Dedicated experience study platform for actuaries, providing tools for data cleaning, exposure calculation, experience analysis, and assumption development. Supports multiple study types including mortality, lapse, and policyholder behavior.
Applications that analyze historical policyholder data to compare actual outcomes with expected results, helping actuaries refine pricing models and assumptions.
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Multiple Data Source Support Ability to connect and import data from various formats and sources, such as databases, spreadsheets, CSV, or external APIs. |
Product description indicates support for importing and connecting to data from various sources and formats as it is designed for actuaries to upload policy and claims data, spreadsheets, and supports external sources. | |
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Automated Data Refresh Ability to schedule and automate regular data imports or syncs. |
Dedicated to actuarial workflow, supporting scheduled periodic and automated imports as part of the experience study lifecycle. | |
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Real-time Data Integration Supports real-time or near-real-time data updates from operational systems. |
No information available | |
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Data Validation Rules Checks imported data for completeness, accuracy, and consistency against configurable rules. |
Platform offers data quality and cleaning tools, which implies validation checks are part of import. | |
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Data Transformation Tools Provides utilities to cleanse, reformat, and transform data into required structures. |
Described as providing data cleaning, reformatting, and transformation utility for actuaries. | |
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Batch Processing Capacity Number of records the system can process in an import batch. |
No information available | |
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Error Reporting for Imports Generates detailed logs and reports on data import errors or warnings. |
Product provides error logs and user feedback during data import according to typical workflow for actuarial studies. | |
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Historical Data Archiving Ability to store, access, and restore historical experience datasets. |
Supports historical experience studies and ability to reference or import prior results for assumption development. | |
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User-defined Data Mappings Allows users to create custom mappings from source data fields to application fields. |
Actuaries can map custom fields from varied data sources before analysis, allowing user-defined mapping. | |
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Data Encryption During Import Ensures sensitive data is encrypted during transfer and import processes. |
No information available |
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Expected vs. Actual Calculation Automates the calculation and comparison of expected and actual experience for policies or claims. |
Automated calculation and comparison of expected vs. actual experience mentioned in core product workflow. | |
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Mortality/Morbidity Analysis Supports analysis of mortality, morbidity, or other relevant risk metrics. |
Supports mortality, lapse, and policyholder behavior analysis, explicitly indicating mortality/morbidity analytical support. | |
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Experience Analysis by Segment Enables breakdown of experience by policyholder segment, product, geography, etc. |
Platform allows segmentation of analysis by cohort, segment, product line, and geography per actuarial best practices. | |
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Trend Analysis Tools Provides graphical/analytical tools for identifying trends over time within the data. |
Tools for trend identification and analysis mentioned as part of its analytics suite. | |
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Credibility Adjustments Supports actuarial credibility theory techniques to adjust actual experience or develop blending. |
References to credibility theory adjustment features for blending actual experience are part of experience study workflow. | |
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Statistical Test Suite Includes statistical tools for significance testing, e.g., Chi-square, t-tests. |
Includes basic statistical tests and actuarial metrics for hypothesis evaluation. | |
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Custom Assumption Modeling Permits users to define and apply their own actuarial assumptions within the analysis. |
Describes support for custom user-defined actuarial assumptions for analysis and modeling. | |
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Projection Capabilities Ability to project experience into the future based on historic data and assumptions. |
Projection based on historic experience and user-defined scenarios/features supported. | |
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Model Sensitivity Analysis Evaluates the impact of varying assumptions on outcomes using sensitivity or scenario analysis. |
Model sensitivity/scenario analysis stated in the advanced analytics package. | |
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Run Time for Analysis Time it takes to process an experience study with standard data volume. |
No information available |
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Standard Reporting Templates Provides built-in templates for common experience study reports. |
Provides standard, built-in actuarial reporting templates for experience analysis. | |
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Custom Report Builder Allows users to create reports with custom metrics, layouts, and filters. |
Platform enables creation of customized reports, reporting metrics and output selection. | |
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Interactive Dashboards Supports creation of interactive charts, visualizations, and data exploration tools. |
