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AXIS Actuarial System from Moody's Analytics
A comprehensive actuarial modeling system offering financial projection capabilities, pricing, reserving, and risk management for life, health, and pension industries. Supports regulatory compliance with Solvency II, IFRS 17, and principles-based approaches.
Product analysis by function
Actuarial Modeling Software for Actuarial Department
Specialized applications for developing and running complex statistical models that predict future claims costs, mortality rates, and other risk factors essential for insurance pricing and reserving.
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Core Modeling Capabilities
(13 Yes /13 Known /15 Possible features)
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Multiple Model Support Ability to build, manage, and run multiple models simultaneously within the platform. |
AXIS supports parallel model structures and concurrent runs, as described in Moody's technical documentation and user forums. | |
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Flexible Model Framework Supports varied actuarial model types such as deterministic, stochastic, and simulation-based models. |
Product materials mention support for deterministic and stochastic model structures, with advanced simulation options. | |
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Custom Formula Editor Interactive editor that allows actuaries to define and modify custom mathematical formulas. |
AXIS includes configurable formula fields and a formula editing GUI for custom calculations. | |
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Mortality Table Integration Ability to import, integrate, and update standard or custom mortality tables. |
AXIS allows loading and updating industry-standard mortality tables and user-supplied custom tables. | |
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Claims Development Modeling Support for modeling claims development triangles and claims reserving methodologies. |
Claims reserve modeling is a key AXIS functionality, cited in Moody's technical specifications. | |
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Asset-Liability Modeling Capability to model both liabilities and assets for holistic risk analysis. |
AXIS offers asset-liability modeling as a core function for risk and solvency analysis. | |
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Aggregation and Disaggregation Tools Enables grouping and ungrouping policy or claim data for enhanced analysis. |
Grouping/ungrouping of contracts for cohort or granular modeling is documented in AXIS materials. | |
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Model Version Control Built-in system for tracking changes and maintaining version history across models. |
AXIS provides model versioning and maintains a log of model changes. | |
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Advanced Statistical Functions Incorporates complex statistical functions such as regression, GLMs, time series, etc. |
Supports a wide set of statistical and actuarial functions, as per product overview. | |
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Scenario Testing Ability to run various what-if and stress-test scenarios on model outcomes. |
AXIS enables what-if scenarios and stress testing as part of risk management modules. | |
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Model Execution Speed Average time taken to execute a comprehensive actuarial model. |
No information available | |
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Parallel Processing Support Uses multiple processors/threads to speed up model calculations. |
Documentation describes extensive use of parallel computing and distributed processing. | |
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Built-in Calibration Tools Guided tools to calibrate and validate models using historical data. |
AXIS has built-in tools for model calibration, referencing Moody's Analytics presentations. | |
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Integration with External Libraries Supports integration with external actuarial/statistical computation libraries (e.g., R, Python). |
AXIS supports integration with R and Python for advanced analytics (see API documentation). | |
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Stochastic Model Run Limit Maximum number of stochastic simulations per model run supported. |
No information available |
Data Handling & Integration
(10 Yes /10 Known /13 Possible features)
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Multiple Data Format Support Imports/exports data in formats such as CSV, XLSX, XML, JSON, and databases. |
AXIS supports importing and exporting CSV, Excel, XML, and other formats. | |
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ETL (Extract-Transform-Load) Tools In-built tools for extracting, cleaning, and transforming data prior to modeling. |
ETL utilities are included for data preparation within AXIS. | |
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Live Data Connection Ability to connect to and read data live from external databases and feeds. |
Live connections to external databases and feeds are supported per documentation. | |
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Data Validation Rules Ability to set up and enforce validation rules on import to ensure data quality. |
Data validation at input stage is configurable; described in administration guides. | |
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Automated Data Refresh Schedules and performs automated data updates from connected sources. |
Automatic data refresh cycles are supported for connected datasets. | |
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Data Volume Capacity Maximum supported input data size for a single model run. |
No information available | |
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Data Anonymization Built-in tools for anonymizing sensitive policyholder or claims data. |
No information available | |
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Integration APIs REST or SOAP APIs available for integrating with enterprise systems. |
AXIS exposes REST APIs and SOAP integrations, enabling connectivity with enterprise resources. | |
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Audit Trails on Data Changes Records and logs all data imports, changes, and exports for compliance. |
Comprehensive audit trails on data changes, referenced in compliance documentation. | |
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Bulk Data Processing Capability to process very large batches of data efficiently. |
System is designed for high-volume, batch data processing. | |
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Direct Database Connectivity Connects directly to SQL databases for dynamic queries and updates. |
Direct SQL database connections are available within certain AXIS deployment architectures. | |
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Data Rollback Capability Easily revert to previous data states or batch loads if needed. |
No information available | |
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Secure File Transfer Support Supports secure (encrypted) transfer protocols (SFTP, HTTPS) for data exchange. |
Product specification lists SFTP and HTTPS for secure data transfer. |
Reporting & Visualization
(7 Yes /7 Known /13 Possible features)
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Standard Report Library Includes a set of pre-configured standard actuarial and regulatory reports. |
Standard actuarial and regulatory reports are included. | |
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Custom Report Builder Allows users to define, format, and save their own report templates. |
AXIS allows custom report building and template saving. | |
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Interactive Dashboards Visual dashboards for tracking key metrics, scenarios, and trends. |
Interactive dashboards for modeling and results visualization are highlighted. | |
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Dynamic Charting Tools Supports various chart types (line, bar, scatter, heatmap, etc.) for numerical outputs. |
AXIS includes chart and visualization tools for numerical model outputs. | |
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Export to PDF/Excel/Word/HTML Can output reports directly to widely-used document formats. |
Export to Excel, PDF, and other document formats is a standard feature. | |
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Automated Report Scheduling Capability to schedule and auto-generate recurring reports. |
Report automation and scheduling are available for recurring reporting needs. | |
