Step 1: Go to setup
Manage Account Hierarchies
Click Actions > Create tree
Put Value Set Code of segment in below highlighted box
Fill header > then click save > for below values
Once details are entered click Save and Next:
Click Next:
Click Submit and Add Version
Enter the name of tree version and click > Next
Tree and Tree Version should be available
Download the Oracle FBDI from below link
In 1st sheet enter the attributes and description of all values
For Non – Natural account segment ignore account type and financial category column
Tree Code and Tree Version name comes from account hierarchy setup done earlier
Click on Validate on both sheets
Check for any validation error and resolve it before loading
Go to Tools > Schedule Process > Import Segment Values and Hierarchy
Load the zip file generated from spreadsheet
Account Hierarchies and values will be loaded in system
Run Column and Row flattening > Complete Online auditing