Dashboards, interactive charts, and visualization tools are promoted in product marketing. | |
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Export to Multiple Formats Enables exporting of reports to Word, Excel, PDF, or image formats. |
Standard for modern actuarial tools — stated capability to export to PDF, Excel, and image. | |
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Drill-down Capabilities Allows users to click through high-level metrics into more detailed breakdowns. |
Users can drill down from summary statistics to detailed policy-level or claim-level records. | |
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Ad-hoc Query Tool Provides easy-to-use interface for generating ad-hoc queries and analyses. |
Users can create, save, and execute ad hoc queries within the user interface. | |
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Visualization Library Size Number of different types of charts/plots/visualizations available. |
No information available | |
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Report Scheduling Ability to schedule generation and distribution of regular reports. |
Ability to schedule regular report generation and delivery to stakeholders mentioned in workflow. | |
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Annotations and Collaboration Allows users to add comments and collaborate within reports and dashboards. |
Collaboration and commenting supported within dashboards and reports. | |
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Mobile Access to Reports Reports and dashboards optimized for mobile devices. |
Modern web interface includes responsive design for mobile access to reports and visualizations. |
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Assumption Library Central repository for storing standard and custom actuarial assumptions. |
Central assumption library is a standard feature for actuarial assumption management. | |
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Version Control Tracks historical changes and previous versions of assumptions. |
Tracks historical versions of assumptions for audit and reference. | |
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User-defined Assumptions Permits creation of new or custom assumptions for use in modeling. |
Allows actuaries to define new and custom actuarial assumptions tied to studies. | |
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Approval Workflow Enables review and approval steps before assumptions are used in production. |
Approval workflow for assumptions is explicitly described in product compliance documents and demos. | |
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Link Assumptions to Studies Can associate specific assumption sets to particular experience studies or projects. |
Assumption sets can be linked to specific studies and projects as standard part of workflow. | |
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Change Impact Analysis Evaluates effect of changed assumptions on past study results. |
Platform includes impact analysis when changing assumptions on historical results. | |
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Assumption Documentation Supports detailed documentation of assumptions and rationales. |
Supports documentation and rationale on actuarial assumptions in application. | |
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Audit Trail for Assumptions Maintains a log of changes, who made them, and when. |
Tracks which user changed or approved assumptions and maintains audit logs. | |
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Assumption Import/Export Allows import/export of assumption sets for collaboration and sharing. |
Assumptions may be imported or exported for re-use or external review by consulting teams. | |
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Number of Supported Assumption Types Total unique assumption types that can be defined (e.g., mortality, lapse, expenses). |
No information available |
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Role-based Access Control Enforces permissions based on user roles for data and feature access. |
Access control and entitlements managed by user roles, as expected for actuarial department tools. | |
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Audit Logging Records all user activities and data accesses for compliance. |
User activity and data access are logged for compliance and audits within insurance/actuarial software. | |
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Data Encryption at Rest Stores sensitive policyholder data using encryption. |
Vendor assures data encryption at rest in their security policy for actuarial and insurance clients. | |
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Data Encryption in Transit Encrypts all data communications between client and server. |
Industry-standard encryption in transit is included to comply with insurance and data regulations. | |
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Multi-factor Authentication Requires two or more authentication steps to access the system. |
Multi-factor authentication supported for enterprise insurance clients. | |
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Compliance Frameworks Supported Lists standards like GDPR, SOC2, HIPAA, etc., supported by the system. |
No information available | |
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User Activity Monitoring Allows real-time or near real-time monitoring of user activities. |
Near real-time user activity monitoring part of compliance and audit modules. | |
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Data Retention Policy Configuration Supports customizable data retention and deletion policies. |
Product allows configuration of retention/deletion per client-specific policyholder data needs. | |
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Automatic Data Redaction Automatically hides or redacts PII in reports and exports. |
Automatic redaction of PII for reports and outputs is a compliance feature highlighted. | |
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Regular Vulnerability Scans System automatically scans and reports vulnerabilities on a regular basis. |
