JD Edwards_Risk and Control Matrix

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June 2014

Oracle’s PeopleSoft Statement of Direction


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Oracle Statement of Direction – PeopleSoft

Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

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

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The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please reportthem to us in writing.

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This software is developed for general use in a variety of information management applications. It is not developed or intended for use in anyinherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of thissoftware. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications.

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Oracle Statement of Direction—PeopleSoft

Purpose ............................................................................................. 1

Introduction ....................................................................................... 1

Listening to Our Customers ............................................................... 2

Release Strategy – Stay Current without Major Upgrades ................. 3

Product Strategy ................................................................................ 4

Simplicity ....................................................................................... 4

Productivity .................................................................................... 4

Lower TCO .................................................................................... 5

Alignment with Overall Oracle Applications Strategy ..................... 6

PeopleSoft Technology Roadmap ..................................................... 7

Reshaping the Way Users Use PeopleSoft Applications ................ 7

Reducing Operational Costs through Standards-Based Platform Adoption and

Market-Leading Lifecycle Management Tools .............................. 12

PeopleTools Innovation Without Disruption ................................. 15

PeopleSoft Human Capital Management ......................................... 17

Self Service and Mobile Enabled Applications ............................. 17

Global and Component Search .................................................... 19

PeopleSoft HCM Operational Analytics ....................................... 19

Role Based Dashboards and Workcenters .................................. 20

Social Capabilities ....................................................................... 21

PeopleSoft In-Memory Labor Rules and Monitoring ..................... 21

PeopleSoft Talent Management Flexibility ................................... 21

PeopleSoft HCM/ELM Proposed Enhancements ......................... 22

PeopleSoft Financials Management ................................................ 25


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PeopleSoft Enterprise Service Automation and Asset Lifecycle Management

........................................................................................................ 31

PeopleSoft Supplier Relationship Management ............................... 37

PeopleSoft Supply Chain Management ........................................... 40

PeopleSoft Enterprise Performance Management ........................... 42

PeopleSoft Customer Relationship Management ............................ 43

PeopleSoft Campus Solutions ......................................................... 45

Campus Solutions 9.2 ................................................................. 45

Campus Solutions 9.0 ................................................................. 46

Conclusion ...................................................................................... 48


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PurposeThis document provides an overview of features and enhancements planned for future

PeopleSoft releases in Oracle PeopleSoft applications. It is intended solely to help you

assess the business benefits of the PeopleSoft Application Suite.

IntroductionAs part of its Applications Unlimited strategy, Oracle continues its long-term strategy of

investing in PeopleSoft applications and building new capabilities across the product

suite. This document provides a statement of direction for planned future releases of the

PeopleSoft Application Suite highlighting the types of investments, specific planned

enhancements, and delivery methods including: PeopleTools releases and PeopleSoft

application releases.


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Listening to Our Customers

As the business needs for enterprise software changes PeopleSoft is constantly listening to our

customers. This has never been more true than today as we work with our customer community

to adapt to a highly dynamic landscape.

With the delivery of PeopleSoft 9.2 these questions and more are addressed. However, our job isnever done. Our product direction outlined in this document highlights additional areas of focus

which continue to keep your investment in PeopleSoft relevant well into the future.

We can’t afford major upgrades but need

to stay current on the application and

technologies that run our business – Chief

Investment Officer

I need access from my phone to enter

Expenses and Requisitions – Sales

Manager

I need to monitor the status of my

operations from a tablet - Project

Manager

We need to keep up with the ongoingRegulatory Changes – Chief Financial

Officer

We don’t have time to train everyone to

use self service – Vice President of Human

Resources


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Release Strategy – Stay Current without Major Upgrades

Oracle’s investment strategy for PeopleSoft is to deliver value-add capabilities on a frequent

cadence without the need for major upgrades. We know that time to market at a minimum cost is

critical for our customers. With PeopleSoft, waiting for the next major release to get the latest

capabilities is no longer a requirement and new functionality can be adopted with minimal

disruption.

To do this, new features and technologies are being delivered multiple times a year onto the

current PeopleSoft release. These capabilities are high value, non-disruptive, and usually free of

charge to customers who are current on maintenance for the applicable module. New changes

can be selectively applied from PeopleSoft Update Images, which are released approximately

every 10 weeks, using the new PeopleSoft Update Manager discussed in the Technology section

of this document. Incremental changes will be rolled up to a major application release about

every three years.

PeopleTools releases (the current release being PeopleTools 8.53 delivered in 2013) will continue

on a 12 to 18 month cycle.

Note: PeopleSoft Campus Solutions, EPM, Portal Solutions Interaction Hub, FSCM Brazil, and

FSCM Argentina currently follow the continuous delivery model exclusively and do not have

plans for major releases as described in this diagram. For more information on how these

product lines have implemented the continuous delivery model, please access the following links

on My Oracle Support [customer login required]: PeopleSoft Campus Solutions Document

985136.1, PeopleSoft EPM Document 1411604.1, and PeopleSoft Portal Solutions Document

1523892.1.

https://support.oracle.com/CSP/main/article?cmd=show&id=985136.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=985136.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=985136.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=985136.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=1411604.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=1411604.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=1411604.1&type=NOThttps://support.oracle.com/epmos/faces/DocContentDisplay?_afrLoop=232259440054895&id=1523892.1https://support.oracle.com/epmos/faces/DocContentDisplay?_afrLoop=232259440054895&id=1523892.1https://support.oracle.com/epmos/faces/DocContentDisplay?_afrLoop=232259440054895&id=1523892.1https://support.oracle.com/epmos/faces/DocContentDisplay?_afrLoop=232259440054895&id=1523892.1https://support.oracle.com/epmos/faces/DocContentDisplay?_afrLoop=232259440054895&id=1523892.1https://support.oracle.com/epmos/faces/DocContentDisplay?_afrLoop=232259440054895&id=1523892.1https://support.oracle.com/CSP/main/article?cmd=show&id=1411604.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=985136.1&type=NOThttps://support.oracle.com/CSP/main/article?cmd=show&id=985136.1&type=NOT


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Product Strategy

Oracle’s planned product roadmap for PeopleSoft applications is to deliver value-add features for

all of an organization’s constituents along three design principles— simplicity, productivity, and

lowered total cost of ownership (TCO). We work collaboratively with our customer to prioritize

and define new application functionality. On an ongoing basis, planning activities occur with user

groups, focus groups, customer advisory boards, and one on one customer discussions.

Simplicity

Delivering greater simplicity enables casual users to effectively leverage PeopleSoft applications

while remaining focused on their primary job function. Whether on phone, tablet, or desktop,

this greatly reduces the need for training and help desk inquiries when deploying self-service

applications to a broad user community of employees, contractors, suppliers and customers.

PeopleSoft 9.2 is a pivotal release delivering on a new standard for enterprise wide navigation. This goes well beyond simply reducing clicks (which is certainly a benefit) and provides a holistic

approach for users that matches system behavior with user expectations. To put it another way,

the way the users think about their work is in alignment with how it can be accomplished. New

concepts such as Activity Guides, Train Stops, Related Actions, Embedded Help, and mobile

application — coupled with powerful search and visualization capabilities — enable both casual

and power users to find the information they need and will provide user process flows that are

intuitive and familiar. While broadening the use of these concepts going forward, we will also

continue innovating around a robust user experience optimized for the desktop, tablet, and

smartphone. The introduction of the Fluid User Interface will enable customers to deploy their

current PeopleTools based applications with ever increasing flexibility for end users without

disrupting existing investments.

