Use cases / Regulatory reporting

Regulatory Reporting

Automated data traceability and validation for FR Y-14, Basel RWA, SOX 404b, and other regulatory submissions.

60–80%
Fewer exam prep hours
100%
Metric traceability
Zero
Unknown source findings

Reporting pipeline

End-to-end traceability from source systems to regulatory submissions.

Ingest

Source capture

Trace

Lineage mapping

Validate

Quality checks

Aggregate

Metric compute

Package

Submission-ready

What the agent does

Automated lineage, validation, and evidence for regulatory submissions.

Source-to-cell lineage

Traces every reported metric from submission cell back to source system records and transformations.

Validation rules engine

Runs cross-field, cross-schedule, and inter-period checks with regulatory-specific rule sets.

Metric reconciliation

Ties aggregate figures in submissions to underlying data with full audit trail and variance analysis.

Exam-ready packages

Auto-generates data dictionaries, flow diagrams, attestation binders, and exception logs for regulators.

Continuous monitoring

Watches for late data, threshold breaches, and upstream schema changes that may affect submissions.

Regulatory frameworks

Pre-built support for major reporting and control programs.

CCAR / FR Y-14

Comprehensive stress-testing data validation and lineage for Federal Reserve submissions.

  • FR Y-14 A/Q/M schedules
  • Revenue & loss projections
  • Pre-provision net revenue data

Basel / RWA

End-to-end traceability for Basel III/IV capital requirement computations.

  • Risk-weighted asset calculations
  • EAD, PD, LGD parameters
  • Credit risk data aggregation

Financial & SOX

Automated validation and evidence generation for financial reporting controls.

  • SOX 404(b) data controls
  • CECL / IFRS-9 provisions
  • GL reconciliation trails

Rapid deployment

A four-week path from discovery to live monitoring.

Discovery

Week 1

Connect source systems; map lineage for first report

Configure

Week 2

Configure validation rules; build reconciliation checks

Validate

Week 3

Run parallel submissions; compare to manual output

Deploy

Week 4

Go live with monitoring dashboards and alerting

Automate regulatory reporting

See how our regulatory reporting agents achieve 100% metric traceability and reduce exam prep hours by 60–80%.