Solvefins Data Platform

MGU Bordereaux Management
Aggregation & Analytics
Platform

Automate BDX processing, data quality validations, and canonical transformations.
Eliminate person-dependency risk with a high-performance cloud solution.

99.8% Data Accuracy
10x Faster Ingestion
200+ MGA Formats
3BM+ Records Processed
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Legacy Bordereaux
Ops are Failing.

The current IAG solution for MGU Bordereaux Management faces scalability, manual reconciliation, and data quality challenges that limit portfolio visibility.

Manual & FTE Intensive

Manual reconciliation and validation processes that are heavily person and skillset dependent, creating significant operational risk.

Dependency Risk

Non-Scalable Legacy

Legacy Access-based systems and manual processing suffer from size limitations and stability/reliability risks as data volume grows.

Stability Risk

Poor Data Controls

Lack of robust data controls and automated quality checks leading to poor data quality and non-compliance with IAG reporting standards.

Quality Deficit

Privacy & Security Risk

Legacy stacks often lack modern encryption, audit logging, and role-based access controls required to safeguard sensitive business data.

Security Gap

Every layer of your
insurance data stack

A fully integrated data platform purpose-built for the complexity of insurance operations—from raw bordereaux files to AI-ready data mart.

01

Automated BDX Ingestion

Multi-channel ingestion via SFTP or Platform UX. Automated processing for reconciliations and transformations.

AI-powered format detection 200+ pre-built connectors SFTP, API, email ingestion Real-time & batch modes
02

Advanced DQ & Validation Engine

Apply per-Agency rules with Hard-stop/Soft-stop capabilities. recapture policy period visibility and compliance.

Hard/Soft Stop Controls Agency-Specific Rules Policy Recalculation Real-time Dashboards
03

Scalable Canonical Data Model

Unified data model across agencies and products for easy modeling of new MGU additions and compliance reporting.

Policy, premium, claims unified Full lineage & audit trail Cloud-native (Snowflake/BQ) ACORD-aligned schema
04

Analytics Workbench

Deep insightful analysis & visualization of data with pre-built IAG compliant reporting packages and Canned Reports.

Underwriting analytics Claims development triangles Exposure accumulation BI-ready connectors
05

Enterprise Security & Scalability

Scalable High Availability Cloud solution with SSO, MFA, and data sovereignty compliance to safeguard IAG business data.

Feature engineering marts Model input datasets Risk scoring pipelines MLflow & SageMaker ready

From raw bordereaux to
AI-powered insights

A streamlined six-step pipeline that transforms chaotic multi-source insurance data into a governed, analytics-ready asset.

01

Ingest & Capture

Multi-channel upload via SFTP, API, or Web Portal UX. Support for bespoke Excel, CSV, and XML formats.

SFTPREST APIEmailS3
02

Validate & Recalculate

Run 800+ validation rules with recalculation of taxes and statutory dues (e.g., FSL, Levies).

Schema AIField MapperLLM Assist
03

Transform & Enrich

Map fields to the scalable canonical model; enrich with derived values (Zones, ANZSIC codes, etc).

DQ EngineGeo-enrichmentOFAC checks
04

Consolidate

Load clean data into the canonical insurance data warehouse—one unified model, full lineage, zero duplication.

SnowflakeBigQueryDatabricks
05

Analyze

Pre-built dashboards for UW performance, claims, exposure, and loss ratios—live in hours, not months.

LookerTableauPower BI
06

Feed AI Models

Curated feature stores and training datasets feed your ML pipelines for risk scoring, pricing, and portfolio optimization.

Feature StoreMLflowSageMaker

Built for the data stack
you already have

Hover over each layer to explore the components that power the platform.

Data Sources
📋
MGA Bordereaux
🏛️
TPA Data
🤝
Broker Feeds
🏢
PAS / CMS
Ingestion & Processing
Canonical Data Warehouse
📑
Policy
💰
Premium
📊
Claims
🌍
Exposure
Analytics & AI
📈
UW Analytics
⚖️
Claims Mart
🤖
AI/ML Pipelines
📋
Reporting

Powering every part of
insurance operations

Cloud Migration

Rapid migration of existing legacy Access database data to scalable Azure/Snowflake cloud infrastructure with zero downtime.

  • Legacy data ingestion
  • High availability hosting
  • Automated cloud scaling
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Compliance & Reporting

Ensure full compliance with IAG reporting standards through unified automated report generation for finance and operations.

  • Audit logging & governance
  • Canned operational reports
  • Regulatory filing packages
Learn more

Solvefins Data Mesh

Advanced user interfaces for the entire data management lifecycle, providing deep portfolio risk management and visibility.

  • Data management UX
  • Product specific rules
  • Dynamic risk dashboards
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Loss Ratio Tracking

Track earned premium, incurred losses, and loss adjustment expenses in real time—by MGA, program, or line of business.

  • Real-time LR monitoring
  • Triangle development
  • IBNR estimation
Learn more

Portfolio Modeling

Simulate portfolio scenarios, model reinsurance structures, and optimize your risk appetite with clean, complete data as the input.

  • Scenario analysis
  • Reinsurance modeling
  • Risk appetite optimization
Learn more

Master Data Quality

Centralized data cleansing tools with UI interfaces for manual corrections and AI-powered recommendations.

  • Data cleansing tool
  • Correction interfaces
  • Recommendation engine
Learn more

Connects to your
entire ecosystem

Native integrations with the leading insurance systems, cloud platforms, and BI tools—no engineering required.

SolveFins Data
SF
❄️
GW
TB
DC
AWS
PBI
AE

Core Systems

GuidewireDuck CreekApplied EpicMajescoInsurity

Cloud & Data

SnowflakeBigQueryDatabricksRedshiftAzure Synapse

Analytics & BI

TableauPower BILookerQlikSigma

AI & ML

SageMakerAzure MLVertex AIMLflowH2O.ai

Ready for Solvefins?
Transform your MGU operations today.

Join leading carriers and MGAs transitioning from manual legacy bordereaux to automated cloud intelligence.