How Certent Disclosure Management Simplifies Regulatory Reporting

Finance and compliance teams face an ever-growing challenge: producing recurring reports that are accurate, timely, and compliant, while also balancing the demand for narrative-driven insights. Annual reports, board decks, regulatory filings, and management updates all require flawless integration of numbers and narrative. Yet too often, teams are caught in a cycle of manual work—copying and pasting from spreadsheets, chasing colleagues for updates, and managing version control chaos over email.

Certent Disclosure Management (CDM) from insightsoftware transforms this process. It provides a single, secure platform where multiple contributors can work together seamlessly, linking data directly from source systems into reports and presentations. With built-in controls, audit trails, and compliance-ready outputs, CDM ensures your organization can meet regulatory demands while freeing up time for higher-value work.

This fact sheet is designed to refresh your knowledge of CDM’s capabilities, highlight practical use cases, share tips and tricks, and provide a clear rundown of the features that make disclosure management faster, easier, and more reliable.

Why CDM Matters Today

Data volumes are increasing. Regulatory standards are evolving. Stakeholders are asking for more transparency and insight than ever before. Against this backdrop, manual report production is no longer sustainable. Errors creep in, deadlines slip, and confidence suffers.

CDM addresses these challenges head-on by:

• Automating data updates directly from source systems.
• Enabling real-time collaboration without version conflicts.
• Embedding audit trails and compliance checks into every step of the reporting cycle.
• Delivering presentation-quality outputs that are fully compliant with global regulatory standards.

Simply put, CDM helps your organization stay ahead of the reporting cycle—turning reporting from a painful fire drill into a predictable, well-managed process.

Common Use Cases for CDM

1. Regulatory Filings
   Meet global compliance requirements with confidence. CDM supports XBRL and Inline XBRL, including mandates from the SEC, ESMA, EBA, EIOPA, CIPC, and more. Built-in tagging and roll-forward functionality reduce the time and effort required to produce compliant filings, year after year.
2. Annual and Quarterly Reporting
   Eliminate the bottlenecks of traditional reporting. With dynamic links to source systems, annual and quarterly reports automatically update when data changes. Narrative and analysis remain in sync, ensuring accuracy throughout the document lifecycle.
3. Board and Executive Presentations
   CDM extends beyond compliance. Use it to prepare board packs and management presentations that combine financial data, KPIs, and narrative context—all with pixel-perfect formatting in Microsoft PowerPoint.
4. Cross-Departmental Collaboration
   Finance rarely works in isolation. Compliance, legal, investor relations, and operations all have a role in disclosure management. CDM provides a shared environment where everyone can contribute simultaneously, without overwriting each other’s work or duplicating effort.

Tips and Tricks for Getting the Most from CDM

• Link Once, Update Everywhere
  Connect data from HFM, TM1, Essbase, and other systems directly into your reports. When numbers change, every linked chart, table, and narrative reference updates automatically.
• Leverage Familiar Office Tools
  CDM integrates with Microsoft Excel®, Word®, and PowerPoint®. Your team can work in the programs they know best, enhanced by CDM’s added layer of security and version control.
• Use Dashboards to Track Progress
  The Certent 365
  
  web-based project hub gives visibility into every step of the reporting cycle. Use dashboards to monitor deadlines, track approvals, and ensure nothing slips through the cracks.
• Preserve Perfect Formatting
  With HD ReportingSM, you don’t have to sacrifice design for compliance. Maintain professional, pixel-perfect layouts while still meeting XBRL/iXBRL requirements.
• Reduce Risk with Controls
  Build compliance checklists and enforce approval workflows early in the reporting process. By embedding these controls upfront, you cut down on last-minute errors and rework.

Feature Spotlight

CDM is packed with features designed for enterprise-scale disclosure management. Here are the highlights:

• Collaborative Environment
  Multiple contributors can edit and review simultaneously in one secure workspace. No more version-control headaches or conflicting drafts.
• Dynamic Data Linking
  Connect directly to financial and operational data sources. Reports update automatically whenever source numbers change.
• Audit Trail & Security
  Role-based permissions, secure user logins, and complete audit trails give you full visibility into who changed what, when.
• Regulatory Compliance
  Streamlined XBRL and Inline XBRL tagging, with high-volume and roll-forward capabilities, support compliance across multiple jurisdictions.
• Flexible Deployment
  Whether you prefer on-premise or cloud, CDM adapts to your business needs with scalable options.
• Project Management Tools
  Task assignment, checklists, and dashboards keep your team aligned and your reporting cycle on track.
• Microsoft Office® Integration
  Use Excel for calculations, Word for narratives, and PowerPoint for presentations—all enhanced with CDM’s control and automation.
• Pixel-Perfect Reporting
  HD ReportingSM ensures your documents look as professional as they are compliant.

Customer Impact

Organizations across industries report measurable benefits from adopting CDM:

• 40% faster report creation for annual reports.
• Significant reduction in manual re-processing of data.
• Greater confidence in data accuracy and compliance.
• Improved collaboration across finance, compliance, and operations.

One customer summarized it best: “CDM gives us one version of the truth. It cuts out many stages of re-processing information that characterized our manual processes.”

The Bottom Line

Disclosure management doesn’t have to be a drain on your team’s time and energy. With CDM, you can transform your reporting cycle from a reactive scramble to a proactive, well-controlled process. By combining numbers and narrative in a secure, collaborative environment, CDM enables your organization to deliver accurate, compliant, and insightful reports—faster and with greater confidence.

Whether you’re facing regulatory deadlines, preparing annual reports, or building board presentations, CDM helps you get it done right, every time. Ready to refresh your reporting process? Learn more at insightsoftware.com.

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