Productivity

By delivering rich features and a flexible role-based user experience, we continue to enable line of

business owners to improve productivity and execute mission-critical business transactions

efficiently within PeopleSoft. In PeopleSoft 9.2, a new WorkCenter capability that enables power

users to focus on a set of daily tasks from a single page was delivered. The WorkCenter

combines transactions, analytics, workflow notifications, and reports into a configurable

framework that can be tailored to each role-based user in the enterprise. High-volume users such

as a billing or payables clerk in the Financials department now see greater productivity and spend

less time navigating the system and dealing with exceptions. Real time operational analytics

powered by the new Pivot Grid capability provide robust configurable analysis in the context of abusiness process. Going forward, additional WorkCenters, Dashboards, and Operational

Analytics are planned for key areas of the enterprise. As outlined in subsequent product sections

of this document, enhancements targeted for specific industry and regulatory needs will be made

to continue to support mission critical processes for your enterprise.


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Lower TCO

Oracle will assist the IT department to lower TCO by adding new functionality that enables

organizations to eliminate costly customizations and by enabling lifecycle management ofPeopleSoft applications in a cost effective and non-disruptive manner. With the introduction of

the PeopleSoft Update Manager in PeopleSoft 9.2, customers can now selectively apply changes

(patches or new features) to their environments using the latest delivered PeopleSoft Update

Image. Continued enhancements to the currently available PeopleSoft Test Framework and

Usage Monitor — which allow for the creation of metadata driven test cases, expanded

integrations within PeopleSoft and between PeopleSoft and other Oracle applications (for

example, Hyperion, Governance, Risk, and Compliance (GRC), and Primavera), support for

virtualization technologies and the incorporation of Oracle’s Secure Enterprise Search for global

search — will all drive down the cost of ownership.

For more information about PeopleSoft Update Manager, see the PeopleSoft Update Manager

Video Feature Overview on YouTube.

Oracle also offers customers choice in their deployment strategies for PeopleSoft. PeopleSoft

may be deployed on premise or in a private cloud model using Oracle Cloud Services or other

cloud hosting services. Oracle partners provide PeopleSoft both as a hosted cloud service

solution and as a full Business Process as a Service model. Customers may transition from one

model to another over time and may choose to have a hybrid model for certain areas of their

solution.

More and more customers are looking at Oracle’s Engineered Systems to create their own private

cloud on premise. With Exalogic’s extreme performance, a single machine can easily handle

running a host of applications – including Siebel, EBS, home grown applications and PeopleSoft.

Within that PeopleSoft environment, multiple PeopleSoft applications using a number ofinstances each for development, testing and production, can utilize a single PeopleTools

installation. By consolidating PeopleTools instances, customers will reduce the installation,

maintenance, and administration effort required. With this effort, significant savings can be

realized.

PeopleSoft provides fully patched Oracle Virtual Machine (OVM) templates for the PeopleSoft

middle tiers, which provide a substantial savings of resources during the installation and

maintenance of PeopleTools. No longer does a customer need to obtain, install, and patch

operating systems for the middle tier components – nor do they need to configure the

application and web servers, or the batch server; it’s all done for you in a consistent, fully tested

template. The design principles of simplicity, productivity, and lowered TCO remain at the core of Oracle’s

planned capabilities for PeopleSoft applications. Oracle believes capabilities centered on these

design principles address the needs of our customers now and in the future. Those challenges

include providing application resources to an extended set of more internet savvy users, the need

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to do more with less, and the constant pressure to reduce operational costs. While this multi-year

statement of direction documents Oracle’s current investment plans for PeopleSoft, Oracle

intends to regularly validate its strategy with its customers through Customer Advisory Boards,

Strategy Councils, and direct one-to-one customer engagements to ensure that Oracle delivers

the most long-term value as possible to its customers.

Alignment with Overall Oracle Applications Strategy

Aligning PeopleSoft investments with Oracle’s overall applications strategy consists of two major

components. The first is to expand integrations between PeopleSoft and other Oracle

applications (for example, Hyperion, Governance, Risk, and Compliance, and Primavera) in

order to deliver complete solutions. This includes the planned delivery of integrations between

PeopleSoft and Oracle Cloud Applications to support the co-existence of PeopleSoft

applications and Cloud Applications in selected areas. Adding to these integrations is a focus on

user experience that crosses all Oracle applications. The new Fluid user experience in PeopleSoftdiscussed in the next section will enable users to have the same tablet or smartphone experience

when using PeopleSoft and other Oracle applications such as Cloud Talent Management. The

second major component goes beyond the integration of business processes between PeopleSoft

and other Oracle applications to include adoption of Oracle’s standards based technology and

optimization on the Oracle tech stack including both hardware and software. New PeopleSoft

In-Memory applications are planned for Oracle Engineered Systems on Exadata, Exalogic, and

Exalytics. PeopleSoft is already certified on several value-adding Oracle Fusion Middleware

technology components including WebLogic, Oracle Enterprise Manager, and Oracle Identity

Management. These are the same technology components underpinning Oracle Fusion

Applications. The reporting strategy for both PeopleSoft and Fusion Applications includes

Oracle BI Publisher. Additionally, both product suites use Oracle Business Intelligence formapping transactional information to a business warehouse for analytics as well as the Oracle

Fusion Governance Risk and Compliance (GRC) suite of products.

By optimizing on Oracle database, PeopleSoft customers can gain greater value from Oracle

database features and solutions such as Exadata, Real Application Clusters, and Active Data

Guard. While engaging in efforts to optimize PeopleSoft applications on the Oracle database,

Oracle plans to retain the ability to run and perform well on non-Oracle technology platforms.

Going forward, investments in areas like this will continue to offer a predictable and cost-

effective way for users to maximize their investments with Oracle. PeopleSoft customers will

find that IT and business analyst skills used today on PeopleSoft can also be used in the future

and in conjunction with Fusion Applications.


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PeopleSoft Technology Roadmap

Oracle continues to drive innovation into the core of the PeopleSoft suite with targeted 12 to 18

month releases of PeopleTools and corresponding adoption and integration of Oracle’s leading

technology infrastructure. New PeopleTools capabilities and enhancements improve the way

applications users work while reducing operational costs through standards-based platform

adoption and market leading lifecycle management tools.

Reshaping the Way Users Use PeopleSoft Applications

Ongoing adoption and use of the commercial internet has changed users’ perception of

enterprise application user interfaces. The way users search for and interact with data, view

information, and take action has changed in recent years. PeopleTools gives PeopleSoft

applications the technology to stay in sync with the needs and expectations of our users. The

PeopleSoft technology platform enables users to access critical data and execute key businessprocesses quicker and more intuitively than ever.

PeopleSoft Fluid User Interface – Employee Self Service Homepage

The PeopleSoft Fluid User Interface introduces a number of important new features to the

application user experience:

Fluid Homepages

Tiles

Notification Framework

PeopleSoft Navigation Bar


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Fluid Homepages

Fluid Homepages are the fluid version of an application home page. Similar to the current portal

technology, the fluid homepage is where a user arrives after logging into the system. The fluid

homepage brings together information that will assist a user in understanding what’s happening

and what needs their attention, while providing an easy way for the user to navigate to key parts

of the PeopleSoft system. A system can contain multiple fluid homepages for different uses.

