Oracle Fusion 26A · Enterprise Performance Management

Oracle Enterprise Performance Management 26A Release Intelligence

23 feature changes for Oracle Enterprise Performance Management in 26A — affecting EPM, planning, consolidation, Narrative and PCMCS. Analyze release impact, regression risks, affected components and recommended validations.

Analyze Enterprise Performance Management Impact Request Demo

12 High

0 Med-High

9 Medium

2 Low

34 pages

23 APIs

26A Enterprise Performance Management Command Center

LIVE · FEB 2026

Total Features

High Severity

Affected Pages

Affected APIs

High12

Med-High0

Medium9

Low2

RELEASE OVERVIEW

What Changed in Oracle Enterprise Performance Management 26A

Oracle Fusion 26A (February 2026) delivers 23 feature changes for Oracle Enterprise Performance Management — covering process logic, accounting rules, integration payloads, security policies and reporting outputs. 12 are marked HIGH severity and require prioritised regression validation before production cutover.

Total Changes

High Severity

Pages Affected

APIs Affected

Oracle Enterprise Performance Management 26A Feature Changes

Every Enterprise Performance Management change Oracle shipped in 26A, with severity, affected components, and recommended validations. Combines initial 26A release notes with the latest 26A patch updates.

Fusion AI Agents Integration

HIGH

Type: New Feature Yes

Fusion AI Agents integration introduced for Oracle Fusion Cloud Enterprise Performance Management to support generative AI-driven interactions across EPM business processes. (Oracle Documentation) Improves intelligent planning automation and accelerates enterprise decision-making

Pages: EPM HomePlanning DashboardAI Assistant Panels

APIs: AI REST ServicesFusion AI APIs

ESS Jobs: EPM_AI_BACKGROUND_SYNC

Config: AI Agent ConfigurationSecurity Policies

Processes: Financial PlanningForecastingScenario Modeling

Test Cases: Validate AI-generated forecastsAI recommendationsand approval workflows

Data Objects: DV_EPM_AI_INTERACTIONS

Data Integration Role-Level Security

MEDIUM

Type: Enhancement Yes

User interface functions in Data Integration can now be customized using role-level security controls. (Oracle Documentation) Enhances governance and reduces unauthorized access risks

Pages: Data Integration Workbench

APIs: Data Integration REST API

ESS Jobs: DATA_INTEGRATION_SYNC_JOB

Config: Security RolesAccess Policies

Processes: Data Integration Governance

Test Cases: Test role-based access restrictions and UI visibility

Data Objects: DV_EPM_SECURITY_ROLES

AI-Based Transaction Matching Assistance

HIGH

Type: Enhancement Yes

Transaction Matching Assistance now uses AI prediction models trained using historical reconciliation data. (Oracle Documentation) Reduces manual reconciliation effort and improves matching accuracy

Pages: Account ReconciliationMatching Dashboard

APIs: Account Reconciliation APIs

ESS Jobs: ARCS_MATCH_PROCESS_JOB

Config: Matching RulesAI Prediction Models

Processes: Financial Reconciliation

Test Cases: Validate AI-based match suggestions against manual reconciliation data

Data Objects: DV_EPM_TRANSACTION_MATCH

AI-Based Reconciliation Assignment Assistance

HIGH

Type: Enhancement Yes

Reconciliation Assignment Assistance now predicts attribute values using machine learning models trained on historical assignments. (Oracle Documentation) Improves operational efficiency in reconciliation management

Pages: Reconciliation Compliance Pages

APIs: ARCS Assignment APIs

ESS Jobs: RECON_ASSIGNMENT_BATCH

Config: Assignment RulesML Models

Processes: Financial Close and Compliance

Test Cases: Validate predicted assignments and reconciliation ownership workflows

Data Objects: DV_EPM_RECON_ASSIGNMENT

Global Rules for Account Reconciliation

MEDIUM

Type: New Feature No

Global rules can now be configured at application level for reconciliation standardization. (Oracle Documentation) Standardizes reconciliation processing across business units

