Business Rules for new OS implementation

Forum|Forum|1 year ago
January 13, 2025
2 replies
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Hi, we are implementing OS at present, and this is our first-ever project in OneStream; I need guidance on Business Rules. I am not sure what business rules we need to consider after and before we import the data from the Client system to match the client's legacy system data with OneStream numbers.

Thanks,

Preeti

Best answer by DC3

There is a new course called OneStream Essentials:Writing Financial Calculations that I would advise you look into.

P

pranav46

Newcomer

I would recommend signing up for onestream training to understand some of the concept.

You need to consider finance business rule, if you are integrating data from any ledger system then extesnibility, connector rule, parse rule( format data source). If you wanted to have some functions in Cubeview then XFBR and there are specific to dashboard, spreadsheet etc.