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Workflow

Regulatory filings, prepared and checked before the deadline.

A filing workflow has a fixed shape: gather data from providers, map it into the framework model, calculate, validate, review, and produce the submission. Datox automates the mechanical steps and concentrates human time on exceptions.

The workflow

How a filing cycle is automated

  1. Provider data received and matched to the reporting period

  2. Extraction and mapping into the framework reporting model

  3. Calculations and derived measures applied consistently

  4. Framework validations and reconciliations executed

  5. Exceptions reviewed, resolved and approved

  6. Submission output and evidence pack produced

Risk

The failures worth designing against

Filing errors are rarely conceptual. They come from mundane operational causes that an automated control layer detects reliably.

Detected automatically

  • A provider file layout that changed without notice.
  • A classification mapped inconsistently between funds or periods.
  • A total that no longer reconciles to the accounting record.
  • A value that moved implausibly against the prior period.
  • A required field left empty by an upstream source.

Framework coverage and implementation scope are confirmed during deployment. Datox produces the reporting output and its supporting evidence; submission arrangements remain under your control unless expressly agreed.