Meridian Capital Group · Implementation

BCBS 239 Risk Data Aggregation — Phase 2

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Client
Meridian Capital GroupT1
Banking — Investment · NY · $510B AUM
Practice & Delivery
Risk & Regulatory
SDL
TWTracy Westbrook
Team
TWPRMWDCHM
Contract value
$2.4M
Burned
$1.4M
Remaining
$960K
Days elapsed
180 / 360
Health
green
Service Delivery Model
Orchestration
green
Account Mgmt
green
Compliance
green
SDL
green
Milestones
  • ●
    Discovery & Current Statecomplete
    due Dec 1, 2025
  • ●
    Data Lineage Mapping — Tier 1 Reportscomplete
    due Mar 1, 2026
  • ◐
    Risk Data Lineage Sign-offin progress
    due May 14, 2026
  • ○
    Reg-Ready Reporting Pilotupcoming
    due Jul 29, 2026
  • ○
    Steady-state Handoffupcoming
    due Oct 27, 2026
Recent Touchpoints
weekly statusApr 28, 2026
On track. Lineage validation 80% complete; vendor data feeds confirmed.
TWPR
steering committeeApr 21, 2026
Quarterly steerco: scope confirmed, no changes. Sponsor (CRO) reaffirmed timeline.
TWMI
Compliance Checks
✓MSA in placepass
✓SOW v3 signedpass
✓Data handling addendumpass
Asset Harvesting
  • BCBS 239 Lineage Template (Tier 1 banks)Mar 16
  • Risk Data Aggregation Maturity RubricApr 10