Tuesday, 6 January 2026

HDL Element Entry Error JBO-27014: Attribute RelationshipId Required

Resolving JBO-27014: Attribute RelationshipId in ElementEntryDEO Required Error in HDL

Description

Learn how to fix the HDL error 'JBO-27014: Attribute RelationshipId in ElementEntryDEO is required' in Oracle Fusion HCM. Step-by-step solution includes work relationship cancellation, Source Key updates, and historical Element Entry reload.

Introduction

During Element Entry record loads using HCM Data Loader (HDL) in Oracle Fusion HCM (version 11.13.22.10.0), you may encounter the following error:

An error occurred. To review details of the error run the HCM Data Loader Error Analysis Report diagnostic test.
Message details: JBO-27014: Attribute RelationshipId in ElementEntryDEO is required

This error occurs because existing Element Entry records reference Source Keys associated with Payroll Relationships that start before Work Relationship and Assignment records, causing conflicts in date-effective loads.

This blog provides a step-by-step solution, SQL queries for verification, and best practices for handling historical Element Entry records.

Cause of the Error

Existing Element Entry records on Fusion HCM use the same Source Keys as the new HDL file.
Payroll Relationship start dates are earlier than the Work Relationship and Assignment records.
The Attribute RelationshipId is mandatory in ElementEntryDEO to link Element Entries with valid employment records.

Conflicts arise when the existing date-effective records overlap or reference the same keys.

Steps to Reproduce the Error

Attempt to load new Element Entry records via HDL.
Observe the JBO-27014 error.

Step-by-Step Solution

1. Extract Existing Employment Details

If no HDL integration exists with a third-party system (e.g., PeopleSoft):

Navigate to Run Diagnostics Tests via the login icon.
Add the role Application Diagnostics Administrator if the link is unavailable.
Run the Worker Data Extract diagnostic test:
- Input parameters: Person Number, Exclude Highly Restricted Columns = false
- Execute and download the WorkerDataExtract.zip file

If an HDL integration exists, update the Hire or Start Date in the third-party system to match the Payroll Relationship's Start Date.

2. Cancel the Work Relationship

Option A – Source Keys

SET PURGE_FUTURE_CHANGES_N
METADATA|WorkRelationship|DateStart|LegalEmployerName|CancelWorkRelationshipFlag|SourceSystemOwner|SourceSystemId|PersonId(SourceSystemId)
MERGE|WorkRelationship|<DateStart>|<LegalEmployerName>|Y|<SourceSystemId>|<SourceSystemOwner>|<PersonId(SourceSystemId)>

Option B – User Keys

SET PURGE_FUTURE_CHANGES_N
METADATA|WorkRelationship|DateStart|PersonNumber|LegalEmployerName|PeriodType|CancelWorkRelationshipFlag
MERGE|WorkRelationship|<DateStart>|<PersonNumber>|<LegalEmployerName>|<PeriodType>|Y

3. Reload or Recreate Work Relationship, Work Terms, and Assignments

If HDL integration exists, submit historical Worker, WorkTerms, Assignment and child Assignment objects in HDL.
If no integration, use Worker Data Extract or manual UI updates.
Use User Keys for object references; surrogate keys may be used for attributes (Business Unit ID, Organization ID, Job ID).

4. Reload the Original Element Entry HDL File

Update Source Keys for existing Element Entry records to avoid conflicts.
SQL queries for parent and child records:
- Parent Element Entry

select hikm.GUID EE_GUID, hikm.SOURCE_SYSTEM_ID EE_SSID, hikm.SOURCE_SYSTEM_OWNER EE_SSO,

peef.ELEMENT_ENTRY_ID EE_ID, TO_CHAR(peef.EFFECTIVE_START_DATE,'YYYY-MM-DD') EE_ESD,

TO_CHAR(peef.EFFECTIVE_END_DATE,'YYYY-MM-DD') EE_EED, peef.ENTRY_TYPE ENTRY_TYPE
from fusion.HRC_INTEGRATION_KEY_MAP hikm, fusion.PAY_ELEMENT_ENTRIES_F peef
where hikm.OBJECT_NAME = 'ElementEntry'

