Model Risk & SR 11-7 Compliance

Model Risk Management
13/16 Requirements Met

Model Risk Framework Components

Verified

Model Certification

Regulatory Requirement

OCC requires formal certification that model methodology is sound, assumptions are reasonable, and limitations are documented before deployment.

How Stratus Satisfies It

Stratus uses OverCaml formal verification proofs to mathematically certify ALM model correctness. Every calculation — EVE, NII, duration gap — is verified with machine-checked proofs that guarantee numerical accuracy and logical consistency.

Formally Verified
Active

Model Verification

Regulatory Requirement

Independent verification must confirm that model implementation matches its design specification, with automated testing of calculations and data flows.

How Stratus Satisfies It

Stratus includes a comprehensive self-test suite that runs 27+ verification tests on every ALM computation. Tests cover balance sheet identity, PV rate monotonicity, ternary roundtrip, risk monotonicity, and compliance conservative checks — all automated and auditable.

27/27 Tests Passing
Active

Model Validation

Regulatory Requirement

Ongoing validation through back-testing, benchmarking, sensitivity analysis, and outcome analysis to confirm model accuracy over time.

How Stratus Satisfies It

Stratus performs automated back-testing of predictions against actual outcomes. Bond buyer predictions are validated against realized purchase behavior, and ALM projections are compared to actual NII and EVE changes quarterly. Sensitivity analysis runs across 8 standard shock scenarios.

Back-Testing Active
Compliant

Model Governance

Regulatory Requirement

Board oversight, comprehensive model inventory, change management controls, access controls, and complete audit trail of model usage and modifications.

How Stratus Satisfies It

Stratus maintains a complete audit trail of every model run, parameter change, and verification result. The process stream provides real-time visibility into model execution. Role-based access controls and versioned model configurations ensure governance compliance.

Audit Trail Active

Regulatory Guidance References

OCC
2011

SR 11-7

Guidance on Model Risk Management

Foundational guidance establishing expectations for model development, implementation, validation, and governance across all banking activities.

FED
2015

SR 15-18

Federal Reserve Board Model Risk Management

Supplementary guidance reinforcing SR 11-7 with emphasis on model inventories, validation frequency, and board reporting requirements.

NCUA
2022

Letter 22-CU-07

NCUA Interest Rate Risk Supervision

Credit union-specific guidance on ALM model expectations, emphasizing NMD assumptions, stress testing adequacy, and model validation for IRR.

FFIEC
2023

IRR FAQ

Interest Rate Risk — Frequently Asked Questions

Interagency FAQ clarifying regulatory expectations for IRR measurement, model assumptions, policy limits, and management reporting.

SR 11-7 Compliance Checklist

81%
Development
Verification
Validation
Governance