Reqister/Log in

Montoux Experience Analysis from Montoux

Cloud-based experience study platform specifically designed for actuaries to automate data processing, analyze experience data, create visualizations, and generate reports. Features include assumption management, model validation, and collaborative workflow capabilities.

Is this your product?

More about Montoux

Product analysis by function

Experience Study Tools for Actuarial Department

Applications that analyze historical policyholder data to compare actual outcomes with expected results, helping actuaries refine pricing models and assumptions.
More Experience Study Tools More Actuarial Department ...

Data Integration and Import
(7 Yes /7 Known /10 Possible features)

Analysis and Modeling
(8 Yes /8 Known /10 Possible features)

Reporting and Visualization
(9 Yes /9 Known /10 Possible features)

Assumption Management
(9 Yes /9 Known /10 Possible features)

Security and Compliance
(8 Yes /8 Known /10 Possible features)

User Experience and Accessibility
(6 Yes /6 Known /10 Possible features)

Collaboration and Workflow
(6 Yes /6 Known /10 Possible features)

Integration and API
(5 Yes /5 Known /10 Possible features)

Auditability and Governance
(8 Yes /8 Known /10 Possible features)

Scalability and Performance
(3 Yes /3 Known /10 Possible features)

Support, Documentation, and Training
(5 Yes /5 Known /10 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Multiple Data Source Support Ability to connect and import data from various formats and sources, such as databases, spreadsheets, CSV, or external APIs.		Montoux supports data import from spreadsheets, CSVs, and external systems as indicated in product literature about supporting varied actuarial datasets.
Automated Data Refresh Ability to schedule and automate regular data imports or syncs.		Platform advertises automation of data ingest and processing, implying support for scheduled/automated refresh.
Real-time Data Integration Supports real-time or near-real-time data updates from operational systems.		No information available
Data Validation Rules Checks imported data for completeness, accuracy, and consistency against configurable rules.		Montoux documentation references data validation and cleaning steps configurable at import.
Data Transformation Tools Provides utilities to cleanse, reformat, and transform data into required structures.		Described as providing automated tools for cleansing and transforming raw data for analysis.
Batch Processing Capacity Number of records the system can process in an import batch.		No information available
Error Reporting for Imports Generates detailed logs and reports on data import errors or warnings.		Feature set includes import error and warning logs to guide user corrections.
Historical Data Archiving Ability to store, access, and restore historical experience datasets.		Platform mentions archiving historical datasets and restoring for audit/comparison.
User-defined Data Mappings Allows users to create custom mappings from source data fields to application fields.		Users can customize data field mappings during import (per product webinar/demo).
Data Encryption During Import Ensures sensitive data is encrypted during transfer and import processes.		No information available

Expected vs. Actual Calculation Automates the calculation and comparison of expected and actual experience for policies or claims.		Automated expected-vs-actual calculation is included as a core Montoux feature for insurance experience studies.
Mortality/Morbidity Analysis Supports analysis of mortality, morbidity, or other relevant risk metrics.		Mortality and morbidity experience analysis is a stated use case for the platform.
Experience Analysis by Segment Enables breakdown of experience by policyholder segment, product, geography, etc.		Montoux enables segmentation by product, geography, etc. for experience analysis.
Trend Analysis Tools Provides graphical/analytical tools for identifying trends over time within the data.		The platform includes visualization and analytics capabilities for trend analysis.
Credibility Adjustments Supports actuarial credibility theory techniques to adjust actual experience or develop blending.		Supports actuarial ‘credibility blending’ and experience adjustment (see assumption management features).
Statistical Test Suite Includes statistical tools for significance testing, e.g., Chi-square, t-tests.		No information available
Custom Assumption Modeling Permits users to define and apply their own actuarial assumptions within the analysis.		Montoux allows creation/modeling of custom actuarial assumptions.
Projection Capabilities Ability to project experience into the future based on historic data and assumptions.		Platform can project experience data forward, as described in product details under projection applications.
Model Sensitivity Analysis Evaluates the impact of varying assumptions on outcomes using sensitivity or scenario analysis.		Sensitivity and scenario analysis are specifically called out in Montoux documentation.
Run Time for Analysis Time it takes to process an experience study with standard data volume.		No information available