Child Element Entry Value

select hikm.GUID EEV_GUID, hikm.SOURCE_SYSTEM_ID EEV_SSID, hikm.SOURCE_SYSTEM_OWNER EEV_SSO,

peevf.ELEMENT_ENTRY_VALUE_ID EE_VAL_ID, peevf.ELEMENT_ENTRY_ID EE_ID,

 TO_CHAR(peevf.EFFECTIVE_START_DATE,'YYYY-MM-DD') EE_ESD,

 TO_CHAR(peevf.EFFECTIVE_END_DATE,'YYYY-MM-DD') EE_EED
from fusion.HRC_INTEGRATION_KEY_MAP hikm,

fusion.PAY_ELEMENT_ENTRY_VALUES_F peevf
where hikm.OBJECT_NAME = 'ElementEntryValue'

Use these queries to generate a SourceKey.dat HDL file:

METADATA|SourceKey|FusionGUID|NewSourceSystemOwner|NewSourceSystemId
MERGE|SourceKey|<FusionGUID1>|<SourceSystemOwner>|<SourceSystemId1DONOTUSE>
...

Reload original Element Entry HDL file, referencing updated Source Keys.
Include historical date-effective records to maintain continuity.

Verification Queries

Work Relationship

select papf.PERSON_NUMBER PER_NUM, TO_CHAR(ppos.DATE_START,'YYYY-MM-DD') DATE_START,

ppos.PERIOD_TYPE POS_TYPE, houftl.NAME LE_NAME
from fusion.PER_ALL_PEOPLE_F papf, fusion.PER_PERIODS_OF_SERVICE ppos,

fusion.HR_ORGANIZATION_UNITS_F_TL houftl
where papf.PERSON_NUMBER = '<PersonNumber>'

Payroll Relationship

select papf.PERSON_NUMBER PER_NUM, TO_CHAR(pprdn.START_DATE,'YYYY-MM-DD') START_DATE,

pprdn.PAYROLL_RELATIONSHIP_NUMBER PR_NUMBER, prttl.RELATIONSHIP_TYPE_NAME REL_NAME
from fusion.PAY_PAY_RELATIONSHIPS_DN pprdn, fusion.PAY_RELATIONSHIP_TYPES_TL prttl
where pprdn.PERSON_ID = papf.PERSON_ID

Ensure Work Relationship Period Type matches Payroll Relationship Type Name.

Best Practices

Maintain consistent Source Keys for Element Entry records.
Align Hire/Start Dates between Payroll Relationship and Work Relationship.
Use User Keys wherever possible; surrogate keys only for attributes.
Run diagnostic Worker Data Extracts before HDL reloads.
Test in lower environments before production loads.

HDL Benefits Enrollment Error: Payroll Relationship or Assignment Isn't Eligible

Resolving Payroll Relationship Eligibility Error in HDL Benefits Enrollment

Description

Learn how to fix the HDL error 'The payroll relationship or assignment isn't eligible for the element' in Oracle Fusion HCM Benefits Enrollment. Understand causes, steps to create new elements, and best practices for successful enrollments.

Introduction

When loading participant files or performing enrollments through HDL in Oracle Fusion HCM, you may encounter the following error:

Error occurred processing election information.
ORA-20001: The payroll relationship or assignment isn't eligible for the element XYZ on the date YYYY-MM-DD.

This error occurs because the employment record for the employee does not meet the eligibility criteria defined for the benefits element. It often happens when elements are incorrectly configured at the Assignment level instead of Payroll relationship level.

This blog provides a detailed explanation of the cause and a step-by-step solution to resolve this error.

Cause of the Error

The root cause is related to the element setup for benefits:

Elements have been configured with Employment Level = Assignment Level.
Benefits elements must always use Employment Level = Payroll Relationship.
Once an element is created, the Employment Level cannot be changed.

Incorrect configuration prevents the employee's payroll relationship from being eligible for the element, causing the HDL enrollment error.

