Integrating JD Edwards (JDE) with Oracle Enterprise Performance Management (EPM) Cloud is becoming a powerful way for organizations to elevate their financial planning, forecasting, and reporting capabilities. At INFOCUS 2025, CJ Jeong and his team walked through how this connection can unlock advanced business insights, streamline data management, and even support emerging needs like sustainability reporting. 

Why Oracle EPM Matters for JD Edwards Users 

Oracle EPM Cloud is widely recognized as a best-in-class solution for financial planning, budgeting, forecasting, and consolidation. For many JD Edwards customers, it serves as a natural “edge solution” to extend the power of their ERP system. CFOs and finance teams use EPM to close the books faster, produce rolling forecasts, and consolidate results, while operational teams across HR, sales, marketing, and IT leverage it for departmental planning and analytics. 

With hundreds of JD Edwards customers already adopting Oracle EPM Cloud, the integration between the two systems is proving to be a game-changer—offering a unified data hub, accelerated financial close processes, and richer reporting across the enterprise. 

Integration Options: How JD Edwards Connects to EPM 

There are multiple ways to load JD Edwards data into EPM, depending on business requirements: 

• Flat File Approach – JDE extracts data into flat files, which can then be uploaded via REST APIs or automated utilities. 
• EPM Integration Agent (Most Popular) – Acts as a bridge between JDE and EPM, extracting, transforming, and delivering data seamlessly. 
• Oracle Integration Cloud (OIC) – Uses the JD Edwards adapter and REST connectors to create more sophisticated, scalable integrations. 

Among these, the EPM Integration Agent is most widely used because it provides secure, JDBC-based connectivity and supports complex queries without third-party tools. 

Step-by-Step Integration Flow 

The process of connecting JD Edwards to Oracle EPM can be broken down into five steps: 

1. Set up the environment – Download the necessary drivers, configuration files, and EPM agent. 
2. Configure the Integration Agent – Install the agent on a Linux VM or Docker container, set parameters, and establish secure credentials. 
3. Create source and target applications – Define SQL queries in JD Edwards and map them to EPM dimensions. 
4. Build the integration job – Map data, apply transformations, and define filters. 
5. Run the pipeline – Execute the integration and review the results in the EPM workbench. 

This structured approach makes it possible to extract, map, and transform JDE data for advanced planning and reporting in EPM. 

Drill-Through for Greater Transparency 

One of the most valuable features highlighted in the session was drill-through capability. With it, users can navigate directly from summarized EPM data back into the source details in JD Edwards. This empowers finance teams to investigate anomalies, validate numbers, and view transaction-level details without leaving the EPM environment. 

Drill-through can be configured in two ways: 

• Agent-based queries that display all supporting records from JDE. 
• Parameterized URLs that launch the JD Edwards application directly with pre-populated search criteria. 

Extending Integration to Sustainability Reporting 

Beyond finance, JD Edwards and Oracle EPM integration is also being applied to sustainability initiatives. JDE can capture data like energy usage, fuel consumption, and emissions at the transactional level, storing it in activity ledgers. That data can then be pushed into Oracle EPM’s sustainability applications, where it is mapped, transformed, and processed for compliance reporting and carbon emissions calculations. 

Through EPM, organizations can apply conversion factors, generate ESG dashboards, and run pipelines that align sustainability data with financial planning processes—creating a comprehensive view of performance that extends beyond dollars and cents. 

The Business Value of Integration 

For JD Edwards customers, connecting to Oracle EPM offers: 

• Faster, more accurate financial closes with consolidated reporting. 
• Improved planning and forecasting using real-time JDE data. 
• Deeper transparency with drill-through to source systems. 
• Support for ESG and compliance reporting using sustainability data. 

This seamless integration enables organizations to make smarter, data-driven decisions while maintaining the robust transactional backbone of JD Edwards. 

Want more?  

Explore more content and resources to help you get the most from your JD Edwards investment:  

• Be sure to check out the INFOCUS 2025 Event Hub (coming soon) for presentation slides – available exclusively to Quest members.  
• Explore the JD Edwards Orchestrator Strategic Content Center for more Quest-exclusive resources.  
• Visit the Quest Learn Library for blogs, how-to demos, and on-demand sessions.  
• Connect with peers in one of our Quest JD Edwards Community User Groups to swap stories, ask questions, and share tips with other users facing the same challenges.  

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