With more than 50 time-critical reports every day, reliability isn’t optional. The automated workflow gives our operations team full confidence that deadlines are met consistently without requiring constant oversight.
Head of Operations, global asset manager

Client & Goal

A global asset manager needed to deliver more than 50 time-critical reports every business day in support of COVIP-related regulatory requirements in Italy, all within a strict 3-hour SLA window. The objective was to establish a fully automated report production workflow that could reliably manage end-to-end delivery from data ingestion through dissemination.

Just as importantly, the client wanted to reduce day-to-day operational involvement while giving the operations team full confidence that reporting deadlines would be met consistently as volumes scaled. A resilient, low-touch reporting model was therefore a critical requirement from the outset.

Challenge

The reporting process relied on multiple data sources and operational dependencies, all operating under tight delivery timelines. Given the time-critical nature of the reporting obligations, operational resilience, monitoring, and rapid incident response were key requirements. The client also wanted to scale reporting volumes without increasing operational overhead or manual intervention.

Solution

SolvencyAnalytics implemented a highly automated reporting operating model including:

  • End-to-end orchestration of data collection, report generation, validation, and secure dissemination.
  • Operations dashboard with real-time visibility into processing status and throughput.
  • Automated alerting and observability to detect delays, failures, and data issues early.
  • Structured workflows designed to support scalability, repeatability, and resilient daily operations.

Results

The reporting workflow now delivers more than 50 reports every business day within the agreed 3-hour SLA window. Over five years in production, the solution has consistently met every daily reporting deadline without a missed SLA.

The highly automated setup has significantly reduced the client’s day-to-day operational involvement, freeing the operations team from manual reporting coordination while providing full confidence that deadlines are met consistently. Real-time monitoring and proactive alerting also enable faster issue identification and resolution when needed.

The solution has strengthened process stability, transparency, and operational predictability while creating a scalable foundation for future growth. New report types and additional data sources can be integrated with limited incremental operational effort, allowing the reporting framework to evolve efficiently alongside business and regulatory requirements.

Ready to automate your reporting flow? Book a 30-minute consultation with our experts to discuss your reporting workflows, SLA requirements, and operational setup.