Steps to Reproduce the Issue

Navigate to Benefits Administration > Enrollment.
Search for and select an employee.
Change the Effective As-of Date.
Click the Enroll button and make a selection.
The system throws the eligibility error.

This reproduction confirms the setup problem is at the element configuration level.

Step-by-Step Solution

1. Create New Elements for Benefits

Create new benefit elements with Employment Level = Payroll Relationship.
Use consistent naming conventions to differentiate from old elements.

2. Verify Employment Level

Ensure that Employment Level for new elements is correctly set to Payroll Relationship.
This is critical because the value cannot be changed once the element is created.

3. Replace Incorrect Elements

Identify all activity rates or dependent records using the old elements.
Replace them with the newly created elements to maintain correct configuration.

4. Retest the Enrollment

Perform the enrollment again in the system.
Confirm that the ORA-20001 error no longer appears.

5. Migrate to Other Environments

Once validated in the development environment, migrate new elements and updates to QA and production environments using HDL or migration tools.

Best Practices

Always set Employment Level = Payroll Relationship when creating new benefits elements.
Validate eligibility rules before using elements in HDL loads.
Maintain a list of incorrectly configured elements for cleanup in legacy systems.
Use incremental testing for HDL participant file loads to catch errors early.
Document element creation steps for repeatable migration.

Resolving payroll eligibility error in HDL Flow

"The Party Identified by the Specified Party ID Does Not Exist" Error in HDL

Resolving "The Party Identified by the Specified Party ID Does Not Exist" Error in HDL

Description

Learn why the "The party identified by the specified party ID does not exist" error occurs in Oracle Fusion HCM HDL when loading Personal Payment Methods, and how to fix it using Party and Location maintenance and Person synchronization.

Introduction

While loading Personal Payment Methods in Oracle Fusion HCM using HCM Data Loader (HDL), you may encounter the following error:

"The party identified by the specified party ID does not exist."

This error usually occurs for workers whose Party record has not been created. Without a valid Party ID, HDL cannot link the Personal Payment Method to the worker.

This blog explains the cause of this error and provides a step-by-step solution to resolve it efficiently.

Reason for the Error

The primary reason for this error is:

Party ID not created for the worker: In Fusion HCM, every worker requires a Party record to store personal information. If the Party record is missing, HDL cannot load dependent objects like Personal Payment Methods.

Other potential causes include:

Missing or incomplete Location current records
Delayed or incomplete Person synchronization processes

Note: Party IDs are crucial for linking workers to all personal data in Fusion HCM.

Step-by-Step Solution

To resolve this issue, follow these two scheduled processes in Fusion HCM:

1. Maintain Party and Location Current Record Information

This process ensures that all workers have valid Party and Location current records.

Steps:

Navigate to Scheduled Processes in Fusion HCM.
Search for Maintain Party and Location Current Record Information.
Submit the process for affected workers.
Verify the process completes successfully.

Tip: Run this process for all workers missing Party records to avoid partial issues.

2. Synchronize Person Records

After maintaining Party and Location records, synchronize Person records to update the Party IDs for workers.

Steps:

Navigate to Scheduled Processes.
Search for Synchronize Person Records.
Submit the process for all affected workers.
Verify successful completion and check that Party IDs are now created.

Post-Process Verification

After completing both scheduled processes:

Retry loading the Personal Payment Method HDL file.
Check ESS request logs to confirm the error is resolved.
Validate that Personal Payment Methods are correctly assigned in Person Management → Payments.

The error should no longer appear if Party IDs exist for all workers.

Best Practices

Always pre-check Party and Location records before loading dependent objects in HDL.
Schedule Person synchronization regularly in mass load scenarios.
Validate HDL files with a small test load before full-scale processing.
Maintain a list of workers who have missing Party IDs to proactively fix issues.

Conclusion

The "The party identified by the specified party ID does not exist" error occurs because workers lack Party records. Running the scheduled processes Maintain Party and Location Current Record Information and Synchronize Person Records resolves this issue and ensures successful Personal Payment Method loads in HDL.

