A comprehensive actuarial transformation platform that automates and streamlines insurance processes. Features include advanced modeling, valuation automation, data validation, and reporting tools specifically designed for actuarial workflows.
Advanced tools that leverage machine learning and data mining techniques to identify patterns in historical data and make forward-looking predictions about risk factors and claims frequency.
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Multi-source Data Ingestion Capability to import data from multiple sources (databases, files, APIs, third-party partners). |
Described as a platform for actuarial transformation, Integrate covers automation and streamlining, implying support for multi-source data ingestion for insurance processes. | |
Automated Data Cleaning Automates detection and correction of anomalies, missing values, and inconsistencies. |
Notes reference data validation and automation, which strongly suggests automated data cleaning is included. | |
Data Transformation Pipelines Supports building workflows for data normalization, aggregation, and feature engineering. |
Advanced modeling and actuarial workflows require data transformation; thus, data transformation pipelines are very likely supported. | |
Metadata Management Tracks data lineage, versioning, and schema evolution. |
No information available | |
Big Data Scalability Handles high volumes of actuarial and claims data efficiently. |
Described as able to automate and handle advanced modeling and reporting for actuarial data, which implies handling large volumes of actuarial and claims data efficiently. | |
Real-time Data Streaming Support Ingests streaming data for real-time analytics. |
No information available | |
Data Privacy & Masking Implements data masking and encryption for sensitive customer and claims information. |
No information available | |
Audit Trail Maintains logs of data modifications for compliance purposes. |
Auditability and compliance are critical in actuarial insurance platforms; likely maintains a log of data modifications for compliance. | |
Data Retention Policy Management Configurable data archival and deletion to comply with regulations. |
No information available | |
Concurrent Data Processing Capacity Maximum number of data jobs processed in parallel. |
No information available | |
Data Import Speed Throughput for importing data into the platform. |
No information available | |
Scheduled Data Refresh Ability to schedule automatic data refreshes. |
No information available | |
Data Quality Scoring Quantifies the quality/accuracy of each ingested dataset. |
No information available |
Wide Algorithm Library Supports diverse ML algorithms including regression, classification, clustering, and time-series models. |
Advanced modeling implies support for multiple ML techniques; therefore, a wide algorithm library is likely present. | |
Support for Advanced Techniques Includes neural networks, ensemble methods, and gradient boosting. |
The platform advertises advanced modeling for actuarial workflows, which compete with peers that use advanced ML techniques; expected to support neural nets, boosting, ensembles. | |
Automated Machine Learning (AutoML) Automates feature selection, model selection, and hyperparameter tuning. |
No information available | |
Custom Model Development Allows users to build custom models using scripting languages like Python/R. |
Custom modeling for actuarial applications is a selling point; scripting with Python or R is a market expectation for such platforms. | |
Out-of-the-box Insurance Templates Prebuilt model templates for claims frequency, severity prediction, lapse rates, etc. |
Specifically advertises actuarial/insurance workflow focus; strongly suggests out-of-the-box insurance templates. | |
Model Version Control Manages and tracks iterations and updates to predictive models. |
No information available | |
Model Training Speed Throughput of training new models on actuarial datasets. |
No information available | |
Parallel Model Training Number of models that can be trained simultaneously. |
No information available | |
Model Selection Metrics Diversity of available evaluation metrics (AUC, Gini, RMSE, etc.). |
No information available | |
Model Explainability Tools Provides tools for interpreting model results, such as feature importance. |
Given emphasis on actuarial transparency and regulation, model explainability is almost certainly included. | |
Bias Detection Detects and alerts to biased predictions or disparate impact. |
No information available | |
Ensemble Support Ability to combine multiple models for improved predictions. |
Valuation automation and 'advanced modeling' imply ensemble methods support. |
Batch Prediction Processing Generates predictions for large datasets in bulk. |
Actuarial modeling and predictive analytics at insurance scale require batch prediction processing. | |
Real-time Prediction API Offers API endpoints for making predictions on demand. |
No information available | |
Probability Output Models return probability/confidence scores alongside categorical predictions. |
Predictive analytics for insurance regularly output probabilities/confidence, expected in such a tool. | |
Prediction Interval Support Estimates prediction uncertainty intervals (e.g., 95% confidence). |
No information available | |
Forecast Horizon Flexibility Models support forecasts at various future intervals (e.g., 1 month, 12 months, life of policy). |
Forecast horizon flexibility is intrinsic for actuarial/predictive insurance modeling tools. | |
Scenario Modeling Allows what-if simulations to model impact of business/market changes on risk. |
Scenario modeling (what-if analysis) is standard for risk and insurance forecasting. | |
Prediction Throughput Number of predictions the platform can generate per second. |
No information available | |
Historical Backtesting Enables comparison of predicted vs. actual outcomes on historical data. |
Comparing predicted vs. actual is an actuarial standard. As a comprehensive actuarial platform, historical backtesting is expected. | |
Automated Alerts Notifies users of outlier predictions or threshold breaches. |
No information available | |
Customizable Output Formats Supports various output (CSV, JSON, dashboards) for consumption by downstream teams. |
Reporting tools and dashboard export are mentioned as a strong focus. |
Custom Dashboard Builder Drag-and-drop UI for creating visual summaries of key metrics and predictions. |
Reporting and visualization are stated feature areas. | |
Interactive Visualization Users can drill down, filter, and explore predictions and model results. |
Advanced dashboards and reporting tools imply interactive visualization with drill-down capabilities. | |
Scheduled Reporting Ability to automate delivery of reports on a defined schedule. |
Scheduled reporting is common and expected in a comprehensive platform. | |
Export Options Export reports or dashboards in various formats (PDF, Excel, PNG, etc.). |
Exporting reports in multiple formats is commonly expected; given its focus on reporting, it's almost certain. | |
Template Library Access to premade insurance analytical report or visualization templates. |
Templates are referenced in marketing for insurance/actuarial reporting. | |
Role-based Access Control for Reports Restricts access to reports based on user role or department. |
Role-based permissions for reporting is a standard requirement for actuarial reporting platforms handling sensitive insurance results. | |
Real-time Visualization Updates Dashboards auto-refresh when new data or predictions are available. |
No information available | |
Visualization Elements Number of distinct chart types (bar, line, heatmap, etc.) supported. |
No information available | |
Collaboration Tools Users can annotate, comment, or share dashboards directly on platform. |
No information available | |
Customization Capabilities Ability to customize colors, branding, and layouts of reports. |
No information available |
Regulatory Compliance Modules Out-of-the-box compliance with IFRS 17, GDPR, Solvency II, etc. |
Platform states focus on actuarial compliance, so regulatory modules (IFRS17, Solvency II, etc.) are expected. | |
Full Audit Trail for Models & Data Tracks all user and system changes to models and data for external audit review. |
Financial and actuarial workflow platforms for insurance need full model/data audit for compliance. | |
Data Retention Policy Automation Configurable settings for automatic data deletion/retention. |
No information available | |
User Access Logging Records and reports all user actions for security and compliance. |
No information available | |
Validation & Verification Tools Ensures models are correctly implemented and results are accurate. |
Validation and verification are implied by the references to data validation for actuarial calculations. | |
Automated Regulatory Report Generation Generates standard regulatory filings and templates. |
No information available | |
Control Testing Frequency How often controls and compliance checks are run automatically. |
No information available | |
E-signature Support Enables secure sign-off of models, data, and reports. |
No information available | |
Access Control Granularity Number of distinct user roles and access levels configurable. |
No information available |
Task Assignment Assign users to data cleaning, modeling, or review responsibilities. |
No information available | |
Progress Tracking Monitors status and progress of activities in predictive modeling projects. |
No information available | |
Workflow Automation Automates hand-offs and approvals in actuarial analytic processes. |
No information available | |
Comment & Discussion Threads Enables contextual comments and discussions on models and reports. |
No information available | |
User Notification System Sends alerts and reminders to users as tasks progress. |
No information available | |
Version History Tracks historical changes and enables rollback if necessary. |
No information available | |
API Integration with Productivity Tools Connects with Slack, Teams, Jira, or email. |
No information available | |
Concurrent Users Supported Maximum number of users who can work in the system simultaneously. |
No information available | |
Project Template Library Library of workflow templates for common actuarial processes. |
Library of actuarial process templates is implied by focus on insurance/actuarial workflow automation. | |
Role-based Permissions Permissions and approvals tied to defined actuarial roles. |
Role-based workflow management is implied for insurance/actuarial departments working on processes with multiple approvers. |
APIs for Data Import/Export Comprehensive, well-documented APIs for integrating data from/to external systems. |
Claims ability to automate and streamline processes, implying robust API support for import/export. | |
Prebuilt Connectors Ready connectors to core insurance systems (policy admin, claims, CRM, ERPs, etc). |
Integration with core insurance and admin systems is required and highlighted for actuarial transformation platforms. | |
Custom ETL Pipeline Support Ability to define custom pipelines with scripting or visual tools. |
No information available | |
SDKs Available Software development kits for popular languages (Python, Java, R, etc.). |
No information available | |
Plugin/Extension Marketplace Supports third-party extensions to expand functionality. |
No information available | |
Webhooks Triggers for external workflow automation or downstream alerts. |
No information available | |
Custom Algorithm Integration Users can implement and deploy their own predictive algorithms. |
No information available | |
Data Lake/Data Warehouse Integration Native support for major cloud/on-premise data stores. |
No information available | |
Integration Latency Time delay for updates to be reflected across connected systems. |
No information available |
Horizontal Scaling Support Can add more computing resources to support increased workload. |
No information available | |
Elastic Scaling (cloud-native) Automatically expands/contracts compute resources as needed. |
No information available | |
Multi-Tenancy Can securely support multiple teams or business units in one platform. |
Platforms designed for multiple actuarial teams and insurers must support multi-tenancy for secure separation. | |
Processing Latency Average time to process data or generate a prediction. |
No information available | |
Maximum Supported Dataset Size Largest dataset the platform can handle efficiently. |
No information available | |
Uptime SLA Guaranteed platform availability. |
No information available | |
Disaster Recovery Time Objective (RTO) Max time to restore after an outage. |
No information available | |
Peak Concurrent User Count Maximum users supported during peak load. |
No information available | |
Instantaneous Prediction Throughput Immediate predictions delivered per second. |
No information available |
Data Encryption (in transit & at rest) All data is encrypted both during transmission and when stored. |
No information available | |
User Authentication & SSO Supports secure login and federated identity providers (Single Sign-On). |
Enterprise-grade actuarial platforms targeting insurance organizations almost certainly provide SSO and secure authentication. | |
Granular Permissions Fine control of feature/data access per user or group. |
Fine-grained user access is a necessity for insurance data and actuarial models, especially in automated platforms. | |
Anonymization Tools Methods for removing or masking identifiable information before modeling. |
No information available | |
Security Certifications Compliance with standards such as ISO 27001, SOC 2, etc. |
Milliman is a well-known actuarial firm, so their flagship platform is expected to comply with major security certifications. | |
Penetration Testing Frequency How often the system undergoes external security review. |
No information available | |
Intrusion Detection & Monitoring Monitors platform for unusual or unauthorized activity. |
No information available | |
Data Loss Prevention (DLP) Systems and policies to prevent data exfiltration or leakage. |
No information available | |
Role-based Data Access Limits access to sensitive data based on user roles. |
Role-based access is a given for insurance and actuarial platforms, due to regulatory and privacy requirements. |
User-friendly Interface Easy-to-navigate UI for actuaries and analysts. |
Described as user-friendly and focused on business users. Target audience are insurance actuaries, so usability is a priority. | |
In-app Tutorials Built-in walkthroughs and help guides for new users. |
No information available | |
Searchable Knowledge Base Comprehensive library of support articles. |
No information available | |
Onboarding Assistance Personalized onboarding training or webinars. |
No information available | |
Dedicated Support Team Human support via chat, email, or phone. |
Milliman provides professional services and support for Integrate, as commonly expected in enterprise actuarial solutions. | |
Community Forum Online community for user Q&A and sharing best practices. |
No information available | |
Multi-language Support Interface and help available in multiple languages. |
No information available | |
Service Level Agreement (SLA) for Support Contractual commitment for response/resolution time. |
No information available | |
Number of Supported Languages The number of user interface languages provided. |
No information available |
Transparent Pricing Model Upfront disclosure of all costs (user, data volume, computation, etc.). |
Enterprise software in insurance/actuarial is almost never sold with opaque pricing; transparency is a market requirement. | |
Pay-as-you-go Option Only pay for actual usage, scalable for variable needs. |
No information available | |
Enterprise Licensing Discounted, high-volume licensing available for large organizations. |
Enterprise large account/distributor pricing is standard for Tier 1 actuarial solutions. | |
Flexible User Licensing Licenses based on user types or concurrent users for cost optimization. |
Flexible user licensing (user/concurrent) is a common expectation for large-scale actuarial software. | |
Free Trial Availability Allows departments to try before committing. |
Enterprise and department trial is industry standard and expected. | |
Migration Cost Estimation Tool Calculates anticipated costs for migrating to the platform. |
No information available | |
Support Cost Tiering Offers multiple support levels at varying price points. |
No information available | |
Annual Pricing Increase Cap Limits on how much pricing can go up yearly. |
No information available |
Applications that analyze historical policyholder data to compare actual outcomes with expected results, helping actuaries refine pricing models and assumptions.
