F&MB迈向现代化EPM的旅程：优化流程并拥抱人工智能 [THR1318].pdf

1、 THR1318:F&MBs Journey to Modern EPMOptimizing processes and embracing AISession Date:October 15,2025Todays SpeakersCopyright 2025,Oracle and/or its affiliatesMartin RentaFirst Vice President of Financial Planning and AnalysisFarmers&Merchants BankArun MohanVP,CSS Global SaaS and Apps DeliveryOracle

2、2Farmers&Merchants Bank3Copyright 2025,Oracle and/or its affiliatesCompany OverviewFarmers&Merchants Bank of Long Beach offers personal and business banking services in California.The bank provides business banking products and services,such as business checking accounts,money market accounts,invest

3、ment accounts,merchant card services,small business loans,real estate and construction loans,commercial loans,church and nonprofit loans;and personal banking services,including personal checking accounts,personal money market accounts,personal savings accounts,and personal and home loans.Farmers&Mer

4、chants Bank operates 27 branches across Orange County,Long Beach,the South Bay,and Santa Barbara.Farmers&Merchants Bank was founded in 1907 and is based in Long Beach,California.Oracle ProductsOracle EPM CloudOracle ServicesDedicated support services Managed ServicesOracle Guided LearningFarmers&Mer

5、chants BankBudget process optimization 4Copyright 2025,Oracle and/or its affiliates132Business admin:Update metadata in PBCSBusiness admin:Load actual data in PBCSBusiness admin:Copy actual data to multiple budget working versions Planners:Submit budget data and make adjustmentPlanners:Copy budget d

6、ata to multiple goal versionsBusiness admin:Finalize budgetBusiness admin:Lock and publish budget1324657Steps 1,2,and 3:CSS designed and developed a fully automated workflow using pipelines.F&MB business administrators no longer need to remember or manage the sequence of steps.Th