Unified corporate performance management platform for insurers with capabilities for financial consolidation, reporting, planning, and analysis. Includes specialty line forecasting, claims reserve analysis, and regulatory reporting frameworks.
Applications that support budgeting, forecasting, and financial modeling to help insurers plan for future performance and resource allocation.
More Financial Planning and Analysis Tools
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Multi-Source Data Import Supports importing data from spreadsheets, accounting software, ERPs, CRMs, and claims systems. |
OneStream XF features data import from multiple external systems, including ERPs, spreadsheets, and claims systems, as documented in solution brief and integration documentation. | |
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Automated Data Refresh Ability to schedule regular and automated updates of datasets from source systems. |
Product details and documentation reference scheduled and automated data refresh jobs for source systems. | |
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Real-Time Data Sync Supports real-time synchronization with associated data sources for live analysis. |
Real-time data sync capability supported through OneStream's integration layer and 'Direct Connect' for ERPs/other transactional systems. | |
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Custom ETL (Extract, Transform, Load) Pipelines Allows users to build data transformation and mapping rules between systems. |
Custom ETL design and transformation supported as part of the platform, with mapping and transformation engine based on XF MarketPlace solutions. | |
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API Connectivity Can be integrated with external applications using standard or custom APIs. |
API integration is a standard feature, with both inbound and outbound connectivity for business systems. | |
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Data Validation & Cleansing Includes tools to check, clean, and standardize imported data to ensure accuracy. |
Data validation and cleansing steps are configurable for all data imports (see integration documentation). | |
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Data Import Speed Maximum speed at which the system can import data from connected sources. |
No information available | |
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Historical Data Import Limit The maximum historical data range that can be ingested for trend analysis. |
No information available | |
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Prebuilt Insurance Integrations Includes out-of-the-box integrations with common insurance platforms (e.g., Guidewire, Duck Creek). |
No information available | |
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User Access Controls on Data Import Support for role-based access and approval workflows for data importing. |
Role-based access and data import approval workflows supported (see documentation on security and workflow). |
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Multi-Scenario Budgeting Enables creation and comparison of multiple budget and forecast scenarios. |
Multiple scenario budgeting is a core capability of OneStream XF's planning models. | |
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Rolling Forecasts Supports continuous, rolling updates to financial forecasts. |
Rolling forecasts are supported through dynamic models and adjustable time horizons. | |
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Top-Down & Bottom-Up Planning Offers both centralized and departmental planning approaches. |
Provides both centralized (top-down) and department-level (bottom-up) planning features. | |
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Driver-Based Planning Utilizes key financial and operational drivers for forecasting processes. |
Driver-based planning is featured, allowing forecasts based on business/insurance drivers. | |
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Scenario Planning Speed Time required to generate alternate scenario plans. |
No information available | |
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Collaboration Tools for Budgeting Enables multiple users to participate in budgeting and forecasting simultaneously. |
Multiple users can participate/process in budgeting and forecasting simultaneously (collaboration tools listed in feature set). | |
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Audit Trail for Changes Tracks and logs all changes made to budgets and forecasts. |
Audit trail for all changes and workflow events, including budget/forecast changes, is standard. | |
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Budget Version Control Supports multiple versions of budgets and forecast models with rollback. |
Budget version control with rollback and version history is supported (see product feature list). | |
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Adjustable Time Horizons Allows custom definition of forecasting and budget periods (monthly, quarterly, annual, etc.). |
Planning/forecasting models support adjustable/custom time periods (monthly, quarterly, annual, etc.). | |
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Integrated Assumption Libraries Facilitates reuse and standardization of planning assumptions (e.g., inflation, claims frequency). |
No information available | |
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Forecast Accuracy Measurement Tracks accuracy of forecasts compared to actuals over time. |
No information available |
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Customizable Financial Models Allows users to create or modify financial models specific to the insurance business. |
Users can create and modify financial models tailored to insurance and reinsurance scenarios. | |
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Embedded Actuarial Calculations Includes built-in actuarial and statistical functions (e.g., loss triangles, reserving models). |
Platform includes embedded actuarial/statistical calculations for insurance modeling, per solution documentation. | |
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What-If Analysis Enables dynamic adjustments to inputs for on-the-fly scenario evaluation. |
OneStream enables what-if analysis with dynamic scenario modeling and data input adjustment. | |
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Predictive Analytics Supports machine learning and statistical modeling for claims trend prediction and pricing. |