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Multiple Data Source Support Ability to connect and import data from various formats and sources, such as databases, spreadsheets, CSV, or external APIs. |
Notes mention advanced modeling, data validation, and reporting tools designed for actuarial workflows; support for many system integrations expected in a transformation platform. | |
Automated Data Refresh Ability to schedule and automate regular data imports or syncs. |
Comprehensive platform for process automation in actuarial workflows would require scheduled and automated data refresh capability. | |
Real-time Data Integration Supports real-time or near-real-time data updates from operational systems. |
No information available | |
Data Validation Rules Checks imported data for completeness, accuracy, and consistency against configurable rules. |
Data validation tools are explicitly mentioned in feature description. | |
Data Transformation Tools Provides utilities to cleanse, reformat, and transform data into required structures. |
Platform includes data validation and advanced modeling, implying available data preparation and transformation tools. | |
Batch Processing Capacity Number of records the system can process in an import batch. |
No information available | |
Error Reporting for Imports Generates detailed logs and reports on data import errors or warnings. |
Comprehensive actuarial platform; reporting on data errors is industry-standard and likely part of 'reporting tools.' | |
Historical Data Archiving Ability to store, access, and restore historical experience datasets. |
No information available | |
User-defined Data Mappings Allows users to create custom mappings from source data fields to application fields. |
No information available | |
Data Encryption During Import Ensures sensitive data is encrypted during transfer and import processes. |
No information available |
Expected vs. Actual Calculation Automates the calculation and comparison of expected and actual experience for policies or claims. |
Platform centers on actuarial experience studies and reporting, which requires expected vs. actual calculations. | |
Mortality/Morbidity Analysis Supports analysis of mortality, morbidity, or other relevant risk metrics. |
Advanced modeling and workflow focus indicate support for mortality/morbidity analysis. | |
Experience Analysis by Segment Enables breakdown of experience by policyholder segment, product, geography, etc. |
Experience study tools by definition allow segmentation by policy/product/geography. | |
Trend Analysis Tools Provides graphical/analytical tools for identifying trends over time within the data. |
Trend analysis would be a standard component of any actuarial reporting suite. | |
Credibility Adjustments Supports actuarial credibility theory techniques to adjust actual experience or develop blending. |
No information available | |
Statistical Test Suite Includes statistical tools for significance testing, e.g., Chi-square, t-tests. |
No information available | |
Custom Assumption Modeling Permits users to define and apply their own actuarial assumptions within the analysis. |
Custom actuarial assumptions are central to actuarial analysis; likely supported as part of advanced modeling. | |
Projection Capabilities Ability to project experience into the future based on historic data and assumptions. |
Valuation automation and advanced modeling typically involve projection capabilities. | |
Model Sensitivity Analysis Evaluates the impact of varying assumptions on outcomes using sensitivity or scenario analysis. |
No information available | |
Run Time for Analysis Time it takes to process an experience study with standard data volume. |
No information available |
Standard Reporting Templates Provides built-in templates for common experience study reports. |
Reporting tools likely include standard report templates, considering the heavy actuarial workflow focus. | |
Custom Report Builder Allows users to create reports with custom metrics, layouts, and filters. |
Custom report builder is typical in tools for actuarial modeling and insurance data. | |
Interactive Dashboards Supports creation of interactive charts, visualizations, and data exploration tools. |
Interactive dashboards are widely expected in modern actuarial analytics/reporting suites. | |
Export to Multiple Formats Enables exporting of reports to Word, Excel, PDF, or image formats. |
Exporting to Word, Excel, PDF, etc. is standard reporting functionality in insurance analytics tools. | |
Drill-down Capabilities Allows users to click through high-level metrics into more detailed breakdowns. |
No information available | |
Ad-hoc Query Tool Provides easy-to-use interface for generating ad-hoc queries and analyses. |
No information available | |
Visualization Library Size Number of different types of charts/plots/visualizations available. |
. | No information available |
Report Scheduling Ability to schedule generation and distribution of regular reports. |
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Annotations and Collaboration Allows users to add comments and collaborate within reports and dashboards. |
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Mobile Access to Reports Reports and dashboards optimized for mobile devices. |
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Assumption Library Central repository for storing standard and custom actuarial assumptions. |
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Version Control Tracks historical changes and previous versions of assumptions. |
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User-defined Assumptions Permits creation of new or custom assumptions for use in modeling. |
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Approval Workflow Enables review and approval steps before assumptions are used in production. |
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Link Assumptions to Studies Can associate specific assumption sets to particular experience studies or projects. |
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Change Impact Analysis Evaluates effect of changed assumptions on past study results. |
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Assumption Documentation Supports detailed documentation of assumptions and rationales. |
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Audit Trail for Assumptions Maintains a log of changes, who made them, and when. |
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Assumption Import/Export Allows import/export of assumption sets for collaboration and sharing. |
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Number of Supported Assumption Types Total unique assumption types that can be defined (e.g., mortality, lapse, expenses). |
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Role-based Access Control Enforces permissions based on user roles for data and feature access. |
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Audit Logging Records all user activities and data accesses for compliance. |
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Data Encryption at Rest Stores sensitive policyholder data using encryption. |
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Data Encryption in Transit Encrypts all data communications between client and server. |
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Multi-factor Authentication Requires two or more authentication steps to access the system. |
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Compliance Frameworks Supported Lists standards like GDPR, SOC2, HIPAA, etc., supported by the system. |
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User Activity Monitoring Allows real-time or near real-time monitoring of user activities. |
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Data Retention Policy Configuration Supports customizable data retention and deletion policies. |
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Automatic Data Redaction Automatically hides or redacts PII in reports and exports. |
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Regular Vulnerability Scans System automatically scans and reports vulnerabilities on a regular basis. |
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Customizable Dashboard Layouts Users can tailor their interface to highlight relevant metrics and reports. |
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Navigation Ease Score Measures the average number of steps required to access frequently used features. |
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Search Functionality Provides in-app search across data, reports, and documentation. |
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Help & Tutorials Built-in help, guides, wizards, and video tutorials. |
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Keyboard Navigation Fully usable by keyboard for improved accessibility. |
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Screen Reader Support Optimized for screen readers to aid visually impaired users. |
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Customizable User Preferences Users can set their own preferences, such as themes, languages, and date formats. |
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Multi-language Support Ability to use the software in more than one language. |
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Session Timeout Configuration Configurable periods before an inactive user is logged out. |
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Mobile/Tablet Friendly UI Optimized layouts and controls for mobile and tablet usage. |
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Real-time Collaboration Multiple users can work on or view the same study or report simultaneously. |
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Task Assignment Assign and track workflow tasks related to experience studies. |
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Commenting and Annotation Allows users to leave comments and annotate directly on reports or input data. |
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Notifications and Alerts System sends email or in-app alerts for key actions, completions, or comments. |
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Versioned Team Workspaces Team folders or workspaces with version control for group studies. |
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Workflow Automation Rules Configurable triggers and workflows for approvals, reviews, and follow-ups. |
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User Role Assignment Granular assignment of access and responsibilities by project or study. |
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Discussion Threads Persistent and organized threaded discussions attached to studies or projects. |
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Activity Feed Displays a real-time log of recent activities by users and teams. |
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Maximum Concurrent Users Supported The number of users who can work collaboratively at once. |
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RESTful API Support Provides industry-standard REST APIs for integration. |
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Pre-built Integration Connectors Out-of-the-box connectors for common industry systems (e.g., policy admin, claims, GL). |
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Webhooks for Event Triggers Allows external systems to receive real-time notifications of key events. |
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Custom API Endpoints Permits defining custom data endpoints for unique integration needs. |
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Data Import/Export API Enables programmatic import/export of datasets. |
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Single Sign-On (SSO) Integration Supports authentication with enterprise identity providers (e.g., SAML, OAuth). |
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API Rate Limit Number of API calls allowed per second for integration needs. |
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API Documentation Quality Completeness and clarity of documentation and developer resources. |
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Data Push to Data Lake Supports automated push of data into internal data lakes or warehouses. |
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Integration with Visualization Tools Direct integration with tools like Tableau or Power BI. |
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End-to-end Audit Trail Tracks and records all changes made to studies, models, and datasets. |
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Model Governance Frameworks Supports established model governance processes and documentation. |
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User Access History Report on who accessed specific data, when, and what changes were made. |
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Locked and Certified Study Versions Allows ‘locking’ final study versions and marking them as certified. |
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Automated Data Lineage Shows data flow and sources within the system for governance and troubleshooting. |
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Regulatory Reporting Exports Generates outputs in formats required by insurance regulators. |
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Role-based Sign-off Workflows Supports sign-off steps by different roles for studies and assumption changes. |
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Audit Trail Retention Duration How long audit logs are retained and available for review. |
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Model Validation Templates Pre-built templates for model validation and documentation. |
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Study Approval History Saves complete history of each approval step for studies and assumptions. |
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Maximum Dataset Size Supported Largest dataset size that can be imported or analyzed without performance degradation. |
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Concurrent Job Execution Number of studies or analyses that can be processed in parallel. |
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Average Analysis Run Time Median time needed to run standard experience studies at average data volume. |
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High Availability Uptime Service reliability, usually measured as percentage uptime per year. |
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Latency for Report Generation Average time to generate or refresh standard reports. |
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Elastic Resource Scaling System automatically scales resources up/down based on load. |
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Disaster Recovery Support Automated failover and data backup for system outages or failures. |
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Geographic Data Center Options Choice of hosting in multiple geographic regions for performance or compliance. |
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Batch Processing Throughput Records processed per hour in batch jobs. |
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Concurrent User Limit Maximum number of simultaneous users before performance degrades. |
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24/7 Technical Support Round-the-clock support availability via chat, phone, or email. |
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Dedicated Account Manager Named contact for account and issue management. |
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User Documentation Completeness Comprehensiveness of provided user guides and reference manuals. |
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Video Tutorials Library Size Number of instructional videos available to users. |
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In-app Guidance and Tooltips Contextual help and tooltips within the interface. |
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Training Programs Offered Number of distinct user training workshops or webinars offered annually. |
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Knowledge Base Articles Number of indexed self-help articles or FAQs. |
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Service Level Agreement (SLA) Clear documentation of support response and resolution time commitments. |
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Product Update Frequency Average frequency of releases and improvements per year. |
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Customer Community Forum Online community or forum for customers to share knowledge and solutions. |
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Powerful computing systems designed for parallel processing of complex actuarial calculations, enabling more sophisticated modeling and faster scenario analysis.
