01
Compliance Test Suite
Run a full battery of regulatory compliance tests on every portfolio. Automated scripts cover OC/IC, WARF, and diversity score thresholds across multiple jurisdictions, and breaches are flagged before they reach your inbox.
Features
Everything you need to
run compliant CLO portfolios.
A focused set of capabilities data reconciliation, compliance monitoring, scenario simulation, and audit reporting, engineered to keep CLO managers ahead of every breach.
compliance · active06 capabilities
Always-on
Core Capabilities
Six core capabilities engineered for end-to-end CLO compliance.
Section
Pillars · 6 of 6
02
Mapping Automation
Smart field mapping that normalizes 20+ trustee tape formats into a unified schema. No more manual spreadsheet stitching data flows from ingestion to reconciliation in seconds.
03
Eligibility Checks
Real-time eligibility screening against indenture criteria at point of trade. Every ineligible asset gets flagged with a full explanation of which rule was violated, before execution.
04
Audit-Ready Reports
One-click regulatory report generation. Full calculation lineage and decision audit trails for SEC and EU CRR.
05
What-If Scenario Analysis
Simulate trade before execution. Compare outcomes side-by-side before making allocation decisions; no more guessing in the dark.
06
Intelligent Alerts
Custom compliance thresholds per indenture. Get notified when OC cushion drops below trigger levels.
MAPPING & AUTOMATION
MAPPING & AUTOMATION
Intelligent column mapping. Zero manual work.
CalcBridge automatically maps incoming trustee tape columns to your internal data model across 20+ formats from any administrator. No template setup, no manual field matching. The engine learns your data structure and reconciles it in seconds, flagging anomalies before they reach your compliance team.
- Auto-mapping across Wells Fargo, US Bank, Citibank, and 17+ trustee formats
- Intelligent field recognition that adapts to column name variations automatically
- Reconciliation engine runs on ingest results available in under 60 seconds
- Anomaly detection flags discrepancies before data reaches your compliance workflow
ENTERPRISE · CERTIFIEDENTERPRISE SECURITY
ENTERPRISE SECURITY
Bank-grade security built into every calculation.
CalcBridge is built on enterprise-grade infrastructure with defense-in-depth security controls designed for institutions that cannot afford data exposure. Every action on the platform is logged, every calculation is traceable, and every user access is controlled giving your compliance, legal, and IT teams the confidence they need to sign off.
- Enterprise-grade infrastructure with defense-in-depth security controls
- Role-based access control with SSO and SAML support
- Immutable audit trail with reviewer signatures on every report
- Data residency options for EU CRR and cross-border compliance requirements
How It Works
Five steps between your trustee tape and full CLO compliance.
01
Upload Workbook
Drop in your portfolio workbook/deal ; CSV, PDF or any administrator format. No template required.
02
Data Extraction
An AI agent automatically reads and extracts every data field from your workbook/deal.
03
Column Mapping
The mapping engine intelligently matches your extracted columns to CalcBridge's internal data model.
04
Confidence Level
Each field is scored for confidence; high scores auto -approve, while low score gets flagged for quick human review.
05
Eligibility Check
CalcBridge runs eligibility checks against your CLO indenture rules, OC/IC, WARF & WAS instantly, and results are auditable
News & Insights
Structured Credit Intelligence Reports
Regulation
Automation
Markets
compliance · activeReady When You Are
Try every feature on your own stack.
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