DOCUMENTATION

Refresh once. Reuse approved content across the global program.

Start with prior-year reports, transaction extracts and approved company sources. Integral structures the information behind each Local File and Master File, proposes sourced changes and keeps review, localization and sign-off in one governed workflow.

Global Documentation program workflow: onboard existing reports, refresh from approved sources, generate and localize, review and retain.
WHAT THIS CHANGES FOR YOUR TEAM
  • Faster annual roll-forwards
  • Consistent positions across jurisdictions
  • Clear review and approval workflows
  • Reusable company and transaction content
GLOBAL DOCUMENTATION IN DETAIL

From individual tasks to
a connected capability.

01

Reusable group and entity content

Structure business descriptions, functional profiles and transaction narratives so approved information can be reused across reports. Keep group-wide content connected to the entity-specific facts that need local review.

Entity list beside the reports and reusable content held for ABC Holdings.
02

Evidence-linked annual updates

Compare prior-year content with current company sources and transaction data. AI proposes changes with supporting evidence, helping reviewers distinguish material updates from information that can be carried forward.

FY2025 approved text compared with the FY2026 wording proposed by AI, with linked sources and a reviewer note.
03

Bulk ingestion. Your data structure.

Ingest your existing data in bulk, using the structure your team already maintains. Integral adapts to your data structure—no reformatting or manual data massaging needed. Once ingested, the data automatically refreshes the system and relevant reports, keeping connected information up to date for review.

Column mapping from an uploaded transaction file alongside the resulting report refresh status.
HOW IT WORKS

A connected workflow.
Built for review and control.

Integral keeps the underlying data, supporting evidence, work product and decisions connected from start to finish.

01

Onboard what already exists

Extract entities, transactions, values, methods, functional profiles and prior conclusions from existing reports.

02

Refresh from approved sources

Use current 10-Ks, 10-Qs, earnings materials and internal information to propose evidence-linked annual changes.

03

Generate and localize

Reuse approved group and transaction content in the correct jurisdiction-specific structure and language.

04

Review and retain

Run year-over-year, local requirement, cross-file and tax-return checks; then track comments, versions and sign-offs.

CORE CAPABILITIES

Everything your team needs for global documentation.

Use the capability directly, have Integral manage the work, or use it as the control layer across existing providers.

  • ✓Local Files, Master Files and U.S. documentation
  • ✓AI-assisted drafting and sourced roll-forwards
  • ✓Multilingual content and jurisdiction-specific templates
  • ✓Year-over-year and cross-file comparison
  • ✓Local requirement and tax-form checks
  • ✓Review, comments, approvals and audit history
START WITH YOUR EXISTING INFORMATION

What goes in.

  • Prior-year Local Files, Master Files and U.S. reports
  • Current transaction extracts and entity financials
  • Approved company information, policies and benchmarking studies
REVIEWABLE RESULTS

What your team gets.

  • Draft and approved documentation organized by entity and year
  • Source-linked changes, review comments and cross-file findings
  • Retained final reports, supporting evidence and approval history
ILLUSTRATIVE WORKFLOW

Refresh a multi-country documentation program

The starting point

Your team has prior-year reports, updated financials and business information spread across local teams and advisers.

With Integral

Integral structures the existing content, proposes annual updates and highlights inconsistencies. Reviewers resolve entity-specific and local issues before approving the final reports.

AI + PROFESSIONAL JUDGMENT

Clear support.
Clear accountability.

How AI and the platform help

Extracts prior report content, proposes sourced updates and flags changes, missing information and inconsistencies across the documentation set.

Where people decide

Your reviewers confirm business facts, assess local requirements, resolve technical findings and approve final positions and reports.

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SEE INTEGRAL IN ACTION

Connect this capability to your global TP program.

We’ll show you how Integral can fit your team, providers and current workflow.

Talk to Integral ↗