Customers can easily create new homepages and publish them to users, groups of users, or

specific roles. End users can create their own personal homepages, where they might associate

information of relevance or importance to themselves.

Tiles

Fluid homepages use a new navigational structure: the tile. Tiles, also called grouplets, provide a

discrete view to a segment of the PeopleSoft application. It is a structure on the homepage that

will help the user navigate to a fluid page (or even a classic page), but the tile also can provide valuable information in its own right. Designed to be more than a button on a homepage, the tile

leverages the ability to display notifications through the new PeopleSoft Notification Framework

as well as dynamic visual content from PeopleSoft Pivot Grids or other information sources. A

tile on a fluid homepage can be compared to a pagelet on a classic homepage.

Notification Framework

The Notification Framework is a mechanism employed by PeopleTools that updates a widget in

the home page header. As data is updated within applications, the notification widget reflects a

sum of all notifications from all applications represented in the home page. It shows users the

number of items that need their attention and enables them to view and act on those items using

the Notification Window. For example, if an application provides the number of outstandinginvoices yet to be approved by the user, the Notification Framework might be used to update the

count dynamically as new invoices are generated.


The new PeopleSoft Navigation Bar (also referred to as NavBar) offers faster and more intuitive

navigation across the PeopleSoft application. The Navigation Bar is a new fluid structure that is

always available as a dynamic window that slides out from the side of the page. On fluid-enabled

systems, the PeopleSoft Navigation Bar will be available even on PeopleSoft classic pages,

creating a seamless experience for users as they navigate the system.

The PeopleSoft Navigation Bar enables users to access information about other areas of the

application directly and, upon selection, to navigate to those pages. It includes the entire

PeopleSoft menu, user favorites, and recently used links, but also navigation tiles that will bring

users to the parts of the application that are most important to them. Users can personalize the

PeopleSoft Navigation Bar easily by arranging the icons or even by pinning new application

pages to the bar as they work.


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Self service pages will be a major focus for Fluid User Interface. Fluid and Classic PeopleSoft

pages will coexist long term even as more pages over time are moved to the Fluid User Interface.

A Fluid tile can be used to navigate directly to a Classic page. A new Fluid Header Toolbar will

be provided for Classic pages to provide a common navigation reference for users.

For current release details, please read the latest PeopleTools Release Value Proposition (My

Oracle Support [customer login required] Document 1664634.1.

Our latest releases continue Oracle’s commitment to protecting and extending the value of the

PeopleSoft applications, provide cutting edge enhancements that improve end user productivity

and help reduce the total cost of ownership.

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The future highlights of the powerful user interface include:

PeopleSoft Web-based Experience

PeopleSoft applications continue to invest and improve the way customers can aggregate

PeopleSoft and external data in a common user interface. Customers can deploy PeopleSoft as

part of a comprehensive website for their users, incorporating more content from their

applications into a robust web system of rich homepages, dashboards and role-based

WorkCenters. Rather than providing simply an application to “log into”, customers can deliver to

their employees and users an experience that looks and feels more like a consumer website.

Using PeopleSoft’s User Experience platform, customers can create a website for their

employees that provides access to important information and critical transactions without

requiring the user to use a complex menu for navigation.

Search Based Navigation

PeopleSoft data is at the heart of the new user experience. With the consumer internet, users

have become accustomed to robust search engines, content filtering, and being able to follow

secure links quickly to take action; PeopleSoft applications support this type of experience.

Building on the power of Oracle Secure Enterprise Search (SES), users search with free-form

text, and the result pulls information from across application pillars and content repositories.

PeopleTools related action framework lets users take actions directly from the search results or

take advantage simple navigation options based on their selected data.

Context-Enabled Smart Navigation

Wherever a user navigates and whatever a user selects, actions related to their selected data will

be available. Actions will be across pillars; users can take action from within the current pillar ortake an action that navigates across pillars for a multiple instance configuration. This offers a

highly flexible navigation experience, which is required to improve the efficiency and

effectiveness of each person who interacts with your PeopleSoft solution.

Business Process Centric Collaboration

With the advent of embedded Enterprise 2.0 technologies such as Workspaces, Feeds, Wikis,

Chat, Blogs, and Tagging, the PeopleSoft application suite includes an extended social computing

platform that will increase business intelligence availability and decrease task execution time. To

maximize the information available to users for making informed decisions, PeopleTools will

continue to extend the configurable role-based framework enabling users to access related

information, external transactions, analytics, discussion forums, wiki content, documents, workflow, and related discussions from any transaction page using Related Content or from a

WorkCenter or Dashboard Productivity Based WorkCenters. Every organization has users who

rely heavily on the information in their PeopleSoft applications. For these users, productivity is

measured by the need to constantly navigate from one place to another and often back.

WorkCenters break the barriers of navigation by creating a custom, productive user interface that


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is tailored to a user, role, or both. All WorkCenter content — items, worklists, actions, reports,

and components — are available in a layout that optimizes the user experience and minimizes

mouse clicks. Now an organization can quickly make any user a power user. The framework is

based on processes, procedures, or other business requirements that are role-specific.

Rich Data Visualization and Interaction

Today’s applications should present data to the user in the most appropriate format possible.

This makes the information easy to understand, navigate and learn for even the most novice user.

PeopleTools Rich Data Visualization capability allows data to be displayed and interacted with in

a hierarchical format. HCM applications used this technology to build the Employee Org Chart.

The new PeopleSoft framework will enable users to initiate actions from a number of different contextssuch as a graphical organizational view, a search result, or a transactional page.

PeopleSoft Pivot Grid

The new Pivot Grid allows PeopleSoft to deliver real time active analytics from withinPeopleSoft applications. Associating dynamically rendered charts with powerful drag-and-drop

interactive grids, pivot grids virtually eliminate the need to export data to a desktop spreadsheet.

Keeping the data in the system ensures that PeopleSoft security continues to be enforced and

that users are working with the most current information. Improved capabilities for pivoting and

interaction ensure that users have the insight they need to take informed action. The Pivot Grid

will be a central structure on PeopleSoft homepages, WorkCenters and dashboards.

Dashboards and Embedded Analytics

Information is key to making strategic business decisions and PeopleTools technology gives users

the ability to access, view, analyze, drill down, and take action on the data that is most important,

regardless of the source or location.

Embedded Analytics will let users create content from many different sources, not just your

transactional system, and get the data they need. This information will then be displayed in a

user friendly grid, chart, or graph and provide the ability to drill down into the details.


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With contextual navigation, users will be able to personalize their experience by adding businesstransactions or Embedded Analytics to their dashboards.

Mobile Support

The workforce has moved to mobile and so too have PeopleSoft applications. PeopleTools willadd advanced HTML5 without application disruption. The new HTML5 will let mobile touch

screen applications for Smartphone’s and tablets be built, deployed and managed with the same

PeopleTools components that desktop applications are built with now.

