European Credit Data Management powered by PPA

PPA Overview

PPA, acquired by Acuity Knowledge Partners in mid-2024, specialises in transforming complex financial data to accessible insights. Its team of 150 experts, with over 20 years of experience, excel in data extraction, structuring and processing financial statements and ESG data from company reports. By leveraging cutting-edge technology and deep industry knowledge, PPA empowers major financial institutions globally to make informed decisions and streamline their corporate lending processes.

Partnering with PPA provides financial institutions with a trusted ally committed to quality, innovation, and sustainability in the financial sector. PPA simplifies the complexities of financial data, enabling clients to focus on accelerating their business growth.

Who we serve

Asset Managers
Corporate & Commercial Banks
Insurance Firms,
Leasing Companies
Financial Institutions

Support we offer

Financial Data Extraction and Structuring

Annual reports
Interim reports
SPV reports
ESG reports
EEC / EPC reports

Technology

Hybrid process of OCR/Algorithm- and AI-based data extraction and human expert quality assurance
AI based credit risk search
Integration in our customers workflow systems

What we have processed annually

200+

active clients

250K +

annual reports processed

25,000+

Interim reports processed

3,800+

ESG reports processed

How we work

We are committed to innovation, quality and reliability while offering economically and ecologically sustainable service solutions.

Our process

state-of-the-art technology and professional expertise

Order placement and first quality gate

Through its logistic support system (LBS), PPA receives a request to process a report such as an annual financial statement. The in-house team reviews the report on the basis of predefined parameters such as reporting year or currency. If the review calls for corrections, PPA makes revisions to the report in consultation with the client.

Analysis of report information using OCR and AI

A report passes through up to 16 levels of text recognition (optical character recognition [OCR]) to ensure the complete digitisation of all text elements. An AI-powered processing tool is used in this validation step.

Hybrid data extraction with AI and skilled editors

PPA relies on a mix of advanced technology and highly qualified personnel. Using proprietary PPA technology, clearly identifiable data is extracted automatically via artificial intelligence (AI). Segments too complex for AI to interpret are reviewed and edited manually by experienced and specially trained editors. This hybrid process, combining AI with expert oversight, defines PPA’s success. It ensures that all analysis-relevant data and facts in a report are identified and accurately extracted.

Guaranteed service quality

Typically, processed data is returned within a few hours or work days of receipt of a report. PPA emphasises on real-time processing. It aligns every step of the process with client requirements to ensure the ideal service level is met collaboratively.

Mapping to client-specific data requirements

Clients define the structure and content requirements for their data. PPA prepares the data precisely to match these specifications. It also provides support to clients in defining these requirements. Unless otherwise agreed, the company delivers raw data. On client requests, PPA offers categorised and pre-processed data, as well as calculates key figures.

Data delivery to defined interfaces

The final automated step entails the transfer of processed data to clients’ designated interface, complete with documentation. This data set serves as the foundation for further processing. PPA supports a wide range of proven interfaces that integrate seamlessly with many financial analysis systems used across the German financial sector.

How we are different

Proven Expertise and Innovation

PPA, with over 20 years of experience, combines deep industry knowledge with continued innovation. Its team of over 150 experts specialises in data extraction, structuring and processing financial statements and ESG data, ensuring clients receive accurate and actionable insights.

Tailored solutions for financial institutions and corporates

PPA understands the unique challenges financial institutions face, such as the integration of legacy systems with modern technologies and management of vast amounts of data. It offers customised solutions that seamlessly bridge the gap between old and new systems, enhancing operational efficiency and decision-making.

Commitment to Data Accuracy and Quality

Inaccurate data can lead to incorrect strategies and compliance issues. PPA prioritises data accuracy and quality, employing rigorous data governance frameworks and validation tools, thereby ensuring clients can trust the information they rely on for making critical business decisions.

Robust data privacy and security measures

Data breaches are a major concern in today’s digital landscape. PPA implements stringent data privacy and security protocols, investing in advanced cybersecurity measures and complying with strict regulations to protect sensitive client information.

Seamless integration with existing systems

PPA ensures the smooth integration of its financial data solutions with clients’ existing systems, minimising disruptions and optimising efficiency. Its adaptable technology seamlessly connects with legacy platforms, modern cloud solutions and third-party applications, enabling a frictionless transition without compromising data integrity.