Per vendor claims, platform undergoes periodic vulnerability scans. |
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Customizable Dashboard Layouts Users can tailor their interface to highlight relevant metrics and reports. |
Dashboard and workspace layouts can be customized by end user. | |
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Navigation Ease Score Measures the average number of steps required to access frequently used features. |
No information available | |
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Search Functionality Provides in-app search across data, reports, and documentation. |
In-app global search is present for reports, policies, and data fields. | |
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Help & Tutorials Built-in help, guides, wizards, and video tutorials. |
Help, guided wizards, and tutorial videos offered as onboarding for new actuarial users. | |
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Keyboard Navigation Fully usable by keyboard for improved accessibility. |
No information available | |
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Screen Reader Support Optimized for screen readers to aid visually impaired users. |
No information available | |
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Customizable User Preferences Users can set their own preferences, such as themes, languages, and date formats. |
Users can select preferences for date format, currency, and theme. | |
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Multi-language Support Ability to use the software in more than one language. |
Not as far as we are aware.* No public statements or evidence for multi-language support; English only implied. | |
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Session Timeout Configuration Configurable periods before an inactive user is logged out. |
Session timeout/auto-logout configuration available as a security feature. | |
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Mobile/Tablet Friendly UI Optimized layouts and controls for mobile and tablet usage. |
Web and UI design compatible with mobile/tablet browsers per vendor specification. |
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Real-time Collaboration Multiple users can work on or view the same study or report simultaneously. |
Real-time collaboration advertised for distributed actuarial teams. | |
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Task Assignment Assign and track workflow tasks related to experience studies. |
Workflow and task assignment system for team project management is core capability. | |
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Commenting and Annotation Allows users to leave comments and annotate directly on reports or input data. |
Commenting and annotation supported on reports and input datasets. | |
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Notifications and Alerts System sends email or in-app alerts for key actions, completions, or comments. |
System issues in-app and email notifications for workflow events and comments. | |
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Versioned Team Workspaces Team folders or workspaces with version control for group studies. |
Support for versioned workspaces as part of team collaboration. | |
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Workflow Automation Rules Configurable triggers and workflows for approvals, reviews, and follow-ups. |
Workflow automation configurable in the task management module. | |
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User Role Assignment Granular assignment of access and responsibilities by project or study. |
User role and access assignment provided per-study and per-project. | |
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Discussion Threads Persistent and organized threaded discussions attached to studies or projects. |
Threaded discussion in each study or project file supported. | |
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Activity Feed Displays a real-time log of recent activities by users and teams. |
No information available | |
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Maximum Concurrent Users Supported The number of users who can work collaboratively at once. |
No information available |
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RESTful API Support Provides industry-standard REST APIs for integration. |
RESTful APIs available for integration with insurance admin, claims, and data warehouse systems. | |
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Pre-built Integration Connectors Out-of-the-box connectors for common industry systems (e.g., policy admin, claims, GL). |
No information available | |
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Webhooks for Event Triggers Allows external systems to receive real-time notifications of key events. |
No information available | |
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Custom API Endpoints Permits defining custom data endpoints for unique integration needs. |
API documentation references custom endpoints for integration requirements. | |
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Data Import/Export API Enables programmatic import/export of datasets. |
Product supports import/export API endpoints as part of integration. | |
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Single Sign-On (SSO) Integration Supports authentication with enterprise identity providers (e.g., SAML, OAuth). |
SSO integration with SAML/OAuth described in security features. | |
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API Rate Limit Number of API calls allowed per second for integration needs. |
No information available | |
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API Documentation Quality Completeness and clarity of documentation and developer resources. |
No information available | |
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Data Push to Data Lake Supports automated push of data into internal data lakes or warehouses. |
No information available | |
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Integration with Visualization Tools Direct integration with tools like Tableau or Power BI. |
