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Hello. I am Kristen Plant, product manager for Idea Gen audit analytics. Thank you for joining me for this presentation
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of our roadmap.
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As we get started, a reminder that this roadmap is for information purposes
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and is at the discretion of Idea Gen PLC
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and may be subject to change.
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We'll begin
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with a look at what we shipped in 2025.
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Um, you asked to see more recent industry classification codes that we are making that upgrade. We are transitioning from the 2002
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NAIC system to the 2022
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NAICs. As of December
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2025,
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twenty twenty two codes are available for feed users upon request with a website availability
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later this year.
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We also, uh,
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completed our AWS migration. Our infrastructure
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was migrated to AWS to improve the overall user experience providing increased speed, reliability, and security.
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You are now directly receiving these benefits.
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Next, let's take a look at what is being worked on now in Q1 twenty twenty six.
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Scheduled to ship in February,
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we are
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adding columns to several
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existing datasets, uh, at your request.
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For example, the late filers download will be updated to include five columns related to the auditor at the time of the late filing.
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You'll receive notification
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when these additions are made, helping you to avoid any interruptions in your workflows.
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Next, we are in progress on our data excellence initiative. This represents a significant
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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.
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This will provide you with the critical data you need to make decisions in days, not weeks.
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Everything should appear,
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uh, business as usual to you for now as we lay the foundation for our new platform.
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And finally, another major initiative is our Morningstar migration.
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Morningstar, one of our major data vendors, is migrating to a new delivery system In order to avoid a disruption in the delivery of certain company and financial data, we must adjust our processes.
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We anticipate minimal downstream impacts to you.
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Here's a look at what is coming next. 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.
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In September 2026, our new process to ingest morning star 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.
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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.
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This will be shipping in q4.
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And finally, let's
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take a look at, uh, our plans for the rest of the year. There will be a continued focus on data excellence.
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This includes continuous improvements and enhancements to our automated data creation platform, ensuring you get current data sooner with faster updates and rock solid reliability.
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We will also be modernizing
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our data delivery
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by adding programmatic API access for auto analytics datasets.
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This enables on demand queries integration with your tools without the complexity of a flat file infrastructure.
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And finally, we're looking to improve our global reach by
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enabling you to expand your analysis into Asia Pacific markets with audit data covering major exchanges from Singapore to Tokyo.
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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.
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See you next quarter.
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