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Oracle Hyperion HFM Ownership Management

The document discusses how to manage ownership and control of entities in an organization using Hyperion Financial Management. It describes recording shares of stock that entities own in one another to track ownership. It also discusses setting display options, system accounts, ownership calculation processes, consolidation methods, and calculating ownership percentages.

Uploaded by

Amit Sharma
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© © All Rights Reserved
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Download as PDF, TXT or read online on Scribd
9K views

Oracle Hyperion HFM Ownership Management

The document discusses how to manage ownership and control of entities in an organization using Hyperion Financial Management. It describes recording shares of stock that entities own in one another to track ownership. It also discusses setting display options, system accounts, ownership calculation processes, consolidation methods, and calculating ownership percentages.

Uploaded by

Amit Sharma
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Hyperion Financial Management

Managing Ownership

Presented By :Amit Sharma

www.bispsolutions.com

Managing Ownership
One can manage ownership and control of an organization by recording
the shares of stock that the entities in the organization own in one
another.

Types of shares.

Regular shares
Calculate ownership

Voting shares
Calculate control

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Managing Ownership

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Setting Display Options


You can specify display options for the Manage Ownership grid. You can show
active entities only, entity descriptions, and the entity currency. You can select which
system account columns to display - Active, Method, PCON, POWN, PMIN, PCTRL,
DOWN, and Consol.

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System Accounts for ownership Management

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Ownership Calculation Process


The Ownership calculation process use the shares stored in the Shares%Owned
system account to calculate ownership and the shares stored in the Voting%Owned
system account to calculate control percentages. The process calculates the
dependents of the selected parent in these system accounts:
Percent Ownership (POWN), Percent Consolidation (PCON), Percent Control
(PCTRL), Direct Percent Ownership (DOWN), and consolidation method
(METHOD).

Percent Consolidation (PCON) - Percent Ownership (POWN) = PMIN

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Consolidation % Input Data From


One can create a dataform to input the POWN, PCON and PCTRL as given below.c

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Consolidation % Input Data From


In the below data form one can ICP active status, PCON,
POWN and PCTRL values. The same can be given from
Manage ownership.c

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Input Data Consolidation Method Data Form


In the below data form one can Consolidation Method can be
given with 0 or 1 value as active or inactive respectively. The
same can be given from Manage ownership.

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Consolidation Method Proportion


Case I : When Proportion Method is set to NONE

Data didnt consolidate to the parent

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Consolidation Method Proportion


Case II : When Proportion Method is set to PROPORTIONAL for A1 with PCON 30.
PMIN=PCON-POWN therefore PMIN is -70

Entity A1 only consolidation to the parent 30%.

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Consolidation Method Proportion


Case III : When Proportion Method is set to PROPORTIONAL for A1 and A2 with PCON 30
and 50 respectively
PMIN=PCON-POWN therefore PMIN is -70 and -50

Output 30% of A1 and 50% of A2

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Consolidation Method Proportion


Case IV : When Proportion Method is set to PROPORTIONAL for A1 and A2 with PCON 30
and 50 respectively and POWN set to 10
PMIN=PCON-POWN(30-20) PMIN = 10

Output 30% of A1 and 50% of A2

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Percent Ownership
Percent ownership (POWN) represents the percentage of an entitys non-voting
shares that other entities own, directly or indirectly. The system calculates the
percentage owned based on the share values stored in the Shares%Owned
account. The calculation result is stored in the parent in the POWN system
account using the ICP dimension.

Percent Control
Percent control (PCTRL) represents the percentage of an entity based on voting
shares that other entities own, directly or indirectly. The system calculates the
percentage that the selected parents holding company controls of each
dependent, based on the share values stored in the Voting %Owned account. The
calculation result is stored in the parent in the PCTRL system account using the
ICP dimension.

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Direct Percent Ownership


Direct percent ownership (DOWN) is the percentage of regular non-voting shares
of stock owned by each entity. The system calculates the percentage based on the
share values in the Shares%Owned account. The calculation result is stored in the
DOWN system account using the ICP dimension.

Percent Consolidation
Direct percent ownership (DOWN) is the percentage of regular non-voting shares
of stock owned by each entity. The system calculates the percentage based on
the share values in the Shares%Owned account. The calculation result is stored
in the DOWN system account using the ICP dimension.

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Percent Consolidation
Percent consolidation (PCON) is the percentage of an entitys values that
consolidate to its parent. The system uses the methods defined in the
Consolidation Method metadata table to determine the percent consolidation to
apply for each entity. If there is no consolidation method assigned to the entity, or
the method assigned to the entity does not match a method marked
UsedByCalcRoutine, the system uses the percent consolidation corresponding to the
percent control.

Consolidation Method
Consolidation method is the set of rules that determine how to consolidate
data from an entity to its parent. The system proposes this method based on the
percent control and the consolidation methods in the Consolidation Method
metadata table that have the UsedbyCalcRoutine attribute.

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Calculating Ownership
You use the Calculate Ownership option to calculate values for ownership
percentages based on entity shares. You can calculate ownership for multiple
parent entities and for multiple periods for a specific scenario and year. You
can run calculation procedures together or separately.

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Any Question?
Calculating Ownership

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