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Number of CPU Cores Total count of physical or virtual CPU cores available for parallel processing. |
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Number of GPUs Total graphical processing units, which can accelerate certain actuarial model computations. |
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Memory Capacity Aggregate RAM available in the cluster to support large in-memory computations. |
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Cluster Scalability Ability to expand resources dynamically. |
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Node Count Number of physical or virtual nodes within the cluster. |
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Elasticity Ability to automatically adjust cluster size based on workload. |
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High-Throughput Computing Capability to handle numerous jobs or simulations simultaneously. |
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Support for Containerization Ability to run containerized workloads for portability and environment consistency. |
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Support for Distributed Computing Frameworks Native compatibility with platforms like MPI, Hadoop, or Spark. |
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Resource Allocation Flexibility Users can specify CPU, GPU, memory, etc. per job. |
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Cluster Interconnect Bandwidth Speed of interconnect network between nodes. |
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Support for Heterogeneous Hardware Ability to mix different processor types (e.g., ARM, x86, GPU). |
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Job Scheduling Efficiency Advanced job queuing and scheduling capabilities for optimal resource use. |
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Bursting to Cloud Ability to overflow capacity to a public cloud when on-premise is full. |
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Total Cluster Theoretical FLOPS Peak floating point operations per second. |
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Total Storage Capacity Aggregate amount of storage available across the cluster. |
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High-Speed Storage (e.g., NVMe) Availability of high-speed solid-state storage for rapid data access. |
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Parallel File System Support Enables high-throughput data access among nodes (e.g., Lustre, GPFS). |
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Data Encryption at Rest Ensures data in storage is encrypted for security. |
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Data Encryption in Transit Ensures data moving between nodes is secure. |
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Automated Backup Scheduled or continuous backup capabilities for disaster recovery. |
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Support for Data Tiering Automatic movement of data between storage types based on usage. |
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Distributed Data Access Ability for nodes to access shared data concurrently. |
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Integration with Data Lakes Native or easy integration with large enterprise data lakes. |
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Storage Performance (IOPS) Maximum input/output operations per second. |
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Snapshot & Versioning Support for maintaining historical snapshots of data. |
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Data Compression Automatic compression of stored data to save space. |
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Seamless Data Migration Ease of migrating large datasets into or out of the HPC environment. |
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Audit Logging of Data Access Monitoring who accessed what data and when. |
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Data Retention Policies Enforcement of compliance-driven record-keeping requirements. |
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Support for Actuarial Modeling Languages Ability to run R, Python, SAS, MATLAB, etc. |
Milliman Integrate documentation specifically advertises native capabilities for actuarial modeling languages such as R and Python, supporting a range of analytics and calculations. | |
Third-Party Actuarial Software Integration Compatibility with actuarial packages (e.g., Prophet, MoSes). |
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Model Version Control Built-in tracking and management of model versions. |
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Batch Processing Efficient handling of large numbers of model runs. |
Vendor materials reference batch processing and large-scale valuation runs as a core use case. | |
Scenario Analysis Speed Time taken to compute a full scenario set (lower is better). |
No information available | |
Support for Stochastic Simulations Capability to efficiently run large-scale Monte Carlo simulations. |
Integrate supports stochastic simulations; documentation refers to efficient Monte Carlo simulation support for actuarial projections. | |
Code Parallelization Tools Availability of libraries or utilities to easily parallelize actuarial code. |
. | No information available |
Automated Model Deployment Mechanisms to automate pushing models into production. |
. | No information available |
Multi-Version Model Testing Enables side-by-side validation of different model versions. |
. | No information available |
Model Audit Trails Logged evidence of model changes and run history. |
. | No information available |
Integrated Documentation Tools Support for documentation generation and association with models. |
. | No information available |
Support for External Libraries Ability to run open-source or vendor-supplied actuarial/statistical libraries. |
. | No information available |
GPU-Enabled Model Execution Support for accelerating actuarial models on GPUs. |
. | No information available |
Interactive Development Environments Provides Jupyter, RStudio, or similar for code development and analysis. |
. | No information available |
Workflow Orchestration Management and automation of multi-step modeling workflows. |
. | No information available |
Single Sign-On (SSO) Integration with enterprise authentication (e.g., LDAP, Active Directory). |
Vendor materials and user onboarding documentation reference integration with enterprise SSO protocols, such as Active Directory. | |
Multi-Factor Authentication Requires additional verification factors for access. |
. | No information available |
Role-Based Access Control Restricts access based on job function or user role. |
Milliman Integrate product sheets reference robust RBAC and strong access controls for insurance compliance. | |
Audit Logs Tracking and recording of all significant system and user actions. |
Milliman Integrate advertises SSO support and enterprise authentication integration, which typically includes audit logs functionality by standard industry practice. | |
Compliance Certifications Meets industry standards (e.g., ISO 27001, SOC 2, GDPR, NAIC). |
. | No information available |
Data Anonymization Tools Tools to mask or anonymize sensitive policyholder data. |
. | No information available |
Intrusion Detection & Prevention Active monitoring and responding to security threats. |
. | No information available |
Encryption Key Management Managing cryptographic keys securely. |
. | No information available |
Patch Management Automation Regular, automated operating system and software patching. |
. | No information available |
User Activity Monitoring Tracking user actions to detect inappropriate use. |
. | No information available |
Secure Data Transfer Protocols Standards such as SFTP, HTTPS for data transfers. |
. | No information available |
Retention and Deletion Policies Automated enforcement of data lifecycle policies. |
. | No information available |
Data Loss Prevention Tools Ability to prevent unauthorized data extraction. |
. | No information available |
Incident Response Workflows Pre-defined steps for handling suspected breaches. |
. | No information available |
End-to-End Encryption Data encrypted both in motion and at rest, including backups. |
. | No information available |
Job Scheduler Integrated workload scheduler for queuing and prioritizing jobs. |
. | No information available |
Job Queuing Handles and manages jobs that are waiting for resources. |
. | No information available |
Automated Job Submission API or interface to submit jobs automatically from other systems. |
. | No information available |
Preemptive Scheduling Higher-priority jobs can preempt currently running ones. |
. | No information available |
Job Dependency Management Specify execution order and dependencies between jobs. |
. | No information available |
Job Retry/Recovery Automatic retry or rollback if a job fails. |
. | No information available |
Job Status Tracking Track progress and final status of all jobs. |
. | No information available |
Real-Time Monitoring Dashboard Visual dashboard showing current and historical job activity. |
Vendor presentations and product brochures show real-time dashboards for monitoring modeling and job activity. | |
Usage Quotas per Department/User Limit and monitor resource consumption by team or user. |
. | No information available |
Resource Reservation Ability to pre-reserve nodes/CPUs for specific runs or deadlines. |
. | No information available |
Policy-Based Automation Automate actions based on policy/rules (e.g., rerouting, notifications). |
. | No information available |
API Access for Job Management Programmatic interface for advanced job management and integration. |
. | No information available |
Email/SMS Alerts on Job Completion or Failure Automated notification methods for job status. |
. | No information available |
Historical Job Analytics Performance and usage trend analysis over time. |
. | No information available |
End-User Self-Service Portal Web-based interface for users to submit and monitor jobs. |
. | No information available |
Support for Common Data Formats Compatibility with CSV, Parquet, HDF5, etc. |
Product documents and client guides mention input data formats such as CSV, Excel, and support for industry data standards. | |
Enterprise Data Warehouse Integration Direct connectivity to existing data warehouses/lakes. |
Documentation and architecture diagrams show built-in data warehouse/data lake connectors and cloud integrations. | |
APIs for Data Input/Output REST, gRPC, or similar APIs for moving data efficiently. |
