On the showcase estate, the quarterly certification of a revenue view runs as a collaborative app with three levels in series, data engineering, the finance lead and the external auditor, on a review pack the platform generates.
Before the app, a certification took two weeks of preparation by finance, four rounds of email and a hand-assembled PDF.
The certification is a collaborative app: a hierarchy with the three levels, a screen per level on the same review pack (column-level lineage to the source tables, the 30-day quality trend, the rules in force, the previous certificate and the hash chain), and a rule that makes the third level external when the view is in scope. A policy change app runs beside it with an automated impact analysis as its second stage.
Catalogue entries that match the apps in this story.
The quarterly rule opens the instance; each level signs on its screen; the certificate is issued with its hash. The policy change for a threshold ran a what-if as stage 2 and showed the commercial director the consequence before the decision.
Trigger to certificate, three stages in series.
Five entries read during the audit with zero requests to finance.
The policy change's second stage attached +841 exceptions a month and a customer risk to the approval.
Slot for the customer’s own words: supplied and approved by the reference contact before publication. The story above is written in Lima’s voice from the engagement material; the customer’s feedback goes here in theirs.
Generate the review pack from handlers; the signature is the easy part.
Under NDA, with the account owner's approval, we arrange a conversation with a customer whose processes resemble yours.
