A New Approach to Data Quality: Preparing for a RegTech, SupTech and AI Future

Transformative technologies now allow companies to use machine learning to effectively sort, analyze and leverage data to power effective corporate risk management as it drives innovation and modernization in reporting.

However, for all parties to fully realize the benefits of emerging RegTech solutions, regulators, along with the public and private sectors must work together to improve the quality and usefulness of data. In this white paper, DFIN outlines several approaches to enhance data quality and usability.

Transporting Data With a Single Push of a Button

ActiveDisclosure℠, with its instant updating technology ActiveLink℠, enables an accurate and efficient workflow for Kenan Advantage Group, North America’s largest liquid bulk transportation hauler. Now, with just the push of a button, ActiveLink’s ability to carry changes throughout an entire document has given the company greater confidence in its numbers.

Pitch Perfect: Why a Powerful Brand Story is Essential for IPO Success

Scott Pinkner has assisted with many IPOs over his career. As a managing director at DFIN, he and his team of experts have helped many firms navigate their transition from private to public companies.

Die wichtige Dokumentenfunktion von Venue

The Nielsen team selected ActiveDisclosure as its financial reporting compliance solution. The leader in consumer intelligence immediately realized the benefits of ActiveLink and the review tools to save valuable time and make the whole process easier and more efficient.

497 Minimal Supplement

While there is no change in supplement tagging, the supplement may look different because the “Supplement to Prospectus Text Block” is now included within the standard taxonomy. DFIN has put together an example to see how a 497 Minimal Supplement will render.

Money Market Fund — Risk Narrative Disclosure

For money market funds, the taxonomy will require you to select and apply new tags in the risk narrative section. DFIN has put together an example to see how the risk narrative detail elements will be applied. 

XBRL Risk Return Taxonomy Element and Definition Guide

The XBRL Taxonomy Element and Definition Guide will help identify which elements (tags) are available when completing your risk/return summary XBRL filing. This list has been created from the RR 2023 taxonomy, which was approved by the SEC and released on March 20, 2023. Please check with the SEC to be sure that there is not an updated taxonomy available before referencing this document.

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