Actuarial Assumption Management demo
Ask why an assumption was chosen; get the memo, workbook and page that say so, across every past year. 1:11
What the demo shows
An assumption search solution for actuaries that finds the memo and workbook behind each pick.
Every reserving and pricing pick is a leaf on a lineage tree that runs back to the workbook cell, the memo paragraph and the data cut that justified it; one click opens the cell and the paragraph together. When the data under a pick is refreshed, agents re-run the pick's own method and mark it stale with how far the indication has moved. An auditor's 'why' is answered in minutes with every sentence cited; the appointed actuary signs what goes out.
Transcript
- Actuarial Assumption Management finds the memo and workbook behind every reserving and pricing pick.
- Auditors ask why a pick was made years ago, and its author has often left.
- Every pick is a leaf on a lineage tree.
- The auditor asks about the 1.12 liability tale.
- One click opens the workbook cell and a memo paragraph that justified it together.
- It is marked stale.
- On the June data, the same method now, says 1.145.
- Agents draft the answer in four minutes, every sentence cited to its source.
- The appointed actuary signs the note, and it goes out four days early.
- An auditor's question answered in minutes, with the original support attached.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.