Life InsuranceGENEDATA / 01

Mortality experience analysis

Actuarial teams cannot compare experience reliably when exposure periods and death records are assembled differently.

Shared context · Lineage · Governance
Connected
Your sources
Policy exposures
Death claim records
Product classifications
Connected intelligenceGenedata
Governance
Business impactAn experience study dataset
Shared contextLineageGovernance
+Illustrative workflow01 / 03
1 / 3
Business context

The challenge behind the workflow.

Actuarial teams cannot compare experience reliably when exposure periods and death records are assembled differently.

Connect long-duration policy, premium, claims, and actuarial information while retaining historical meaning. Focus on reproducible assumptions, clear customer context, and handoffs between operations, finance, and actuarial teams.

Data to bring together

  • Policy exposures
  • Death claim records
  • Product classifications

Source systems are examples of the data required. Confirm connector availability, permitted access, refresh timing, and the authoritative owner before implementation.

Your workflow

How Genedata supports the work.

Configure one connected workflow, then reuse its mappings, definitions, and review process as the business grows.

  1. 01

    Connect and prepare

    Build reproducible exposure periods and reconcile claims to the policy population.

    Build the preparation as a reusable visual workflow or reviewed code, with explicit source mappings and validation checks.
  2. 02

    Investigate and validate

    Analyze experience by approved cohorts while documenting exclusions and data limitations.

    Keep shared definitions and source versions with the analysis so another team can reproduce the result.
  3. 03

    Publish and review

    Deliver a versioned analytical dataset and review-ready experience summaries.

    Make the output available to the right people with appropriate access, ownership, and review evidence.
What the next team receives

An experience study dataset

Ease of use

Make the next run easier.

Reusable exposure logic reduces recurring preparation and makes assumptions easier to inspect.

Start from one approved example. Save the agreed mappings and definitions, publish the reviewed output, and let the next team follow the same evidence instead of rebuilding the preparation.

Measure your own improvement

Time to reproduce an experience study

Record a baseline before the pilot and compare like-for-like work afterward. Results depend on source quality, configuration, and adoption.

Review and responsibility

Actuarial reviewers validate methodology, credibility, and permitted use of sensitive attributes.

AI with professional judgment.

Use AI to organize documents and explain analytical changes. Underwriting, benefit eligibility, and actuarial assumptions need qualified human review.

Get started

Try the workflow with your team.

Use representative, approved sample data. Agree the expected output and a review owner before extending the workflow to a live process.

Relevant Genedata capabilities

The people behind the workflow

Your practice checklist

0 / 4 complete