Regulatory filings rarely fail because teams lack effort. They fail because data lives in too many places. Financial numbers sit in ERP systems, ESG metrics in separate platforms, operational data in historians, and supporting documents in repositories. When reporting cycles begin, teams spend weeks reconciling, validating, and explaining differences across systems before they can even focus on the filings themselves.
This challenge led zeb to design an Internal and External Filings solution on the Databricks Data Intelligence Platform that unifies financial, operational, ESG, and regulatory data into a single governed analytics foundation, supporting both management reporting and regulatory submissions from the same source of truth.
Building a single foundation for reporting and compliance
The solution brings together ERP financials, asset and production data, ESG metrics, regulatory datasets, and document repositories into a unified Lakehouse. Using Delta Lake and Unity Catalog, all filing-related data is standardized, governed, and traceable across the Medallion architecture.
Finance, compliance, ESG, and operations teams now work from consistent datasets and shared definitions, eliminating discrepancies between internal reports and external filings.
Automating validation, reconciliation, and filing readiness
Databricks Machine Learning and Delta Live Tables automate validation and reconciliation workflows to detect anomalies, missing disclosures, and reconciliation gaps early in the reporting cycle. Filing-readiness dashboards display status by entity, regulation, and reporting period, allowing teams to address issues before late-stage pressure builds.
This replaces manual checks with continuous, scalable validation.
Standardized filing and disclosure reporting
- Regulator-Aligned Dashboards: Financial statements, disclosures, ESG metrics, and compliance KPIs presented in consistent formats.
- Traceable Metrics: Every reported number links back to source systems and transformations.
- Reusable Templates: Supports both internal management reports and external submissions.
Executive and compliance insights with conversational AI
- Natural-Language Queries: Ask about filing completeness, outstanding exceptions, and audit risk areas.
- Automated Explanations: Understand drivers behind variances and data movements.
- Faster Reviews: Reduce dependency on static reports during close and audit cycles.
What sets this solution apart
Internal management reporting and external regulatory filings run on the same governed platform. Auditability is built in through Unity Catalog with lineage, access controls, and certification status. Databricks AI/Genie transforms compliance into an explainable, interactive workflow rather than a document-heavy process.
A scenario in practice
An energy organization struggled with long filing cycles and recurring reconciliation issues across finance and compliance teams. After implementing zeb’s Internal and External Filings solution on Databricks:
- filing preparation time dropped by up to 45%
- reporting errors and late corrections declined significantly
- audit traceability improved across entities
- compliance teams spent less time reconciling and more time reviewing
A foundation for modern compliance and reporting
zeb’s Internal and External Filings solution provides a governed, scalable foundation for regulatory and management reporting. Built on the Databricks Data Intelligence Platform, it improves accuracy, transparency, and speed across filing cycles.
As a trusted Databricks partner, zeb designs and implements compliance intelligence platforms that integrate with existing finance and risk ecosystems and adapt to evolving reporting standards.
+1 732 737 9188
sales@zeb.co