EPM · Oracle Narrative Reporting · Board Packs · XBRL Filing · Management Commentary
Your Board Pack Is Assembled by Hand, Every Month.Oracle Narrative Reporting Produces It Automatically. Copying numbers from the consolidation system into slide decks and Word documents, chasing commentary from business unit leaders by email, and reformatting the same tables every reporting cycle is not a process — it is a monthly fire drill. The data has not changed. Only the packaging has. Symhas implements Oracle Narrative Reporting — automated financial statements and board packs generated directly from your consolidated data, collaborative commentary authoring with full audit trail, and XBRL/iXBRL regulatory filing produced from the same source.
↓80%Board pack preparation time reduction — US financial institution, Oracle Narrative Reporting
CollaborativeAuthoring — commentary contributors work in parallel with full version and audit history
XBRL/iXBRLRegulatory filing generated from the same source data as the board pack — no separate process
8wkOracle Narrative Reporting — production deployment, fixed price
Oracle EPM specialists available now
Active
↓80%
Average reduction in board pack preparation time after Oracle Narrative Reporting deployment
Collaborative
Authoring — contributors work in parallel with full version control and audit trail
XBRL/iXBRL
Regulatory filing produced from the same source data as the board pack
8wk
Oracle Narrative Reporting — production in 8 weeks, fixed price
What We Deliver
Core Capabilities.Live in Oracle Narrative Reporting in 8 Weeks. Every capability deployed inside Oracle Narrative Reporting — connected directly to your consolidation and planning data. Fixed price. Fixed timeline.
Automated Financial Statements & Board PackLive data links · Formatted output · Templates · Version control · Refresh on demand
Oracle Narrative Reporting generates your full board pack — financial statements, variance tables, and supporting schedules — directly from your consolidated data, formatted to your house style, refreshed with a single click when numbers change.
Board pack preparation time cut by up to 80% — the numbers are always current, automatically
Board pack template design — your house style, tables, and layout built once and reused every cycle
Live data links to consolidation and planning systems — no manual copy-paste of figures
One-click refresh — every table and chart updates when underlying data changes
Version control and rollback — every draft preserved with a full audit trail
Output to Word, PowerPoint, and PDF — same source data, multiple board-ready formats
Collaborative Management CommentaryParallel authoring · Review workflow · Approvals · Commentary library · Audit trail
Oracle Narrative Reporting lets business unit leaders and finance contributors author commentary in parallel, directly against the sections they own, with a structured review and approval workflow that replaces the email chase.
Commentary chase by email eliminated — contributors write directly in the system, on a tracked deadline
Section-level ownership — each contributor writes directly against their part of the pack
Parallel authoring — multiple contributors work simultaneously without version conflicts
Structured review and approval workflow — sign-off tracked at every stage
Commentary library — prior period language reused and updated rather than rewritten
Full audit trail — every edit, comment, and approval logged and attributable
XBRL & iXBRL Regulatory FilingTagging · Validation · ESEF/SEC formats · Same-source filing · Audit-ready
Oracle Narrative Reporting produces XBRL and iXBRL regulatory filings directly from the same board pack data — eliminating the separate tagging and reconciliation process most finance teams run in a second toolchain.
Regulatory filing and board reporting from one source — no separate XBRL toolchain to maintain
XBRL and iXBRL tagging built against your chart of accounts and reporting taxonomy
Validation against regulatory rule sets before submission — errors caught before filing
ESEF and SEC filing format support — configured to your regulatory jurisdiction
Filing produced from the same source data as the board pack — no separate reconciliation
Full audit trail from source figure to filed tag — ready for auditor review
Management Reporting & CFO DashboardRecurring reports · KPI packs · Distribution · Scheduling · Self-service
Beyond the board pack, Oracle Narrative Reporting automates the recurring management reports and KPI packs the CFO organisation distributes monthly — built once, scheduled, and distributed without manual assembly.
Recurring reporting workload removed from the finance calendar — built once, runs automatically
Recurring management report templates — monthly, quarterly, and ad hoc packs standardised
KPI pack automation — operational and financial metrics assembled from live data
Scheduled distribution — reports delivered to stakeholders automatically on a fixed calendar
Self-service report access — stakeholders pull current reports without requesting from finance
Consistent formatting across every recurring report — no rebuild each cycle
Delivery Model
Assessment to Production.Your Team Independent at Go-Live. Four structured phases with go/no-go gates at every milestone. Fixed price agreed before week one. Your finance team runs the system independently from go-live day.
01
Board Pack & Filing Assessment
Weeks 1–2
Current board pack process mapped end to end. Regulatory filing requirements reviewed. Data source and consolidation system connectivity assessed. Template and house style requirements captured.
02
Template & Data Link Build
Weeks 3–5
Board pack templates built to your house style. Live data links configured to consolidation and planning sources. Commentary sections and ownership structure defined. Review and approval workflow configured.
03
XBRL Tagging & Validation
Weeks 6–7
XBRL/iXBRL tagging configured against your chart of accounts and regulatory taxonomy. Validation rules tested. Parallel run against prior filing to confirm accuracy before production use.
04
Go-Live & First Reporting Cycle
Week 8
Production go-live. First live board pack produced and distributed. First regulatory filing validated and submitted. Finance and reporting teams certified. Symhas moves to advisory.
Financial Services · Narrative Reporting & Board Packs
US Financial Institution.
