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Fusion Conversion Assistant (FCA) - An Oracle Consulting Solution

Fusion Conversion Assistant (FCA) - An Oracle Consulting Solution. Guru Ramamurthy Principal Consultant.

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Fusion Conversion Assistant (FCA) - An Oracle Consulting Solution

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  1. Fusion Conversion Assistant (FCA) - An Oracle Consulting Solution Guru Ramamurthy Principal Consultant

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

  3. Program Agenda • Fusion Applications File Based Integration • Why FCA? • FCA for FBL 1.1 • FCA Screenshots • Summary

  4. Load Batch Data and File Base Loader (FBL) Overview and Concepts

  5. Load Batch Data • A generic utility for loading data for a specific subset of HCM objects from external sources. • Load Batch Data used in several data-loading solutions including File Based Loader and Spreadsheet Data loader.

  6. Load Batch Data Two Step Process:

  7. File Based Loader • Load HR data from your source system to Fusion HCM • Uses Load Batch Data utility • Flat file based (pipe delimited) • The data must be delivered to staging tables in a format that satisfies Oracle Fusion Applications rules.

  8. File Based Loader File Based Loader • Support for Error Correction • Supports complex data objects with full date effective history • Supports Multiple Data Sources Load data from any source via Flat Files in Fusion Object Shape

  9. File Based Loader • Cross Reference • Business objects that originate in source system may reference other business objects that originate in Oracle Fusion HCM. • For these referenced Fusion business objects, a cross-reference is generated and must be used by the source system. • Examples: Enterprise, Legal Entities, Person Type, …

  10. File Based Loader • Lookups • Fusion Lookup values must be adopted and used in extracts from source system. • Examples: Action Type, Active/Inactive, Benefit Type, Ethnicity ... • GUID – Globally Unique Identifiers • 32 character e.g. DAAFA49C22DD165DE0432BA0FE89914D • Used in cross referencing

  11. File Based Loader • Import to Staging Tables Errors (FBL) • Typically, the errors are data-type conversion, precision, or length errors • Need to correct these errors in the source data before attempting to import the records to the stage tables again. • Import to Application Tables Errors (Load Batch Data) • Validations for data integrity and Fusion business rules • Can be fixed in Fusion staging tables or in Source system

  12. File Based Loader

  13. FBL Process

  14. FBL Process

  15. FBL Process

  16. Why FCA?

  17. Why FCA? No Standard Tool is available for Non-AU source systems • Map the source configuration data with Fusion configuration data • Extract the Source data as per FBL requirements • Perform the basic validation of extracted Source data • Transform the source data into Fusion acceptable values • Generate the extract files (in fusion shape) to be loaded via FBL

  18. Why FCA? Many manual activities • Without a standard tool, each of the previous steps could encounter challenges, in a manual context, because the process need to handle three most important activities in the file preparation: • Validation of source data against Fusion staging data column attributes • Validation of source data against Fusion XREF and lookup data • Transforming the legacy values to Fusion Cross-Reference GUIDs

  19. Why FCA? Increased Conversion Time • Data issues identified during FBL runs necessitate data correction at source and thereby subsequent iterations of FBL execution. • Multiple occurrences of the data issues increases total duration of conversion execution in Staging environment • Time is directly proportional to Cost

  20. Fusion Conversion Assistant For FBL v1.1 Overview

  21. FCA Overview Fusion Conversion Assistant (FCA) • Excel based Solution to automate and control the process • Built specifically for Fusion HCM • Built for File based (FBL1.1) Loader • Caters for any source systems • Can be used for initial load (full) or subsequent load (incremental)

  22. FCA Overview FCA allows for • Loading Cross-reference data from Fusion • Data mapping between source system and Fusion HCM • Data Extraction from the Source database (in online mode) • Metadata driven basic data validation: • Data Type, Length, Scale, Mandatory Check • Lookup Data Check

  23. FCA Overview FCA allows for • Transforming the source data into Fusion values (GUID) • Generation of final zipped extract files • FTP’ing the final extract files to SFTP server • Invoking the FBL process without navigating to end-point URL • Support for 22 Business Objects supported by FBL v1.1

  24. FCA Overview • Extract data from Source into FCA Worksheet • Load XREF Files from Fusion • Add/Edit Lookup data • Map Fusion Setup data with Source data • Create data files and Zip them • Send the Zip file to SFTP Server • Invoke the FBL Service • Perform basic validation of Legacy data against Fusion XREF and Lookup • Transform Legacy values into Fusion GUID

  25. FCA – Process Flow Diagram

  26. FCA – Task List

  27. Supported Objects

  28. Benefits • Provides template worksheets for each business object where the source data can be copied to or directly extracted from the database through SQLs • Helps the user in identifying the potential data issues upfront and hence quicker data correction. • Saves a lot of effort in extract file creation and enables quicker execution of Data Conversion programs.

  29. Benefits • Helps to reduce repeated iterations of Data Conversion due to comparatively cleaner right loads from the beginning. • Reduces the manual activity in sending the file to SFTP and Invoking the FBL with required parameters • Has a potential to save total effort up to 40 - 50 %

  30. Future Enhancements • Auto-generation of GUIDs for upload into Fusion • Incorporation of Fusion Business Rules in the validation logic • Support FBL 1.2 and UCM (with Release 7)

  31. Screenshots

  32. Instructions

  33. Setup

  34. Cross-reference

  35. Cross-Reference Mapping

  36. Fusion Lookup Values

  37. Online-Offline Mode

  38. Online Data Extraction

  39. Supported Business Object Types / Selection

  40. Supported Business Objects

  41. Business Object Tab

  42. Validation Errors

  43. File Generation

  44. Zip, FTP, Invoke WS

  45. Zip File Contents

  46. SFTP

  47. Import

  48. Summary • Automates some of the manual tasks involved in FBL • Reduce the number of iterations • Consistent, unified way for dealing with all business objects • Saves time

  49. Q&A

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