Case Study
GSIB Uses Workiva to Link CCAR Data, Gain Control
GSIB Uses Workiva to Link CCAR Data, Gain ControlWhen he realized Workiva was already the internally approved IT solution for SEC reporting, he explored how the connected reporting and compliance platform could work for CCAR. Automation and accessibility The CCAR team executive knew he needed a solution with: • Data linking to automatically update numbers in a 300-page report Because the bank's capital plan can be refined multiple times to hit certain target capital ratios, his team must be able to quickly update calculations for share buybacks, distributions to shareholders, and the like. • Permission controls to limit access to confidential CCAR data Multiple people review the report, but only about a dozen people in this firm of more than 200,000 actually h