Supports predictive analytics via its analytics engine and third-party AI extension options. | |
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Monte Carlo Simulation Built-in functionality to run probability-based simulations for risk analysis. |
No information available | |
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Sensitivity Analysis Ability to test and visualize the impact of changing key input variables. |
Sensitivity analysis tools for key input variables provided within modelbuilder interface. | |
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Model Calculation Speed Average time required to run a complex model. |
No information available | |
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Model Library Provides a library of prebuilt models for insurance (e.g., cash flow, solvency, premium projection). |
Includes a library of prebuilt models for insurance cash flow, solvency, premium projection, etc. | |
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Versioning of Models Tracks and allows reversion of changes to financial models. |
Model versioning and rollback are available for major insurance financial modeling deployments. | |
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Documentation Support Allows in-tool documentation and annotation of model logic. |
In-tool documentation and annotation for financial models supported (see model documentation features). | |
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Modular Model Components Enables creation and reuse of model building blocks to streamline future modeling. |
Supports modular components; users can create and reuse model logic blocks. |
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Customizable Dashboards Users can build and personalize dashboards with charts, graphs, and KPI widgets. |
Custom dashboard builder is a widely promoted feature (see product pages). | |
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Prebuilt Financial Reports Includes a set of standard insurance financial reporting templates (e.g., statutory, regulatory). |
OneStream offers prebuilt insurance financial reports, including regulatory/statutory templates (see insurance solution brief). | |
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Ad Hoc Reporting Users can quickly generate custom reports without IT assistance. |
Ad hoc/self-service report generation by business users is a core design goal. | |
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Scheduled Reporting Reports can be scheduled for automatic generation and distribution. |
Supports scheduling and distribution of automated reports. | |
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Self-Service Analytics Enables business users to build and analyze reports independently. |
Non-technical users are able to build their own queries and analytics (self-service analytics, per documentation). | |
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Data Export Formats Supported number of export formats (e.g., PDF, Excel, CSV, XML). |
No information available | |
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Interactive Visualization Tools Includes tools for interactive data exploration (e.g., drilldowns, filters). |
Interactive visualization with drilldown, filtering, pivot, and charting provided in the main UI. | |
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Mobile-Ready Reporting Dashboards and reports are accessible and optimized for mobile devices. |
Mobile and tablet support for dashboards and reports via responsive UI and mobile app. | |
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Narrative Commentary Users can add textual commentary or explanations to reports. |
No information available | |
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Role-Based Report Access Controls who can view, edit, or share reports based on user roles. |
Role-based view, edit, and sharing controls for reports and dashboards are supported. | |
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Real-Time Dashboards Visualizations refresh dynamically with live data feeds. |
Real-time dashboard updates are available with live data feeds (per technical documentation). |
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In-Platform Messaging Facilitates direct communication among users within the application. |
No information available | |
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Task Assignment & Tracking Enables tracking and delegation of tasks involved in planning and analysis cycles. |
Task assignment, approvals, and tracking are provided through built-in workflow tools. | |
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Approval Workflows Configurable multi-step approval processes for budgets and forecasts. |
Approval workflow processes configurable for financial consolidation, budgeting, and forecasting. | |
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Change Notifications Automated alerts and updates for key events or submissions. |
Change notifications and alerts available for all workflow and model events. | |
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Concurrent Editing Multiple users can edit budgeting or forecasting documents at the same time. |
Supports concurrent editing in collaborative budgeting and planning (multiple users). | |
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Commenting & Annotations Users can comment on specific cells, reports, or model assumptions. |
Comments and annotations available for documents, models, reports, and cells. | |
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Collaboration Audit Log Tracks all user actions and collaboration events. |
Audit log for collaboration events is a standard compliance feature. | |
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Workflow Template Library A set of prebuilt workflow templates for insurance FP&A processes. |
No information available | |
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User Activity Dashboard Provides a summary of current user assignments, approvals, and tasks. |
No information available | |
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Time to Approve Workflow Step Average time it takes for approval workflows to be completed. |
. | No information available |
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Data Encryption All data is encrypted both at rest and in transit. |
Data is encrypted in transit and at rest; confirmed by security documentation and compliance statements. | |
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Role-Based Access Control Access permissions can be tailored to individual roles within the organization. |