By following these steps and best practices, Fusion HCM consultants can avoid this common HDL error and maintain clean, accurate payroll and payment data.

HCM Conversion Strategy in Oracle Fusion HCM – Best Practices for Successful Data Migration

Conversion Strategy for HCM Conversions in Oracle Fusion HCM

Description

Learn the best practices and strategies for successful HCM conversions in Oracle Fusion HCM. This blog covers HDL, data cleansing, mapping, testing, and migration techniques for seamless employee data transition.

Introduction

Data conversion is a critical part of Oracle Fusion HCM implementation. Accurate and efficient conversion ensures that historical and current employee data is migrated seamlessly from legacy systems to Fusion HCM. Poorly executed conversions lead to errors, failed HDL loads, and downstream payroll or reporting issues.

This blog provides a comprehensive HCM conversion strategy, including HDL usage, data cleansing, mapping, testing, and best practices.

Step 1: Data Assessment and Inventory

Before starting a conversion, perform a detailed data assessment:

Identify all legacy HR objects (Employee, Assignment, Compensation, Payroll, etc.)
Determine data quality and completeness
Check for duplicate records or missing information
Document object relationships and dependencies

Tip: Maintain a data dictionary for each object to streamline mapping.

Step 2: Data Cleansing

Clean your legacy data to avoid errors during HDL loads:

Remove duplicate employees and assignments
Correct invalid dates (hire, termination, assignment start/end)
Standardize codes for Job, Position, Department, Legal Employer
Validate mandatory fields required by Fusion HCM

Data quality at this stage significantly reduces load errors.

Step 3: Data Mapping

Map legacy system fields to Fusion HCM objects:

Worker → Worker.dat
WorkRelationship → WorkRelationship.dat
WorkTerms → WorkTerms.dat
Assignment → Assignment.dat
Payroll & Compensation → respective HDL objects

Mapping Tips:

Maintain source system codes for reference
Handle value conversions (e.g., department codes, job codes)
Document default values for missing fields

Step 4: HDL Load Design

Design HDL files carefully for conversions:

Use incremental or batch loads based on data volume
Split files object-wise (Worker, WorkRelationship, WorkTerms, Assignment)
Maintain consistent SourceSystemOwner
Use MERGE for existing employees, CREATE for new ones

Tip: Maintain clear file naming (e.g., Worker_0001_to_5000.dat).

Step 5: Load Sequencing

Proper sequencing avoids dependency errors:

Worker.dat → create or merge employees
WorkRelationship.dat → create or end-date relationships
WorkTerms.dat → create or update terms
Assignment.dat → create or update assignments
Payroll, Compensation, and Benefits → load after core HR data

Step 6: Validation and Testing

Test all HDL loads in lower environments:

Validate successful load of all employees and assignments
Check for duplicate records and missing dependencies
Verify effective dates and assignment categories
Test edge cases like rehires, global transfers, multiple assignments

Tip: Use sample audit reports to cross-check conversion accuracy.

Step 7: Go-Live Strategy

Schedule staged loads during off-peak hours
Maintain backup of legacy data before final load
Monitor ESS requests and capture logs for failures
Communicate with HR and Payroll teams for verification

Post go-live, perform parallel verification before decommissioning legacy systems.

Common Challenges and Solutions

Challenge	Solution
Data inconsistency	Pre-cleanse and validate legacy data
Missing dependencies	Correct sequencing of HDL objects
Large volume load failures	Split files, incremental loads, schedule ESS jobs off-peak
Incorrect mappings	Maintain mapping documents and value conversion tables

Best Practices for HCM Conversions

Document all steps and mappings for repeatability
Use incremental HDL loads for testing and full loads for go-live
Pre-validate and cleanse data before conversion
Maintain audit logs and ESS request IDs
Include functional and technical consultants in validation
Run mock conversions to simulate real data loads

HCM Conversion strategy workflow

Conclusion

A well-planned HCM conversion strategy is key to a successful Fusion HCM implementation. Focus on data quality, mapping accuracy, HDL sequencing, and thorough validation to minimize errors and ensure seamless migration.