The primary support for mobile devices is the Fluid User Interface. Fluid builds on the flexibility

of the existing PeopleSoft Internet Architecture and delivers responsive device independent user

interfaces that work across various device types. One single component definition will render on

a smartphone, mini-tablet, tablet and even a desktop browser.

PeopleSoft won’t stop there. A new mobile ready platform called Mobile Application Platform

(MAP) will enable responsive user interfaces to be built on RESTful services that work through

Integration Broker technology. User Interfaces built with MAP can be used to build lightweightmobile applications or embed PeopleSoft content into other mobile applications.

Platform and Device

PeopleTools will continue to support customers’ platform choices. Support for the most

popular databases, middleware, browsers, and devices will continue to evolve as new technology

becomes available. Current browser and tablet support is planned for Internet Explorer, Firefox,

Chrome, iPad, and Android-based tablets. Popular mobile devices will be supported for email-

based approvals.

Reducing Operational Costs through Standards-Based Platform Adoption andMarket-Leading Lifecycle Management Tools

In addition to expanding the existing features and functionality of PeopleTools, Oracle is also

helping to reduce operational costs by streamlining the integration of traditional Oracle products

with the PeopleSoft applications. These streamlined integration will reduce the complexity and

time need to implement and manage these other Oracle products.


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Virtualization and Dynamic Provisioning

PeopleTools will continue to provide production-ready templates that allow IT staff to get a

PeopleSoft system online quickly or to dynamically add or remove PeopleSoft components from

a PeopleSoft application. This capability will allow for elastic increases and decreases, depending

on the load. The correct versions of all required software are pre-loaded and ready to use. The

application, batch, and web servers are pre-configured, with a fully tested VM template. The need

for testing, one of the largest costs of maintaining an application is dramatically reduced. By

using the virtualized templates provided by Oracle, PeopleSoft customers significantly reduce the

steps required in maintaining their applications environment, saving time and providing

measurable cost savings for the company.

Private Cloud with Engineered Systems

Exadata and Exalogic provide amazing performance for PeopleSoft applications and offer many

other unique benefits as well. PeopleSoft will continue to exploit these systems with new inmemory, on line product offerings which have not been possible before. Reducing maintenance

costs will remain a focus area. The use of middle tier templates for Exalogic greatly reduces the

time and effort of both installation and maintenance of PeopleTools and continued investment

will be made to enable additional cost savings. PeopleSoft will continue to pursue new features

and technology that further enhances consolidation of PeopleTools instances across applications

as well as application instances (development, test, and production). With significantly fewer

environments to maintain, resources are freed up for other key business projects. PeopleTools is

pursuing additional changes that further streamline PeopleSoft applications running on

Engineered Systems.

Multi-pillar Deployment

Solving the complexities of managing multiple pillars is a constant challenge. PeopleTools will

continue to invest in supporting multi-pillar deployments that will support single signon and the

power of a single navigational model.

Standards-based Integration Platform

Evolving institutional needs are placing increasing pressure on IT to deliver greater flexibility and

speed. PeopleSoft Integration Broker is critical for IT initiatives geared towards enterprise

application integration (EAI), composite application development, and legacy modernization.

High volume, improved performance, increased support for standards, and improved integration

options such as RESTful web services will continue to make Integration Broker a superior

integration platform for PeopleSoft applications.

The PeopleSoft Integration Network makes it easier to set up, develop, and administer,

integrations across PeopleSoft applications. It’s a big step moving forward geared to

simplifying the task of administering all integrations with PeopleSoft systems.


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With new releases of the PeopleSoft application suite, additional certifications will be included

for Oracle’s industry leading Fusion Middleware platform components, thus providing a full

range of solutions around business process management, services orchestration, and

integration.

Maximum Availability Infrastructure and Choice

Your institution needs to be online 24/7, 365 days a year. If critical applications, servers, or data

become compromised or unavailable, your ability to serve your constituents is jeopardized.

Oracle’s PeopleSoft Application Suite will increasingly incorporate and support innovative and

evolving database and technology features such as Oracle Real Application Clusters, Active Data

Guard, Transparent Data Encryption, and Oracle’s Engineered Systems’ offerings.

Extending User Identity Across the Enterprise

To manage the entire user identity life cycle across all enterprise resources, both within and

beyond the firewall, PeopleSoft applications will continue to extend direct ties into Oracle’s

Identity Management suite of products. This will allow for a centralized and automated single

signon (SSO), provisioning, audit and analytics solution for managing who has access to what

information across your entire IT infrastructure.

Change Management

Oracle recognizes that one of the greatest costs associated with managing enterprise applications

is determining how a change will affect a PeopleSoft system and its users. When software

changes (that is, software maintenance, upgrades, and customizations) are done to any

application, system testing needs to be completed to ensure that the application continues to

support the business processes. The PeopleSoft Test Framework provides insight into how a change will affect a PeopleSoft

system, and it allows IT to better predict, analyze, and manage system changes.

Data Migration Workbench simplifies the migration of application data between PeopleSoft

systems. This will allow IT staff as well as functional administrators and business analyst to

setup and configure application data in a test instance and migrate to production with a

standard approval and workflow process. It comes with built in security and a set of

administration tools that allow flexibility in choosing the structure and content of data and a

very useful compare utility that instantly shows differences between PeopleSoft instances.

PeopleSoft Update Manager

The patching process for PeopleSoft applications has changed. The old maintenance model was

based on the assumption that a customer stays current on maintenance by applying all fixes on a

current code line. Customer feedback tells us that most customers are not able to stay current

with the scope of impact for prerequisites of multiple bundles or a Maintenance Pack is too large

to consider when the need is a single critical fix.


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PeopleSoft Update Manager changes the maintenance process by giving more control to the

customer. With PeopleSoft Update Manager customers will choose the individual fixes from

bundles and patches that they want to apply and will create a custom change package with only

those fixes and prerequisites. PeopleSoft derives a huge advantage in our PeopleTools metadata

that allows us to track dependencies and therefore pre/post requisites based on introspection of

our metadata. By utilizing this capability, we will calculate dependencies and a much more

granular level and will significantly reduce the scope of impact to customer testing for taking a

desired fix.

PeopleSoft Update Manager provides a much easier delivery mechanism for patching by

eliminating the current requirement of maintaining a patched "Demo" environment. Instead

Oracle delivers a complete virtual instance pre-configured and fully patched allowing the

customer to easily obtain a patching source with capabilities supporting the selection of fixes,

Legislative or Regulatory changes, and all of the search capabilities of our current Update

Gateway and more. Using this new source, the customer can select the desired change and we will generate a change package based on the selection with only defined granular requisites

factoring into consideration what each customer has already applied in their environment.

If a customer wants to bring their code to the latest level; PeopleSoft Update Manager provides a

way of calculating what today would be the equivalent of a cumulative maintenance pack but

with additional capability of taking into consideration what you have already applied with the

intent to minimize the scope of change and the resulting test requirements.

PeopleSoft Update Manager provides the customer with the minimum change required to apply a

desired change with functional integrity in the applications. To achieve the maximum TCO

benefit PeopleSoft Test Framework can then identify the functionality that you use that is

impacted by the change and can identify whether you have automation and which automated testexercise impacted areas.

PeopleTools Innovation Without Disruption

Looking past the current releases into the future of PeopleTools shows continued innovation.

