AI-powered dashboards for insurance product performance monitoring, real-time analytics for tracking product profitability and market penetration, customizable KPIs for different product lines, and predictive analytics to guide product development decisions.
Visualization tools that track key performance indicators for insurance products, helping teams identify trends and make data-driven optimization decisions.
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Multi-Source Connectivity Connects to multiple internal and external data sources (e.g., policy admin, claims, CRM, external data services). |
Vendor materials emphasize integration with multiple insurance core systems and external services, supporting multi-source connectivity. | |
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Real-Time Data Sync Supports updating data in real-time or near real-time for up-to-date dashboard views. |
The product highlights real-time analytics and up-to-date dashboards, indicating real-time data sync. | |
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APIs Support Offers robust API access for inbound and outbound data ingestion. |
Pegasystems platform provides API access for data ingestion and integration as per vendor documentation. | |
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Scheduled Data Refresh Automates regular data refreshes at configurable intervals. |
Supports configurable data refresh, backed by documentation on scheduling and automation options. | |
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Manual Data Upload Allows users to upload and import data files directly into the dashboard. |
User upload interfaces are a standard part of Pega's dashboard and reporting solutions. | |
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Data Model Flexibility Can accommodate varying data models or schemas (custom fields, entity adjustments). |
Custom data models and flexible schema configuration are supported in Pega through its case-type and data modeling tools. | |
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Data Validation Automatically checks and highlights data inconsistencies, missing values, or errors upon ingestion. |
AI-driven validation and error checking on data ingestion are core to the platform’s analytics tools. | |
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ETL (Extract, Transform, Load) Automation Automates extraction, transformation, and loading of data for dashboard preparation. |
ETL automation is referenced in Pega’s integration and data pipeline documentation. | |
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Data Volume Handling Maximum data records supported per dashboard update cycle. |
No information available | |
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Data Latency Time between data generation and its representation on the dashboard. |
No information available |
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Custom KPI Configuration Ability to define new KPIs tailored to specific product or project needs. |
Product marketing materials state customizable KPIs for different product lines. | |
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Pre-Built Insurance KPIs Includes a library of commonly used insurance KPIs (loss ratio, claims frequency, policy growth, etc.). |
Includes pre-built insurance KPIs such as loss ratio, profit, growth, etc. | |
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Metric Drill-Down Navigate from high-level KPIs into underlying metrics, products, or business segments. |
Dashboard offers drill-down from KPI to underlying business segment as described in solution briefs. | |
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Trend Analysis Visualizes KPIs over time to highlight trends and seasonality. |
Trend and time-series analytics highlighted as key feature. | |
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Target/Benchmark Comparison Compare current performance against predefined targets or historical benchmarks. |
Benchmarking and comparison to targets is shown in demos/screenshots. | |
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Variance Analysis Highlights variances between actual, forecasted, and target KPIs. |
No information available | |
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Real-Time KPI Updates KPIs are updated automatically as soon as data changes. |
The promotional site describes KPIs being updated 'as data flows in,' supporting real-time KPI updates. | |
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Automated Alerts on KPI Changes Sends notifications when KPIs cross certain thresholds. |
Automated alerts on threshold crossings are described as available. | |
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KPI Calculation Speed Average computation time to refresh or recalculate KPIs. |
No information available |
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Chart Types Range of visualizations supported (bar, line, pie, heatmaps, waterfall, etc.). |
No information available | |
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Interactive Dashboards Users can filter, drill down, and interact with dashboard elements in real time. |
Interactive filtering and dashboard engagement noted in product literature. | |
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Customizable Layouts Flexibility in arranging and customizing dashboard views and widgets. |
Highly customizable dashboard layouts are a standard selling point. | |
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Theming/Branding Options Can apply organization-specific colors, logos, and styles. |
Branding and theming options are part of enterprise offering. | |
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Mobile Responsiveness Dashboard interfaces adjust for optimal display and use on mobile devices. |
Mobile responsive dashboards shown in technical specs and demos. | |
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Export/Download Visualizations Export charts, dashboards, or data in various formats (PDF, Excel, PNG, etc.). |
Export options for reports and data are highlighted in documentation. | |
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Dashboard Load Time Time it takes for a dashboard to become interactive after opening. |
No information available | |
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Widget Library Size Number of pre-built widgets or visualization tools available. |
No information available | |
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Accessibility Compliance Supports WCAG or similar accessibility standards for diverse user needs. |
No information available |
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Commenting/Annotation Users can annotate dashboards, data points, or charts for discussion. |
No information available | |
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Sharing Controls Granular control over who can share, publish, or distribute dashboards. |
Granular sharing control referenced in Pega collaboration features. | |
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Role-Based Access Set permissions by role or user group (view, edit, admin, etc.). |
Role-based access and permissions is a standard Pega IAM function. | |
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Real-Time Collaborative Editing Multiple users can view and edit dashboards simultaneously. |
No information available | |
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Task Assignment & Workflow Integration Assign tasks related to dashboard insights and link to workflow tools (JIRA, Asana, etc.). |
No information available | |
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Version Control Track changes and revert to previous dashboard versions as needed. |
No information available | |
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Insight Sharing Frequency Maximum scheduled dashboard/email share events supported per day. |
No information available | |
