> For the complete documentation index, see [llms.txt](https://docs.coherent.global/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coherent.global/control/platform-overview/use-cases.md).

# Use Cases

Coherent Control supports spreadsheet-driven processes where governance matters.

These use cases show where the platform fits best. Each one highlights the control objective, the operational need, and the teams that benefit most.

<table data-full-width="true"><thead><tr><th width="447.24609375">Use case</th><th>Use Case Details</th></tr></thead><tbody><tr><td><strong>Spreadsheet Change Management Controls</strong></td><td><p>Use this when a workbook drives a business process and changes need to be controlled rather than left to ad hoc editing.</p><p>It covers the full lifecycle of a spreadsheet change: request, review, testing, approval, implementation, and rollback if needed.</p><p>In practice, this is the control that helps teams prove that updates to critical Excel files were authorized, validated, and documented before release. It is especially relevant for regulated or business-critical models where even a small formula change can create reporting or operational risk.</p></td></tr><tr><td><strong>Audit Trail and Versioning Practices</strong></td><td><p>Use this when you need to answer the question “what changed, who changed it, and why?”</p><p>This use case focuses on maintaining a reliable history of workbook versions and change events so that a reviewer or auditor can reconstruct the file’s evolution over time.</p></td></tr><tr><td><strong>Access Control for Sensitive Spreadsheets</strong></td><td><p>Use this when a spreadsheet contains confidential financial data, PII, or other restricted information and access needs to be limited.</p><p>This use case covers how to control who can open, edit, share, or distribute a workbook, and it distinguishes between weak workbook/worksheet protection and stronger file-level encryption or SharePoint permissions.</p></td></tr><tr><td><strong>Rater Management</strong></td><td><p>Rater Management enables organisations to govern, approve, and deploy Excel-based rating models as controlled, production-ready assets, without removing teams from Excel.</p><p>This use case is typically applied in:</p><ul><li>Insurance pricing and underwriting</li><li>Actuarial model management</li><li>Any workflow where Excel-based logic determines commercial decisions</li></ul></td></tr><tr><td><strong>Underwriting &#x26; Claims Workflows</strong></td><td><p>Underwriting and Claims Workflow Management enables organisations to standardise, govern, and automate decision-making processes that rely on Excel-based logic, while maintaining full auditability and operational control.</p><p>This use case applies to:</p><ul><li>Risk assessment and pricing in underwriting</li><li>Claims triage, validation, and settlement calculations</li><li>Workflows where the data conolidation from spreadsheet submissions is key to decision making</li></ul></td></tr><tr><td><strong>Finance Governance Processes</strong></td><td><p>Finance Governance Processes enable organisations to control, standardise, and audit spreadsheet-driven financial workflows—ensuring accuracy, compliance, and accountability across critical processes such as reporting, forecasting, and regulatory submissions.</p><p>This use case is particularly relevant where finance teams rely heavily on Excel for:</p><ul><li>Financial reporting and close processes</li><li>Regulatory and statutory submissions</li><li>Treasury, liquidity, and risk calculations</li></ul></td></tr></tbody></table>