From its initial release, PeopleTools has proven again and again its ability to adopt new

technology, platforms, and devices and bring the PeopleSoft applications forward. No other

Enterprise Toolset has proven its ability to evolve and change with rapidly changing technology

the way PeopleTools has.

Some of the changes under consideration for future releases include:

Configurable page changes which will enable end users to set up their pages in a way that ismost relevant to them, without IT involvement or upgrade impact.

As the mobile platform continues to evolve, PeopleTools will continue to certify and provide

the necessary technology to leverage the platforms the way the applications require.

PeopleTools will evolve to support leading user interface technology such as HTML5 and


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CSS3 to enable applications to use advanced feature and optimize design across mobile and

desktop devices. PeopleSoft will continue to deliver applications that enable mobile users to

access company resources while on the move.

Analytics will be leveraged more and more, and we will see advanced seamless interfaces to

OBIA, Essbase, and PeopleSoft with consistent data definitions across all systems. This will

automate the process of generating analytic definitions using PeopleSoft Metadata and real-

time information for business process activities.

Continued integration of social networks and unstructured data into business processes. We

will extend tags to make it possible for end-users to add data elements to existing pages and

business processes to enhance the data sharing between users and groups.

Centralized management of all configuration data and personalization defaults across multiple

PeopleSoft environments.

Improved field-level security by user, role, data hierarchy, and jurisdiction with centralizedaudit management.

Continued enhanced performance, scalability, and standards with Integration Technology. We

will build on the initial releases of Integration Network to make it easier to manage, set up,

administer, and automate processes for integrations in and out of PeopleSoft applications.

Significant advancements in infrastructure and deployment options. Look for more support for

private and public cloud deployment, resource scaling, and middleware infrastructure.

PeopleTools has always been at the forefront of technology and — with the strength of Oracle

technology behind it — will continue to be at the forefront for years to come.


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PeopleSoft Human Capital Management

PeopleSoft Human Capital Management (HCM) is a proven world-class, HCM solution fororganizations of every size, region, and industry.

PeopleSoft HCM is a global, web‐based, single‐system human capital management solution that

covers all aspects of your HCM needs — from core human resources (HR) transactional

functionality through service automation and delivery to integrated enterprise talent management

solutions.

The needs and requirements to effectively manage people in an organization have definitely

changed and evolved. Organizations as well as their HCM users are requiring more flexibility,

more agility and more simplicity. PeopleSoft 9.2 fundamentally changes how users interact with

PeopleSoft applications by incorporating the consumer internet experience that users are now

accustomed to. PeopleSoft HCM has always been recognized as a best in class HCM system andit has evolved and transformed itself to be able to keep its leadership position. On top of that,

new capabilities included by PeopleTools in conjunction with Oracle’s private cloud deployments

make PeopleSoft HCM a very attractive solution for a Private Cloud implementation.

Oracle delivered many new capabilities with the PeopleSoft 9.2 release – GA in March of 2013 -

and many more are planned for the years ahead. The underlying principles of Simplicity,

Productivity and Lower Total Cost of Ownership are at the heart of the new functionality and

capabilities being added in PeopleSoft products. With the new delivery model, organizations

don’t need to wait until a major new release to get new functionality. New functionality is being

delivered more periodically through PeopleSoft Update Images. PeopleSoft Customers can now

selectively pick and choose what features, fixes or enhancements they want to deploy in their

environments.

Self Service and Mobile Enabled Applications

PeopleSoft HCM 9.2 presents a new Self-service experience, through the adoption of Guided

Navigation processes, Dashboards and WorkCenters, and global and component search. Also in

September 2012, PeopleSoft HCM delivered its first Mobile Application, Mobile Company

Directory. Mobile Company Directory enables users to search for people, obtain contact details,

reporting structure, and personal information on your smartphone or tablet. This solution also

enables employees and managers to email people in the organization, make phone calls as well as

send text messages from the Company Directory itself. PeopleTools will support industry

standard user interface technology to enable applications to use advanced features and optimize

design across mobile and desktop devices.

Several applications are planned to be delivered using this technology so they can be made

available on different devices.


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Manager Home Page: the new PeopleSoft HCM Manager Home Page will simplify HR

activities for managers by providing an HR page that alerts managers to items needing their

attention and provides a consolidated view of critical information about the employees in their

organization. Manager Self Service transactions can be easily access from this home page so

Managers can quickly take action from it. The Home Page will work on phone, tablet and/or

desktop making this simple and straight forward to the user. Employee Home Page: this home

page will provide quick access to employee’s most frequently used business processes from

either a desktop or a mobile device. Employee Self Service transactions can be access from this

home page so Employees can easily and intuitively take action, such as view and edit their

personal information, profile data, view their paycheck (or payslip), and more.

Approvals - This application will allow Managers to quickly and easily approve, decline or push

back approval requests, see requests by type, status, and other criteria, review where requests

are in the workflow process and review historical requests, both from a smartphone, tablet or

desktop device.

Guided Self Service – Guided Self Service (GSS) will enable organizations to define and

compound HR transactions while simplifying and enabling user specific processing.

Specifically designed for the infrequent user, this configurable approach to process definition

ensures that users have the appropriate details and information to easily complete different HR

transactions. Matrix organization Self Service - PeopleSoft HCM 9.1 FP2 introduced Matrix

relationship administration which enables organizations to view and work in a dynamic

environment by providing a configurable, secure solution to define the most complex

relationships and hierarchies. This allows greater flexibility where project oriented and dotted

line relationships exist to provide access to not only view various types of relationships but

also perform actions on individuals based on the relationships defined. Matrix Relationship

Administration will expand to support self service for relationship definitions and

management. This includes the ability to request a relationship as well as provide security

configuration to support who and what any user can request access to. Self Service for Matrix

will reduce the administrative effort to support management of relationships across the

organization.

Side by Side compare – This will provide more advanced compare functionality to allow users

to easily compare employees and all their related HR information.

PeopleSoft Time and Labor also plans to deliver mobile enabled application for time entry,

leave entry and balance review, time approval, and exceptions management.

PeopleSoft Absence Management plans to deliver mobile enabled application for AbsenceRequest, History and View Balances transactions.


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Global and Component Search

Global and component searches using Oracle’s Secure Enterprise Search technology were made

available in PeopleSoft 9.2 to help users navigate PeopleSoft HCM more intuitively and tominimize or even eliminate the need to click through functional menus to find and update

information. Component Search capabilities, also powered by Oracle SES, provide administrative

or “super users” with a faster, more efficient method to search for information within the Job

and Benefits components. Users now have the option of searching these components with the

pre-existing PeopleTools-based search page or using the new Keyword Search tab. Several HCM

applications adopted both the Global as well as the component search. For example ELM

learning search now utilizes Oracle Secure Enterprise Search providing faceted search results for

simple browsing and narrowing of search results and a one-step launch and enroll process for

web-based learning content.

Further adoption of search-driven navigation is planned across different HCM products. For

example, planned Component Search capabilities in Global Payroll will enable payroll users to

perform free-text searches as well as improved criteria based searches on payroll data entries

(positive inputs), and to take action directly from the returned results, increasing payroll

departments’ ability to detect and fix payroll errors before last payroll run.

