700K Largest hierarchy - ~170K membersData Governance managed centrally

Life Sciences and Healthcare

Public Sector

DRM: Mature Product, Widely Deployed Over 230 customers across industries globally

Communications, Media & Utilities

Retail & CPG

High TechnologyManufacturing &Distribution

25

Financial Services

Public Sector

Leading Companies Across Industries Use Oracle MDM

Communications, Media & Utilities

Financial Services High TechnologyManufacturing &Distribution

900+ Oracle MDM Customers

Retail & CPG

Belgium Post

For More Information

search.oracle.com

or go towww.oracle.com/master-data-management

Master Data Management

The preceding is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.