Pages: Account Reconciliation Setup

APIs: Reconciliation Rule APIs

ESS Jobs: ARCS_GLOBAL_RULE_DEPLOY

Config: Global Rule Sets

Processes: Financial Governance

Test Cases: Validate centralized reconciliation rule deployment

Data Objects: DV_EPM_GLOBAL_RULES

Generative AI Assistant for Enterprise Data Management

HIGH

Type: New Feature Yes

Generative AI assistant added within Universal Application Registration to create and configure node properties from sample files. (Oracle Documentation) Accelerates metadata onboarding and reduces manual configuration

Pages: Enterprise Data Management Console

APIs: EDMCS REST APIs

ESS Jobs: EDM_METADATA_IMPORT

Config: Node TypesMetadata Models

Processes: Master Data Governance

Test Cases: Validate AI-generated property mapping and metadata creation

Data Objects: DV_EPM_NODE_PROPERTIES

Essbase 21c Infrastructure Upgrade

HIGH

Type: Technical Update No

Oracle resumed Cloud EPM updates with Essbase 21c fixes and platform stabilization improvements for Planning, FCCS, PCMCS, and Tax Reporting. (Oracle Documentation) Critical for platform stability and calculation performance

Pages: PlanningFCCSFreeForm

APIs: Essbase APIs

ESS Jobs: ESSBASE_MAINTENANCE_JOB

Config: Essbase Configuration

Processes: Planning and Consolidation

Test Cases: Validate cube calculationsconsolidationsand business rules

Data Objects: DV_EPM_ESSBASE_METADATA

Smart View 26.100 Compatibility

MEDIUM

Type: Enhancement No

Smart View 26.100 compatibility added for Oracle Cloud EPM 26A environments with backward compatibility support. (Oracle Documentation) Ensures reporting continuity for finance users

Pages: Smart View Excel Add-in

APIs: Smart View Office APIs

ESS Jobs: SMARTVIEW_REFRESH_JOB

Config: Office Integration Settings

Processes: Reporting and Analysis

Test Cases: Validate Excel refreshad hoc reportingand Smart View connections

Data Objects: DV_EPM_SMARTVIEW_USAGE

Application Diagnostics Menu Update

LOW

Type: UI Change No

Application Diagnostics menu under Global Navigator Monitor will transition to Application Monitoring in future updates. (Oracle Documentation) Prepares administrators for updated monitoring experience

Pages: Global NavigatorMonitoring Console

APIs: Monitoring APIs

ESS Jobs: MONITORING_HEALTH_CHECK

Config: Monitoring Preferences

Processes: Application Administration

Test Cases: Validate monitoring navigation and diagnostics visibility

Data Objects: DV_EPM_MONITORING

Generative AI Environment Requirement

HIGH

Type: Compliance Update No

Oracle announced that generative AI features will require Cloud EPM 26.04 or later environments beginning July 2026. (Oracle Documentation) Ensures continued access to Oracle generative AI capabilities

Pages: AI Configuration Console

APIs: AI Governance APIs

ESS Jobs: AI_ENVIRONMENT_VALIDATION

Config: Environment Update Policies

Processes: AI-enabled Planning Processes

Test Cases: Validate AI feature accessibility after environment upgrades

Data Objects: DV_EPM_AI_ENV_STATUS

AI-assisted Planning & Forecasting Enhancements

MEDIUM

Type: Enhancement Optional Opt-In (AI features)

Embedded AI agents improve planning cycle speed, variance explanation, and predictive forecasting accuracy in Enterprise Planning and Budgeting Improves planning accuracy and reduces manual forecasting effort

Pages: Planning WorkbooksForecast Dashboards

APIs: REST Planning APIs

ESS Jobs: EPBCS Job Scheduler

Config: Planning Configuration Rules

Processes: Financial Planning & Forecasting

Test Cases: Validate forecast generation accuracyAI variance explanationsscenario comparison outputs

Data Objects: EPM_PLANNING_DATA

Narrative Reporting Redwood UX Improvements

LOW

Type: UI/UX Enhancement No Opt-In (Gradual rollout)

Redwood-enabled reporting experience with improved storytelling, formatting control, and performance rendering Enhances executive reporting usability and readability

