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Financial Performance Report 086

Report ID: 10086

Overview

Report ID
10086
Report Name
Financial Performance Report 086
Business Purpose
Regulatory compliance oversight
Business Domain
Treasury
Org Unit
Treasury
Frequency
Monthly
System Origin
nCino
Lifecycle Stage
Active

Ownership

Business Owner
Taylor Miller
Technical Owner
Avery Moore
Data Steward
Parker Jones
Validated By
Parker Jones
Created By
WILLIAMSK
Updated By
DAVISR

Delivery

Scheduler Location
Scheduled Jobs > Treasury > Monthly Schedules > Job 086
Distribution Method
Folder/Email
Output Format
PDF
Intended Recipient
Operations Team
Destination Location
\\server-2\Reports\Treasury\086
Delivery Access Control
AUTOMATE_RPT86
Member Name List
Taylor Miller, Avery Moore, Parker Jones
Member SAM List
tmiller, amoore, pjones
Additional Email
[email protected]

Data and Logic

Key Datasets
GL Transactions; Cost Centers
Transformation Logic
Join source tables and apply approved mappings
Downstream Process
Daily operations review
KDE Link
KDE-2086

Risk and Controls

Validation Status
In Progress
Validation Date
2025-07-03
SOX Relevant
No
Regulatory Relevant
No
Model Risk Relevant
No
Restricted Data
Open
Criticality Tier
3 - Low

Lifecycle

Version
3
Active Date
2025-03-09
Sunset Date
Replacement Reference
N/A
Created Timestamp
2025-01-07 14:00:00
Updated Timestamp
2025-09-27 11:26:00