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Financial ServicesSolution

Automated Regulatory & Compliance Reporting

Generate audit-ready regulatory reports automatically, with full data lineage and governance.

Solution
Analytics & BI
Industry
Financial Services
Company Size

Solution Overview

industry
Financial Services
solution
Analytics & BI
technologies
Microsoft Fabric, Microsoft Purview, Power BI, Azure Data Factory, Azure SQL Database, Microsoft Entra ID

The Challenge

Regulatory returns are assembled every cycle from extracts, spreadsheets and manual adjustments, with the same reconciliation work repeated by the same people under the same deadline pressure.

  • 1Manual assembly of returns from extracts, spreadsheets and one-off adjustments
  • 2Lineage gaps that cannot answer how a reported figure was derived
  • 3Reconciliation work repeated every cycle under deadline pressure

Our Approach

CloudGate automates regulatory report generation on Microsoft Fabric with governed pipelines, a controlled calculation layer and Purview-managed lineage from source system to submitted figure.

  • Governed ingestion and transformation pipelines from source systems to reporting layer
  • Controlled calculation layer with versioned, approved adjustment entries
  • End-to-end data lineage and classification in Microsoft Purview

Typical Outcomes

Shorter
REGULATORY REPORTING CYCLE
Audit-ready
FULL LINEAGE PER SUBMITTED FIGURE
Governed
REPEATABLE, CONTROLLED PIPELINES

Typical outcomes for this solution pattern, not the results of a named client engagement.

Technologies Used

Microsoft FabricMicrosoft PurviewPower BIAzure Data FactoryAzure SQL DatabaseMicrosoft Entra ID
Full architecture and data flow in the Data & AI Catalog

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