Pages: Narrative Reporting Studio

APIs: Report Services APIs

ESS Jobs: Report Burst Jobs

Config: Report Templates

Processes: Management Reporting & Disclosure

Test Cases: Validate report rendering speedformatting consistencyexport accuracy (PDF/Excel)

Data Objects: NR_REPORTS

Enterprise Data Management (EDM) Governance Enhancements

MEDIUM

Type: Enhancement Optional Opt-In

Improved data lineage tracking, metadata validation, and audit readiness for master data changes Ensures stronger governance and audit compliance across enterprise data

Pages: Data Relationship UIData Load Pages

APIs: EDM REST APIs

ESS Jobs: Metadata Load Jobs

Config: Data Chain Rules

Processes: Master Data Governance

Test Cases: Test data lineage tracingnode approvalsmetadata validation rules

Data Objects: EDM_METADATA_REPOSITORY

Profitability & Cost Management Optimization

MEDIUM

Type: Enhancement No Opt-In

Faster allocation rule execution and improved calculation performance for large models Reduces calculation time and improves cost allocation efficiency

Pages: Allocation Rules Screen

APIs: Calculation Engine APIs

ESS Jobs: Allocation ESS Jobs

Config: Rule Sets

Processes: Cost Allocation & Profitability Analysis

Test Cases: Validate allocation accuracyruntime reductionscenario consistency

Data Objects: PCM_CALCULATION_MODEL

Cloud EPM Security & Role Model Enhancements

HIGH

Type: Security Enhancement No Opt-In

Strengthened role-based access control and enhanced audit logging for planning and close processes Improves compliance, reduces unauthorized data access risk

Pages: Security ConsoleAccess Control Pages

APIs: Security REST APIs

ESS Jobs: Security Audit Jobs

Config: Role Templates

Processes: Financial Governance & Compliance

Test Cases: Validate role segregationaudit logsaccess restriction tests

Data Objects: EPM_SECURITY_MODEL

Close & Reconciliation Integration Improvements

HIGH

Type: Integration Enhancement Optional Opt-In

Better integration between EPM close processes and reconciliation workflows for faster financial close cycles Accelerates financial close and improves reconciliation accuracy

Pages: Close DashboardReconciliation Pages

APIs: Close Integration APIs

ESS Jobs: Close Automation Jobs

Config: Close Configuration Rules

Processes: Financial Close & Consolidation

Test Cases: Validate reconciliation matchingclose automation triggersexception handling

Data Objects: CLOSE_RECONCILIATION_DATA

Enhanced Allocation Rule Performance Optimization

HIGH

Type: Performance Improvement No

Improved calculation engine for allocation rules and driver-based cost allocations, reducing runtime for large models

Pages: Allocation DesignerRule Designer

APIs: PCM REST APIs

ESS Jobs: Job Scheduler – Allocation Jobs

Config: Allocation RulesDriver Definitions

Processes: Validate large allocation runscompare execution time before/after upgrade

Test Cases: Improves close cycle speed and reduces model processing time

Data Objects: Allocation Rule TablesDriver Tables

AI-assisted Model Insight Recommendations

MEDIUM

Type: AI Enhancement Yes

Embedded AI suggestions for cost drivers and model optimization based on historical execution patterns

Pages: Model Overview Dashboard

APIs: Insight APIs

Config: Profitability Modeling

Processes: Validate AI-generated driver recommendations accuracy

Test Cases: Helps finance teams improve cost accuracy and decision quality

Data Objects: Model Insight Repository

Enhanced Driver Dimension Flexibility

HIGH

Type: Functional Enhancement No

Supports dynamic addition of driver dimensions without full model rebuild

Pages: Dimension Editor Pages

APIs: Metadata APIs

ESS Jobs: Metadata Refresh Jobs

Config: Cost ModelingDriver Maintenance

Processes: Test adding new driver dimension without redeploy

Test Cases: Reduces model downtime and improves agility

Data Objects: Dimension Metadata Tables

Improved Data Integration with Fusion ERP

HIGH

Type: Integration Enhancement No

Stronger integration between PCMCS and ERP GL/AR/AP datasets via enhanced data pipelines

