Draft commentary for regulatory and risk reports
Financial institutions prepare regulatory reports and risk reports
Fits: Finance & accounting · Legal & compliance
Reconciled figures from regulatory reporting and risk management are turned more quickly into first drafts of explanatory notes, commentary on changes and sections of the risk report. Specialists check statements instead of searching for wording under deadline pressure.
Is this for you?
- You regularly prepare supervisory reports with explanatory notes, risk reports for the management board and supervisory body, or disclosure reports.
- The figures come from reporting software and risk systems and are reconciled before the text is written.
- Information security, outsourcing management and compliance are ready to assess a new tool.
Take made-up key figures for two reporting dates, such as the total capital ratio, liquidity coverage ratio and utilisation of a risk limit, plus one bullet point each as the reason. Use the template below to have commentary on the changes written, and check whether every calculation is correct and whether the AI has added reasons that are not in your bullet points.
How to go about it
- Define the report, recipients and responsibilities
- Provide reconciled figures, reasons and previous-period reports
- Have commentary and report sections drafted
- Reconcile with reporting data and departments
- Approve and submit by the reporting deadline
- Adapt templates after queries and audits
Templates to copy
The complete guide
- 6 steps explaining exactly what to do
- 3 proven templates to copy into your own AI
- Safe use: data, checking, deciding, informing
- Pitfalls, effort and how to recognise success
With the training you get all 430 guides for as long as your access runs.
Same approach, other use cases
13 more use cases follow the pattern “Drafting binding documents”.
G-FI-04 · Legal status 08.10.2026