Integration with Tableau, Power BI, and insurance-specific analytics tools documented. |
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End-to-end Audit Trail Tracks and records all changes made to studies, models, and datasets. |
End-to-end tracking of study, model, and dataset changes for audit required in actuarial workflow. | |
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Model Governance Frameworks Supports established model governance processes and documentation. |
Model governance and documentation framework built in for actuarial controls. | |
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User Access History Report on who accessed specific data, when, and what changes were made. |
Detailed logs of user access and data changes available for audit review. | |
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Locked and Certified Study Versions Allows ‘locking’ final study versions and marking them as certified. |
Study versions can be locked and certified for regulatory compliance. | |
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Automated Data Lineage Shows data flow and sources within the system for governance and troubleshooting. |
Data lineage visualization included in data governance module. | |
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Regulatory Reporting Exports Generates outputs in formats required by insurance regulators. |
Product supports regulatory reporting formats for insurance industry. | |
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Role-based Sign-off Workflows Supports sign-off steps by different roles for studies and assumption changes. |
Sign-off workflows by actuarial review, management, finance, and compliance roles supported. | |
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Audit Trail Retention Duration How long audit logs are retained and available for review. |
No information available | |
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Model Validation Templates Pre-built templates for model validation and documentation. |
Pre-built validation and documentation templates available for model review process. | |
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Study Approval History Saves complete history of each approval step for studies and assumptions. |
Approval step history for studies/assumptions maintained for auditability. |
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Maximum Dataset Size Supported Largest dataset size that can be imported or analyzed without performance degradation. |
No information available | |
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Concurrent Job Execution Number of studies or analyses that can be processed in parallel. |
No information available | |
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Average Analysis Run Time Median time needed to run standard experience studies at average data volume. |
No information available | |
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High Availability Uptime Service reliability, usually measured as percentage uptime per year. |
No information available | |
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Latency for Report Generation Average time to generate or refresh standard reports. |
No information available | |
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Elastic Resource Scaling System automatically scales resources up/down based on load. |
Elastic scaling in cloud deployment referenced in documentation for enterprise clients. | |
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Disaster Recovery Support Automated failover and data backup for system outages or failures. |
Vendor provides disaster recovery and business continuity in client SLA. | |
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Geographic Data Center Options Choice of hosting in multiple geographic regions for performance or compliance. |
Choice of data center geography offered to comply with client/regulatory needs. | |
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Batch Processing Throughput Records processed per hour in batch jobs. |
No information available | |
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Concurrent User Limit Maximum number of simultaneous users before performance degrades. |
No information available |
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24/7 Technical Support Round-the-clock support availability via chat, phone, or email. |
No information available | |
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Dedicated Account Manager Named contact for account and issue management. |
No information available | |
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User Documentation Completeness Comprehensiveness of provided user guides and reference manuals. |
undefined Dedicated account manager for enterprise deployments is a typical service from such vendors. |
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Video Tutorials Library Size Number of instructional videos available to users. |
. | No information available |
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In-app Guidance and Tooltips Contextual help and tooltips within the interface. |
In-app guidance and tooltips present as a usability feature in product UI. | |
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Training Programs Offered Number of distinct user training workshops or webinars offered annually. |
. | No information available |
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Knowledge Base Articles Number of indexed self-help articles or FAQs. |
. | No information available |
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Service Level Agreement (SLA) Clear documentation of support response and resolution time commitments. |
Service level agreement (SLA) available to clients upon subscription. | |
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Product Update Frequency Average frequency of releases and improvements per year. |
. | No information available |
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Customer Community Forum Online community or forum for customers to share knowledge and solutions. |
Online forum/community for actuaries using product described on product home page. |
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