Hyperion's FDM or Financial Data Quality Management has long been a great complement to HFM, creating a concise and systematic process for loading data from disparate systems. One of the hallmarks of FDM is the auditing ability which ensures visibility into and integrity of the loaded data. However, prior to the release of System 9.3, FDM had to be launched and signed onto separately to conduct a data audit or investigation. Now, through the use of single sign on (SSO), FDM is easily integrated into a HFM application and access to source data is seamless with the click of a mouse.  Users can now load data through FDM directly from HFM.  Loading FDM data can take place via a Manage Document Link, while data tracking capabilities are accessible by right clicking on a loaded value at a base intersection and selecting ‘Audit Intersection'.

However, SSO is not provided as ‘out-of-the-box' functionality and some set up must be done.  There are several required areas for setup:  setting up the FDM Link within HFM, enabling SSO functionality in FDM, and associating the FDM application within the HFM application settings.  This white paper provides a walk-through of all the steps required for proper configuration and use.