Roadmap Q2 2026 - Audit Analytics
Roadmap Q2 2026 - Audit Analytics
The product manager for audit analytics, Kristen Plant, gives a presentation of the company's roadmap for the rest of the year, highlighting the transition from 2008 to 2022 and the addition of five new codes in 2022. Plant also discusses the company's initiatives for the rest of the year, including improvements to their automation platform, data excellence, and global reach. The presentation ends with Plant inviting participants to reach out to their account managers if they have any questions.
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00:06
Speaker 0: Hello. I am Kristen Plant, product manager for Idea Gen auto analytics. Thank you for joining me for this presentation
00:13
Speaker 0: of our road map.
00:23
Speaker 0: As we get started, a reminder that this road map is for information purposes
00:28
Speaker 0: and is at the discretion of Idea Gen PLC
00:31
Speaker 0: and may be subject to change.
00:38
Speaker 0: We'll begin
00:39
Speaker 0: with a look at what we shipped in 2025.
00:44
Speaker 0: Um, you asked to see more recent industry classification codes that we are making that upgrade. We are transitioning from the 2002
00:52
Speaker 0: NAIC system to the 2022
00:54
Speaker 0: NAICs.
00:55
Speaker 0: As of December
00:56
Speaker 0: 2025,
00:57
Speaker 0: twenty twenty two codes are available for feed users upon request with a website avail availability later this year.
01:06
Speaker 0: We also, uh,
01:08
Speaker 0: completed our AWS migration. Our infrastructure was migrated to AWS to improve the overall user experience, providing increased speed, reliability, and security.
01:17
Speaker 0: You are now directly receiving these benefits.
01:30
Speaker 0: Next, let's take a look at what is being worked on now in q one twenty twenty six.
01:37
Speaker 0: Scheduled to ship in February, we are
01:41
Speaker 0: adding columns to several existing
01:43
Speaker 0: datasets,
01:44
Speaker 0: uh, at your request.
01:46
Speaker 0: For example, the late filers download will be updated to include five columns related to the auditor at the time of the late filing.
01:54
Speaker 0: You will receive notification when these additions are made, helping you to avoid any interruptions in your workflows.
02:02
Speaker 0: Next, we are in progress on our data excellence initiative. This represents a significant
02:08
Speaker 0: reinvestment in the product to address your concerns around timeliness and quality. We are building a new human in the loop AI powered automation platform.
02:16
Speaker 0: This will provide you with the critical data you need to make decisions in days, not weeks.
02:21
Speaker 0: Everything should appear,
02:23
Speaker 0: uh, business as usual to you for now as we lay the foundation for our new platform.
02:29
Speaker 0: And finally, another major initiative is our MorningStar migration.
02:33
Speaker 0: Morningstar, one of our major data vendors, is migrating to a new delivery system.
02:38
Speaker 0: In order to avoid a disruption in the delivery of certain company on financial data, we must adjust our processes.
02:44
Speaker 0: We anticipate minimal downstream impacts to you.
02:53
Speaker 0: Here's a look at what is coming next.
02:56
Speaker 0: Um, there will be a series of releases throughout the year as datasets are transitioned to our new AI human in the loop automation platform as part of our ongoing data excellence initiative. There will be noticeable improvements in delivery time and accuracy across the product.
03:13
Speaker 0: In September 2026, our new process to ingest morning start data will be live. If we've done our job, you won't notice anything, and we'll continue to receive company and financial data.
03:24
Speaker 0: And finally, we'll be transitioning the company profile search pages and downloads to deliver the twenty twenty two NAICS codes, which will give you the most up to date industry classifications.
03:34
Speaker 0: This will be shipping in q four.
03:48
Speaker 0: And finally, let's
03:49
Speaker 0: take a look at, uh, our plans for the rest of the year. There will be a continued focus on data excellence.
03:56
Speaker 0: This includes continuous improvements and enhancements to our automated data creation platform,
04:01
Speaker 0: ensuring you get current data sooner with faster updates and rock solid reliability.
04:09
Speaker 0: We will also be modernizing
04:12
Speaker 0: our data delivery
04:13
Speaker 0: by adding programmatic API access for auto analytics datasets.
04:19
Speaker 0: This enables on demand queries integration with your tools without the complexity of a flat file infrastructure.
04:26
Speaker 0: And finally, we're looking to improve our global reach by
04:31
Speaker 0: enabling you to expand your analysis into Asia Pacific markets with audit data covering major exchanges from Singapore to Tokyo.
04:45
Speaker 0: Thank you so much for joining me for this presentation of the IdeaGen audit analytics road map. If you have any questions, please reach out to your account manager. We're happy to answer any of those.
04:56
Speaker 0: See you next quarter.
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07 Apr 2026, 09:10
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