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Monthly regulatory return, assembled and signed off

The month-end return as a scheduled pipeline instead of three days of assembly. Exposures are read, grouped and totalled by category, each total is checked against the rule set, and the finished return is emailed to compliance as a CSV for sign-off before anything is filed. A set-state node records the period it covered, so the next run knows where the last one stopped — and because state commits only when the run succeeds, a failed month is re-run rather than skipped. Seeded switched OFF, like the cron demo: a return that files itself the moment you press the button is not a demo anybody wants.

The pipeline

This is the actual graph the template creates — 10 steps; dashed lines are the failure/invalid paths.

Connects to

  • PostgreSQL
  • Email

How you know it worked

Run it by hand rather than waiting for the first of the month. Six exposure lines become three category totals, and the review copy lands in MailHog as a CSV.

Try this template

Used in: Banking & finance

Stop moving data by hand.

Start free with three projects, or talk to us about running it across your organisation.