An ESG score is automatically generated for every newly created or updated case
The ESG report is available with details at category and criterion levels
External and internal data sources are required to get a complete ESG score
Generate an ESG X-Ray score and report when creating a case
An ESG score is generated using the information provided in the case every time a case is created on October Connect. This score contains three layers of details:
The overall ESG score of the company, which reflects its performance in ESG policy.
A score by category (Environmental, Social, and Governance) that evaluates performances per ESG topic.
A score by criterion that allows the detection of areas where the company needs to improve.
Requirements to generate an ESG X-Ray report
To comply with the European Sustainable Finance Disclosure Regulation (SFDR), the ESG X-Ray needs to be fed with several types of data we gather from external databases, other October Connect modules and your client company.
From the 30+ criteria analysed by ESG X-Ray, only 4 are based on declarative questions to be asked to your client. If some of these elements are missing, the overall ESG score and the score per category won’t be generated:
Information required | Criteria related |
Business identification number | Legal proceedings |
ESG questionnaire to the company |
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Number of employes |
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Bank Statement | Social security & tax payments |
Any document | Fraud & transparency management |
NACE code | All environmental criteria |
ESG X-Ray highlights missing information to help you achieve the most complete score possible, even when some information is missing.
Updating the ESG score
The ESG score will be updated every time one of the information (listed above) used to generate the score is updated. For example, if you add a new bank statement, a up-to-date ESG score will be generated and displayed in the ESG X-Ray.