Featured Videos

Here you can access quick product tours, orient yourself with new capabilities, learn about the Platform enhancements requested on IdeaStream that are provided in this release, and see how to perform specific tasks.

IdeaStream

Suggest and Support Enhancements

Learn how to submit and support ideas for product enhancement on ONECommunity, collaboratively helping to shape the product landscape across key domains (2:56).

Enhancements in This Release

You spoke, we listened. This release provides several enhancements submitted on ONECommunity. You can add Complete and Revert workflow buttons, input aggregated data with a flow using a different input currency, and view account descriptions next to plug accounts in the IC Matching report. You can create visually appealing reports with rich text and use docking to work with multiple tabs in one window. You can also better leverage data buffer results and do more in Excel and Spreadsheet (5:00).

Identity and Access Management

About Identity and Access Management

OneStream IdentityServer is the new standard authentication framework that enhances single sign-on by supporting multiple, concurrent OpenID Connect and SAML 2.0 - compliant identity providers and native authentication.

Manage OpenID Connect Identity Providers

In the Identity and Access Management portal you can add, test, edit and remove OpenID Connect providers.

Manage SAML 2.0 Identity Providers

Learn how to use the Identity and Access Management portal to add, test, edit and remove SAML 2.0 providers.

Manage Personal Access Tokens

Learn how to use the Identity & Access Management portal to generate, revoke and view Personal Access Tokens used for seamless authentication in Rest API calls.

Application Control Manager

What's New

In PV800 SV100 you can use Mass Update to quickly and simultaneously submit multiple metadata changes. This makes it easier to submit and edit line items and request profiles and layouts are integrated (3:06).

Bank Administration Institute (BAI) Parser

Take a Tour

BAI Parser streamlines the processing of BAI files from banking institutions. You can import files from banking institutions without parsing files in advance and import one file that includes balances and transactions. You can preview files to verify information and check for missing data, and load data into workflows (3:26).

Cloud Administration Tools

Take a Tour

Use Cloud Administration Tools to manage Azure AD users in OneStream by inviting, creating, deleting, and importing users and resetting passwords. You can also manage applications - including copying across environments, security keys and certificates (3:59).

What's New

In the latest release you can copy applications across environments and remove applications without engaging Support, use Bring Your Own Key to meet security requirements and use secrets and certificates for enhanced security.

Financial Close

What's New

In PV800 SV200 you can view source account descriptions for reconciliations, sum balance check items by dimension, and view child reconciliation details in templates. This makes it easy to find key information quickly. Also, Administrators can process transaction matching data management jobs using the Time parameter (2:03).

Narrative Reporting

Streamline Your Reporting Processes

Narrative Reporting centralizes the creation of narrative books and reduces the risk of manual errors to simplify the reporting process. Watch to see how you can import and organize content, collaborate with other stakeholders, and perform dynamic analysis using existing workflows and validations (3:41).

Modern Browser Experience

Empowering Leaders On The Go

The Modern Browser Experience provides tailored insights and visualizations on a computer, phone, or tablet. Watch to orient yourself with this new offering that provides rapid access to real-time financial and operational data for faster reporting and enhanced decision making on any device, anytime, anywhere (2:48).