↓80% Prep Time. Day 1 Distribution. XBRL From the Same Data. 8 Weeks. A US financial institution was spending 10+ business days assembling each quarterly board pack — finance staff manually copying figures from the consolidation system into Word and PowerPoint, chasing commentary from business unit leaders by email, and running a separate XBRL tagging process for regulatory filing weeks later. Symhas implemented Oracle Narrative Reporting — live data links from consolidation into board-ready templates, collaborative commentary authoring with tracked deadlines, and XBRL/iXBRL filing generated from the same source data as the board pack. Discuss Your Programme
↓80% Prep Time. Day 1 Distribution. XBRL From the Same Data. 8 Weeks. A US financial institution was spending 10+ business days assembling each quarterly board pack — finance staff manually copying figures from the consolidation system into Word and PowerPoint, chasing commentary from business unit leaders by email, and running a separate XBRL tagging process for regulatory filing weeks later. Symhas implemented Oracle Narrative Reporting — live data links from consolidation into board-ready templates, collaborative commentary authoring with tracked deadlines, and XBRL/iXBRL filing generated from the same source data as the board pack. Discuss Your Programme
↓80%Prep time
Day 1Distribution
1 sourcePack & XBRL filing
8wkTo production
What was delivered
Oracle Narrative Reporting — Financial Institution Deployment
→Board pack templates — live-linked directly to the consolidation system, matching house style exactly
→Commentary workflow — business unit leaders authoring in parallel against a tracked review deadline
→XBRL/iXBRL tagging — built against the institution's chart of accounts and SEC filing taxonomy
→Validation rules — filing errors caught and corrected before submission, not after
→Distribution automation — board members receive the finished pack the day it is approved
→Full audit trail — every figure traceable from filed tag back to source ledger entry
“We used to lose the better part of two weeks every quarter to formatting and chasing commentary. Now the pack builds itself from live data, and the filing comes out of the same process. That's two weeks of finance capacity back every single quarter.”
— VP Financial Reporting, US Financial Institution
Oracle EPM Modules
The Oracle EPM ModulesWe Configure for This Capability. Every module configured to your consolidation structure, your regulatory jurisdiction, and your board reporting requirements. Not a generic out-of-box deployment.
Oracle EPM
Oracle Narrative Reporting
Core reporting — board pack templates, live data links, collaborative commentary authoring, and review workflow.
Board pack template design
Live data links to source systems
Collaborative commentary authoring
Version control and audit trail
Oracle EPM
Oracle Narrative Reporting XBRL
Regulatory filing — XBRL/iXBRL tagging, validation, and ESEF/SEC filing formats built from your reporting taxonomy.
XBRL and iXBRL tagging
Regulatory rule validation
ESEF and SEC filing formats
Same-source filing and reporting
Oracle EPM
Oracle FCCS Integration
Consolidation connectivity — Narrative Reporting linked directly to Oracle Financial Consolidation and Close data.
Live consolidation data links
Automatic refresh on close
Consistent chart of accounts mapping
Variance and elimination visibility
Oracle EPM
Oracle PBCS Integration
Planning connectivity — budget and forecast data pulled directly into board packs and management reports.
Live planning and forecast data links
Budget vs actual variance reporting
Rolling forecast integration
Scenario comparison in reports
Oracle EPM
Oracle Smart View
Excel and Office integration — ad hoc analysis and report authoring directly against live EPM data.
Live Excel connectivity to EPM data
Ad hoc analysis and drill-down
Office document integration
Self-service report building
Oracle EPM
Oracle Reports & BI Publisher
Recurring report automation — scheduled distribution, KPI packs, and self-service access to current reports.
Scheduled report distribution
KPI pack automation
Self-service report access
Consistent recurring report formatting
Why Symhas
Oracle EPM Expertise From45+ Enterprise Deployments.
House Style Templates Built to Match, Not Approximate
A board pack that looks different from what the board expects gets rejected on format before anyone reads the numbers. Symhas builds your Oracle Narrative Reporting templates to match your existing house style exactly — fonts, tables, and layout — not a generic approximation.
Live Data Links Validated Before Go-Live
A board pack is only as trustworthy as its data connections. Symhas validates every live data link against a full parallel-run cycle before go-live — so the first production board pack matches the manually prepared version exactly.
XBRL Filing Tested Against a Real Prior Filing
We agree an XBRL accuracy standard before the engagement starts. Symhas tests the tagging and validation rules against your actual prior regulatory filing — not a sample dataset — so week 7 validation reflects real production conditions.
Commentary Workflow Designed Around Your Organisation
A generic review workflow gets ignored by business unit leaders who don't fit its assumptions. Symhas designs the commentary ownership and approval workflow around how your organisation actually reports — not a default template.
Connected to Consolidation and Planning
A board pack disconnected from your consolidation and planning systems requires manual refresh every cycle. Symhas connects Oracle Narrative Reporting to Oracle FCCS and PBCS — so every figure updates automatically when the underlying data changes.
Preparation Time Target Committed in Writing
We agree a minimum board pack preparation time reduction before the engagement starts. Symhas targets an 80%+ reduction in preparation time from the first live cycle — measured against your documented current-state process.
Also in EPM
Explore the OtherEnterprise Performance Capabilities.
Planning & Budgeting (PBCS)
Oracle PBCS — the budgeting and forecast data that feeds directly into your board pack and management reports.
Financial Consolidation (FCCS)
Oracle FCCS — the consolidated actuals that flow directly into your Narrative Reporting board pack and XBRL filing.
Account Reconciliation (ARCS)
Oracle ARCS — reconciled balances that give board pack and filing figures a fully auditable foundation.
Next Step
Tell Us How Your Board Pack Is Currently Produced.We Will Tell You What Oracle Can Automate. A 30-minute Oracle EPM assessment with a Symhas reporting specialist. We will review your current board pack process, commentary workflow, and regulatory filing requirements — and tell you what an 8-week Oracle Narrative Reporting engagement would deliver. No pitch deck. No sales process. An honest conversation about your Oracle EPM environment.