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Protect cube cells in the Financial Consolidation model on database level for completed workflow activities

In the current implementation workflow (including the protection of changing cell values and executing procedures) is implemented in designed web reports. Users using views, the Excel add-in or other methods to access database cells can bypass the...
over 4 years ago in Jedox Core Models / Financial Consolidation Model 1 Future consideration

Interactive AI Canvas Object for Data Analysis and Insights

Introduce a new canvas object in Jedox that enhances data exploration and understanding directly from dashboards. Key functionalities could include: Data selection for analysis: Users can define which data points or data sets from the dashboard sh...
about 1 year ago in Jedox Platform / AI & Automation 0 Future Consideration

Interactive AI Chat to Configure AI Wizards

Introduce an interactive AI-driven assistant to guide users through configuring the AI wizard in Jedox. Instead of manually defining technical parameters, the chat would ask users intuitive, contextual questions about their goals (e.g. ‘What time ...
about 1 year ago in Jedox Platform / AI & Automation 0 Future Consideration

More advanced filter options for Posting Journal Financial Consolidation Report

It would be useful to have additional options for filtering Journal entries, specifically the following categories: "Balance Constraint" "Created By" "Modified" "Modified By" "Posted By" "Legal Entity" All of these labels are shown in the "Posting...
over 2 years ago in Jedox Core Models / Financial Consolidation Model 2 Will not implement

Notes to financial statements

Extend the storage to capture reporting positions for the notes (text narratives and tabular information) which cannot be captured by the existing cubes. Provide sample data and reports for the most common notes sections.

Guided user interface for data validations

Users would benefit from an easy way to set up custom data validations, similar to the setup of consolidation rules. E.g. the amount on a PnL Account needs to match a movement on a BS Account.

AI follow up prompts and cross cube analysis

When you have data in more than one cube, asking AI to leverage more than one cube to bring back a result is the ultimate AI concept. It would require the AI to be able to understand relations in the data and perhaps prompt with a clarification qu...
over 1 year ago in Jedox Platform / AI & Automation 0 Future Consideration

Posting Journal- Balance Constraint not aligned with Consolidation Rule

Current Challenge: Troubleshooting/ tracking the data is nightmare Root Cause: When a user create a manual journal entry and try to post the journal system throws error message "Invalid" with balance constraint "Legal Entity" and allows to post ev...

Add paging in reports for Legal Entities (including the ones listed for workflow)

Sometimes, there are many Legal Entities at customers, paging function would be needed in reports: "Scope of consolidation", "Data collection", "Consolidation Manager", "Consolidated Financial Statement".

Custom source level elements in the Consolidation dimension

The Local GAAP element of the Consolidation dimension is the only element to receive original source data for the separate financial statements. This data is captured on the ~ element of the Scope dimension and shows automatically on all other sco...
over 4 years ago in Jedox Core Models / Financial Consolidation Model 0 Planned