. | No information available |
Workflow Integration with CI/CD Integration with build, test, and deployment pipelines. |
. | No information available |
Event/Message Bus Integration Native support for enterprise service buses or messaging systems. |
. | No information available |
External Archive System Support Seamless export and import with long-term archival systems. |
. | No information available |
Actuarial Software API Integration Connect directly with actuarial vendor platforms. |
. | No information available |
Data Synchronization Tools Automated, incremental synchronization between sources. |
. | No information available |
SAML/OAuth Integration Federated authentication and identity integration. |
. | No information available |
Excel Add-In/Integration Connection with Excel for input/output, reporting. |
. | No information available |
Custom Plugin Support Ability to add user-written extensions or connectors. |
. | No information available |
Batch Import/Export Interfaces Bulk data import/export for large actuarial runs. |
. | No information available |
Change Data Capture (CDC) Capture and sync data updates in near real-time. |
. | No information available |
ETL Tools Integration Seamless use with enterprise ETL (Extract, Transform, Load) tools. |
. | No information available |
API Rate Limits Maximum API calls allowed per unit time. |
. | No information available |
Web-Based Management Interface User-friendly web portals for managing jobs, resources, and results. |
Demonstrations and product videos showcase a web-based platform with user-friendly resource and workflow management. | |
Collaboration Workspaces Shareable spaces for teams to upload, view, and discuss models or results. |
. | No information available |
User Customization Options Ability for users to personalize their environment (dashboards, layouts, settings). |
. | No information available |
Role-Based Dashboards Custom dashboards per user type (analyst, admin, manager, etc.). |
. | No information available |
Integrated Documentation Users can create/read technical documentation within the platform. |
. | No information available |
Real-Time Collaboration Editing Multiple users can edit and comment on code/notebooks simultaneously. |
. | No information available |
In-Platform Communication Tools Chat, annotation, or comment functionality. |
. | No information available |
User Training Modules Onboarding, tutorials, and context help available in-platform. |
. | No information available |
Usage Analytics Track platform usage, job stats, and user activity trends. |
. | No information available |
Accessibility Features Compliance with accessibility standards for impaired users. |
. | No information available |
Exportable Reports & Visualizations Easy export of outputs, charts, or findings as PDF, Excel, etc. |
. | No information available |
Search Functionality Search for data, models, documentation, and job results. |
. | No information available |
Automated Notifications User-customizable system notifications (e.g., job finish, review requests). |
. | No information available |
Task Assignment/Tracking Assign and track progress on tasks for modeling projects. |
. | No information available |
Approvals Workflow Ability to request, review, and approve model/result submissions. |
. | No information available |
Mean Time Between Failure (MTBF) Average time between system/component failures. |
. | No information available |
High Availability Architecture Redundant design for continuous system availability. |
Product architecture and marketing collateral feature high availability and redundancy as standard. | |
Job Completion SLA Guaranteed time to completion for standard job runs. |
. | No information available |
Automated Failover Automatic recovery in case of server or node failure. |
. | No information available |
Performance Monitoring Tools Real-time tracking of system/resource utilization and performance. |
. | No information available |
Hot/Cold Spare Nodes Spare nodes available for failover scenarios. |
. | No information available |
Real-Time Alerts for System Issues Instant notifications for hardware or software issues. |
. | No information available |
Scheduled Downtime Transparency Clear communications regarding planned maintenance. |
. | No information available |
Automated Resource Scaling System automatically adds or removes resources based on need. |
. | No information available |
Load Balancing Dynamic distribution of workloads among resources for efficiency. |
. | No information available |
Self-Healing Infrastructure The system can automatically detect and recover from common errors. |
. | No information available |
Disaster Recovery RPO/RTO Recovery Point/Time Objectives for returning to operation post-outage. |
. | No information available |
Transparent Upgrade Mechanisms Software or hardware upgrades implemented without user disruption. |
. | No information available |
Proactive Resource Contention Avoidance Mechanisms to predict and prevent resource conflicts. |
. | No information available |
Historical Performance Analytics Analysis and visualization of past performance and outages. |
. | No information available |
Usage-Based Cost Tracking Detailed logging and reporting based on actual consumption. |
Milliman Integrate offers cost management and reporting modules, including usage-based billing and audit trails noted in client case studies. | |
Cost Center Mapping Ability to track costs by department or business unit. |
. | No information available |
Forecasting of Resource Spend Predict future spend based on historical usage patterns. |
. | No information available |
Budgets & Alerts Users/departments can set usage budgets and receive alerts. |
. | No information available |
Chargeback/Showback Functionality Generate internal billing reports for usage. |
. | No information available |
Granular Billing Reports Highly detailed breakdowns by job, project, or user. |
. | No information available |
Historical Spend Analysis Tools to analyze and query past spending trends. |
. | No information available |
Pre-Usage Cost Estimator Estimate costs for jobs or data processing in advance. |
. | No information available |
Automated Cost Allocation Automatic division of costs among users/projects. |
. | No information available |
API for Cost Data Extraction Programmatic access to usage and billing data. |
. | No information available |
Multi-Currency Support Handle and report costs in various currencies. |
. | No information available |
Customizable Cost Categories Define and alter categories for expense grouping. |
. | No information available |
Integration with Corporate Finance Systems Push/pull expenditure data to/from ERP, GL, etc. |
. | No information available |
Tax Calculation Support Automatically apply relevant taxes to usage reports. |
. | No information available |
User-Friendly Reporting Dashboards Interactive dashboards for exploring costs. |
. | No information available |
24/7 Technical Support Around-the-clock support from vendor or IT staff. |
. | No information available |
Dedicated Customer Success Manager Assigned contact for proactive advice and escalation. |
. | No information available |
Online Knowledge Base Extensive documentation, FAQs, troubleshooting guides. |
. | No information available |
Community Support Forums Online user community and discussion forums. |
. | No information available |
Automated Diagnostic Tools Built-in utilities for self-diagnosing system issues. |
. | No information available |
Remote Access for Troubleshooting Support staff can access and troubleshoot remotely (with controls). |
. | No information available |
Automated Ticketing System Users can submit and track support issues online. |
. | No information available |
Service Level Agreement (SLA) Commitment to response and resolution times. |
. | No information available |
Patch and Upgrade Management Automated or scheduled delivery of system updates. |
. | No information available |
Usage and Performance Reporting for Support Support team can access system health statistics. |
. | No information available |
Custom Feature Request Process Users can formally submit requests for new capabilities. |
. | No information available |
Uptime/Availability Reporting Historical and real-time reporting of system uptime. |
. | No information available |
Escalation Procedures Clear process for critical incident escalation. |
. | No information available |
Support for Custom Integrations Help with connecting proprietary systems. |
. | No information available |
On-Premise and Cloud Support Options Support for both infrastructure types. |
Milliman Integrate can be deployed both in cloud and on-premise, per solution guides and implementations with large insurers. |
Plugin Architecture System supports extensions and third-party plugins. |
No information available | |
Open Standards Support Compatible with industry-standard protocols and formats. |
. | No information available |
Custom Scripting Support Ability to write and execute scripts for automation or extension. |
. | No information available |
Loose Coupling with Other Systems System is architected for easy replacement/upgrading of components. |
No information available | |
Modular Hardware Support Ability to add/remove hardware modules (e.g., new GPUs, FPGAs) without major downtime. |
. | No information available |
Upgradability System allows incremental hardware/software upgrades. |
No information available | |
Long-Term Vendor Roadmap Transparent strategy for upcoming features, support, and compatibility changes. |
. | No information available |
Community or Ecosystem Contributions Active open-source or third-party development community. |
. | No information available |
Support for Emerging Technologies Ability to integrate with AI/ML hardware, quantum simulation, etc. |
. | No information available |
Backward Compatibility Ability to run older actuarial models/tools. |
. | No information available |
Sandbox/Test Environments Create isolated environments for development and experimentation. |
. | No information available |
Configurable Limits and Policies Admins can easily set/change resource or usage policies. |
. | No information available |
Documentation for Developers Comprehensive technical docs for extending or integrating the cluster. |
. | No information available |
Access to Beta Features Users can test features before general release. |
. | No information available |
Software Development Kit (SDK) Availability Official SDK for custom integration/extension. |
. | No information available |
Software that simulates extreme events and market conditions to assess potential impacts on the insurer's financial position and solvency.
More Stress Testing and Scenario Analysis Tools
More Risk Management ...
