Stakeholder Communication Template
Subject
Financial data processing pipeline results — January 2026 month-end run
To
Business Stakeholders
From
Data Platform Team
Date
February 1, 2026
Hi Team,
Sharing the results from the latest run of the new financial data processing pipeline (CSV → validated Parquet) and what it means for reporting and compliance.
What This Pipeline Does:
We use a medallion layout: Bronze (raw) → Silver (processed). Raw CSV files land in the Bronze bucket (S3). When a new file is uploaded, EventBridge detects it and starts our Step Function, which applies access control (ACL) on the new objects, runs validation and testing, then runs the ETL (on Glue for large data or Lambda for small batches). Valid rows are written to the Silver layer (partitioned Parquet); invalid rows go to Quarantine with full error details. This replaces the previous manual CSV workflow once fully operationalized.
Pipeline Run Results:
- Run Date: January 31, 2026 (18:00 CET)
- Data Coverage: January 1-31, 2026 (31 days)
- Processing Duration: 22 minutes
- Pipeline: Bronze (raw) → EventBridge → Step Function (ACL, validation, testing) → Glue/Lambda → Silver (partitioned Parquet) and Quarantine. Deployments are automated via CI/CD (GitHub Actions + Terraform) with manual approval for production.
- Note: This is our first production-like test run. Some metrics are expected to improve as we optimize the system.
What Changed (Before vs After):
| Aspect | Before | After |
|---|---|---|
| Processing Time | 2-3 days after month-end | Same-day (ready by end of business day) |
| Reconciliation | 2 days manual work | 2 hours automated |
| Data Quality | Errors found during reconciliation | Errors caught automatically before reporting |
| Audit Trail | No audit trail | Full immutable audit trail |
| Source of Truth | Multiple spreadsheets | Single validated dataset |
Processing Performance:
- Data Ready For Reporting: Available same-day (January 31, 2026) — previously would have taken 2-3 days after month-end
Health Metrics Summary
| Metric | Value | Target | Status |
|---|---|---|---|
| Data Freshness | Current as of January 31, 2026 18:00 CET | < 1 hour behind | Green |
| Completeness | 98.5% (1,427,700 of 1,450,200 expected) | > 99.5% | Amber |
| Reconciliation | Match within €350 | Within €100 | Amber |
| Exception Rate | 0.12% (2,200 records) | < 0.5% | Green |
| Processing Time | 22 minutes | < 30 minutes (SLA) | Green |
| Compliance Readiness | Audit trail in progress | Yes | Amber |
| Cost | €2.80 per million records | Stable | Green |
Overall status: Amber — System functional, improvements needed.
Summary:
- Total Records Received: 1,450,200
- Successfully Processed: 1,427,700 (98.5%)
- Quarantined (Invalid Data): 22,500 records (1.55%)
Error Categories (Top 3):
- Invalid Currency: 1,800 records (0.12% of total)
- Issue: Currency codes not in ISO-4217 standard (mostly "XBT" codes and some typos)
- Previously: These errors would have been caught manually during reconciliation (2-3 days later)
- Now: Caught automatically before reporting, excluded from analysis
- Missing Required Fields: 350 records (0.02% of total)
- Issue: Missing transaction amount or date fields
- Invalid Timestamp: 50 records (0.003% of total)
- Issue: Dates in incorrect format or future dates
Areas for Improvement (First Run Observations):
- Completeness: 22,500 records (1.55%) were not processed due to data quality issues. The Data Quality Team is working with source teams to understand and resolve these patterns.
- Reconciliation variance: €350 difference between systems (target: €100). Initial investigation suggests timing differences in how transactions are recorded. Matching logic will be refined in the next iteration.
- Compliance Readiness: Audit trail functionality is implemented but still being validated. Expected to be complete by next run.
Single Source of Truth:
Once operationalized, this validated dataset would serve as the single source of truth for all month-end reporting, replacing the previous manual CSV processing workflow and eliminating the "numbers don't match" issue between Finance and Product reports.
Expected Impact on Your Workflow (Once Operationalized):
- Month-end close: Would complete on day 1 instead of day 3-4
- Reconciliation: Would be reduced from 2 days to 2 hours
- Reporting: Month-end reports would pull from this validated source automatically
- Data Quality: Issues would be caught before reporting, not during reconciliation
Next Steps:
These results show the pipeline's capability to process January 2026 transaction data. While some metrics need improvement, the system successfully processed 98.5% of records and caught data quality issues automatically. The validated dataset from this run is available for review and testing. Completeness and reconciliation variance will be addressed before the next run.
If Issues Found:
If currency mapping is provided for the invalid codes, the affected records will be reprocessed to include them in future reports. Data Quality Team is investigating quarantined records and will coordinate resolution with source teams.
Questions? Contact the Data Platform Team for detailed metrics or support.
Best regards, Stephen
Related Documentation
- Technical Reference - Technical summary (you are designing the final layout)
- ETL Pipeline Logic - Ingestion flow, Lambda vs Glue, EventBridge → Step Function
- Data Lake Architecture - Medallion (Bronze/Silver/Gold) and storage design
- CI/CD Workflow - CI + CD pipeline and deployment
Executive Summary Documentation
- Executive Overview - High-level project summary
- Business Case Summary - Business case details