Mastering these steps not only improves conversion success but also builds trust with clients and HR teams.

Local Transfer vs Global Transfer in Oracle Fusion HCM HDL – Technical Differences, Use Cases, and Best Practices

Local Transfer vs Global Transfer (HDL)

Description

Understand the difference between Local and Global Transfers in Oracle Fusion HCM HDL. Learn object-level changes, effective dating rules, HDL sequencing, and common errors with a clear technical comparison.

Introduction

Employee transfers are common in enterprise organizations, but in Oracle Fusion HCM, not all transfers are the same. From an HDL (HCM Data Loader) perspective, Local Transfers and Global Transfers behave very differently and impact different Core HR objects.

Misunderstanding this difference often leads to:

Assignment failures
WorkRelationship errors
Incorrect legal employer data

This blog provides a complete technical comparison of Local vs Global Transfers using HDL, including object structure, effective dating rules, HDL sequencing, and real project guidance.

High-Level Difference

Local Vs Global Transfer Comparison Flow

Local Transfer – Technical Overview

What Is a Local Transfer?

A Local Transfer occurs when an employee moves within the same Legal Employer, such as:

Department change
Job or position change
Location or manager change

The WorkRelationship remains unchanged.

Local Transfer – Data Model Impact

Worker
 └─ WorkRelationship (Same LE)
     └─ WorkTerms (Same)
         └─ Assignment (Updated)

Local Transfer – HDL Approach

Use MERGE on Assignment
No need to create new WorkRelationship or WorkTerms
Effective date reflects the transfer date

Objects Used

Worker (optional)
Assignment (MERGE)

Common Local Transfer Errors

Incorrect effective start date
Using CREATE instead of MERGE
Overwriting historical assignment data

Global Transfer – Technical Overview

What Is a Global Transfer?

A Global Transfer occurs when an employee moves from one Legal Employer to another, often across countries.

This requires creation of a new WorkRelationship.

Global Transfer – Data Model Impact

Worker
 ├─ WorkRelationship (Old LE) → End-dated
 └─ WorkRelationship (New LE)
     └─ WorkTerms
         └─ Assignment

Global Transfer – HDL Approach

End-date old WorkRelationship
Create new WorkRelationship
Create new WorkTerms
Create new Assignment

Objects Used

Worker (MERGE – optional)
WorkRelationship (MERGE + CREATE)
WorkTerms (CREATE)
Assignment (CREATE)

Effective Dating Comparison

Rule	Local Transfer	Global Transfer
WorkRelationship	No change	End-date old, create new
WorkTerms	No change	Start with new WR
Assignment Start Date	Transfer date	Same as new WR
Historical Data	Preserved	Preserved

HDL Sequencing Comparison

Local Transfer

Assignment.dat (MERGE)

Global Transfer

WorkRelationship.dat (End-date old)
WorkRelationship.dat (Create new)
WorkTerms.dat (Create)
Assignment.dat (Create)

How to Decide: Local vs Global Transfer

Ask these questions:

Is the Legal Employer changing?
Is the payroll or country changing?
Is a new WorkRelationship required?

If the answer to #1 is YES, it is a Global Transfer.

Common Mistakes to Avoid

❌ Treating Global Transfer as Local Transfer
❌ Reusing Assignment across Legal Employers
❌ Missing WorkTerms during Global Transfer
❌ Incorrect effective dating across objects

Best Practices

Always confirm Legal Employer change first
Use incremental HDL loads
Keep separate files for each object
Test transfer scenarios in lower environments
Validate results in Person Management UI

Conclusion

Understanding the technical difference between Local and Global Transfers in HDL is essential for accurate data management in Oracle Fusion HCM. While Local Transfers are assignment-level changes, Global Transfers require precise handling of WorkRelationship, WorkTerms, and Assignment objects.

Mastering this distinction is a key skill for senior Fusion HCM Technical Consultants.