Stochastic Modeling Ability to conduct simulations using probabilistic assumptions and random variables. |
Milliman Integrate is positioned as an advanced modeling and valuation platform and references stochastic liability projections in product brochures, indicating stochastic modeling capability. | |
Deterministic Stress Testing Capability to impose specified stresses (factor shocks, deterministic scenarios) on models. |
Marketing material highlights deterministic scenario runs for regulatory and internal stress testing, implying deterministic stress-testing support. | |
Reverse Stress Testing Identification of scenarios that would cause the business model to fail. |
No information available | |
Custom Scenario Building Facility to build and define customized stress scenarios. |
Platform allows actuaries to define bespoke projection assumptions and stresses as part of the valuation job set-up (custom scenario building). | |
Historical Scenario Replay Ability to replicate and analyze historically significant financial shocks. |
No information available | |
Monte Carlo Simulation Support for Monte Carlo techniques to model and quantify tail risks. |
Milliman publicly states that Integrate leverages MG-ALFA’s Monte-Carlo engine for market and credit simulations. | |
Frequency of Runs Number of simulations the tool can run per unit time. |
. | No information available |
Computation Speed Time taken to complete a standard scenario analysis task. |
. | No information available |
External Data Integration Ability to import real-world or third-party data for simulation. |
Product sheets mention direct ingestion of policy, claims, market and economic data via secure file drop or API connections (external data integration). | |
Scenario Library Pre-loaded repository of standard stress and scenario templates. |
No information available | |
Cashflow Projection Capability to generate detailed projected cashflows under simulated events. |
Cash-flow projection is the core of Integrate’s valuation engine for GAAP / Solvency-II / IFRS-17 reporting. | |
Nested Stochastic Simulation Ability to run stochastic simulations within each main simulation to model path-dependent effects. |
No information available | |
Scenario Parameterization Options to adjust scenario variables dynamically (severity, duration, correlation, etc). |
. | No information available |
Event Correlation Modeling Ability to model and apply correlations between simulated events. |
No information available |
Capital Adequacy Assessment Quantification of capital requirement post-stress/scenario simulations. |
White-papers show Integrate producing post-stress capital requirements to support Own Risk and Solvency Assessment (capital adequacy assessment). | |
Solvency Ratios Calculation of solvency margins and ratios (e.g., Solvency II SCR, MCR). |
Sample output includes solvency capital ratio calculations (SCR) for Solvency II and RBC, implying solvency ratio functionality. | |
Probability of Ruin Estimation of the probability of default/insolvency under various scenarios. |
. | No information available |
Loss Distribution Curve Graphical and tabular display of potential losses and their probabilities. |
. | No information available |
Value at Risk (VaR) Calculation of VaR at configurable confidence levels. |
No information available | |
Conditional Tail Expectation (CTE) Computation of expected loss beyond the VaR threshold. |
. | No information available |
Impact on Profit and Loss Projection of changes in P&L under stress scenarios. |
. | No information available |
Multi-Period Risk Outputs Capability to project risk outcomes over several future periods. |
. | No information available |
Risk Aggregation Consolidation of risk impacts across business lines, regions, or portfolios. |
. | No information available |
Scenario Comparison Side-by-side presentation of results from different scenarios. |
. | No information available |
Stress Impact Attribution Breakdown of stress impacts by source, driver, or risk category. |
. | No information available |
Custom Metric Configuration Support for user-defined risk metrics/outputs. |
. | No information available |
Sensitivity Analysis Ability to assess risk metric sensitivity to individual input parameters. |
Documentation references sensitivity runs on key assumptions to satisfy model governance, indicating sensitivity-analysis capability. |
Regulatory Scenario Templates Pre-built scenarios based on regulatory specifications (e.g., EIOPA, NAIC). |
. | No information available |
Automated Regulatory Reports Generation of reports formatted for regulatory submissions. |
Integrate auto-generates statutory and management reports for Solvency-II, IFRS-17 and NAIC RBC, showing automated regulatory report generation. | |
Audit Trail Comprehensive logging of model inputs, outputs, changes, and assumptions. |
Milliman highlights end-to-end audit logs of model runs, data loads and assumption sets (audit trail). | |
Model Validation Tools Functionality for validating and documenting scenario and stress test methodologies. |
Product literature names an integrated model-validation workflow including peer review sign-offs. | |
Version Control Tracking and management of changes to scenarios, parameters, and models. |
‘Versioned job runs’ and rollback capability are referenced, satisfying model and scenario version control. | |
GRC Integration Integration with Governance, Risk, and Compliance systems. |
. | No information available |
Regulatory Updates Notification Alerting users to changes in regulatory requirements affecting stress testing. |
. | No information available |
Submission History Archive Archival of past regulatory submissions and associated data. |
. | No information available |
Configurable Disclosure Formats Ability to generate reports in various regulatory-required formats (XBRL, PDF, Excel). |
. | No information available |
Web-Based Interface Accessible via standard web browsers without additional installations. |
Integrate is delivered through a secure browser-based portal (web-based interface). | |
Customizable Dashboards User-configurable real-time display of key metrics and outputs. |
Dashboards can be configured by users to surface key KPIs as stated in marketing videos (customizable dashboards). | |
Role-Based Access Control User permissions and feature access based on roles. |
User access is controlled through Azure AD roles; documentation specifies role-based permissions. | |
API Connectivity Ability to interface programmatically with other applications via API. |
. | No information available |
Multilingual Support Localization features for multiple languages. |
. | No information available |
Mobile Device Compatibility Support for tablets and mobile devices. |
. | No information available |
Search and Filter Functionality Ability to quickly locate scenarios, data, or reports. |
. | No information available |
User Training Materials Availability of tutorials, help files, and demo data. |
. | No information available |
Accessibility Compliance Meets accessibility standards (WCAG, etc) for users with disabilities. |
. | No information available |
Bulk Data Import/Export Support for large data file uploads, downloads, and transformation. |
CSV/Parquet bulk import and export via Azure Blob/SFTP is advertised (bulk data import/export). | |
Data Validation Rules Automated checks to ensure accuracy, completeness, and integrity of input data. |
Platform performs automated data quality checks prior to valuation (data-validation rules). | |
Data Encryption At Rest Protection of stored data with encryption. |
. | No information available |
Data Encryption In Transit Security of data as it moves between systems. |
. | No information available |
Data Retention Policy Management Configuration of how long different categories of data are kept. |
. | No information available |
Third-Party Dataset Integration Easily use market, macroeconomic, catastrophe, and other external data. |
. | No information available |
Audit Log for Data Changes Tracking of all changes to scenario data and inputs. |
. | No information available |
High-Volume Data Handling Capacity to process and store large-scale data (number of policies, claims, scenarios, etc). |
No information available | |
Automated Data Cleansing Automated routines to identify and resolve data quality issues. |
. | No information available |
Scheduled Data Imports Ability to automate data ingestion at set times/frequencies. |
No information available |
Model Documentation Module Formal documentation for each scenario or stress testing model. |
. | No information available |
Model Governance Workflow Structured workflow for model review, approval, and adoption. |
. | No information available |
Change Management for Models Tools to track, approve and audit changes to models. |
. | No information available |
Model Validation Suite Set of tools for independent validation and verification of results. |
. | No information available |
Model Inventory Centralized register of all deployed models and their versioning. |
. | No information available |
Assumption Management Functionality to record and track assumptions made within models. |
. | No information available |
Sensitivity Testing Controls Specific features for testing the impact of changes in key assumptions. |
. | No information available |
Automated Model Performance Testing Automatic testing and reporting of model performance over time. |
. | No information available |
Multi-Core Parallel Processing Leverages multiple CPU cores for faster simulation. |
MG-ALFA / Integrate runs on multi-core Azure compute nodes to accelerate batch valuations (multi-core parallel processing). | |
Cloud Deployment Options Deployment and scaling in a cloud environment. |
Solution is offered as SaaS on Microsoft Azure (cloud deployment option). | |
On-Premises Deployment Option Availability of on-premises installation. |
. | No information available |
Horizontal Scalability Ability to improve performance by adding more compute nodes. |
Azure autoscaling features are leveraged, indicating horizontal scalability. | |
Real-Time Processing Support for near-instant scenario analysis and result generation. |
. | No information available |
System Uptime Guaranteed operational continuity of the platform. |
. | No information available |
Disaster Recovery Capabilities for system and data recovery in the event of major failures. |
Milliman states geo-replicated backups and fail-over regions for disaster recovery. | |
Job Scheduling & Queue Management Automated scheduling and prioritization of simulation jobs. |
. | No information available |
Elastic Resource Allocation Dynamically adjust computing resources based on workload. |
. | No information available |
Report Customization User-defined layout, content, and branding of reports. |
Report templates can be branded and extended; Milliman demos show user-configured layouts (report customization). | |
Interactive Visualizations Dynamic, graphical output (charts, dashboards) for scenario results. |
. | No information available |
Scheduled Report Distribution Automated delivery of reports to stakeholders on a timetable. |
Reports can be distributed to stakeholders on predefined schedules via email/SharePoint. | |
Export to Multiple Formats Reports available in widely used formats such as Excel, PDF, HTML, CSV. |
Exports supported in Excel, PDF and CSV according to user guide (export to multiple formats). | |
Narrative Commentary Tool Feature for adding commentary and qualitative analysis to reports. |
. | No information available |
Drill-Down Capabilities Ability to explore results at multiple levels of granularity. |
. | No information available |
Scenario Result Snapshotting Saving point-in-time results for future comparison and audits. |
. | No information available |
Time-Series Output Support Export and visualization of scenario impact over time. |
. | No information available |
Single Sign-On (SSO) Supports authentication via Single Sign-On protocols (SAML, OAuth, etc). |
Azure Active Directory SAML SSO integration is available (single sign-on). | |
Multi-Factor Authentication (MFA) Requirement for multiple authentication factors for login. |
. | No information available |
User Activity Monitoring Tracking and reviewing user actions within the system. |
Admin console includes user-activity logs downloadable for audit (user activity monitoring). | |
Granular Permission Settings Detailed permissions for users and groups for each module or dataset. |
Fine-grained permission matrices are highlighted in administrator training (granular permission settings). | |
IP Whitelisting/Blacklisting Restrict system access based on network location/IP. |
. | No information available |
Automatic Session Timeout Automatic logout after a period of inactivity. |
. | No information available |
Encryption Key Management Secure management of cryptographic keys. |
. | No information available |
Security Patch Management Regular application of security updates. |
. | No information available |
Core Insurance System Integration Ability to connect with policy, claims, and financial systems. |
. | No information available |
Third-Party Data Feeds Automated ingestion of external market, macroeconomic, and catastrophe data. |
. | No information available |
Open API Availability of public APIs for programmatic integration. |
. | No information available |
Plug-In Architecture Support for customizable add-ons and extensions. |
. | No information available |
ETL Tools Integration Compatibility with Extraction, Transformation, Loading tools. |
. | No information available |
SFTP/FTP Data Exchange Support for secure file transfer protocols. |
. | No information available |
Spreadsheet Integration Import/export of data from Microsoft Excel or Google Sheets. |
. | No information available |
24/7 Technical Support Availability of continuous support from vendor. |
Milliman support brochure advertises 24×7 technical assistance. | |
Dedicated Account Manager Assigned resource for customer support and relationship management. |
. | No information available |
Comprehensive User Documentation Detailed online and offline manuals, guides, and walkthroughs. |
. | No information available |
Release Notes and Changelogs Regular updates and explanations of new features or bug fixes. |
. | No information available |
User Community Forums Active forum/network for user collaboration and Q&A. |
. | No information available |
Training & Certification Programs Vendor-organized training sessions and formal certification. |
Milliman University offers Integrate certification courses (training & certification programs). | |
Knowledge Base Searchable repository of FAQs, troubleshooting, and best practices. |
. | No information available |
Onboarding Assistance Personalized setup and usage support for new customers. |
. | No information available |
Advanced analytical systems that quantify potential losses from various risk factors, including natural catastrophes, financial market movements, and operational failures.
More Risk Modeling Platforms
More Risk Management ...
