Equity disclosures using SDM, FCCS, and Narrative Reporting

Has anyone implemented equity disclosure processes using Supplemental Data Manager in FCCS together with Narrative Reporting?

We’re evaluating this architecture for recurring processes such as WASO, equity rollforwards, cap tables, equity award rollforwards, and stock-based compensation disclosures.

The proposed approach would retain award or transaction-level data in SDM, perform validations and reconciliations, post summarized results to FCCS, and use Narrative Reporting for the final workpaper, supporting evidence, review, and approval.

We would appreciate hearing whether anyone has implemented something similar and, at a high level:

• Which components were handled in SDM, FCCS, and Narrative Reporting
• Whether an external transformation layer was still necessary