Standard Reporting Templates Provides built-in templates for common experience study reports.		Sample reports and templates for common experience analysis are available (see product screenshots/documentation).
Custom Report Builder Allows users to create reports with custom metrics, layouts, and filters.		Reports and dashboards can be customized using built-in tools (per marketing content).
Interactive Dashboards Supports creation of interactive charts, visualizations, and data exploration tools.		Interactive dashboards and visualizations are referenced as a competitive differentiator.
Export to Multiple Formats Enables exporting of reports to Word, Excel, PDF, or image formats.		Supports export of reports to Excel, PDF, images (according to feature descriptions).
Drill-down Capabilities Allows users to click through high-level metrics into more detailed breakdowns.		Dashboard/reporting functionality supports drill-down into detailed breakdowns (see demo videos).
Ad-hoc Query Tool Provides easy-to-use interface for generating ad-hoc queries and analyses.		Ad-hoc report and query building is highlighted as a feature for dynamic user analysis.
Visualization Library Size Number of different types of charts/plots/visualizations available.		No information available
Report Scheduling Ability to schedule generation and distribution of regular reports.		Report scheduling and automated distribution are listed on website.
Annotations and Collaboration Allows users to add comments and collaborate within reports and dashboards.		Users can add notes and collaborate within dashboards, as shown in collaboration features.
Mobile Access to Reports Reports and dashboards optimized for mobile devices.		Montoux supports mobile-optimized reporting through responsive cloud UI.

Assumption Library Central repository for storing standard and custom actuarial assumptions.		Assumption management includes a central assumption library for standard/custom assumptions.
Version Control Tracks historical changes and previous versions of assumptions.		Tracks and logs assumption changes and versions, as described in assumption governance documentation.
User-defined Assumptions Permits creation of new or custom assumptions for use in modeling.		Supports user creation of custom assumptions (see documentation).
Approval Workflow Enables review and approval steps before assumptions are used in production.		Approval workflow for key assumption and model changes specifically listed in product requirements and user guides.
Link Assumptions to Studies Can associate specific assumption sets to particular experience studies or projects.		System supports linking assumptions to studies and tracking dependencies.
Change Impact Analysis Evaluates effect of changed assumptions on past study results.		Documentation references ability to analyze impact of assumption changes on previous studies.
Assumption Documentation Supports detailed documentation of assumptions and rationales.		Montoux enables rich documentation of all assumptions and associated rationales.
Audit Trail for Assumptions Maintains a log of changes, who made them, and when.		Comprehensive audit trail functionality for all major assumption changes and approvals.
Assumption Import/Export Allows import/export of assumption sets for collaboration and sharing.		Assumption import/export is available for sharing with other systems per documentation.
Number of Supported Assumption Types Total unique assumption types that can be defined (e.g., mortality, lapse, expenses).		No information available

Role-based Access Control Enforces permissions based on user roles for data and feature access.		Role-based permissions are standard for actuarial controls and compliance in the platform.
Audit Logging Records all user activities and data accesses for compliance.		Audit logs for all major activity are part of compliance-ready workflow.
Data Encryption at Rest Stores sensitive policyholder data using encryption.		Sensitive data is encrypted at rest by default as part of cloud best practices (per product documentation).
Data Encryption in Transit Encrypts all data communications between client and server.		Communications to/from the cloud platform are encrypted (TLS).
Multi-factor Authentication Requires two or more authentication steps to access the system.		Multi-factor authentication is identified as available/compliant for client security requirements.
Compliance Frameworks Supported Lists standards like GDPR, SOC2, HIPAA, etc., supported by the system.		No information available
User Activity Monitoring Allows real-time or near real-time monitoring of user activities.		Product provides activity monitoring for user access and data retrieval for compliance.
Data Retention Policy Configuration Supports customizable data retention and deletion policies.		Retention/deletion policies are customizable in cloud applications to suit data governance requirements.
Automatic Data Redaction Automatically hides or redacts PII in reports and exports.		No information available
Regular Vulnerability Scans System automatically scans and reports vulnerabilities on a regular basis.		Cloud security posture includes regular vulnerability scanning as part of operations (see compliance overview).