HDL for Global Transfers in Oracle Fusion HCM – Complete Technical Walkthrough

HDL for Global Transfers: Technical Walkthrough

Description

Learn how to perform Global Transfers using Oracle Fusion HCM HDL with the WorkRelationship data model. This technical walkthrough explains required objects, effective dating, HDL structure, common errors, and best practices.

Introduction

A Global Transfer in Oracle Fusion HCM occurs when an employee moves from one legal employer to another while retaining the same person record. From an HDL perspective, global transfers are one of the most complex Core HR transactions due to effective dating, object relationships, and sequencing rules.

With the current HCM data model, Global Transfers are handled using WorkRelationship , WorkTerms and Assignment

This blog provides a step-by-step technical walkthrough of handling Global Transfers using HCM Data Loader (HDL) based on the correct object structure.

Global Transfer – Correct Data Model Structure

Visual Diagram – Before vs After Global Transfer

BEFORE Global Transfer

Worker (PersonNumber: E1001)
 └─ WorkRelationship (India Legal Employer)
     └─ WorkTerms
         └─ Assignment (Primary)

AFTER Global Transfer

Worker (PersonNumber: E1001)
 ├─ WorkRelationship (India Legal Employer) → End-dated
 │   └─ WorkTerms
 │       └─ Assignment (End-dated)
 │
 └─ WorkRelationship (US Legal Employer)
     └─ WorkTerms
         └─ Assignment (Primary)

This visual clearly shows that during a Global Transfer:

The Person record remains unchanged
A new WorkRelationship is created for the new Legal Employer
WorkTerms and Assignment are never reused across Legal Employers


Worker (same PersonNumber)
 ├─ WorkRelationship (Old Legal Employer) → End-dated
 └─ WorkRelationship (New Legal Employer)
     └─ WorkTerms
         └─ Assignment

Key HDL Objects Involved

To process a Global Transfer using HDL, the following objects are required:

Worker
WorkRelationship (End-date old)
WorkRelationship (Create new)
WorkTerms (Create new)
Assignment (Create new)

⚠️ WorkTerms and Assignments cannot be reused across Legal Employers.

Important Pre-Requisites

Before loading HDL:

New Legal Employer must exist
Business Unit must be correctly mapped
Job, Position, Grade, Location must be valid for the new LE
SourceSystemOwner must remain consistent

Effective Dating Rules for Global Transfers

Follow these critical rules:

New WorkRelationship start date = Global transfer date
Old WorkRelationship end date = Day before new WorkRelationship start date
WorkTerms start date = New WorkRelationship start date
Assignment start date = WorkTerms start date

Violating these rules will cause HDL failures.

HDL Load Sequencing (Mandatory)

Load HDL files in this exact order:

Worker.dat (MERGE – optional updates)
WorkRelationship.dat (End-date old WR)
WorkRelationship.dat (Create new WR)
WorkTerms.dat (Create new WT)
Assignment.dat (Create new Assignment)

Common HDL Errors and Fixes

❌ Assignment Exists Under Old Legal Employer

Error:

Assignment already exists

Fix:

Do not reuse old AssignmentNumber
Create a new Assignment under the new WorkRelationship

❌ Effective Date Validation Error

Error:

Effective start date must be on or after WorkRelationship start date

Fix:

Align WorkRelationship, WorkTerms, and Assignment start dates

❌ Missing WorkRelationship

Error:

No WorkRelationship exists

Fix:

Ensure new WorkRelationship load completed successfully

Post-Load Validation Checklist

After HDL load:

Verify old WorkRelationship is end-dated
Confirm new Legal Employer on WorkRelationship
Validate WorkTerms and Assignment details
Check Person Management UI

Best Practices for Global Transfers via HDL

Always test in lower environments
Use incremental loads only
Keep separate HDL files per object
Maintain clear SourceSystemId strategy
Capture ESS Request IDs

Real Project Scenario

Scenario: Employee transferred from India LE to US LE

Approach:

End-date India WorkRelationship on 31-Mar
Create US WorkRelationship on 01-Apr
Create WorkTerms and Assignment under US LE

Result: Clean Global Transfer without data corruption.