PeopleSoft HCM Operational Analytics

These analytics are delivered with PeopleTools Pivot Grids technology which enables dynamic

analysis, filtering, drill down capabilities, flexible chart options, and the possibility of taking

action in context. PeopleSoft HCM/ELM 9.2 included several analytics on the areas of

Compensation, Recruiting, Global Payroll and Absence Management, Time and Labor and ELM.

PeopleSoft HCM is planning on delivering the following additional analytics:

Payable Time by Status, Payable Time Trend, Time Categories Comparison, and Labor Costs

are planned to be delivered in PeopleSoft Time and Labor, providing additional analytics that

managers and administrators can easily access from the Time and Labor WorkCenter. These

analytics will focus on payable time and provide information such as comparing overtime

hours and costs across multiple periods, reviewing overtime versus regular, productive versus

non-productive, and more.

Performance operational analytics for managers to monitor their team’s performance process,

a configurable close-out process and automated support for changes to performance

documents based on changes in an employee’s job.

Expansion of already delivered 9.2 Compensation analytics which provide real time insightsinto the progress of an ongoing compensation cycle to provide administrators with additional

information into proposed pay raise inequities not based on merit or performance.


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Planned Absence Analytics will allow manager and administrator to analyze absence trends,

patterns, visualize key absence ratios and take actions that will help the company reduce cost

and liability, optimizing resources and enforcing Companies’ Absence Policy.

Plans to provide Operational Reporting Analytics for payroll and absence results. Users will be

able to analyze important metrics and take actions on results, such as correct exceptions,

identify high and low earners, identify negative payments, headcount variance, overpaid

employees, etc.

Allow configuration to the Time to Fill metric which will allow users to provide their definition

of time to fill a position. This analysis will provide insight into the offer and acceptance

process for the organizations.

Role Based Dashboards and Workcenters

Dashboards and WorkCenters have been widely adopted in PeopleSoft HCM/ELM 9.2. More

Dashboards and WorkCenters are planned.

Dashboards provide at-a-glance view of all relevant information relevant to a role. PeopleSoft

HCM/ELM 9.2 included several new dashboard pages.

The ELM role-based Learning homepage (dashboard) provides information and direct linksto learning tasks, announcements, current learning, pending approvals, operational analyticsand the most commonly used business processes.

The 9.2 Recruiting Home Page gives recruiters, recruiting managers and hiring managers acentral point for launching and performing recruiting activities. This page brings togetherlinks to commonly performed activities, search launches, alerts, applicant list collections,recruiting metrics, and lists of both job openings and applicants. More analytics are planned

for this Recruiting Home Page. A new Time and Labor operational dashboardwill provide decision support so line

managers can analyze historical and real-time labor spend. This analysis will enable insightinto overtime, unplanned absences, and other critical labor data needed for key businessdecisions.

WorkCenters are more geared towards high-frequency users (like a time administrator) to

consolidate user tasks, exceptions, alerts, links and reports into a single, secure role-based

“command center” that can be personalized.

PeopleSoft HCM 9.2 includes a Time and Labor Workcenter which provides a single point of

entry for administrators to relevant work areas and proactively monitors critical status and

transactions. The 9.2 release also included a new Performance WorkCenter with mid-periodreview support for a simple, integrated view of performance and development documents with

tasks clearly identified and followed and optional Career Planning information, such as impact

of loss are included.


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More workcenters are planned for PeopleSoft HCM, such as Payroll for NA Workcenter,

Global Payroll and Absence Workcenter and Compensation Workcenter. The WorkCenter

pages will provide a more streamlined user interface that reduces the need for navigation and

increases productivity by providing a central place from which the day-to-day work can be

accomplished.

The Payroll WorkCenters will be designed with the Payroll Administrator role in mind. The

Global Payroll and Absence WorkCenters in particular will expand the capabilities and

functionality already delivered with the 9.2 Global Payroll Monitor. The Global Payroll

monitor enables payroll administrators to monitor the payroll process easily, giving them a

visual representation of numbers of employees and amounts that have been processed in a

single place. The Payroll WorkCenters will enable payroll administrators to manage the end-to-

end payroll business process in a single place, providing them with easy access to key

information, links and reports and increasing payroll departments’ productivity.

The planned Compensation WorkCenter will serve as a one-stop shop for administrators to

manage compensation cycles, plans, salary and budget planning, variable compensation, Total

Rewards, and collaborate with other administrators.

Social Capabilities

Lowering the cost of collaboration for HCM related process in the areas of learning, recruiting,

time and labor, compensation, succession planning and other key HR areas is a key goal. Oracle

intends to invest in embedding contemporary social collaboration functionality, document

editing and versioning, and community management into the PeopleSoft HCM applications. By

leveraging the capabilities of Oracle Social Network, Oracle intends to integrate secure,enterprise-grade collaboration into the PeopleSoft applications so that customers can expend

minimal effort to offer rich collaboration functionality.

PeopleSoft In-Memory Labor Rules and Monitoring

PeopleSoft In-Memory Labor Rules and Monitoring is engineered to take complete advantage of

the Exadata and Exalogic hardware platforms for optimized performance and scalability. The

first release of this product is now available with additional enhancements planned. In-Memory

processing greatly enhances response time for users and reduces overall processing time for high-

volume batch jobs. Additionally the solution will leverage Oracle Policy Automation to provide

capabilities to standardize and enforce consistent policy-based decisions throughout the

organization with simple to understand rules definitions.

PeopleSoft Talent Management Flexibility

Ability to use the latest release of PeopleSoft Talent Management while remaining on prior

releases of core HR offers customers the ability to enjoy robust Talent Management functionality


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while continuing to use your current PeopleSoft HCM installation. We will continue this strategy

with each new release of Talent Management. That for example means that Customers could stay

on 9.1 HR Core will using Performance Management and Recruiting on 9.2.

PeopleSoft HCM/ELM Proposed Enhancements

In addition to the new Self Service functionality and mobile applications described previously on

this document, PeopleSoft HCM/ELM plans to extend product functionality in multiple product

areas.

The Defense Contract Audit Agency (DCAA) prescribes auditing policies and procedures for

personnel engaged in the performance of services paid by funds received by government

contracts. We intend to evolve the PeopleSoft Time and Labor application so that

organizations can efficiently adopt the new time keeping objectives to assure that labor hours

are accurately recorded and that any corrections to timekeeping records are documented.

These requirements have cross industries value and although the other industries will notrestrict time capturing to the extent of customers needing to adhere to DCAA guidelines, the

requirements will enable customers to better control, and streamline time reporting and time

management.

PeopleSoft plans to expand the employee self service functionality to allow the employee to

view and update the State W-4 forms online. Today’s economy challenges companies to do

more with fewer resources. This leaves the payroll department always looking for ways to

reduce costs. Employee self service has become the means by which the payroll department

can successfully do more with less. This new functionality will eliminated the manual effort,

reduce the administrative cost, and provide the employee with more timely tax withholding

changes. Continued enhancements to ePerformance with an extended 360 degree performance view,

additional mid-period review enhancements (expanding the mid-period review functionality

already delivered on 9.2), and auto-save capabilities for users to view integrated performance

feedback and provide ratings at mid period checkpoints.

Leverage a new integration with Microsoft Outlook to push scheduled learning from ELM into

enrolled learners’ and instructors calendars.