Customizable Dashboard Layouts Users can tailor their interface to highlight relevant metrics and reports.		Users can customize dashboard layouts as part of personalizing the workspace.
Navigation Ease Score Measures the average number of steps required to access frequently used features.		No information available
Search Functionality Provides in-app search across data, reports, and documentation.		Platform includes robust search for reports, data, and documentation.
Help & Tutorials Built-in help, guides, wizards, and video tutorials.		Contextual help, tutorials, and onboarding guidance are included for new users.
Keyboard Navigation Fully usable by keyboard for improved accessibility.		No information available
Screen Reader Support Optimized for screen readers to aid visually impaired users.		No information available
Customizable User Preferences Users can set their own preferences, such as themes, languages, and date formats.		Users can set preferences such as language, date format, and themes.
Multi-language Support Ability to use the software in more than one language.		No information available
Session Timeout Configuration Configurable periods before an inactive user is logged out.		Session timeout and related security configurations are managed by administrators.
Mobile/Tablet Friendly UI Optimized layouts and controls for mobile and tablet usage.		UI is cloud-based and designed to be responsive for mobile/tablet as referenced in product materials.

Real-time Collaboration Multiple users can work on or view the same study or report simultaneously.		Collaborative workflows allow real-time editing and review by multiple users on studies/reports.
Task Assignment Assign and track workflow tasks related to experience studies.		Task assignment and tracking among team members supported per collaboration workflow features.
Commenting and Annotation Allows users to leave comments and annotate directly on reports or input data.		Allows commenting and annotation directly on data/reports (see collaborative feature section).
Notifications and Alerts System sends email or in-app alerts for key actions, completions, or comments.		Notifications and workflow alerts for tasks, comments, completions are included in platform.
Versioned Team Workspaces Team folders or workspaces with version control for group studies.		No information available
Workflow Automation Rules Configurable triggers and workflows for approvals, reviews, and follow-ups.		Custom workflow automation and rule-based triggers are supported as stated in workflow automation features.
User Role Assignment Granular assignment of access and responsibilities by project or study.		User role assignment granular by project/study as described in admin controls.
Discussion Threads Persistent and organized threaded discussions attached to studies or projects.		No information available
Activity Feed Displays a real-time log of recent activities by users and teams.		No information available
Maximum Concurrent Users Supported The number of users who can work collaboratively at once.		No information available

RESTful API Support Provides industry-standard REST APIs for integration.		API documentation mentions RESTful endpoints for extensibility.
Pre-built Integration Connectors Out-of-the-box connectors for common industry systems (e.g., policy admin, claims, GL).		No information available
Webhooks for Event Triggers Allows external systems to receive real-time notifications of key events.		No information available
Custom API Endpoints Permits defining custom data endpoints for unique integration needs.		No information available
Data Import/Export API Enables programmatic import/export of datasets.		API provides endpoints for data import/export (see API documentation references).
Single Sign-On (SSO) Integration Supports authentication with enterprise identity providers (e.g., SAML, OAuth).		Enterprise integrations include SSO with SAML/OAuth.
API Rate Limit Number of API calls allowed per second for integration needs.		No information available
API Documentation Quality Completeness and clarity of documentation and developer resources.		No information available
Data Push to Data Lake Supports automated push of data into internal data lakes or warehouses.		Automated push to data warehouse/data lake supported for larger enterprise clients.
Integration with Visualization Tools Direct integration with tools like Tableau or Power BI.		Direct integration with Power BI/Tableau mentioned in interoperability section.

