Policy migration reconciliation
An acquired book must move between systems without losing historical coverage or financial balances.
The challenge behind the workflow.
An acquired book must move between systems without losing historical coverage or financial balances.
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
- Source policy exports
- Target policy records
- Conversion mapping rules
Source systems are examples of the data required. Confirm connector availability, permitted access, refresh timing, and the authoritative owner before implementation.
How Genedata supports the work.
Configure one connected workflow, then reuse its mappings, definitions, and review process as the business grows.
- 01
Connect and prepare
Create approved mappings and capture source snapshots before a migration rehearsal.
Build the preparation as a reusable visual workflow or reviewed code, with explicit source mappings and validation checks. - 02
Investigate and validate
Compare record counts, key attributes, balances, and effective coverage dates.
Keep shared definitions and source versions with the analysis so another team can reproduce the result. - 03
Publish and review
Publish a migration scorecard and an owned list of unresolved differences.
Make the output available to the right people with appropriate access, ownership, and review evidence.
A policy migration scorecard
Make the next run easier.
Reusable reconciliation checks make each rehearsal easier to repeat and compare.
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
Unresolved migration differences before cutover
Record a baseline before the pilot and compare like-for-like work afterward. Results depend on source quality, configuration, and adoption.Review and responsibility
Book owners approve acceptance criteria and rollback plans before production migration.
AI with professional judgment.
Use AI to organize documents and explain analytical changes. Underwriting, benefit eligibility, and actuarial assumptions need qualified human review.
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.