Mastering Workday FDM Governance: Automate the Full Lifecycle with FDM Hub

For organizations running Workday Financial Management, the Financial Data Model (FDM) is the heartbeat of reporting and analytics. However, maintaining that model is rarely as agile as the business demands.

We often see Finance teams stuck in the "Spreadsheet Shuffle": users request new values via email, approvals happen offline, and Administrators manually key changes into the system. Whether it's a new Cost Center, a Spend Category for a niche software purchase, or a Custom Organization for a new initiative, the process is often slow, error-prone, and disjointed.

OnoeX is proud to introduce the FDM Hub—a comprehensive, native Workday Extend application designed to digitize, automate, and govern the entire lifecycle of your key FDM worktags.

The Challenge: The "Black Box" of FDM Governance

Workday provides robust functionality for using FDM structures, but it lacks a centralized, user-facing "storefront" for the complex lifecycle of requesting them. This creates friction:

1. Fragmented Processes: Requests for Revenue Categories live in emails, while Cost Center updates sit in ticketing systems.

2. Stale Data: Without an easy way to request inactivation, old worktags clutter the system long after they are obsolete.

3. Manual Bottlenecks: High-value Finance Administrators waste time manually entering data and assigning roles for every single change.

The Solution: OnoeX FDM Hub

The FDM Hub is your "One Stop Shop" for Financial Master Data. It keeps the entire lifecycle—request, review, approval, provisioning, and retirement—inside Workday.

Now supporting:

• Cost Centers

• Spend Categories

• Revenue Categories

• Custom Organizations

Here is how FDM Hub transforms your operations:

1. Smart, Validated Self-Service

Gone are the days of free-text emails. The FDM Hub provides structured intake forms for every supported worktag. The application enforces data integrity at the source:

• Business Justification: Users must select a structured reason (e.g., Compliance, New Service) and provide detailed justification.

• Hierarchy Alignment: The app pulls real-time data using WQL to ensure worktags are placed in the correct "Financial Reporting Structure" and "Operational Hierarchy" immediately.

• Operational Details: Crucial flags, such as payroll eligibility or usage restrictions, are captured instantly to drive downstream logic.

2. Full Lifecycle Management: Create, Update, Inactivate

The FDM Hub isn't just for new requests. It handles the full evolution of your data:

• Creation: Launch new organizations and categories with standardized attributes.

• Updates: Need to change a manager or move a Cost Center to a new hierarchy node? Users can submit "Update Requests" that route through the same rigorous approval workflow.

• Inactivation: Keep your tenant clean by allowing users to request the inactivation of unused worktags. The system validates dependencies (like active balances) before processing.

3. Automated Governance & Workflow

Once a request is submitted, it triggers a custom Business Process tailored to the specific worktag type.

• Targeted Routing: Revenue Category requests route to Revenue Accounting, while Cost Center requests go to FP&A.

• Iterative Review: Approvers can send requests back for revision rather than rejecting them outright, maintaining a collaborative loop.

4. Zero-Touch Provisioning (Orchestration)

This is where the magic happens. Upon final approval, the FDM Hub utilizes Workday Orchestrate to eliminate manual data entry.

• Automated Execution: The orchestration layer automatically calls the relevant Workday APIs (e.g., Put_Cost_Center_Reques) to apply changes directly in the production tenant.

• Role Assignment: The system automatically assigns Managers, Analysts, and other roles to the new or updated organizations.

Why OnoeX?

We don't just build apps; we solve process gaps. The FDM Hub is a mature, scalable solution ready to handle the complexity of your organization's financial structure.

Benefits at a Glance:

• 100% Native: Built on Workday Extend. No third-party logins or data exports.

• Audit Trail: Every approval, creation, update, and inactivation is tracked within the Business Process framework.

• Efficiency: Reduce turnaround time from days to minutes.

Stop managing your Financial Data Model via email. Let OnoeX automate your governance with the FDM Hub.

Interested in a demo? Contact the OnoeX team today to see the FDM Hub in action.