Pages: Data Integration Workbench

APIs: FBDI / REST APIs

ESS Jobs: Data Load Rules

Config: Financial CloseCost Allocation

Processes: Validate GL-to-PCM reconciliation accuracy

Test Cases: Ensures consistent financial and profitability reporting

Data Objects: Data Integration Staging Tables

Redwood UI Enhancements for Model Design

MEDIUM

Type: UI Upgrade No

New Redwood-based modeling screens for rule design and execution monitoring

Pages: Model DesignerRule Builder UI

APIs: UI Services APIs

Config: Model Design Workflow

Processes: Validate UI navigationrule creationand execution flow

Test Cases: Improves usability and reduces configuration effort

Data Objects: UI Metadata Objects

Enhanced Audit and Traceability for Allocations

HIGH

Type: Governance Enhancement No

Improved audit trail for allocation runs, rule changes, and driver updates

Pages: Audit Reports Page

APIs: Audit REST APIs

ESS Jobs: Audit Extraction Jobs

Config: Compliance ReportingFinance Governance

Processes: Validate audit logs for rule changes and execution history

Test Cases: Critical for financial compliance and traceability

Data Objects: Audit Tables (PCM Audit Logs)

Performance Diagnostics for Calculation Rules

MEDIUM

Type: Monitoring Enhancement No

Introduces diagnostics view for identifying slow-running rules and drivers

Pages: Calculation Diagnostics Dashboard

APIs: Monitoring APIs

ESS Jobs: Diagnostics Jobs

Config: Model Performance Tuning

Processes: Identify slow rules and validate optimization suggestions

Test Cases: Helps reduce batch runtime and improve scalability

Data Objects: Performance Logs

Affected Components Across Enterprise Performance Management 26A

Deduplicated inventory of Enterprise Performance Management components impacted by the 26A release (initial + patch). Use these lists as your regression scope baseline.

Affected Pages

AI Assistant Panels AI Configuration Console Access Control Pages Account Reconciliation Account Reconciliation Setup Allocation Designer Allocation Rules Screen Audit Reports Page Calculation Diagnostics Dashboard Close Dashboard Data Integration Workbench Data Load Pages Data Relationship UI Dimension Editor Pages EPM Home Enterprise Data Management Console FCCS Forecast Dashboards FreeForm Global Navigator Matching Dashboard Model Designer Model Overview Dashboard Monitoring Console Narrative Reporting Studio Planning Planning Dashboard Planning Workbooks Reconciliation Compliance Pages Reconciliation Pages Rule Builder UI Rule Designer Security Console Smart View Excel Add-in

Affected APIs

AI Governance APIs AI REST Services ARCS Assignment APIs Account Reconciliation APIs Audit REST APIs Calculation Engine APIs Close Integration APIs Data Integration REST API EDM REST APIs EDMCS REST APIs Essbase APIs FBDI / REST APIs Fusion AI APIs Insight APIs Metadata APIs Monitoring APIs PCM REST APIs REST Planning APIs Reconciliation Rule APIs Report Services APIs Security REST APIs Smart View Office APIs UI Services APIs

Affected ESS Jobs

AI_ENVIRONMENT_VALIDATION ARCS_GLOBAL_RULE_DEPLOY ARCS_MATCH_PROCESS_JOB Allocation ESS Jobs Audit Extraction Jobs Close Automation Jobs DATA_INTEGRATION_SYNC_JOB Data Load Rules Diagnostics Jobs EDM_METADATA_IMPORT EPBCS Job Scheduler EPM_AI_BACKGROUND_SYNC ESSBASE_MAINTENANCE_JOB Job Scheduler – Allocation Jobs MONITORING_HEALTH_CHECK Metadata Load Jobs Metadata Refresh Jobs RECON_ASSIGNMENT_BATCH Report Burst Jobs SMARTVIEW_REFRESH_JOB Security Audit Jobs

