Claims reserve movement analysis
Reserve changes are difficult to explain when claim histories, classifications, and finance adjustments differ.
The challenge behind the workflow.
Reserve changes are difficult to explain when claim histories, classifications, and finance adjustments differ.
Bring exposure, policy, claims, repair, and financial data into a common working context. Help underwriters, claims teams, and catastrophe analysts investigate exceptions without losing the history behind a decision.
Data to bring together
- Claim transaction histories
- Reserve snapshots
- Finance adjustments
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
Align valuation dates and preserve the development history of each claim.
Build the preparation as a reusable visual workflow or reviewed code, with explicit source mappings and validation checks. - 02
Investigate and validate
Analyze movements by cause, portfolio, and development period with reconciled totals.
Keep shared definitions and source versions with the analysis so another team can reproduce the result. - 03
Publish and review
Publish a movement bridge with links to source transactions and adjustments.
Make the output available to the right people with appropriate access, ownership, and review evidence.
A reserve movement analysis
Make the next run easier.
Shared history models reduce repeated reconstruction of claim development.
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 explain reserve movements
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 and finance reviewers approve methodology and material interpretations.
AI with professional judgment.
Use AI to summarize documents and suggest investigation questions. Coverage, pricing, fraud referrals, and claim payments require authorized 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.