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FinAtlas
Taskunverified

Month-end close orchestration

Run the sequence of entries, reconciliations and reviews that produce a final set of books, against a fixed calendar and owner list.

varies by archetype

1

The task exists in this business archetype but behaves differently. The note is the point of the edge: it must say how it differs, not merely that it does.

  • Fintech / lendingArchetypeunverified

    Credit loss provisioning sits on the critical path and cannot run until loan-level data is final, so the long pole of the close is a model run rather than a reconciliation. Close duration is bounded by model execution and review, and compressing it means changing the model, not the calendar.

consumes

3

A canonical data object the task needs as input.

owned by

1

The business-partner org unit accountable for the task.

runs in

1

The end-to-end shared-services process the task sits inside.

serves

1

The verb-level intent the task exists to satisfy.

performed in

2

Software the task is actually carried out in.

Relationships pointing at this node.

performed by

2

A job title someone actually holds does this work.

Unresolved from the source registry

not yet modelled

Free-text strings from the source spreadsheet that have not been resolved to a node. Preserved verbatim so nothing is silently dropped — these are backlog, not content.

Produces: Close calendar · Close checklist