Develop and deliver SEC-required reports in as little as 10 days

To meet U.S. SEC requirements, Tagetik CDM automates the development of external financial documents such as annual 10K and quarterly 10Q reports. It ensures full traceability, user accountability, data transparency, while also providing a powerful audit trail on changes.

Supporting your entire 10K/10Q reporting process, Tagetik CDM delivers collaborative financial reporting with maximum internal control. You can produce and deliver SEC reports in as little as 10 days, thanks to native Microsoft Word features and simple, out-of-the-box CDM functions, such as:

Controls, checks, and balances

• Enforcement of financial rules (i.e. balancing of assets and liabilities)

• Proper rounding to eliminate discrepancies often caused by report scaling

• Consistency checks of numbers appearing in multiple report sections

• Validation that all required approvals are in place prior to submission

Workflow and collaboration

• Manage collection and traceability of content from multiple sources (data and text)

• Assign responsibility for specific sections of any document

• Monitor status of any document item, section, or participant at any time

• Identify potential bottlenecks before they delay submission

• Track changes by any participant including comments and supporting documentation

• Allow users to develop and compare several versions before submitting for approval

• Run controls to ensure all sections have been completed and approved

Reporting

• Produce documents in multiple formats (Word®/PDF®/HTML and others)

• Dynamic generation of multiple formats from a single data source

• Standard output format for U.S. SEC Requirements (XBRL, Word, Excel, PowerPoint®, PDF)

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