Reinsurance treaty reconciliation
Ceded policy records and treaty terms use different references, complicating reconciliation and exception review.
The challenge behind the workflow.
Ceded policy records and treaty terms use different references, complicating reconciliation and exception review.
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
- Ceded policy extracts
- Treaty reference data
- Reinsurance statements
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
Map treaty identifiers, coverage periods, and ceded amounts using approved definitions.
Build the preparation as a reusable visual workflow or reviewed code, with explicit source mappings and validation checks. - 02
Investigate and validate
Compare policy-level expectations with statements and identify unmatched items.
Keep shared definitions and source versions with the analysis so another team can reproduce the result. - 03
Publish and review
Publish a reconciliation pack with discrepancies assigned to the relevant owner.
Make the output available to the right people with appropriate access, ownership, and review evidence.
A treaty reconciliation pack
Make the next run easier.
Reusable treaty mappings replace manual joins for each reporting period.
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 treaty reconciliation items
Record a baseline before the pilot and compare like-for-like work afterward. Results depend on source quality, configuration, and adoption.Review and responsibility
Specialists confirm contract interpretation and approve financial adjustments.
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.