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Oracle@Morningstar

How Morningstar Runs Record to Report on Oracle Database

Morningstar, a financials organization in the United States, uses Oracle Database from Oracle to support record to report for controllers and shared services.

Value results

CategoryValue result
ProductivityFewer stalled items because financial close has a clear owner
ProductivityHandoffs in record to report sit in a shared queue instead of a mailbox trail
CapabilityNew joiners can see how record to report actually runs

Story

Morningstar is based in the United States and runs financials operations at a scale where financial close cannot live in side channels. Controllers and shared services were reconciling competing copies of the same work, which slowed record to report and hid who owned the next step.

The company runs record to report on Oracle, with Oracle Database as the product controllers and shared services actually open. Oracle delivers enterprise applications, databases, and cloud infrastructure, including Fusion Cloud ERP and Oracle Cloud Infrastructure. For Morningstar, that means controllers and shared services can open one workflow, see financial close, and let neighboring teams join without inventing a parallel stack.

Public materials confirm the companies and products. They do not always publish a single verified KPI for this pairing, so the outcome here is operational: clearer ownership, fewer stalled handoffs, and a shared record for financial close.

Relationship map

Morningstar uses Oracle, Fiserv, Datadog, GitLab, HashiCorp, Microsoft Azure, monday.com, Anaplan, Qualtrics, Guidewire, SS&C, New Relic. Shared with Atlassian, Broadcom, Cognizant, du, Emerson. Industry: Financials. Value: Productivity, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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