Affected Config Objects

AI Agent Configuration AI Prediction Models Access Policies Allocation Rules Assignment Rules Close Configuration Rules Compliance Reporting Cost Allocation Cost Modeling Data Chain Rules Driver Definitions Driver Maintenance Environment Update Policies Essbase Configuration Finance Governance Financial Close Global Rule Sets ML Models Matching Rules Metadata Models Model Design Workflow Model Performance Tuning Monitoring Preferences Node Types Office Integration Settings Planning Configuration Rules Profitability Modeling Report Templates Role Templates Rule Sets Security Policies Security Roles

Affected Business Processes

AI-enabled Planning Processes Application Administration Cost Allocation & Profitability Analysis Data Integration Governance Financial Close & Consolidation Financial Close and Compliance Financial Governance Financial Governance & Compliance Financial Planning Financial Planning & Forecasting Financial Reconciliation Forecasting Identify slow rules and validate optimization suggestions Management Reporting & Disclosure Master Data Governance Planning and Consolidation Reporting and Analysis Scenario Modeling Test adding new driver dimension without redeploy Validate AI-generated driver recommendations accuracy Validate GL-to-PCM reconciliation accuracy Validate UI navigation Validate audit logs for rule changes and execution history Validate large allocation runs and execution flow compare execution time before/after upgrade rule creation

Recommended Test Cases

AI recommendations AI variance explanations Critical for financial compliance and traceability Ensures consistent financial and profitability reporting Helps finance teams improve cost accuracy and decision quality Helps reduce batch runtime and improve scalability Improves close cycle speed and reduces model processing time Improves usability and reduces configuration effort Reduces model downtime and improves agility Test data lineage tracing Test role-based access restrictions and UI visibility Validate AI feature accessibility after environment upgrades Validate AI-based match suggestions against manual reconciliation data Validate AI-generated forecasts Validate AI-generated property mapping and metadata creation Validate Excel refresh Validate allocation accuracy Validate centralized reconciliation rule deployment Validate cube calculations Validate forecast generation accuracy Validate monitoring navigation and diagnostics visibility Validate predicted assignments and reconciliation ownership workflows Validate reconciliation matching Validate report rendering speed Validate role segregation access restriction tests ad hoc reporting and Smart View connections and approval workflows and business rules audit logs close automation triggers consolidations exception handling export accuracy (PDF/Excel) formatting consistency metadata validation rules node approvals runtime reduction scenario comparison outputs scenario consistency

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Back to 26A Hub

Oracle Enterprise Performance Management 26A FAQs

Common questions from teams preparing for Oracle Enterprise Performance Management 26A.

What changed in Oracle Enterprise Performance Management 26A?

Oracle Fusion 26A (February 2026) introduces 23 feature changes for Oracle Enterprise Performance Management, with 12 flagged HIGH severity by Oracle. Changes touch business processes including AI-enabled Planning Processes, Application Administration, Cost Allocation & Profitability Analysis, Data Integration Governance and surface on pages such as AI Assistant Panels, AI Configuration Console, Access Control Pages.

How many high-risk changes does Oracle Enterprise Performance Management 26A have?

Oracle marks 12 of the 23 changes as HIGH, 0 as MEDIUM-HIGH, 9 as MEDIUM and 2 as LOW. High-severity items in Enterprise Performance Management typically require comprehensive regression validation before production cutover because they touch core transactional, security or accounting logic.

Which APIs are affected by Oracle Enterprise Performance Management 26A?

Affected APIs include AI Governance APIs, AI REST Services, ARCS Assignment APIs, Account Reconciliation APIs, Audit REST APIs. Custom integrations consuming these endpoints should be validated against the 26A schema and behavioural deltas during your test pod cycle.

What test cases should run for Oracle Enterprise Performance Management 26A?

SyntraFlow recommends validating AI recommendations, AI variance explanations, Critical for financial compliance and traceability, Ensures consistent financial and profitability reporting, Helps finance teams improve cost accuracy and decision quality. The release-aware test pack is auto-composed by SyntraFlow Release Intelligence based on the 26A impact analysis on your specific tenant.

How does Oracle Enterprise Performance Management 26A differ from 26B?

26A landed February 2026 and 26B follows in May 2026. The 26A Enterprise Performance Management changes establish the baseline that 26B builds on. Validating 26A first ensures a smoother 26B upgrade. Use SyntraFlow Release Intelligence to compare both quarters.

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