Conclusion

Global Transfers using HDL require precise control over WorkRelationship, WorkTerms, and Assignment objects, along with strict effective dating and sequencing. When executed correctly, HDL provides a reliable and auditable way to manage cross–legal employer movements.

This knowledge is a key differentiator for senior Fusion HCM Technical Consultants.

How to Roll Back a Failed HDL Load Safely in Oracle Fusion HCM – Best Practices & Scenarios

How to Roll Back a Failed HDL Load Safely

Description

Learn how to safely roll back a failed HDL load in Oracle Fusion HCM. This blog explains rollback strategies, corrective approaches, common mistakes, and best practices for Fusion HCM technical consultants.

Introduction

Failures during HCM Data Loader (HDL) runs are common in Oracle Fusion HCM projects. However, HDL does not provide a one-click rollback option like traditional database transactions.

This makes it critical for Fusion HCM Technical Consultants to understand safe rollback and recovery strategies after a failed HDL load.

This blog explains:

What rollback means in HDL
Safe ways to reverse or correct failed loads
Real project scenarios and best practices

Understanding HDL Load Behaviour

Before discussing rollback, it is important to understand how HDL works.

Key Characteristics of HDL

HDL commits data object by object, not as a single transaction
Partial data may be loaded even if the job fails
Parent records may succeed while child records fail

⚠️ This is why careful rollback planning is essential.

Common HDL Failure Scenarios

Worker created but Assignment failed
Assignment loaded with wrong effective date
Duplicate records due to incorrect operation type
Invalid SourceSystemOwner or lookup values

Each scenario requires a different rollback approach.

What “Rollback” Means in HDL

In Fusion HCM HDL, rollback usually means:

Correcting incorrect data
Reversing records using effective dating
Deleting test or invalid records (when allowed)
Rollback Provided for limited objects like Element Entry.

It rarely means a full data wipe.

Safe Rollback Strategies in HDL

1️⃣ Correct-and-Reprocess (Most Recommended)

When to Use

Partial load success
Data exists but contains errors

Approach

Fix incorrect HDL data
Use MERGE operation
Re-load only failed or incorrect records

Example

Correcting assignment effective start date and reloading Assignment.dat.

2️⃣ End-Date Incorrect Records

When to Use

Data loaded with wrong effective dates
Historical correction required

Approach

End-date incorrect records
Reload correct data with new effective dates

This approach maintains audit history.

3️⃣ Delete Records (Use with Extreme Caution)

When to Use

Test data in lower environments
Duplicate or invalid records created

Approach

Use HDL DELETE operation (only where supported)
Validate object supports deletion

⚠️ Avoid DELETE in Production unless approved.

4️⃣ Full Reload After Environment Refresh

When to Use

Massive data corruption
Implementation or test environments

Approach

Refresh environment
Perform controlled Full Load

Not recommended for Production environments.

HDL Rollback Decision Flow

HDL Rollback Flow

What NOT to Do During Rollback

❌ Do not reload the same file blindly
❌ Do not switch CREATE to MERGE without analysis
❌ Do not perform Full Load for small issues
❌ Do not delete Production data casually

Best Practices for Safe HDL Rollback

Always capture Request IDs
Keep HDL files version-controlled
Use incremental loads wherever possible
Validate data using reports before and after reload
Test rollback strategy in lower PODs

Real Project Rollback Example

Scenario: Assignment load failed due to incorrect effective date

Solution:

Identify failed records from .out file
Correct effective dates
Reload Assignment.dat using MERGE
Validate using Person Management UI

Preventing Rollback Situations

Validate HDL files before load
Use smaller file batches
Perform dry-run validation in lower environments
Follow strict SourceSystemOwner governance

Conclusion

Rollback in HDL is about controlled correction, not reversal. A well-planned recovery strategy ensures data integrity while minimizing business impact.

Understanding rollback techniques is a key skill that differentiates a confident Fusion HCM Technical Consultant from an average one.