The Challenge

The client needed to implement an end-to-end CAT reporting solution using the n-Tier platform. Data was fragmented across multiple systems and file locations, creating inconsistencies in key CAT and EBS fields. Reaching agreement on reporting rules required coordination between internal compliance, technology, and business teams, and data quality issues posed significant risks to regulatory accuracy.

Our Approach

Botsford Associates integrated fragmented data sources into n-Tier and defined both CAT and EBS reporting obligations. We facilitated alignment across compliance, technology, and business teams, accelerating data aggregation and discovery by several months. At the same time, we addressed key data quality issues to ensure the completeness, accuracy, and timeliness of reporting.

Our Impact

The client now has a consolidated, accurate data foundation feeding into n-Tier for CAT and EBS reporting. Standardized logic and workflows have been agreed across stakeholders, improving governance and reducing regulatory risk. By streamlining the discovery process and addressing data quality issues early, Botsford Associates helped the client achieve faster, more reliable compliance readiness.