Regulatory Reports
Last updated December 18, 2025
The Regulatory Reports Module streamlines and automates regulatory reporting to reduce manual effort, improve collaboration, and minimize the risk of missed deadlines.
Key Features
- Automated Report Management
- Time Savings
- Filter by Frequency, Status, Departments, Owners, and Entities
- Export
- Centralized Tracking
- Automatic Status Updates
- Built-In Collaboration
- Submission & Review Workflows
- Risk Reduction
Owner Permissions
- Assigned owners can update the owner metadata field, upload attachments, and submit reports. You must be an owner to make these changes. The fields are restricted to assignees.
Assignees Notifications
- To support timely reviews, users will receive a notification when a report is assigned to them. These notifications prompt assignees to review and take action on reports as soon as they are assigned.
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