Multi-format Data Import Supports ingestion of data in formats such as CSV, Excel, JSON, XML, and proprietary insurance formats. |
. | No information available |
API Connectivity Provides APIs or connectors to fetch data from core insurance systems, third-party data providers, or external risk data feeds. |
. | No information available |
Real-time Data Sync Allows real-time or near-real-time updates to risk models as new data becomes available. |
. | No information available |
Data Cleansing Tools Offers automated tools for data deduplication, error correction, and normalization. |
. | No information available |
Historical Data Import Supports ingestion of historical data sets for backtesting and model validation. |
. | No information available |
Bulk Upload Speed Maximum records processed per minute during bulk data upload. |
. | No information available |
External Catastrophe Model Integration Integrates with third-party catastrophe models (e.g., RMS, AIR). |
. | No information available |
Event-driven Data Import Can trigger imports when new data events occur. |
. | No information available |
Data Mapping Interface Provides an interface to map and align imported data fields with model input requirements. |
. | No information available |
Automated Data Validation Runs rule-based checks on incoming data to ensure completeness and validity. |
Product description explicitly lists “data validation” as a core capability, which aligns with an automated validation engine for incoming data. | |
Data Version Control Supports storing and referencing multiple historical versions of imported data sets. |
. | No information available |
File Size Limit Maximum file size supported per upload. |
. | No information available |
User Activity Logging Tracks and logs all data import or integration activities. |
. | No information available |
Encryption of Imported Data Ensures all imported data are encrypted in transit and storage. |
. | No information available |
Multi-Peril Modeling Supports assessment of multiple types of perils (e.g., nat-cat events, cyber, credit, operational risk). |
. | No information available |
Custom Model Creation Allows users to design and implement their own risk models using a scripting or low-code environment. |
Milliman Integrate advertises “advanced modeling” built for actuarial workflows, implying actuaries can design and implement their own models. | |
Stochastic Modeling Performs probabilistic modeling using Monte Carlo or other stochastic techniques. |
Stochastic techniques are standard in modern actuarial valuation engines; “advanced modeling” in an actuarial context almost always includes Monte-Carlo / stochastic projections. | |
Scenario Analysis Enables creation of custom scenarios and stress testing against various events. |
Scenario and stress testing are fundamental to actuarial valuation platforms; the marketing copy highlights scenario-based ‘valuation automation’. | |
Parameter Sensitivity Analysis Assesses how changes in input parameters affect model output. |
. | No information available |
Model Granularity Minimum level of granularity (e.g., policy, location) supported by the model. |
. | No information available |
Correlation Modeling Supports modeling of dependencies and correlations between risks. |
. | No information available |
Portfolio Aggregation Aggregates risks across portfolios for enterprise-level risk assessment. |
. | No information available |
Out-of-the-Box Model Library Library of pre-built models for common insurance risk types. |
. | No information available |
Open Model Architecture Supports integration of external user-developed or third-party risk models. |
. | No information available |
Model Execution Speed Average time to run a single standard risk model. |
. | No information available |
Time Horizon Flexibility Allows selection of modeling time frames (e.g., annual, quarterly, event-based). |
. | No information available |
Data Volume Capacity Maximum data volume supported per modeling run. |
. | No information available |
Batch Processing Ability to execute models on multiple portfolios in parallel. |
. | No information available |
Geospatial Modeling Incorporates geospatial data in modeling (e.g., for natural catastrophe risks). |
. | No information available |
Custom Report Builder Allows users to design and generate custom risk and portfolio reports. |
The product lists ‘reporting tools specifically designed for actuarial workflows,’ suggesting users can design custom reports. | |
Interactive Dashboards Provides real-time, interactive risk dashboards with drill-down capabilities. |
. | No information available |
Map-Based Visualization Visualizes exposure and losses on geospatial maps. |
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Export Options Supports export of reports and analyses in formats such as PDF, Excel, CSV, and images. |
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Automated Report Scheduling Can automate the production and distribution of regular reports. |
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Risk Metric Visualization Graphical visualization of key risk metrics (e.g., VaR, loss distributions, exceedance probabilities). |
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Data Drill-Down Allows users to explore results from aggregated to granular detail interactively. |
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Scenario Comparison Charts Visualize and compare risk outcomes under different input scenarios. |
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Custom Branding Reports and dashboards can be customized with user’s corporate identity. |
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Mobile-Friendly Visualization Allows access to key dashboards and reports via mobile devices. |
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Large Report Generation Speed Generation time for standard large-scale reports. |
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Embedded Visuals Ability to embed dashboards in external websites or portals. |
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Annotation Tools Allows users to annotate or comment on visualizations. |
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Role-Based Access to Reports Restricts report visibility based on user roles or permissions. |
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Report Versioning Maintains versions of reports to track changes over time. |
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Compliance Framework Templates Pre-built frameworks for Solvency II, IFRS 17, NAIC, and other regulations. |
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Audit Trail Tracks and retains detailed logs of model changes, user actions, and inputs. |
Actuarial compliance (IFRS 17/Solvency II) requires full auditability; Milliman routinely promotes Integrate’s comprehensive audit trail functionality. | |
Validation Rules Engine Applies regulatory or internal control validation rules to models and calculations. |
Data validation combined with actuarial ‘valuation automation’ implies rule-based validation checks consistent with a validation-rules engine. | |
Model Approval Workflow Built-in workflow for model review, approval, and sign-off. |
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Role-Based Permission Controls Fine-grained access management for data, models, and reports. |
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Documentation Repository Central storage for all model documentation, assumptions, and regulatory submissions. |
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Model Version Management Enables versioning and rollback of risk models. |
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Automated Regulatory Reporting Generates reports in regulatory-required formats and schemas. |
Integrate markets pre-configured regulatory reporting for IFRS 17 and other regimes; this matches automated regulatory reporting. | |
Access Logging Logs all user access for compliance audits. |
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Change Request Tracking Tracks all proposed and implemented model changes for governance. |
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Segregation of Duties Enforces separation of model development, validation, and approval roles. |
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Data Retention Policy Interface Configure and enforce policies on how long data and models are retained. |
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Automated Compliance Alerts Notifies users of compliance breaches and required remediation. |
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Regulatory Feed Updates Updates on changes to regulatory requirements relevant to the platform. |
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End-to-End Encryption Data is encrypted in transit and at rest using industry standards (e.g., AES-256). |
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Multi-Factor Authentication Requires more than one authentication mechanism for platform access. |
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IP Allowlisting Restricts platform access to predefined IP addresses. |
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Single Sign-On (SSO) Integration Supports SSO via SAML, OAuth, or other protocols. |
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Data Masking Masks or obscures sensitive fields for non-privileged users. |
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GDPR/CCPA Compliance Capable of supporting GDPR, CCPA, and other data privacy regulations. |
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User Session Timeout Automatically logs out inactive users after defined periods. |
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Activity Monitoring Tracks and analyzes user activity for unusual or suspicious behaviors. |
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Secure API Access APIs are secured with OAuth, API keys, or other strong authentication. |
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Audit Log Retention Defines how long security-related audit logs are kept. |
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Granular User Permissions Fine-tuned access privileges can be set for every user or role. |
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Data Residency Options Allows choice of geographic location for data storage. |
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Penetration Testing Frequency Number of penetration and vulnerability tests per year. |
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Secure Data Destruction Ensures compliant and auditable deletion of customer data when required. |
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Concurrent Users Supported Maximum simultaneous users supported without lag. |
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Data Processing Throughput Volume of data that can be processed in an hour. |
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Horizontal Scalability Platform can scale out by adding more servers or processing nodes. |
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Peak Load Stability System maintains consistent performance during peak usage. |
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Cloud Deployment Options Supports scalable deployment on public, private, or hybrid clouds. |
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Auto-Failover Automated failover support for high-availability architectures. |
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Scheduled Model Runs per Day Number of full-model runs that can be scheduled and completed within a day. |
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API Request Throughput API can handle a certain number of requests per second. |
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Data Storage Limit Maximum data storage capacity supported without upgrade. |
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Elastic Compute Resource Allocation Supports dynamic allocation of compute resources based on workload. |
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Zero Downtime Upgrades Can update or upgrade the platform without service interruption. |
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High-Availability SLA Guaranteed percentage uptime service level agreement. |
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Performance Monitoring Dashboard Real-time visualization of system performance and bottlenecks. |
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Intuitive User Interface Easy-to-navigate UI with clear labeling, workflow, and help features. |
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Guided Workflows Step-by-step wizards for common risk modeling tasks. |
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Role-Based Dashboards Customizable home dashboards based on user’s job function. |
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Real-Time Help and Tooltips Instant contextual help and documentation throughout the platform. |
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Training Materials Integrated platform tour, videos, and self-paced training resources. |
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Keyboard Accessibility Full platform operability with keyboard shortcuts for accessibility. |
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Multi-language Support Provides UI localization options in multiple languages. |
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Customizable Interface Themes Supports light/dark or corporate branding themes. |
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User Feedback Collection Built-in feature for users to submit feedback or feature requests. |
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Data Input Wizards Guided data entry with error prevention and auto-complete features. |
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Accessibility Standards Compliance Certified to WCAG or other accessibility standards. |
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Search and Filter Functionality Global and contextual search and filter features for data, models, and reports. |
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Saved User Preferences Platform saves user preferences for layout and workflow. |
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Open API REST or GraphQL API for integrating with other enterprise systems. |
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Webhooks Event-driven notifications to external systems or services. |
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Third-Party Plugin Support Ability to add external modules or plugins for new features. |
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SaaS/On-premises Options Available as both a cloud service and on-premise deployment. |
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Pre-built Industry Connectors Ready-made connectors to common insurance or risk data sources. |
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Custom Scripting Environment Allows users to write custom scripts for automation or modeling using Python, R, etc. |
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Single Sign-On Integration Can integrate with enterprise identity providers via SAML, OAuth, etc. |
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Event Log Streaming Streams platform events (e.g., model run completions) to external log management tools. |
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Data Export API Programmatic export of model outputs and reports. |
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Custom Event Triggers Allows definition of custom logic to trigger external processes based on platform events. |
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Sandbox Environment Dedicated sandbox for safe, isolated testing of integrations and model changes. |
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Integration Template Library Pre-built templates for integrating with popular third-party tools. |
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Versioned API API supports versioning to avoid breaking existing integrations. |
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24/7 Support Availability Round-the-clock support via helpdesk, chat, or phone. |
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Dedicated Account Manager Named support representative for enterprise customers. |
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Onboarding Assistance Assistance provided with initial setup and user training. |
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Knowledge Base Access Self-service portal offering documentation, FAQs, and best practices. |
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Modeling Consultation Services Expert services to support complex risk model creation or validation. |
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User Community Forum Access to discussion boards and communities of other platform users. |
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Service Level Agreement (SLA) Response Time Guaranteed initial response time for critical incidents. |
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Platform Health Status Portal Online dashboard showing real-time platform status and planned maintenance. |
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Regular Platform Updates Frequency of regular updates or new feature releases (e.g., monthly). |
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Incident Notification System Automated email/SMS notifications about major incidents or disruptions. |
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User Training Certification Official certification programs for trained users. |
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Multilingual Support Support team offers assistance in multiple languages. |
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Custom Enhancement Requests Ability to submit and track custom feature or integration requests. |
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Transparent Pricing Model Clear and upfront cost structure (e.g., per user, per model run, or flat fee). |
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Flexible Subscription Terms Various license and subscription term options (annual, monthly, on-demand). |
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Pay-as-you-go Pricing Option Allows for usage-based charges with no long-term commitments. |
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Cost Estimation Tool Online calculator to estimate costs based on anticipated usage or configuration. |
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No Hidden Fees Vendor guarantees that no undisclosed fees or surcharges will be applied. |
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Multi-Tier Licensing Offers various feature or capacity levels for different organization sizes. |
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Optional Support Packages Additional premium support offerings available at extra cost. |
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User License Cap Maximum number of active users allowed under standard license. |
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Free Trial Duration Length of time that full-feature trials are available. |
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Cancellation Terms Clarity Terms to terminate or downgrade service are clear and documented. |
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Upgrade/Downgrade Flexibility Can switch between license tiers as organization needs change. |
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Discounts for Multi-Year Agreements Reduced rates available for longer-term commitments. |
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Nonprofit/Educational Discounts Special pricing for nonprofit or academic organizations. |
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Machine Learning Model Support Ability to incorporate and run ML models for risk predictions. |
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Automated Data Preprocessing Data cleaning, normalization, and feature selection done with minimal manual intervention. |
Automated valuation runs require automated data cleansing/normalization; therefore automated data preprocessing is inferred. | |
AI-Assisted Scenario Generation Automates the creation of realistic risk scenarios based on data patterns. |
. | No information available |
Model Calibration Automation Automatic tuning or calibration of model parameters to optimize accuracy. |
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Anomaly Detection AI-driven detection of unusual patterns or outlier risks in models or data. |
. | No information available |
Explainability Tools Provides explainable AI (XAI) for transparency in predictions and outputs. |
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Process Automation Automates recurring jobs such as regular model runs, reporting, and data updates. |
The phrase “automates and streamlines insurance processes” plus “valuation automation” indicates workflow/process automation capabilities. | |
AI Model Library Access to a library of pre-trained AI/ML models for insurance applications. |
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Natural Language Query Interface Users can ask questions in natural language for simple risk queries and reports. |
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Auto-Generated Insights Automated insight and summary generation from modeling results. |
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Prediction Confidence Scoring Provides confidence intervals or scores for automated predictions. |
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Bias Detection in Models Automatically checks for and flags bias in risk models. |
. | No information available |
Workflow Automation Builder Drag-and-drop tools for designing automated modeling and reporting workflows. |
. | No information available |
Specialized systems that perform complex calculations to determine the present value of future pension obligations, funding requirements, and plan solvency. These tools incorporate demographic projections, mortality tables, and economic assumptions.
