Name: NSPB Implementation Toolkit
Author: Cyrel Tabalanza

Good day, Consultant.

Your full NSPB implementation toolkit — powered by Claude AI.

Tools

Active Clients

AI Tools

✦

Claude Sonnet

Quick Launch

All Tools

Tool	Phase	AI
Client Engagement Tracker	Delivery	—
Implementation Accelerator	Discovery	—
Requirements & BRD	Discovery	✦ AI
Calc Rule Builder	Build	✦ AI
Data Mapping	Build	—
UAT Generator	Testing	✦ AI
Client Dashboard	Delivery	—
Training Generator	Delivery	✦ AI
Meeting → Actions	Delivery	✦ AI
Data Reconciliation	Testing	✦ AI
Alt Hierarchy Builder	Build	—
NSPB Design Advisor	Discovery	✦ AI
NSPB Knowledge Base	Knowledge	✦ AI

NSPB Knowledge Base

Reference library + AI Expert powered by Cy's brain

✦ AI + Library

📚

Reference Library

Browse 86 reference cards — dimensions, subvars, calc syntax, SmartLists, accounts, patterns and all business rules

✦

Cy AI v1.3

Ask anything about NSPB — powered by Cy's 10+ years of implementation knowledge.

😂 If wrong, blame Cy.

Implementation Accelerator

Auto-generate project plan, RACI & risk log

Tool 1

Setup

Client Name Industry

Start Date

Go-Live

NSPB Edition Modules in Scope

Click to toggle individual modules

	Module	SKU	Est. Hrs
Financial Planning
	Org Structure & Chart of Accounts	STD
	Sales & COGS Planning	STD
	Operating Expense Planning	STD
	Personnel / Workforce Planning	PREM
	Travel & Entertainment Expense Planning	PREM
	Indirect Expense Allocations	PREM
	Capital Expenditure Planning	PREM
	Non-Financial Planning	PREM
	Project Planning & Reporting	PREM
	Non-Operating Expenses	PREM
	Prepaid Expenses	PREM
Financial Statements
	Income Statement Planning	STD
	Balance Sheet Planning	PREM
	Cash Flow Planning (Indirect)	PREM
	Consolidations Reporting	PREM
Reporting & Integration
	Dashboard & KPIs	STD
	SmartView / Excel Connectivity	PREM
	Other Reporting	PREM
	Initial Metadata Import (Flat File)	STD
	Initial Actuals Import (Flat File)	STD
	Actuals Import via NetSuite Integration	PREM
	Initial Budget Data Import (Flat File)	STD
	Recurring Actuals from NetSuite	PREM
	Recurring Actuals from Other Sources	PREM
	Recurring Data Export	PREM
Training & Delivery
	End-User Training (Train-the-Trainer)	STD
	Documentation & Training Materials	STD
TOTAL ESTIMATED HOURS			0

USD currency only · Hours are estimates

Output

// Fill in details and click Generate

Export:

Requirements & BRD

Generate a complete NSPB Business Requirements Document

✦ AI Tool 2

Client Info

Client Name

Prepared By

Edition

Industry

Currency

Fiscal Year Start

NSPB Scope

Subsidiaries / Entities

Departments / Cost Centers

Key GL Accounts

Source Systems

Modules in Scope

Plan (Financial Statements) Workforc (Headcount & Comp) Details (MOD Forms) Reporting & Dashboards

MOD Forms in Scope

MOD1 Advertising MOD2 T&E MOD3 CapEx MOD4 Prepaid MOD5 Indirect/Facilities

Business Rules & Calculations Special Requirements

Claude is writing your BRD...

✦ Business Requirements Document

// BRD will appear here

Export:

NSPB Design Advisor

Describe your business requirement — get expert NSPB design recommendations, module suggestions, and implementation approach

✦ AI Tool 11

Business Requirement

Client Industry

Edition Target

Complexity Level

NSPB Modules Already in Scope

Plan Workforc Details (MOD Forms) Reporting

Describe Your Requirement (be as detailed as possible) Additional Context (current pain points, constraints, existing tools)

Tip: The more specific you are, the better the design recommendation. Include data sources, calculation logic, reporting needs, and any constraints.

Quick Scenarios

Claude is designing your NSPB solution...

