Case Study

CLO Data Assurance & QA Automation – Improving Data Accuracy & Reliability

Structured-Finance Analytics Intelligence Leader (Trustee & Structured Finance Division)

An AI-driven Data Transform & Assurance Platform automates ingestion, validation, and mapping across hundreds of CLO trustee feeds, replacing rigid ETL with self-healing automation that improves data accuracy, reduces manual QA, and delivers audit-ready data governance.

Problem

The client’s trustee operations processed 3,500+ CLO deals/month across heterogeneous trustee data formats. Legacy ETL workflows required 20% manual QA effort, inconsistent schema mapping, and frequent data reconciliation, creating delays as compliance requirements and trustee formats evolved. The client needed an onshore, AI-driven data assurance platform to improve data accuracy, scalability, and audit-ready governance.

Approach

Intellectyx built an AI-driven Data Transform & Assurance Platform that automated ingestion, validation, and mapping across hundreds of CLO trustee feeds. The solution replaced rigid ETL with a metadata-driven, self-healing engine that detects schema drift, standardizes data, and executes 500+ rule-based and ML validations. Lineage dashboards, compliance tagging, and auto-correction loops provide end-to-end data quality, transparency, and audit traceability for CLO analytics.

Platform in Action