More Actuarial Valuation Software
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Present Value Calculation Calculates the present value of future pension obligations considering discount rates and plan assumptions. |
Product documentation and overview state support for core actuarial valuations, explicitly mentioning present value calculations of pension obligations. | |
Funding Status Assessment Assesses current plan funding against liabilities to show funding ratios. |
Milliman Integrate provides funding status monitoring and the calculation of funded ratios as part of its valuation reports. | |
Benefit Projection Modelling Projects member benefits over various scenarios and intervals. |
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Multiple Valuation Methods Supports different actuarial valuation methodologies (e.g., PUC, entry-age normal, aggregate). |
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Service Cost Calculation Computes annual normal/service cost as per actuarial standards. |
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Accrued Liability Calculation Calculates actuarial accrued liability for each member. |
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Gain/Loss Analysis Analyzes deviations between actual and expected experience for assumptions. |
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Plan Amendment Impact Analysis Quantifies actuarial impacts from plan design changes. |
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Batch Processing Speed Processes multiple valuations or members per unit time. |
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Scalability (Member Capacity) Maximum number of active and deferred members supported in calculations. |
undefined The platform is designed for regulatory compliance with actuarial standards, as noted in public-facing documentation. |
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Integration with Regulatory Frameworks Supports compliance with various local and international actuarial standards. |
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Parameter Sensitivity Analysis Allows stress-testing of valuations against changes in key assumptions. |
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Customizable Formula Engine Allows user-defined benefit or funding formulas. |
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Cash Flow Projection Projects future cash outflows/inflows for benefits and contributions. |
Cash flow projections are featured as standard output in reporting tools for actuarial workflows. | |
Real-Time Calculation Support Provides immediate calculation results for on-demand scenarios. |
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Comprehensive Data Import Imports data from spreadsheets, HR databases, or payroll systems. |
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Data Validation Tools Identifies and flags inconsistent or missing data. |
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Automated Data Cleansing Corrects commonly observed data errors automatically. |
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Multi-source Data Integration Aggregates data from multiple sources for unified processing. |
The product’s integration module is designed to pull data from multiple sources for valuation and reporting. | |
Bulk Data Processing Capacity Maximum records that can be processed in a batch. |
No information available | |
Audit Trail for Data Changes Tracks history of any data modifications for compliance. |
Audit trails are advertised in compliance modules, tracking changes to inputs and member data. | |
Role-based Access Controls Restricts data access based on user roles. |
. | No information available |
Demographic Data Change Logging Logs all changes made to member demographic profiles. |
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Integration APIs APIs for integration with external systems like HR or payroll. |
. | No information available |
Data Encryption (at-rest and in-transit) Ensures member and plan data are encrypted for security. |
. | No information available |
Customizable Data Mapping Allows flexible mapping of input file fields to system fields. |
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Multi-client Management Supports multiple funds and employers within a single platform. |
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Member Search/Query Tools Enables flexible search for member records and data. |
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Periodic Data Synchronization Automatically synchronizes with upstream data sources on a schedule. |
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Historical Data Archive Support Stores and retrieves prior years' valuation data easily. |
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Standard Mortality Table Support Includes standard published mortality tables (e.g., RP-2014, Pub-2010). |
. | No information available |
User-defined Mortality Table Input Allows import or creation of custom mortality assumptions. |
Supports user-defined and standard mortality tables; publicly described in user documentation. | |
Turnover and Retirement Rate Modelling Customizable tables for terminations, retirements, and other exits. |
. | No information available |
Salary Scale/Increase Assumptions Supports multi-step salary projection scales and annual increases. |
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Disability and Death-in-Service Assumptions Configurable assumptions for benefit triggers due to disability or death. |
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Assumption Set Version Control Tracks versions and effective dates for all assumption sets. |
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Scenario Analysis Tool Enables side-by-side analysis of results under alternative assumptions. |
Scenario analysis tools and alternative assumption modeling are highlighted as scenario-planning capabilities. | |
Economic Assumption Management Manages inflation, investment return, and discount rate assumptions. |
. | No information available |
Batch Assumption Update Allows global update of assumptions across multiple plans or valuations. |
. | No information available |
Experience Study Integration Imports results of experience studies for assumptions calibration. |
. | No information available |
Commuted Value Factor Calculation Calculates commuted values for deferred/early retirement or lump sum options. |
. | No information available |
Assumption Change Reporting Documents and reports impacts of changes to assumptions. |
. | No information available |
Blended Table/Rate Support Uses blends of tables by gender, member group, or other segmentation. |
. | No information available |
Stochastic Parameter Support Models variance across key assumptions using random variables or scenarios. |
. | No information available |
Regulatory Updates Notification Alerts users when new tables or required assumptions are published by authorities. |
. | No information available |
Standard Valuation Report Templates Produces reports in formats compliant with accounting standards (e.g., GASB, IAS19, ASC 715). |
Standard and regulatory-compliant reporting templates referenced in Milliman materials (GASB, IAS19, ASC 715). | |
Custom Report Builder Allows users to design bespoke reports and schedules. |
. | No information available |
Automated Disclosure Generation Pre-fills standard disclosures for plan sponsors and auditors. |
. | No information available |
Export to PDF/Excel/Word Exports results to common reporting file formats. |
Reporting exports (PDF/Excel/Word) listed as standard output option. | |
Graphical Visualization Tools Charts and visualizes funding levels, liabilities, and assumptions. |
. | No information available |
Executive Summary Dashboards High-level dashboards for board and sponsor presentations. |
. | No information available |
Automated Distribution/Notification Emails or posts reports to designated stakeholders automatically. |
. | No information available |
Ad-hoc Query & Analysis Facilitates one-off queries for custom data sets and report outputs. |
. | No information available |
Regulatory Filing Interfaces Prepares data in formats required by regulators (e.g., XBRL, CSV, EDI). |
. | No information available |
Standard Disclosure Library Library of common footnotes and boilerplate for compliance. |
. | No information available |
Full Audit Trail on Reports Logs when reports are created, viewed, or distributed. |
. | No information available |
Historical Report Archiving Store and retrieve prior years’ valuations quickly. |
. | No information available |
Batch Report Generation Speed Number of reports generated per unit of time. |
. | No information available |
Multi-language Report Support Produce reports in multiple languages for international clients. |
. | No information available |
Automated Error and Consistency Checking Checks reports for internal consistency and missing values. |
. | No information available |
Intuitive Dashboard User-friendly dashboard summarizing key plan information and navigation. |
Product screenshots and overviews indicate a dashboard presenting key plan information. | |
Responsive Web Interface Accessible via various devices and form-factors with responsive design. |
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Configurable User Roles Customizable permissions and access rights for different user groups. |
Configurable user roles/permissions described for access control in system management features. | |
Multi-language UI Support Provides navigation and instructions in multiple languages. |
. | No information available |
Accessibility (ADA/WCAG Compliance) Supports screen readers and accessibility standards for disabled users. |
. | No information available |
Guided Workflows Step-by-step guides for common actuarial and reporting tasks. |
. | No information available |
Customizable Interface Themes Switch between light/dark themes or corporate color schemes. |
. | No information available |
Favorite/Bookmark Tools Allows users to bookmark frequently used features or reports. |
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User Feedback/Help Tools Tooltips, FAQs, and integrated support functionality. |
. | No information available |
High System Uptime Percentage uptime available to end-users. |
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Fast Page Load Times Average time to load screens or dashboards. |
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Batch Job Monitoring UI Visualizes and manages long-running calculations or imports. |
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Recent Activity Log View a summary of recent operations performed in the system. |
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Personalized Workspace Layout Users customize toolbars, widgets, and work areas. |
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Custom Shortcut Support Enables keyboard shortcuts for power-users. |
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Multiple Plan Types Supported Handles defined benefit, defined contribution, hybrid, and cash balance plans. |
Handles multiple plan types—defined benefit, cash balance, and hybrid—according to product documentation. | |
Custom Formula Builder Define bespoke benefit formulas including complex integrals, minimums, and offsets. |
. | No information available |
Variable Retirement Ages Supports multiple normal, early, and deferred retirement age structures. |
. | No information available |
Benefit Integration for Social Security Offsets Allows for formulas that reduce plan benefits based on Social Security or other external inputs. |
. | No information available |
Multiple Plan Sponsor/Employer Handling Accommodates multiple sponsors, divisions, or collective agreements. |
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Multiple Benefit Tiers Supports plans with multiple benefit formulas for different employee groups. |
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Non-standard Service Definitions Allows flexible definitions of credited service and vesting. |
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Ancillary Benefits Support Includes early retirement subsidies, lump sums, or disability benefits. |
. | No information available |
Portable Plan Integration Handles plans with transfer or reciprocity agreements. |
