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Versioned Custom Frameworks

KEY ESG now allows Fund Managers to create and manage custom frameworks across reporting years.

F
Written by Femke Hummert
Updated over a week ago

1. Automatic Framework Versioning

  • What: Each custom framework now maintains distinct year-specific versions under a single parent framework.

  • Why: Preserve exact historical reporting configurations while evolving metrics for new years.

  • How it works: When cloning or saving a framework a reporting year, the new version is automatically year-compatible.

2. One-Click Version Cloning

  • What: Clone any previous framework version with automatic standard framework updates.

  • Why: Set up new reporting years in seconds.

  • How it works:

  • Click Clone on any framework version

  • System auto-updates standard frameworks to the current year

  • Yellow warning triangles flag mismatches for quick correction

How to Use

For New Data Request Setup:

  1. Ensure you are in your new reporting year, and start your data request

  1. Clone last year’s framework

  1. Resolve any yellow warnings with quick-fix options

  1. Add or remove any metrics to the framework that you want to include in this year’s survey

For Framework Maintenance:

  • Access all versions from the dropdown menu

  • Draft versions can be edited freely

  • Issued versions require explicit confirmation to change

  • Delete unused drafts to keep your workspace clean

FAQs

  • If I remove metrics from this year’s version, will it remove data from previous years submissions under the same metric?

No, this new framework versioning allows you to keep the frameworks from different years distinct from each other. The new versions allow you to clone, so that you don’t have to start from the beginning, then adjust the included metrics to fit your current year’s reporting needs. If you attempt to save changes to a custom framework with active submissions, the platform will warn you about this.

  • Do I have to change my framework in the new reporting year?

Yes, we recommend creating a clone of a previously issued framework version, so that it gets updated to the newest standard framework version.

  • How does this save me time?

Instead of recreating your custom framework every year, you can a clone of the previous year. This will allow you to ensure the same essential metrics are answered, ensuring data integrity and consistency across years.

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