PwC · Tech Consulting · Medium · 25-35 min

Audit-Ready Data Lineage at a UK Asset Manager

The brief

A £140B AUM UK asset manager. Six underlying ledgers, three reporting tools, two ESG vendors, monthly board pack assembled half in Excel. FCA Consumer Duty has just bitten — the firm must be able to evidence the lineage of every customer-impacting figure end-to-end within 18 months. The CDO has a £6M envelope and is choosing between Collibra, Alation, and an SAP-stack solution, plus a ServiceNow GRC overlay. You are the lead advisor on the proposal.

Where strong candidates start

• Re-state the regulatory ask in operational terms — what 'auditable lineage' means in evidence, sample size, and refresh frequency
• Map the as-is data landscape — six ledgers, three reporting tools — and decide which flows are in scope first

The full evaluation rubric — including the signals interviewers reward and the red flags that sink candidates — is revealed in your scored report after a live run.

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