✦ Design Recommendation

// Your NSPB design recommendation will appear here

Export:

Calc Rule Builder

Generate production-ready NSPB Calc Scripts

✦ AI Tool 3

Rule Definition

Rule Name

Cube / Plan Type

Rule Category

Subsidiary

Department

Currency

Scenario

Version

Year Range

Describe the Logic

Client

Quick Templates:

Workforc Cube

Details Cube

Plan Cube

Claude is writing your calc script...

✦ Generated Calc Script

// Calc script will appear here

Export:

Alternate Hierarchy Builder

Build NSPB alternate hierarchies using Functional Rollups as parents — export to metadata CSV

Tool 10

Add Hierarchy Entry

Parent (Functional Rollup) Account Members to Share one per line: AccountCode or MemberName Alias (optional — description for the shared member)

Custom Rollup Registry (custom parents added)

None yet

Hierarchy Preview

// Add entries using the form on the left

Note: Shared accounts use Data Storage = Shared. Custom rollups are added under Functional Rollups with Data Storage = Dynamic Calc. The exported CSV is ready for NSPB Metadata Load.

Client

Export:

Data Mapping Workbench

Map client NetSuite COA & dimensions to NSPB hierarchy — AI-assisted mapping with metadata CSV export

✦ AI Tool 4

Source Data

Dimension

Target Cube

Data Storage

Parent Member

Client Name / Context (helps AI suggest better mappings)

Paste Source Members one per line: CODE - Name (or just Name)

Claude is mapping your accounts to NSPB hierarchy...

✦ NSPB Mapping

// Paste source members and click AI Map or Quick Map

Export:

UAT Test Script Generator

Generate comprehensive NSPB UAT test cases covering all cubes, MOD forms, scenarios and calc rules

✦ AI Tool 5

Claude is generating UAT test cases...

✦ UAT Test Cases

ID	Role	Test Scenario	Steps to Perform	Expected Result	Status

Export:

Data Reconciliation & Validation

Upload client source file + NSPB export — AI maps accounts and highlights discrepancies

✦ AI Tool 9

Upload Files

Client Source File (Excel or CSV from NetSuite ERP / trial balance)

📂

Click to upload client file (.xlsx, .csv)

NSPB Export File (CSV export from NSPB SmartView or Data Export)

📊

Click to upload NSPB export file (.xlsx, .csv)

Amount Column (Client) auto-detected

Amount Column (NSPB) auto-detected

Tolerance

Context / Notes (helps AI map accounts better)

Client

Claude is mapping and reconciling data...

✦ Reconciliation Results

// Upload both files and click Run AI Reconciliation

Export:

Multi-Client Dashboard

Track all engagements, go-live dates & risks

Tool 6

Add Client

Client Name

Start Date

Go-Live Date

Phase

Expected Total Hours

Key Risk

Progress % (auto from View Plan)

Training Generator

Generate client-specific NSPB training guides from transcript and screenshots

✦ AI Tool 7

📜

Path A — Transcript Only

Upload or paste a session transcript (.vtt, .txt, .docx). AI generates a full training guide from the session content.

📷

Path B — Transcript + Screenshots

Upload transcript + timestamped screenshots. AI matches each screenshot to the right transcript section and places them in the guide.

Meeting Notes → Actions

Claude AI extracts actions, drafts follow-up email, and generates a session summary

✦ AI Tool 8

Meeting Details

Client / Meeting

Date

Your Name

Email Sender (whose POV?)

AI will write the follow-up email from this person's point of view

Notes / Transcript

Paste notes or upload a transcript file (.vtt, .txt, .docx from any recording platform)

📄 Upload transcript .vtt · .txt · .docx

📋 Actions auto-saved to Client Engagement Tracker.↻ Reset

📋 After processing, all action items are automatically saved to the Client Engagement Tracker (T14).

Claude is analysing your notes...

Action Items

Actions will appear after processing.

✦ Follow-Up Email

// Email draft will appear here

✦ Session Summary

// Session summary will appear here

Export:

Client Engagement Tracker

Track meeting history and action items across all clients

T14

CLIENT

Filter:

Select a client to view action items.

Custom LCM Builder

Upload your NSPB LCM ZIP and add custom dimensions — all OOTB artifacts updated automatically via Class dimension hook

1. Upload Base LCM

Select Base

Upload LCM ZIP

2. Add Custom Dimensions

Dimension Name Parent Member Abbreviation

2-3 letter code that becomes the Total member (e.g. TT). Auto-generated if blank.

Storage Type Solve Order

Dimensions to Add

No dimensions added yet.

