Analytic Vision

A comprehensive, streamlined planning product, Oracle Financial Services Balance Sheet Planning is designed to help financial services institutions budget for a full balance sheet and the associated profit and loss statement. Oracle Financial Services Balance Sheet Planning is a next-generation solution that leverages the strengths of Hyperion Planning and is fully integrated with Oracle Financial Services Asset/Liability Management, Oracle Financial Services Funds Transfer Pricing, and Oracle Financial Services Profitability Management.

If you are looking for increased consistency and control over your planning process with the abilities to establish a consistent, company-wide way of measuring performance, whether actuals or forecast, control modeling assumptions centrally or at the business unit level, structure planning from the top-down, bottom-up, or a combination of the two, let Analytic Vision be your source of expert advice for Oracle Financial Services Balance Sheet Planning.

Oracle Financial Services Balance Sheet Planning Key Benefits:

·         Industry best practice Transfer Pricing methodologies

·         Leverage Hyperion Planning and Essbase features and functions

·         Evaluate an unlimited number of “what if” scenarios

·         Accurately plan business unit level margin and profit with common cash flow engine

·         Forecast using interactive cells displaying both historical and projected information

·         Distribute higher level forecast amounts across accounts, business units, and time periods

·         Pivot and arrange the information to view information in the most convenient fashion

·         Determine accurate current position due to customer relationship level details

·         Develop regulatory capital requirements and capital plans based on budgeted balance sheet data

·         Deliver actionable insight across multiple dimensions

Contact us today for more information on Oracle Financial Services Balance Sheet Planning or to receive a quote for your next Oracle Hyperion project.