Fundamentals

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Financial fundamentals manages core financial metrics and ratios including revenue, profit, cash flow, and balance sheet items across multiple periods and accounting standards. This use case addresses connecting financial data across systems, periods, and entities, automatically calculating financial ratios and metrics from connected data, tracking financial data over time and maintaining historical records, comparing financial fundamentals across entities and time periods, understanding how entity relationships affect financial fundamentals, and supporting financial analysis, risk assessment, and valuation through comprehensive fundamentals data.

The Challenge

Organizations face challenges in financial fundamentals management:

• Data volume — Entities generate large volumes of financial data across multiple periods
• Data quality — Ensuring accuracy and consistency of financial data across systems
• Multiple standards — Different accounting standards (GAAP, IFRS) and reporting requirements
• Temporal tracking — Maintaining historical financial data and tracking changes over time
• Ratio calculation — Calculating and maintaining financial ratios and metrics
• Data integration — Integrating financial data from multiple sources and systems
• Relationship context — Understanding how entity relationships affect financial fundamentals
• Regulatory requirements — Meeting regulatory requirements for financial reporting and disclosure

Why EKG is Required

Enterprise Knowledge Graphs provide powerful financial fundamentals management capabilities:

• Unified financial view — Connect all financial data across systems, periods, and entities
• Temporal tracking — Track financial data over time and maintain historical records
• Ratio calculation — Automatically calculate financial ratios and metrics from connected data
• Relationship analysis — Understand how entity relationships affect financial fundamentals
• Multi-entity comparison — Compare financial fundamentals across entities and time periods
• Standard integration — Link financial data to accounting standards and reporting requirements
• Data quality — Identify and resolve financial data inconsistencies through relationship analysis
• Regulatory integration — Connect financial fundamentals to regulatory requirements and filings

Business Value

• Financial analysis — Enable comprehensive financial analysis through unified data view
• Risk assessment — Assess financial risk through comprehensive fundamentals analysis
• Valuation support — Support entity valuation through accurate financial fundamentals
• Regulatory compliance — Meet requirements for financial reporting and disclosure
• Operational efficiency — Automate financial data management and reduce manual effort
• Strategic insights — Understand financial performance and trends across entities