Why a Data Lineage Tool?

Organisations in financial services are facing ever-more stringent regulatory requirements with regards to the data that they hold and report. Key challenges include ensuring:

  • That appropriate data architecture and governance processes exist
  • Data accuracy and integrity
  • Provision of effective and timely data to key stakeholders.

Understanding their critical data elements and how they are derived is also imperative for firms to meet regulatory requirements.  

Creating a technical solution to these common challenges, one that facilitates data lineage from approved data sources within corporate functions was another way of helping our clients.  

How we can help you

We believe that agility, innovation and client-centricity are integral to developing a fit for purpose solution for our client. Our consultant-developer team built our Data Lineage Tool in close collaboration with one of the US’s largest banks, and could work with you to create a similar solution tailored to your specific needs. 

If you need to understand and manage your data, respond to regulatory requests in a timely manner, reduce manual intervention or facilitate auditability and traceability, we can help.

Our solution

We provide a two-part solution to effectively meet our client’s challenges:

  • Optimisation and standardisation of manual calculations to enable data lineage to be captured
  • A Data Lineage Relational Database Tool to effectively and efficiently capture, manage and report complex data lineages from source to target for example, book/tax adjustments.


Our tool’s key functionality includes:

  • Meta-data repository: Capture and manage the metadata for all data elements used to calculate critical business elements, including source to target mapping needed to understand lineage
  • Enhanced security: Four levels of access with automated authentication
  • Comprehensive audit trail
  • Reporting capability: Run pre-defined reports or create new reports tailored to the user’s needs
  • Export to Excel functionality to enable further manipulation of data
  •  Multi-user capability
  • Automated pre-population of specific data elements to increase speed and efficiency
  • Built-in data quality checks and form validation to ensure data accuracy and integrity
  • Tabbed interface for ease of navigation and maintenance
  • Automated backup capability

To enhance our tool’s usability and efficiency, we have also added additional features such as “Tooltips” to assist users in understanding specific data elements.


Technical specifications

  • Microsoft Access 2010 (or higher)
  • Microsoft Excel 2010 (or higher)
  • 8GB RAM
  • 100GB Hard Drive Space

For more information, please contact Steven Whaley, Head of Financial/Regulatory Technology and Digital Solutions at Holley Holland

steven.whaley@holleyholland.com +44 7583 439 161