Help Shape the Future of RATA ComplyBI Reporting & Analytics

Dear Valued Client,

As we continue expanding the capabilities of RATA Comply, we are excited to announce the upcoming release of ComplyBI this July as a new component of the RATA Comply Suite.

ComplyBI is designed to provide powerful interactive dashboards, visual analytics, management reporting, and business intelligence capabilities directly integrated with your Comply data. However, the initial release is only the beginning.

Our vision for ComplyBI is to continuously expand the platform with new reports, charts, dashboards, and analytical capabilities. In fact, following launch, we expect to introduce new reporting content and enhancements based on client feedback and real-world use cases.

To help guide these development efforts, we are reaching out to gather examples of the reports, charts, and management views that your institution uses and values today.

We would greatly appreciate examples of:

• Reports regularly presented to executive management or boards
• Charts, dashboards, or visualizations relied upon internally
• Manual spreadsheet processes you would like automated
• HMDA, CRA, Fair Lending, or SBL 1071 reporting views that would improve insight or efficiency
• Data visualizations or drill-down capabilities you wish existed within Comply
• Reporting pain points or time-consuming processes

Our goal is not simply to create attractive charts, but to develop meaningful business intelligence tools that help institutions better analyze lending activity, peer performance, geographic trends, compliance risk, and operational data in practical and actionable ways.

Initially, ComplyBI will be available exclusively to RATA Hosted Services (RHS) clients as part of Phase I of the rollout. Support for On-Premises Comply environments is planned as Phase II development.

By collaborating directly with our clients, we can prioritize the reports and analytics that provide the greatest real-world value to compliance teams, analysts, and executive management.

If you are willing to participate, please feel free to email to Support@RATAassociates.com or upload to the RATA secure support site https://support.rataassociates.com:

• Sample reports or screenshots
• Existing Excel spreadsheets or management packages
• Wish-list items or ideas
• Examples of reports you would like RATA to produce

Thank you for your continued partnership and support. We are extremely excited about the future of ComplyBI and look forward to building this platform together with our client community.

Sincerely, 

RATA Team