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This is an earlier engagement or reference design, preserved as authored. Reported metrics and delivery status have not been independently revalidated for this preview; source dates are not established here. Modeled figures and design targets are not realized results. This record does not substantiate outcomes for the proposed product.
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A multi-company portfolio’s reporting problem is really two problems: each company needs its own apps now, and the group needs one reliable consolidated view eventually. We embedded as the delivery partner for both, shipping per-company financial apps while building a natural-language reporting layer over a semantic store of the holdings’ financials. The hard constraint is governance: consolidation has to respect company-level access, so RBAC, audit trails and a data-confidence layer are part of the design, not a later retrofit.
The challenge
PMs, analysts and admins across a multi-company portfolio needed consolidated financial answers without writing SQL or wrangling Excel. Each company’s data was siloed, and any cross-company view had to respect strict company-level access boundaries. They needed both near-term delivery and a path to a unified reporting product.
The approach
Embedded as a cross-portfolio delivery partner, shipping per-company financial dashboards and apps across the holdings.
A semantic store of each company’s financials with a natural-language query layer for consolidated rollups, cross-company comparison and variance, so non-technical users get answers in plain language.
Company-level scoping, RBAC, audit trails and a data-confidence layer designed in from the start, to keep consolidated reporting within each company’s access rules.
Artifacts and handoff
Delivered / in-UAT per-company financial apps across the portfolio, plus the design and in-build conversational NL-over-financials reporting layer with company-scoped governance.
Reported measures and design targets
Embedded partner: cross-portfolio AI delivery across the holdings
Per-company apps: financial dashboards/apps delivered / in UAT
NL reporting in build: conversational query over consolidated financials
Governed by design: company-scoped RBAC and audit trails
Explore the failure mechanisms, the tests they need and the evidence that establishes the customer outcome.
AI reliability, from production to customer outcome.