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Report producer · regulatory reporting team

In product · unified at GA

Regulatory reporting assistance

Data-report queries generated, presentation templates drafted, content contextualized for the regulator — inside the production workflow.

Report-production AI — query generation, template drafting, contextualization — runs inside Impress today as product-embedded assistance; unified on the platform at GA (Q3 2026).

In Impress

The daily reality

The work this replaces

Each regulatory report is its own machine: specific data queries, specific structures, narrative a regulator can read. Producing them means repetitive query building and contextualization under unmovable deadlines.

How it works

What the agent actually does

impress — embedded AI (pre-platform)

  1. Inside the production workflow

    The report producer works on a regulatory report in Impress — no separate AI destination, no copy-paste between tools.

  2. Queries generated

    AI assistance generates the data-report queries that pull the underlying figures.

  3. Templates drafted

    It drafts presentation templates matching the report's structure.

  4. Content contextualized

    It contextualizes report content — the explanatory narrative around the figures — for regulators and other readers.

  5. Humans sign

    The producer reviews, adjusts and releases. Nothing leaves the workflow without human review.

The outcome

Outcome

From data to a drafted, contextualized report inside the production workflow — query building and narrative toil absorbed.

Governed by design

At platform unification, every drafting and query-generation step becomes a declared, traced agent run with full audit lineage.

Governance & evals

FAQ

Questions teams ask about this

Which parts does the AI handle?

Three documented capabilities in Impress: data-report query generation, presentation template drafting, and report contextualization. Review and sign-off stay with the producer.

When does this reach the unified platform?

Impress AI assistance runs in the product today (pre-platform). Platform unification — declared agents, eval gates, run-level audit — lands at GA (Q3 2026).

Go further

  • Client reporting assistance

    In product · unified at GA

    Recurring client report cycles with the drafting toil absorbed: queries, templates and client-ready context prepared for review.

  • NAV oversight & accounting investigation

    In product · unified at GA

    NAV exceptions arrive pre-investigated — hypothesis, evidence, source links — so the close gets faster without losing control.

  • Compliance breach analysis

    In product · unified at GA

    Breaches investigated and explained with traceable evidence at the moment they are flagged — no more manual reconstruction.

From the glossary

Join the Early Adopter Program

General availability lands in Q3 2026. The Early Adopter Program is open now — a limited cohort, a one-year platform trial, and three workshop streams: Business ROI, Compliance, and Operational fit.