FinanceOctober 16, 2025

Expert insights unplugged: The ultimate guide to Rule Engine Design

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In our on-demand webinar series “Expert insights unplugged”, CCH Tagetik professionals provide detailed insights into the functionality and capabilities of our CPM platform. We regularly highlight a mission-critical area of activity covered by our AI-powered solution, from consolidation and financial close to budgeting, planning and analysis, as well as ESG, tax and governance. 

In this episode of our webinar Expert insights unplugged: The Ultimate Guide to Rule Engine Design - Golden Standard and Flexibility in CCH Tagetik ConsolidationPaolo Guerrieri, Lead Advisor CCH Tagetik at Wolters Kluwer, provides profound insights into  

  • What the Rule Engine Designer (RED) is and the role it plays in the consolidation process. 
  • How RED extends predefined consolidation logic and meets individual requirements – all without scripting. 
  • Concrete use cases for dividend elimination: from standard rules to dynamic adjustments and fully customized rules. 
  • The benefits of Dynamic Markups for flexible calculation and adjustment of consolidation entries. 
  • A look ahead at the roadmap: how RED will cover even more use cases in the future and further reduce the need for scripting. 

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