ELM plans to streamline enrollment processes by providing additional multiple enrollment

capabilities, automatic enrollment based on changes made within HR or registration in a

program, and uploading enrollments from a file.

Roster enhancements, including a mobile roster feature, are planned for ELM to enable

instructors to easily update learners’ attendance and grades.

Recruiting operational business processes will continue to be supported with enhancements to

the candidate routing functionality. Comments and attachments will help to support the


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communication between the recruiters and the hiring team. Additional support for printing,

withdrawal and allowing for attachments at the application level bring needed changes to the

application process. The Search process will also see changes with faceted search in Candidate

Gateway, bringing proximity and geographic search for both candidates and recruiters.

Leveraging PeopleTools Activity Guides will bring onboarding support by automating the

entry of newly hired employees into the organization. This is a critical step in ensuring rapid

time to contribution as well as building initial bond with the new employee. This solution will

provide a systematic means to design and configure job specific onboarding programs

(information, tasks and scheduling) necessary to efficiently and effectively get new employees

established and ready to become productive.

Usability enhancements to the manager self service compensation allocation page to facilitate

drill through to indirects, as well as accurate and efficient data entry.

Provide manager self service capabilities for managing variable compensation allocation. Usability enhancements to the manager self service Succession 360 page to enable easier

viewing and printing access to at-a-glance information, with drilldown capabilities for career

succession planning purposes.

Provide managers self service capabilities to create talent pools based on their own employees

and restricted access to other employees outside their organization.

Extend PeopleSoft’s Organization Charting capabilities to allow managers and administrators

to visualize ‘what if’ succession modeling before implementing any succession plans.

Allow configurable ratings boxes for the entire employee population whether the employee is

part of a succession plan or not.

HTML email approvals for most common AWE HCM transactions such as Absence Request,

Extended Absence Request, Job Opening, Job Offer, Promote Employee, Transfer Employee

and others.

Leveraging Approvals, Delegations, and Alerts frameworks for Absence Administrator’s

functions.

Planned enhanced integration between PeopleSoft and Microsoft’s Outlook Calendar will

allow Self Service users to decide whether to manage and monitor their absence in either

PeopleSoft or in Outlook, or both.

Pension plans to deliver an enhanced integration between PeopleSoft Pension and CRM 360

View, allowing to link and or integrate the two systems to ease the search and follow-up for

Pension related cases.

Usability enhancements to the Profile Manager self service pages to enable easier and more

intuitive access to review and update profile data.


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Enhanced HR Help Desk functionality to better support Employee Relationship requirements.

Expand delivered Taleo Recruiting integration.


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PeopleSoft Financials Management

Oracle’s PeopleSoft Financial Management (FMS) solutions are designed to help our customers

address today’s challenges and to support their business opportunities. Today’s opportunities

focus on supporting profitable growth and business expansion. Today’s workforce, suppliers, and

customers are global. They cross regions and business lines. This creates challenges that revolve

around reducing costs at every level and supporting ever increasing compliance requirements,

both internal and external, in efficient and effective ways.

To reduce costs, a finance organization can streamline financial processes by supporting best

practices, consolidating systems, standardizing charts of accounts, and so on. Supporting

compliance and control requirements involves automating tasks, maintaining organizational

policies, and having the tools to audit financial activity against those policies. Supporting

profitable growth involves providing the right information to the right people at the right time.

Enterprises need real time, actionable data in the context of specific financial tasks to bettermanage and execute their business decisions. PeopleSoft Financial Management products help

our customers improve efficiencies, comply with regulations, and add value to their enterprise.

Keeping today’s challenges and opportunities in mind, PeopleSoft Financial Management

Solutions roadmap plans to aid the finance and accounting insight, productivity and control into

these core operational and financial areas.

To achieve these goals, PeopleSoft focuses on simple, easy to use business processes that save

time and money for the users with Simplicity, Productivity and Lower Cost of Operations.

Delivering greater simplicity enables casual users to leverage PeopleSoft applications effectively

while remaining focused on their primary job function. This ability greatly reduces the need for

training and help-desk inquiries when deploying financial applications to a broad usercommunity.

On-Boarding new suppliers and managing supplier changes is a major undertaking for many

organizations. Often, the tasks involved to collect the data are manual which leads to erroneous

entries into the ERP. PeopleSoft FSCM 9.2 started the effort to automate and simplify this

critical task through a step by step walk through of the business task, which can be accomplished

by the internal buyers or have the supplier take on the effort of on-boarding themselves. The

roadmap will further expand this capability to support on-going changes by either the supplier or

buying organizations resulting in additional cost savings and increased controls. Please refer to

the Supplier Relationship Management section for more information.

Another aspect of simplification is to provide casual users with a simple but quick approach tocompleting a financial task. PeopleSoft Financials will focus on providing a simple step by step

process for non-Financial users the ability to request a payment for indirect spend; this will

further reduce erroneous entries and complex reconciliation activities for the financial

operations.


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Suppliers play a central role in the procure-to-pay process. A supplier, or potential supplier, is

involved in every transaction required to request and pay for goods and services. PeopleSoft

FSCM 9.2 and beyond will provide a broad look at the whole supplier lifecycle management

process in order to provide high value for the buying and supplier organizations. The focus will

bring increased visibility through a 360 degree view of the supplier for the supplier and the

buying organization. We will improve the user interface of PeopleSoft eSettlements to enable

suppliers to have visibility into the critical financial data they need to analyze disputes and

discounts with the buyers. Financials will also provide for a mobile solution focused on the

supplier and the buyer. This initiative will improve the critical procure-to-pay process in the areas

of reduced costs and improved balance sheet position.

Key business tasks are becoming increasingly mobile as adoption of smartphone and tablet

devices continue to rise. PeopleSoft FSCM 9.2 introduced three new mobile solutions in the

areas of Expenses, eProcurement and Approvals. PeopleSoft will continue its 9.2 mobile push by

providing support for line level approval within the PeopleSoft Mobile Approvals application. Tofurther accommodate the mobile workforce Oracle will provide PeopleSoft Financial

Information on the go to internal operational users, C-Level Execs and other consumers of

financial information including the sales and marketing organizations. Similarly, a mobile

application for Cash Managers is being planned, to enable this select group of users to view the

daily cash position, manage bank account positions, and approve payments and overview the

portfolio position.

In order to gain higher simplicity and productivity, Release 9.2 shifted the user interface

paradigm to bring the consumer internet to the PeopleSoft applications suite. To further this

focus, PeopleSoft Financials plans to leverage the newest PeopleTools Next Generation User

Interface to provide new home page dashboard content to middle level managers and the

executive suite. Financials will also focus on the revenue cycle by providing for self-service

invoicing pages for billing clerks; this will provide a huge value- add and reduce the time to get

the bills out resulting in lower DSO and improved cash flow.

Tagging is part of everyone’s consumer internet life. PeopleTools introduced the capability to tag

a transaction or control data for search and retrieval or connecting one activity to another.

PeopleSoft Financials plans to leverage the Tagging capability to provide more flexibility to users

of Financials to pull together appropriate reporting for auditors and regulators and Financial data

as needed.

Finance department users should spend less time completing daily tasks and more doing business

analysis that helps in making critical business decisions. Improving productivity and end user

efficiency was a big focus for PeopleSoft Financials 9.2, and will remain a key area where future

investments are delivered.

