Consumer Duty MI Framework Builder

Generate the management information suite that FCA-regulated firms need for board-level Consumer Duty oversight. Configure firm type, product lines, and existing MI coverage to receive a complete metric framework — names, data sources, frequencies, owners, and escalation thresholds across all four Consumer Duty outcomes.

FCA PS22/9 §12 SUP 15.3 · SYSC 4 FCA Consumer Duty Policy Mandate Export Client-Side · Zero PII

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Firm Configuration

Firm Type

Board Reporting Frequency

Existing MI Categories (tick those already in place)

Complaints data / root cause Net Promoter Score / CSAT Vulnerable customer flags Annual price review Product governance review Service level metrics (SLAs) Channel abandonment / drop-off Arrears / default rates Staff training completion

Consumer Duty MI Framework

Metric Name	Consumer Duty Outcome	Data Source	Freq.	Owner	Escalation Threshold	Esc. Level	Gap?

Gap Analysis — Metrics Requiring Implementation

Markdown MI Framework Table