3. Client Info

Client Name Prepared By

Hook Strategy: Class Dimension

Every artifact is updated by hooking into Class:
✓ Business Rules — FIX params, @RELATIVE, @LEVMBRS, @IDESCENDANTS, AGG, cross-dim
✓ Forms — Every Class dimension block gets mirrored for new dim
✓ FDMEE Apps — New dim added to all datasource definitions
✓ Dimension CSV — New file: TT > Undefined_Territory > No Territory

Results

Generate to see results.

NSPB Workflow Designer

Describe a business goal — get a complete NSPB workflow with forms, rules, sequences and dependencies

Configuration

NSPB Version Common Workflows Custom Workflow Description Client / Project Context (optional)

Scope

Data Entry Forms Business Rules Data Exchange (FDMEE) User Roles & Access Run Sequence Dependencies

▶▶

Select a preset or describe your workflow,
then click Generate Workflow

🎩 Cy AI Chrome Extension

Your AI-powered NSPB wizard — lives inside Oracle NSPB and helps you navigate, analyze, and work faster

🎩

Cy AI

NSPB Wizard · v1.0.0 · by Cyrel Tabalanza

Chrome · Manifest v3 · ~16KB

What Cy AI Does

🎩 Lives inside NSPB — floating wizard character on every Oracle cloud page

☔ Navigate by voice — say "go to Data Exchange" and Cy AI opens it

✦ Contextual help — knows which NSPB page you're on and gives relevant advice

📊 Smart suggestions — recommends the right toolkit tool for your task

🎓 NSPB expert — knows all forms, rules, and navigation paths

Install Instructions

1. Download the .crx file above

2. Open Chrome → chrome://extensions/

3. Turn on Developer Mode (top right toggle)

4. Drag & drop the .crx file onto the page

5. Click Add Extension when prompted

6. Click the Cy AI icon in Chrome toolbar

7. Enter your Backend URL & API key below

8. Navigate to your NSPB instance — Cy appears!

⚠ Chrome may warn "Extension not from Chrome Web Store" — click Keep anyway. This is expected for sideloaded extensions.

Backend Configuration

Cy AI needs a backend to process your messages. Set up a free Vercel backend or use your own Anthropic API key.

Backend URL

Your Vercel deployment. Default: cyai-backend2.vercel.app

Anthropic API Key (optional)

Only needed if backend has no server-side key configured

Supported NSPB Pages

Cy AI activates on any Oracle cloud NSPB instance:
*.oracle.com · *.netsuite.com · *.oraclecloud.com

NAVIGATION COMMANDS

go to Data Exchange

go to Dimension Editor

go to Business Rules

go to Job Console

go to OpEx

go to Income Statement

go to Balance Sheet

go to Substitution Variables

Vercel Backend Setup

1. Fork the backend repo on GitHub

2. Deploy to Vercel (free tier is fine)

3. Set env var: ANTHROPIC_API_KEY

4. Copy your Vercel URL above and save

5. In the extension popup, paste the same URL

Default backend: https://cyai-backend2.vercel.app

🏗 Cy AI Desktop

SmartView AI Assistant for Excel — reads your workbook live, writes HsGetValue formulas, refresh-aware

🎩

Cy AI Desktop

SmartView AI · v2.0 · Windows · by Cyrel Tabalanza

checking...

Windows 10/11 · Python 3.10+ required

What It Does

👀 Live Excel Reading — reads your open SmartView workbook in real-time, no save needed

🎩 Floating Character — Cy AI floats on top of Excel, click to chat, right-click to quit

↻ Refresh Aware — detects SmartView refreshes and analyzes what changed automatically

✦ Formula Writer — writes HsGetValue, HsSetValue for your exact POV and connection

Install Instructions

1. Download the .zip above

2. Unzip to any folder

3. Double-click Install_CyAI_Desktop.bat

4. Open Excel with SmartView

5. Launch Cy AI Desktop from Desktop shortcut

✓ Requires Python 3.10+ — download from python.org and check "Add to PATH"

Requirements

✓ Windows 10 or 11
✓ Python 3.10+ (python.org — check "Add to PATH")
✓ Microsoft Excel with Oracle SmartView
✓ Internet connection (for AI chat)

Backend

Backend URL

Same backend as the Chrome extension

Admin Panel

Manage company codes and team access

☷ Admin

👁 VIEWING AS: Switch to view any company's data

Add Company Code

Each code gives a team isolated access to their own data.

Company Code Description

Active Codes

User Management

All Users

Click Refresh to load users.

NSPB Toolkit

NSPB Toolkit