PwC · Tech Consulting · Medium · 25-35 min

Audit-Ready Data Lineage at a UK Asset Manager

Last updated 2026-07-29

What is this case about?

A £140B AUM UK asset manager. Six underlying ledgers, three reporting tools, two ESG vendors, monthly board pack assembled half in Excel. FCA Consumer Duty has just bitten — the firm must be able to evidence the lineage of every customer-impacting figure end-to-end within 18 months. The CDO has a £6M envelope and is choosing between Collibra, Alation, and an SAP-stack solution, plus a ServiceNow GRC overlay. You are the lead advisor on the proposal.

Where strong candidates start

  • Re-state the regulatory ask in operational terms — what 'auditable lineage' means in evidence, sample size, and refresh frequency
  • Map the as-is data landscape — six ledgers, three reporting tools — and decide which flows are in scope first

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