Understanding data source integration

IBM Controller Disclosure Management integrates directly with IBM Controller to retrieve financial data that populates report statements.

Users configure a data source during project creation to establish the connection between the application and IBM Controller. The application retrieves data dynamically based on selected parameters such as actuality, period, currency, and division factor.

Key integration behaviors include:

Financial data is fetched from IBM Controller each time a relevant view is loaded or refreshed.
The data source selection determines which IBM Controller environment and dataset is used for the project.
Changing the data source on an existing project may cause data loss in sections that depend on the previous data source configuration, particularly in company statement tabs.

Important: When you change the data source of an existing project, verify that all company-level statement data is still correctly populated. Changing the data source may result in missing or empty financial data in group and parent statement sections.