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Data Preparation for Regulatory Compliance

In this recorded demo, we play the role of a private fund advisory firm that has to report on various regulatory requirements to the SEC for all the funds under their management. We’ll show you:

  • How to calculate the credit default swap interest for the SEC form PF
  • A step-by-step on merging two different data sets with unique challenges in Trifacta
  • Trifacta Wrangler’s Flow View to trace the steps and recipes taken to get to the result