End-to-end Audit Trail Tracks and records all changes made to studies, models, and datasets.		Experience study platform includes detailed audit trail of changes, edits, imports, etc.
Model Governance Frameworks Supports established model governance processes and documentation.		Model governance and validation process included for actuarial code documentation.
User Access History Report on who accessed specific data, when, and what changes were made.		User access and change history reporting is included for compliance.
Locked and Certified Study Versions Allows ‘locking’ final study versions and marking them as certified.		Study lock and certification supported as part of versioned workflow.
Automated Data Lineage Shows data flow and sources within the system for governance and troubleshooting.		Data lineage visualization is supported for transparency and troubleshooting.
Regulatory Reporting Exports Generates outputs in formats required by insurance regulators.		Regulatory reporting outputs available in approved formats for insurance regulators.
Role-based Sign-off Workflows Supports sign-off steps by different roles for studies and assumption changes.		No information available
Audit Trail Retention Duration How long audit logs are retained and available for review.		No information available
Model Validation Templates Pre-built templates for model validation and documentation.		Model validation templates included as part of the experience study template gallery.
Study Approval History Saves complete history of each approval step for studies and assumptions.		Study approval and change history maintained per study through audit trail and workflow.

Maximum Dataset Size Supported Largest dataset size that can be imported or analyzed without performance degradation.		No information available
Concurrent Job Execution Number of studies or analyses that can be processed in parallel.		No information available
Average Analysis Run Time Median time needed to run standard experience studies at average data volume.		No information available
High Availability Uptime Service reliability, usually measured as percentage uptime per year.		undefined Cloud-native platform advertises 99.9%+ uptime with SLAs.
Latency for Report Generation Average time to generate or refresh standard reports.		No information available
Elastic Resource Scaling System automatically scales resources up/down based on load.		Platform supports elastic resource allocation to match load requirements.
Disaster Recovery Support Automated failover and data backup for system outages or failures.		Disaster recovery including automated failover and backup listed as supported under security/business continuity.
Geographic Data Center Options Choice of hosting in multiple geographic regions for performance or compliance.		No information available
Batch Processing Throughput Records processed per hour in batch jobs.		No information available
Concurrent User Limit Maximum number of simultaneous users before performance degrades.		No information available

24/7 Technical Support Round-the-clock support availability via chat, phone, or email.		24/7 technical support via support center/email/chat for enterprise clients.
Dedicated Account Manager Named contact for account and issue management.		Dedicated account managers assigned to enterprise clients per Montoux service description.
User Documentation Completeness Comprehensiveness of provided user guides and reference manuals.		No information available
Video Tutorials Library Size Number of instructional videos available to users.		No information available
In-app Guidance and Tooltips Contextual help and tooltips within the interface.		In-app guidance and tooltips are part of the user onboarding experience.
Training Programs Offered Number of distinct user training workshops or webinars offered annually.		No information available
Knowledge Base Articles Number of indexed self-help articles or FAQs.		No information available
Service Level Agreement (SLA) Clear documentation of support response and resolution time commitments.		SLAs for support and service resolution published for enterprise clients.
Product Update Frequency Average frequency of releases and improvements per year.		No information available
Customer Community Forum Online community or forum for customers to share knowledge and solutions.		Montoux hosts a customer community and user forum for knowledge sharing.

Montoux Experience Analysis from Montoux

Product analysis by function

Experience Study Tools for Actuarial Department

Data Integration and Import (7 Yes /7 Known /10 Possible features)

Analysis and Modeling (8 Yes /8 Known /10 Possible features)

Reporting and Visualization (9 Yes /9 Known /10 Possible features)

Assumption Management (9 Yes /9 Known /10 Possible features)

Security and Compliance (8 Yes /8 Known /10 Possible features)

User Experience and Accessibility (6 Yes /6 Known /10 Possible features)

Collaboration and Workflow (6 Yes /6 Known /10 Possible features)

Integration and API (5 Yes /5 Known /10 Possible features)

Auditability and Governance (8 Yes /8 Known /10 Possible features)

Scalability and Performance (3 Yes /3 Known /10 Possible features)

Support, Documentation, and Training (5 Yes /5 Known /10 Possible features)