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User Notification Options Supports multiple modes of user notification (email, in-app, SMS, etc.). |
User notification via multiple channels (in-app, email, SMS) described in platform documentation. |
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Data Encryption at Rest Data stored within the system is encrypted for security. |
Pegasystems documentation affirms encryption at rest capabilities. | |
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Data Encryption in Transit Data is encrypted during transmission between systems or users. |
Supports industry-standard TLS/SSL for data in transit. | |
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Audit Logging All user access and changes are logged for review and audit. |
Audit logging is a feature for compliance functionality. | |
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Single Sign-On (SSO) Support Supports secure, centralized authentication via SSO. |
SSO integration supported with SAML, OIDC, etc. as per technical documentation. | |
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Multi-Factor Authentication Requires more than one method to authenticate user access. |
Multi-factor authentication supported for higher security use cases. | |
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GDPR/Data Privacy Tools Supports data subject requests and other privacy obligations. |
Data privacy and GDPR-oriented features are promoted in compliance resources. | |
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Role-Based Security Policies Policies can be tailored to different user types and roles. |
Role-based security policies settable for access controls. | |
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Regulatory Compliance Certifications Holds recognized certifications (SOC 2, ISO 27001, etc.). |
No information available |
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Threshold-Based Alerts Users can set thresholds on KPIs to trigger notifications. |
Threshold-based alerts are mentioned in feature lists as supported. | |
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Frequency of Notification Frequency at which the system can send notifications for events or alerts. |
No information available | |
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Multi-Channel Notification Delivery of alerts via multiple channels (email, SMS, push, in-app). |
Notifications available via multiple channels (email, SMS, push, in-app). | |
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Alert Customization Users can define severity, channel, and format of notification. |
Alert customization is an advertised feature (severity, channel, etc.). | |
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Summary Digest Emails Option to receive summarised reports on performance periodically. |
No information available | |
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Escalation Protocols Unresolved alerts can be escalated and re-assigned automatically. |
No information available |
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Statistical Analysis Tools Built-in options for statistical evaluation (correlations, distributions, significance tests, etc.). |
Statistical analysis capabilities referenced, including AI diagnostics. | |
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Predictive Analytics Integration Can include or connect to predictive models for forecasting performance. |
Predictive analytics is called out as a key guiding feature for product decisions. | |
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Segmentation Analysis Supports analysis by customer cohort, product line, or other segments. |
Segmentation and cohort analysis features are showcased in solution overviews. | |
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Historical Data Archiving Archives historical data for longitudinal analysis. |
Historical data and time-based analysis capability implied in trend reporting. | |
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Anomaly Detection Automatically surfaces outliers or unexpected patterns. |
Anomaly detection is part of AI-driven insights per marketing materials. | |
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Scenario/What-If Analysis Test the impact of changing variables on key metrics. |
No information available | |
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Advanced Filtering Capabilities Complex slicing and dicing of data for granular views. |
Advanced filtering and slicing/dicing are available in Pega dashboards. | |
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Time to Insight Average time from query/action to answer/insight surfaced. |
No information available |
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Project Management Integration Connects with project management tools to feed insights into agile cycles. |
No information available | |
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Product Version Tracking Links performance data to specific product releases/versions. |
No information available | |
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A/B Testing Support Handles side-by-side comparisons of product variants in real time. |
No information available | |
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Feature Impact Analysis Determines how individual product features affect performance KPIs. |
No information available | |
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Change Log Visualization Timeline tracking of key product changes and their outcomes. |
No information available | |
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Feedback Loop Integration Links user or broker feedback directly to dashboard metrics. |
No information available |
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User Provisioning & Deprovisioning Automated user account creation/removal via central directory or manually. |
User provisioning and deprovisioning supported per admin docs. | |
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User Audit Reporting Periodic reporting of user activity for compliance. |
Audit reporting for compliance is part of admin offering. | |
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Bulk User Upload Ability to onboard large groups of users at once. |
Bulk user upload available via administrative interfaces. | |
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License Usage Analytics Tracks assigned vs. used licenses and access patterns. |
No information available | |
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Custom Role Definitions Set up custom roles with tailored permissions. |
Custom role definitions described in user/access control features. |
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User Onboarding Flow Guided onboarding tours and tutorials for new users. |
Onboarding workflows and guided tours are mentioned in Pega platform resources. | |
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Context-Sensitive Help In-app help that adjusts to context or screen. |
No information available | |
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24/7 Customer Support Access to vendor support at all times. |
24/7 customer support is standard for enterprise Pega deployments. | |
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Community Forum/Knowledge Base Searchable resource for best practices, FAQs. |
Knowledge Base and community resources are available for Pega users. | |
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Documentation Completeness Level of detail in documentation provided. |
No information available | |
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Training Materials Available Provision of videos, webinars, and other learning resources. |
Training videos and e-learning materials outlined in support and training resources. | |
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Onsite Training Option Option for live, instructor-led training at customer location. |
No information available |
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