Role-based access control framework is in place per security whitepaper. | |
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Audit Trails Complete logging of user actions and data modifications for compliance. |
Audit trails for all user actions and data modifications (core security requirement and compliance). | |
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Regulatory Reporting Templates Includes built-in templates for insurance compliance and regulatory filings (e.g., IFRS 17, Solvency II). |
Regulatory reporting templates for IFRS 17, Solvency II, and others included in OneStream MarketPlace for Insurance. | |
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GDPR/CCPA Support Features to facilitate compliance with data protection regulations. |
GDPR compliance features and audit tools supported; CCPA readiness referenced in compliance documents. | |
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Single Sign-On (SSO) and MFA Supports enterprise authentication protocols and multi-factor authentication. |
Single Sign-On and Multi-Factor Authentication supported for enterprise deployments. | |
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Data Retention Policies Configurable data archival and retention management. |
Data retention and archival policies are configurable, meeting compliance and business policy requirements. | |
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Penetration Testing Frequency How often the system undergoes security penetration testing. |
No information available | |
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User Session Timeout Controls Customizable inactivity timeouts for user sessions. |
Customizable session timeout controls are available (referenced in user and admin guides). | |
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Incident Response Procedures Documented procedures for managing security breaches. |
No information available | |
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Data Residency Options Ability to select data storage in specific geographic regions. |
Cloud deployment supports data residency options, e.g., AWS/Azure region choice (compliance option). |
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Claims Forecasting Tools for projecting future insurance claims based on trends and actuarial data. |
Claims forecasting, specialty line forecasting, and actuarial reserve analysis featured in documentation and insurance solution pages. | |
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Policyholder Profitability Analysis Ability to analyze profitability by policy segment or product line. |
Policyholder profitability analytics part of solution for insurance segments. | |
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Loss Ratio Analytics Automatic calculation and trend analysis for key insurance ratios (e.g., loss, expense, combined). |
Automatic calculation of key insurance ratios like loss, expense, and combined ratios referenced in insurance solution feature sets. | |
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Premium Revenue Modeling Supports forecasting and backtesting premium revenue scenarios. |
Premium revenue forecasting and backtesting are included in scenario and insurance planning models. | |
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Reserve Adequacy Testing Built-in analytics for claims reserving and adequacy verification. |
Claims reserving and adequacy analysis, including actuarial analytics, are documented solution features. | |
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Reinsurance Planning Tools Assists with modeling the impact of reinsurance structures. |
No information available | |
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Compliance with Insurance Accounting Standards Includes logic for accounting under statutory frameworks. |
Accounting logic for insurance statutory frameworks is provided in solution documentation. | |
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Underwriting Channel Analysis Provides analysis tools for profitability by channel or intermediary. |
Profitability analytics by channel/intermediary referenced in solution details. | |
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Policy Lifecycle Modeling Models full policy life from quote to claim, renewal, or lapse. |
Full policy lifecycle modeling including quote, claim, renewal flows highlighted for insurers. | |
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Integration with Actuarial Tools Can be connected to external actuarial systems (e.g., Moody's Analytics, Milliman). |
No information available |
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Intuitive User Interface Designed for easy navigation, with consistent layouts and terminology. |
User interface is branded as intuitive and consistent, per customer reviews and product claims. | |
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Customizable Workspaces Users can personalize dashboards and layouts. |
Customizable/personalized workspaces including dashboards/layouts are a feature. | |
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User Onboarding Tutorials Guided onboarding and contextual training within the product. |
Onboarding tutorials, in-app training, and contextual help resources available. | |
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Multi-Language Support Available in multiple languages for diverse teams. |
No information available | |
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Accessibility Compliance Complies with common accessibility standards (e.g., WCAG 2.1). |
No information available | |
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In-Tool Help & Documentation Comprehensive, searchable help resources available within the application. |
Searchable in-tool help and rich documentation built into platform. | |
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Average User Task Speed Mean time required to complete common tasks (e.g., running a forecast). |
No information available | |
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Error Message Clarity Clear, actionable feedback when issues occur. |
Product is known for clear error feedback and diagnostics (see admin and user reviews). | |
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Bulk Data Update Tools Efficient interfaces for updating large datasets. |
Bulk data update tools available within the ETL and data management interface. | |
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Keyboard Shortcuts Keyboard-based navigation and command options. |