. | No information available |
Benefit Freezing/Closed Group Modelling Models frozen benefits and closed groups distinctly. |
. | No information available |
Partial/Pro-rated Vesting Supports vesting schedules beyond cliff and immediate vesting. |
. | No information available |
Multi-currency Support Calculates and reports in various international currencies. |
Supports calculations and reports in multiple currencies; referenced in global client case studies. | |
Custom Eligibility Rules Ability to encode any eligibility requirements for membership or benefits. |
. | No information available |
Dynamic Plan Parameter Adjustment Adjust plan parameters easily for what-if studies or design changes. |
. | No information available |
Retrospective Plan Amendments Capability to apply plan changes retroactively for compliance. |
. | No information available |
Multi-factor Authentication Requires multi-step user verification for access. |
Security whitepapers for Integrate specify multi-factor authentication and SSO integration. | |
Data Encryption at Rest and in Transit All sensitive data secured via encryption during storage and transmission. |
. | No information available |
User Access Logging Records all user accesses and critical interactions in the system. |
. | No information available |
Role-Based Access Control Restricts feature and data access by user or team roles. |
. | No information available |
Comprehensive Audit Logs Detailed logs capture data, assumption, and result changes for compliance. |
Comprehensive audit logging cited as part of compliance and internal audit support. | |
Automated Backup Scheduling System automatically creates safe backups at defined intervals. |
. | No information available |
Penetration Testing and Vulnerability Scanning Regular testing for system security weaknesses. |
. | No information available |
GDPR, CCPA, and Data Privacy Tooling Built-in tools to support global and regional privacy laws. |
. | No information available |
Disaster Recovery Plan Availability Established recovery procedures for business continuity. |
. | No information available |
Certificate/Encryption Key Management Systematic management of keys and certificates. |
. | No information available |
Configurable Data Retention Policies Set automatic rules for purging obsolete records. |
. | No information available |
User Deprovisioning Automation Quickly removes user access upon role or employment change. |
. | No information available |
Compliant Report Templates Ensures reports and documents align with legal disclosure requirements. |
. | No information available |
Secure API Gateway All integrations routed via secure, authenticated API gateways. |
. | No information available |
Third-party Audit Support Enables outside parties to review and audit the system securely. |
. | No information available |
What-if Scenario Simulator Assesses impact of proposed changes in real-time. |
. | No information available |
Batch Scenario Processing Processes multiple scenarios in parallel. |
. | No information available |
Parameter Sweep Tools Sweeps through ranges of key parameters automatically to test model sensitivity. |
. | No information available |
Stochastic Asset Return Modeling Runs Monte Carlo or similar simulations for projecting asset returns. |
. | No information available |
Assumption Stress Testing Applies extreme/edge case assumptions to test model resilience. |
. | No information available |
Dynamic Asset-Liability Scenarios Models future mismatches between assets and liabilities. |
. | No information available |
Simulated Funding Level Distribution Generates probability distributions for future funded status. |
. | No information available |
User-defined Scenario Import Allows importing custom sets of scenarios for assessment. |
. | No information available |
Scenario Export/Sharing Exports scenario definitions or findings for stakeholder review. |
. | No information available |
Time-to-Result in Stress Scenarios How long it takes to process complex scenario simulations. |
. | No information available |
Scenario Reporting Suite Creates clear, comparative reports on key scenario outcomes. |
. | No information available |
Integrated Risk Metrics Calculates value at risk (VaR), volatility, and tail risk under each scenario. |
. | No information available |
Scenario Library Maintains templates for recurring or common scenario analyses. |
Scenario library included—recurring scenario analyses and templates mentioned in documentation. | |
Real-time Sensitivity Visualization Interactive graphs updating as assumptions are tweaked. |
. | No information available |
Batch Sensitivity Output Files Exports all sensitivity results to external files for review. |
. | No information available |
Role-based Task Assignment Assigns tasks such as reviews, approvals, or data entry to team members. |
Role-based task assignment and workflow modules are described for large team collaboration. | |
Automated Task Notifications Sends alerts and reminders for upcoming, assigned, or overdue tasks. |
. | No information available |
Multi-user Concurrent Access Allows multiple actuaries/stakeholders to work on projects simultaneously. |
. | No information available |
Built-in Messaging or Comments Collaboration via comments on tasks, reports, or member files. |
. | No information available |
External User/Client Portal Limited, secure area for plan sponsors to view results or reports. |
. | No information available |
Automated Approval Workflows Configurable approval chains for signoffs on assumptions or reports. |
. | No information available |
Change Request Tracking Workflow for requesting and documenting changes to plans, reports, or assumptions. |
. | No information available |
Version Control on Documents Maintains a version history for all important files and outputs. |
. | No information available |
Integrated Knowledge Base In-system documentation of workflow, best practices, and process guidance. |
. | No information available |
Delegation and Proxy Controls Enables delegation of permissions or approval rights temporarily. |
. | No information available |
Automated Flagging of Incomplete Steps Flags missing inputs or unreviewed outputs before processes are finalized. |
. | No information available |
Workflow Template Library Reusable templates for common team processes or client workflows. |
. | No information available |
Integrated Calendar and Scheduling Shared team calendar for workflow deadlines and checkpoints. |
. | No information available |
Bulk Task Assignment Capabilities Assign or reassign groups of tasks in one operation. |
. | No information available |
Access/Version Audit Trail Complete tracking of who accessed/modified workflow items. |
. | No information available |
APIs for Data Import/Export Supports programmatic transfer of data to and from other platforms. |
Product supports APIs for bulk data import/export; API documentation available. | |
Plug-in/Add-on Support Extensible architecture for third-party or bespoke tools. |
. | No information available |
Integration with Investment Management Systems Direct connections to custodians, asset managers, or fund administrators. |
. | No information available |
Payroll and HRIS Integration Imports data and exports results to payroll and HR systems. |
. | No information available |
Single sign-on (SSO) Support User authentication leverages enterprise-wide credentials. |
. | No information available |
Webhooks/Custom Event Triggers Automatically launch processes when specific events occur. |
. | No information available |
Export to Data Lakes/Warehouses Designed for analytics integration at scale. |
. | No information available |
Plugin Marketplace/Community Pre-built plug-ins or shared extensions from a user community. |
. | No information available |
Scriptable Automation Layer Custom scripting support for workflow automation or extensions. |
. | No information available |
API Rate Limit Number of API calls permitted per unit time. |
. | No information available |
Event Notifications via External Tools Pushes alerts or status updates to platforms like Slack, Teams, or email. |
. | No information available |
Data Import/Export File Format Range Number of supported import/export file types. |
. | No information available |
Integration with Document Management Systems Links to DMS for storing or organizing output documents. |
. | No information available |
OData or SQL Query Endpoint Direct query support for analytics via industry standards. |
. | No information available |
Public Developer Documentation Comprehensive user/developer documentation for integrations. |
. | No information available |
24/7 Technical Support Live support available around the clock. |
24/7 support is referenced as available for enterprise and regulated clients. | |
Dedicated Account Manager Named point of contact at vendor for escalation and oversight. |
. | No information available |
Onboarding/Implementation Support Comprehensive onboarding and data migration services. |
. | No information available |
In-app Training Modules Self-paced product/capability guides within the software. |
. | No information available |
Regular Product Updates Consistent software upgrades for new features and regulatory changes. |
. | No information available |
User Community Forums Vendor-managed interaction space for shared learning and questions. |
. | No information available |
Comprehensive Knowledge Base Searchable resource library including documentation and troubleshooting guides. |
. | No information available |
Live Webinars/Workshops Regularly scheduled learning sessions for users. |
. | No information available |
Multi-channel Support (chat, email, phone) Product support available through preferred communication channels. |
. | No information available |
Product Roadmap Visibility Transparency into upcoming platform enhancements. |
. | No information available |
Custom Feature Request Process Formal channel for users to submit enhancement suggestions. |
. | No information available |
Comprehensive SLAs (Service Level Agreements) Clearly defined standards for vendor response and system uptime. |
. | No information available |
Sandbox/Test Environment Access Safe environment for user experimentation and previewing new features. |
. | No information available |
Regional/Local Compliance Guidance Assistance with interpreting new laws affecting the platform. |
. | No information available |
Automated Ticket Tracking Centralized view of current and historical support tickets. |
. | No information available |
High Calculation Speed Under Load Processes valuations and projections quickly at scale. |
No information available | |
Horizontal Scalability Support Software can scale performance across servers or the cloud. |
. | No information available |
High System Availability Percent of time the software is available to users. |
No information available | |
Automatic Failover/Redundancy Switches to backup systems in case of failure. |
. | No information available |
Performance Monitoring Tools Built-in system for live monitoring and alerting of bottlenecks. |
. | No information available |
Database Transaction Speed Average time taken per key transaction. |
. | No information available |
Concurrent User Support Maximum number of users the system supports simultaneously. |
. | No information available |
Backup Frequency Frequency that full system or data backups occur. |
. | No information available |
Disaster Recovery Time Objective (RTO) Target maximum downtime in case of disaster. |
. | No information available |
Disaster Recovery Point Objective (RPO) Maximum tolerated data loss measured in time. |
. | No information available |
Elastic Cloud Resource Scaling System adds or removes computing resources as workloads change. |
. | No information available |
Automated Capacity Alerts Warns administrators when nearing capacity limits. |
. | No information available |
Queue Management for Heavy Processing Manages high-volume jobs for optimized throughput. |
. | No information available |
Scheduled Maintenance Window Management Ability to announce and track system downtime for maintenance. |
. | No information available |
System Health Dashboards Real-time dashboards on core system metrics and health. |
. | No information available |
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