Introducing Active Intelligence
Active Intelligence™ is DFIN’s transformative suite of AI capabilities, thoughtfully designed to improve how organizations navigate complex regulatory reporting. By embedding advanced AI features across ActiveDisclosure℠ and Arc Suite®, Active Intelligence automates time‑intensive processes — enhancing accuracy, accelerating reporting, reducing cycle times, and delivering more reliable outcomes. Built on DFIN’s deep regulatory expertise, it powers intelligent workflows that reduce effort while maintaining the oversight and control required for compliance. The result is a smarter, more efficient approach to financial reporting.
Active IntelligenceTM Peer Analysis, embedded directly within ActiveDisclosure, delivers secure, disclosure-driven insights by comparing filings across true peer sets and equivalent SEC sections. Designed to cut through noise caused by formatting or structural differences, it helps teams identify disclosure gaps, trends, and anomalies while improving consistency and quality.
DFIN Historical Analysis compares current SEC filings against a company’s prior‑period disclosures to surface meaningful changes, inconsistencies, and emerging trends over time. By highlighting what has shifted from one filing to the next, it helps teams maintain a consistent narrative, reduce risk, and approach each filing with greater confidence.
DFIN’s AI-powered tagging capabilities are designed to streamline the most time-intensive aspects of TSR and N-CSR compliance. By leveraging Active Intelligence iXBRL Tagging, DFIN can rapidly identify and apply the required iXBRL tags across TSR content - allowing teams to move faster, reduce manual effort, improve consistency, and shorten cycle times while maintaining the oversight required for confidence in compliance.
DFIN’s AI-powered tagging capabilities are designed to streamline the most time-intensive aspects of TSR and N-CSR compliance. By leveraging Active Intelligence iXBRL Tagging, DFIN can rapidly identify and apply the required iXBRL tags across TSR content - allowing teams to move faster, reduce manual effort, improve consistency, and shorten cycle times while maintaining the oversight required for confidence in compliance.
Active Intelligence™ Peer Analysis, embedded directly within ActiveDisclosure, delivers secure, disclosure-driven insights by comparing filings across true peer sets and equivalent SEC sections. Designed to cut through noise caused by formatting or structural differences, it helps teams identify disclosure gaps, trends, and anomalies while improving consistency and quality.
Active Intelligence™ Peer Analysis, embedded directly within ActiveDisclosure, delivers secure, disclosure-driven insights by comparing filings across true peer sets and equivalent SEC sections. Designed to cut through noise caused by formatting or structural differences, it helps teams identify disclosure gaps, trends, and anomalies while improving consistency and quality.
DFIN Active Intelligence
AI capabilities, built around data, to deliver innovation you can trust, not a bolt-on feature.
Commitment to Responsible AI
Enterprise-grade security and privacy: Protects confidential draft disclosures during AI analysis
Human-in-the-loop oversight for trust: Keeps reviewers in control of all disclosure decisions
Transparent, opt-in adoption model: No AI actions without user intent or visibility
Purpose-built for regulated disclosure workflows: Designed to operate safely in regulated workflows
AI Leadership and Advisory