No information available |
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Cloud-Based Deployment Offered as a fully managed SaaS solution. |
OneStream XF is a cloud SaaS solution. | |
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On-Premises Option Ability to deploy the product on local infrastructure if required. |
Not as far as we are aware.* On-premises option not advertised; OneStream XF is focused on managed cloud/SaaS. | |
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Multi-Tenancy Can securely host multiple business units or legal entities within a single platform. |
Multi-tenancy is supported for insurance groups and holding companies. | |
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Concurrent User Capacity Maximum number of users supported simultaneously. |
No information available | |
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Geographic Data Centers Number of global data center locations for redundancy and compliance. |
No information available | |
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High Availability Uptime Service level guarantee for platform uptime. |
No information available | |
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Disaster Recovery Features Tools for automatic failover and data recovery. |
Automatic failover and disaster recovery features documented as part of service guarantees. | |
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Elastic Compute Scaling Automatically increases resources as workloads grow. |
Elastic compute scaling (auto scaling with demand) available—cloud-native infrastructure. | |
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Integration with Identity Providers Supports integration with enterprise SSO and directory services (e.g., Active Directory, Okta). |
Integration with enterprise SSO and identity providers (e.g., Okta, AD, Azure) available. | |
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Mobile & Tablet Compatibility Works fully on mobile and tablet devices for remote or field staff. |
Mobile and tablet compatibility for dashboards, reporting, and approvals supported. |
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Open API Availability Comprehensive, documented APIs for extending or integrating the platform. |
Open API is available for integration; see developer documentation. | |
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Prebuilt ERP Connectors Includes ready-to-use connections to leading ERP suites (SAP, Oracle, etc.). |
Connectors available for SAP, Oracle, and other ERP platforms in OneStream MarketPlace. | |
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Plug-In Framework Supports custom plug-ins for bespoke functionality. |
Plug-in framework supports customer customization (see developer resources). | |
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Integration Monitoring Dashboard Monitors and reports on the status of all integrations. |
Integration status dashboard highlighted in admin monitoring features. | |
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Custom Scripting/Logic Support Allows users to write custom scripts for data transformation or business logic. |
Custom logic and scripting supported as part of the XF extensibility layer. | |
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Webhook Support Can trigger and respond to webhooks for event-based integration. |
No information available | |
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Marketplace for Add-Ons Access to a library of certified extensions or partner apps. |
No information available | |
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Integration Throughput Maximum supported transactions between systems per minute. |
No information available | |
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Legacy System Support Can connect and synchronize with older on-premises or mainframe systems. |
Legacy/mainframe and on-premises systems connectivity supported via adapters and custom connectors. | |
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Custom Notification Channels Allows integration with external messaging or notification platforms (e.g., Slack, Teams, email). |
External notification platform integration (Teams, Slack, email) supported via API and extensions. |
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24/7 Support Availability Round-the-clock technical and user support access. |
24/7 support offered; included in OneStream support and service contracts. | |
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Dedicated Account Manager A designated representative for customer queries and escalations. |
Dedicated account managers are included for enterprise/insurance customers. | |
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Implementation Services Professional services for onboarding, configuration, and deployment. |
Professional implementation and onboarding services are referenced in solution and support pages. | |
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Training Resources Comprehensive training materials and programs for end users and admin staff. |
Training resources for end users and administrators provided (documentation, videos, workshops). | |
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Community Forums Access to online user communities for peer support. |
Active user community forums supported by OneStream and partner ecosystem. | |
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Service Level Agreements (SLAs) Guaranteed response and resolution times for support issues. |
SLAs for support response and uptime commitments are documented for clients. | |
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Supported Languages Number of available support languages. |
No information available | |
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User Conference & Webinars Periodic conferences and webinars for product updates and best practices. |
Vendor-hosted user conferences and webinars for product updates and best practice sharing. | |
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Feedback & Enhancement Channels Structured method for users to submit product feedback or feature requests. |
Feedback submission and feature request process is available in the customer portal and support ecosystem. | |
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Vendor-Managed Upgrades Regular updates and upgrades are managed by the vendor. |
Vendor-managed upgrades for SaaS deployments are a standard part of the service agreement. |
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