Move every Planning cycle
forward with clarity.
A production-grade platform that automates Oracle EPM Planning end to end — metadata and data loads, business rules, integrations, pipelines, data maps, reporting and one-click orchestration — through both the Planning REST APIs and EPM Automate, with every action governed and recorded.
Planning Workspace — live gateway
Automate the whole Oracle EPM Planning surface
Each operation runs through Oracle’s native jobs — independent of how your administrator configured dimensions, delimiters, headers, amount columns or import formats.
Metadata & Data Imports
Native Planning metadata and data imports from CSV, TXT and ZIP. Runs your saved Import Metadata / Import Data jobs, replaces a same-named file, and reports failures. The REST engine captures the Oracle job ID, polls status, and returns structured parent and child diagnostics.
CSV · TXT · ZIPBusiness Rules
Execute deployed Calculation Manager rules via REST or EPM Automate. Import a Calc Manager XML or LCM ZIP into an environment-scoped registry and get ordered, labelled runtime-prompt fields with mandatory-value validation — or an exact-name manual fallback.
RTP prompts · validatedData Integration
File-based Data Integration through Oracle’s INTEGRATION REST job or the EPM Automate
runIntegration command, with configurable import and export modes — unaffected
by dimension positions, delimiters, headers or import-format type.
Pipelines
Run Data Integration Pipelines with Oracle’s pipeline REST job or runPipeline.
The framework reads the selected pipeline’s live definition, prompts from its configured
runtime variables, and monitors the REST process ID to completion.
Data Maps
Move data between cubes with the PLAN_TYPE_MAP REST job or runPlanTypeMap. The REST
engine supports target clearing, member overrides and exclusion overrides for precise,
repeatable pushes to your reporting cube.
Planning Form Reports
Generate formatted Excel workbooks from Planning forms via Export Form Data, or an administrator-managed definition with a one-time registration wizard — then Export Data Slice. Reports are stored locally, with no dependency on Management Reporting APIs.
Formatted ExcelMonthly Forecast Workflow
A reusable, end-to-end routine: run the pipeline, optionally publish to the reporting cube through a Data Map, and optionally validate that source and target form slices match — all in one governed pass.
ReusableProcess Orchestrator
Combine approved operations — pipelines, rules, data maps, validation, reports and notifications — into a catalog-driven, one-click process. Steps run in order, stop at the first critical failure, and persist the status and diagnostics of every step.
One clickPlanning Workspace
A BISP Solutions-branded connection gateway and responsive workspace that reads the live process catalog, PostgreSQL execution history, the configured environment and generated report artifacts — management by exception, in the browser.
Web platformTwo Oracle engines, one consistent workflow
Both engines upload files, execute saved Import Metadata / Import Data jobs, replace an existing file of the same name, and report failures — pick whichever fits each environment.
Oracle Planning REST APIs
- Captures the Oracle job ID and polls job status to completion
- Structured parent and child-job failure diagnostics
- Live pipeline, business-rule, data-map and integration job types
- Export Form Data / Export Data Slice for reporting
Oracle EPM Automate
runIntegration,runBusinessRule,runPipeline,runPlanTypeMap- Uploads, replaces same-named files, and reports failures
- Ideal where EPM Automate is the sanctioned path
- Same operation manager, monitoring and audit as REST
Your whole cycle, as one governed click
Reuse the exact cycle, pipeline, business-rule, data-map, validation, report, notification and history services the rest of the platform uses. Processes execute sequentially, stop at the first critical failure, and never leave you guessing about what ran.
- Catalog-driven — assemble processes from approved operations
- Deterministic order with fail-fast on critical steps
- Every step’s status and diagnostics persisted for audit
- The same monitoring, evidence and permission checks throughout
An AI copilot that proposes — you approve
A permission-aware assistant built on LangGraph (Google Gemini or Groq), sharing the platform’s own tables and permission checks. It inspects the connected environment, discovers Oracle artifacts, reviews execution history and evidence, and prepares exact inputs — but work is submitted only after you approve the reviewed proposal in the UI. Conversation text is never treated as approval.
With your approval, it can prepare & submit
- Business Rules, including supplied Calc Manager runtime prompts
- Oracle Pipelines and platform-managed multi-operation flows
- Data Integrations, native Data Import and Metadata Import
- Data Maps and saved Cube Refresh jobs
- Substitution variables and Planning user variables
By design, it can never
- Approve its own proposal or treat chat as consent
- Bypass platform or Oracle permissions
- Generate arbitrary REST calls or schedule work
- Delete Oracle objects or silently retry a write
- Act beyond a strict, permission-aware allow-list
Built for auditors as much as administrators
Deploy on your own environment
A single Python service (embedded runtime — no separate worker to babysit) that connects out to your Oracle EPM Cloud and your chosen AI provider. Host it on a cPanel “Setup Python App” subdomain, a VPS, or any cloud.
Optional EPM Automate engine and Oracle Cloud (OCI IAM/IDCS) single sign-on are supported without changing the workflows.
Ready to automate your Planning cycles?
Launch the platform, or talk to the BISP Solutions Oracle EPM team about a guided rollout on your own environment.