The theme for this release is bug fixes, metric visibility and control, backed by broad performance and reliability improvements, including targeted Hyperscale gains.
New Features
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Take control of how your usage data is shared with the Share Performance Metrics setting that lets you enable or disable telemetry collection to match your organization's privacy and compliance preferences, right from your environment settings. (MP2-4713)
Enhancements
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Get sharper visibility into your Allocation processes with new performance metrics for Allocation runs, so you can monitor efficiency and quickly spot opportunities to tune your rule sets. (MP2-4869)
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OneStream collects installation event telemetry to help identify and resolve deployment issues faster, keeping your installations running smoothly each release. (MP2-4861)
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OneStream collects active user telemetry to better understand how you use the platform, helping inform future enhancements to features and workflows. (MP2-4862)
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ExactClear now skips past a malformed POV ID instead of aborting the entire clear, so a single bad record no longer derails your whole clear operation. (MP2-4901)
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Genealogy commit processing is now protected by a concurrency lock on bulk inserts, delivering stronger data integrity when multiple processes commit at the same time. (MP2-4899)
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The Genealogy index key order matches real-world query patterns for faster lookups. (MP2-4856)
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An unused Genealogy index has been removed, trimming overhead and improving write performance. (MP2-4855)
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SaveCustomTable now executes exactly once per call, eliminating redundant processing for more predictable, efficient performance. (MP2-4854)
Fixed Issues
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Allocation run validation confirms your rule set has a usable configuration for the specific calculation period before the run executes. (MP2-4915)
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Pass a custom batch size to SaveCustomTable and have it applied to the operation. (MP2-4900)
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Open your dashboard for the first time in a new environment while telemetry finishes initializing. (MP2-4889)
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Run Data Management jobs with multiple data units to completion with performance logging on. (MP2-4956)
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Performance logging overhead stays consistent as a data unit processes more records. (MP2-4958)
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Allocation jobs run efficiently with performance logging or Share Performance Metrics on. (MP2-4957)
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Clearing and committing genealogy data runs in parallel across unrelated data units. (MP2-4971)
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Run allocation calculations faster with streamlined per-record processing. (MP2-5010)
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Clear genealogy data more quickly with a targeted delete-and-return. (MP2-5011)
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Clear cube data faster in Data Management sequences that use the Clear Cube Data step. (MP2-5012)
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Allocations Management (Formerly AllocateIt) Release PV8.4.0 SV1.0.2
The theme for this Hotfix release is bug fixes and performance improvements.
Enhancements
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Targeted performance improvements in genealogy enabled allocations. (MP2-4711, MP2-4717, MP2-4716)
Fixed Issues
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The Allocations Management dashboard loads successfully from OnePlace regardless of the active time profile. (MP2-4707)
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Enhanced processing of genealogy enabled allocations through improved record cleanup operations. (MP2-4711)
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Use the Exact Records clear type with genealogy storage disabled. In this configuration, clearing automatically falls back to the Anchor Dim clear method. (MP2-4712)
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Anchor dim clear type skips redundant overlapping target filters. The affected member is now skipped and logged instead of aborting the remaining clear batch. (MP2-4712)
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Process large genealogy data sets faster during allocation runs. (MP2-4717)
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Enabled caching to re-use allocation filters at run time. (MP2-4715)
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Genealogy enabled allocations execute single commit to the database. (MP2-4716)
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Solution version displays in dot-separated format for consistency with other Marketplace solutions. For example, PV9.0.0 SV3.0.1. (MP2-4735)
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Allocations Management (Formerly AllocateIt) Release PV8.4.0 SV1.0.1
The theme for this Hotfix release is bug fixes.
Enhancements
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Updated Help icon to open a dialog box with a link to the latest OneStream documentation.
Fixed Issues
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XFBR expressions in factor fields can now return and process multiple members correctly during allocations, ensuring all returned members are included in the calculation results. (MP2-4619)
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When an allocation source was configured as a parent group member, data failed to reach the configured target members. Allocations now post to the intended targets regardless of whether the source is a single member or a parent group. (MP2-4657)
Known Issues
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Member names that include a period will cause the Allocation Engine to fail. Avoid using periods in member names until this issue is resolved in a future release.
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Users may experience slow UI performance on the Allocation Maintenance screen when working with large volumes of allocations and factors. This will be addressed in a future release.
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A 30-second SQL timeout error may occur when running Allocation Data Management jobs in underpowered environments with logging enabled. As a workaround, consider disabling logging or upgrading the environment resources.
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This is the initial release of Allocations Management. The solution is compatible with OneStream Platform Release 8.4.0 or later.
Known Issues
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Members with periods (‘.’) in the name cause the Allocation Engine to break.
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Slow UI performance on Allocation Maintenance screen with thousands of Allocations & Factors.
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SQL 30 second timeout error when running Allocation DM jobs in underpowered environments with logging turned on.
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