Running efficient organizations requires highly productive business processes. To improve

productivity, Oracle plans to take advantage of the new ExaData machines to build out Financial

Applications that will hugely benefit from its exceptional processing power. Crucial, complex


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processes like Allocations and Forecasting will be some of the first applications to be developed

as In-Memory applications.

The CFO should no longer have to depend on educated guesses when it comes to forecastingexpected events in the near term. Oracle plans to offer the PeopleSoft In-Memory Real-Time

Bottom Line, a robust solution set that takes large volumes of production data and business

configuration and then simulates the effect of changes without touching the actual financial

position. Based on simulation analysis and comparisons, changes that make sense for the

financial period can be deployed to the production environment. Using real-time operational

data, the solution allows Finance to execute simulations of business, market and regulatory

changes that are relevant business factors during the financial period. The Real-Time Bottom

Line solution is designed to allow strategic analysis and decision making at any point before and

during the period close.

The initial focus of the PeopleSoft In-Memory Real-Time Bottom Line suite of applications is in

two areas: PeopleSoft In-Memory Financial Position Analyzer and PeopleSoft In-Memory

Financial Allocations Analyzer. The first release of these products is now available.

The Real-Time Bottom Line makes the Finance team highly efficient through a step by step walk

through of simulations as follows:

Create a scenario, easily select configurations and version them so they can individually model

out different possibilities.

Through the power of in-memory technology, graphically view the many steps chosen for the

model.

Process the hundreds of rules with lightning speed.

Review and compare scenario results in real-time.

The focus of most organizations is to do more with less. To that end, operational areas need to

quickly achieve objectives with high levels of accuracy and controls. The key to achieving this

goal is to increase productivity of business users, allowing them do their jobs efficiently,

removing bottlenecks, and providing them the right information at the right time. PeopleSoft 9.2

provided a new work paradigm called the WorkCenter to help focus operational users with

everything they needed to complete daily tasks easily and more efficiently. The WorkCenter

efficiency innovation continues in the roadmap with new WorkCenters in Cash and Treasury

Management to improve productivity of the Treasury user community. PeopleSoft Financials will

also deliver the Close WorkCenter which organizations can utilize to process the activity that

must be executed prior to the financial close.

Supporting profitable growth involves providing the right information to the right people at the

right time. Enterprises need real time, actionable data in the context of specific financial tasks to

better manage and execute their business decisions. Oracle plans to provide real time insight to

managers to assist in managing the operation with a real time reporting solution. The PeopleSoft


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Transactional Business Intelligence solution will allow end users to create reports using Oracle

OBIEE and easily slice and dice operational data for analysis. Business users can create ad-hoc

reports on the fly and won’t be hampered with having to know the data structure. IT can take the

resources now dedicated to ad-hoc reports and better leverage them toward business innovation

support.

Correcting errors is often a manual, tedious task that negatively impacts productivity and

potentially the bottom line because it interferes with the proper flow of transaction processing.

In order to improve productivity and improve controls, PeopleSoft plans to provide the ability to

manage Billing errors that are integrated from third party systems in an automated and controlled

facility using business rules and drivers. Another aspect of correction is to prevent bad data from

being integrated into the financial system. The roadmap will also deliver an enhanced capability

to support rules driven validation of spend invoices into PeopleSoft eSettlements. This will stop

incorrect supplier data from being integrated into PeopleSoft Financials and reduce the costs of

corrections and reconciliations.

Higher Education and Research Institutions need to manage Letters of Credit for research

funding. PeopleSoft will continue to meet the needs of higher education and healthcare

customers that receive funds for sponsored research by improving the Letter of Credit Billing

process.

Organizations need to reduce the cost of billing and collections, while improving overall

customer service. PeopleSoft eBill Payment is an enterprise management solution for business-

to-business and business-to-consumer relationships. Oracle continues the effort to improve

customer self service to support reducing days sales outstanding while improving the cash flow

position. Oracle will provide new dispute resolution capabilities through PeopleSoft eBill

Payment, improvements to the Collections Workbench and Installment Payments in PeopleSoftReceivables.

PeopleSoft has had a long history of working to reduce the cost of ownership. PeopleSoft

Financials has contributed to this effort through automation of compliance and controls and

common business functions. Oracle also plans to introduce new features that will directly help

Finance departments reduce operational costs while staying compliant with regulatory and

legislative directives.

Organizations must manage the Chart of Accounts updates with diligence and collaboration.

PeopleSoft General Ledger 9.2 introduced a new and innovative capability to manage the Chart

of Accounts called ChartField Request. We have seen the impact of social networking and

collaboration in a number of business areas. The roadmap will focus efforts on imbeddingcollaboration into this critical process. This will allow finance and other users to communicate,

collaborate and decide what is needed when it comes to the Chart of Accounts values and their

respective attributes.


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The reconciliation of bank statements to the payments position is a critical and necessary aspect

of every organization’s control policies. As Bank Statement Reconciliation gets more

sophisticated, PeopleSoft plans to automate the tedious task of matching multiple transactions to

a single bank statement line. Using reference IDs, comments and many such identifying

attributes, PeopleSoft will automate reconciling many transactions to a single bank statement line

in its automated bank statement reconciliation process, reducing time and resources required for

this task.

Customers are challenged with ever increasing regulatory reporting requirements to multiple

regulatory bodies. This generally takes the form of reporting of financial data at different levels.

PeopleSoft will introduce the PeopleSoft Data Mapper, a new capability that will allow customers

to identify the financial data to be utilized and the format in which it needs to be created for

regulatory reporting. This will reduce the overhead on IT to meet the constantly changing

regulatory reporting requirements.

PeopleSoft FSCM has provided tools to provide efficiency in processing and optimal use of

system resources. The roadmap will continue to focus on optimization of resources based on

business need. PeopleSoft FSCM will introduce Business Driven Process Execution where

financial processes will be triggered not just by a schedule but by user defined business events.

This will address the primary business objectives of the organization and properly utilize available

system resources.

Many PeopleSoft customers have front-end systems that manage business activities which feed

into the ERP. These systems have different structures and don’t have the differentiating

capabilities such as the robust inter/intra unit accounting, detailed ledger balancing, combination

editing of the chart of accounts found in PeopleSoft Financials. In order to reduce the

movement of combination data and accounting rules, PeopleSoft Financials will provide a third-party accounting set of capabilities that will take the third party accounting events, validate the

activity as per PeopleSoft rules and create valid accounting that will pass through to the

PeopleSoft GL correctly. This will reduce error correction and reconciliation on the back end.

PeopleSoft Financial Management Solutions are built on a global platform that supports the

architecture, languages, currencies, accounting, statutory compliance, and reporting capabilities

that enterprises require to compete in the world economy today. Our single-product approach

provides a flexible foundation for supporting global business processes: because major economy

business processes are included in the core products, these enable businesses to support global

operations without having to customize. PeopleSoft is in full compliance with the main mandates

used, such as IFRS standards and SOX. We provide functionality to automate the more intensive

international accounting standards and requirements. The International Accounting Standards

Board (IASB) and the Financial Accounting Standards Board (FASB) which set accounting rules

for the United States and most of the rest of the world are

JD Edwards_Risk and Control Matrix

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Transcript of JD Edwards_Risk and Control Matrix