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Customization of Visual Elements Users can adjust theme, coloring, labeling, and other visual report elements. |
No information available | |
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Drill-Down Analysis Interactive capability to click and expand into detailed model outputs. |
Drill-down functionality is available on key dashboards and reports. | |
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Annotation and Commenting Allows users to annotate and comment directly within reports. |
No information available | |
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Real-Time Visualization Updates Automatically updates visualizations as models or data change. |
No information available | |
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Report Distribution Controls Granular user permissions for report sharing and distribution. |
No information available | |
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Report Rendering Speed Average time taken to generate and render a comprehensive report. |
No information available | |
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Versioned Reports All changes to reports are versioned for audit and comparison. |
No information available |
Regulatory Compliance
(9 Yes /9 Known /11 Possible features)
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Support for IFRS17/GAAP/Solvency II Pre-configured modules for major actuarial regulatory standards. |
AXIS supports IFRS 17, Solvency II, and GAAP calculations as stated in the product overview. | |
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Assumptions Documentation Structured tools to capture, track, and report on model assumptions. |
Product documentation details assumption documentation modules. | |
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Regulatory Output Templates Templates for standard regulatory filings and disclosures. |
Regulatory report templates are provided for major regimes. | |
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Audit Logging Comprehensive audit trails for all model changes and accesses. |
Comprehensive audit logging for regulatory and compliance usage is documented. | |
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Compliance Validation Checks Built-in validation that flags inconsistencies or errors vs. regulation. |
Product literature references built-in checks and controls for regulatory compliance. | |
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Change Justification Capture Space to require and record user notes/rationales for any model or assumption changes. |
No information available | |
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Automated Documentation Generation Generates detailed model and process documentation for compliance. |
No information available | |
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Access Control by Regulatory Role Role-based permissions aligned with regulatory compliance requirements. |
Role-based permissions for regulatory users are supported. | |
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Traceability Matrices Links between input, calculation, and output for provable traceability. |
AXIS supports traceability requirements for regulatory audit. | |
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Historical Results Archiving Stores and allows retrieval of previous years’/quarters’ model results. |
System archives historical results for reporting and audit. | |
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Regulatory Reporting Assistance Built-in assistants for filling required forms and generating filings. |
AXIS includes support for regulatory filings and reporting assistance. |
User Management & Security
(7 Yes /7 Known /10 Possible features)
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Role-Based Access Control Assigns permissions based on user job function or department. |
Administrator guide confirms role-based user access control. | |
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Single Sign-On (SSO) Integrates with corporate identity providers for streamlined login. |
Moody's documentation describes support for SSO (Single Sign-On) via SAML. | |
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Multi-Factor Authentication Requires a second factor (beyond password) for user authentication. |
AXIS offers MFA options in its security and compliance sections. | |
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Granular Permission Assignments Fine-tuned control over what users can see, edit, or export. |
Permissions can be managed at a granular level by administrators. | |
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User Activity Logging Tracks all user actions and interactions within the software. |
Logging of user activity is described in IT/administrator documentation. | |
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Temporary/Guest User Support Can create time-limited or project-specific user accounts. |
No information available | |
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Encryption at Rest and in Transit Ensures all sensitive data is encrypted both in storage and during transfer. |
Data at rest and in transit is encrypted, referenced in security documentation. | |
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Password Policy Enforcement Customizable rules for password strength and expiration. |
No information available | |
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Automated Account Lockout Automatically locks accounts after configurable failed login attempts. |
No information available | |
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Active Directory/LDAP Integration Connects directly with organizational user directories. |
Supports Active Directory/LDAP integration for user management. |
Collaboration & Workflow
(2 Yes /2 Known /10 Possible features)
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Multi-User Collaboration Enables multiple users to work on the same models or data sets simultaneously. |
Multi-user collaboration is supported for model building and review. | |
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Comment Threads and Discussions In-tool messaging/forums for discussing model changes or data issues. |
No information available | |
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Workflow Automation Automated, customizable workflows for model review, approval, and publishing. |
No information available | |
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Task Assignment and Tracking Assign, track, and monitor tasks associated with model development. |
No information available | |
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Approval Queues Hold models and data changes in queue until formally authorized. |
No information available | |
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Integration with Communication Platforms Connects with tools like Slack, Teams, or email alerts. |
Email and collaboration platform integrations are mentioned in feature lists. | |
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Change Notification System Alerts users to changes, approvals, or required actions. |
No information available | |
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Model Locking and Check-Out Locks models from changes while under review or use by another user. |
No information available | |
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Activity Feed Centralized feed showing recent user actions and system events. |
No information available | |
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Workflow Customization Capabilities Flexible setup for organization-specific workflows and approval paths. |
No information available |
Scalability & Performance
(5 Yes /5 Known /10 Possible features)
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Horizontal Scaling Supports scaling across multiple servers or cloud nodes. |
AXIS is offered as a cloud service with horizontal scaling; supports large workloads. | |
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Concurrent User Capacity Number of users who can actively use the product without performance loss. |
No information available | |
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Maximum Model Size Supported Largest supported actuarial model in terms of input variables or complexity. |
No information available | |
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Model Calculation Speed Time taken to process a large, complex actuarial model. |
No information available | |
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Cloud Deployment Option Available for deployment on public or private cloud infrastructure. |
Cloud deployment option is offered via Moody's SaaS solutions. | |
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On-Premise Deployment Option Available to be installed and operated within a local data center. |
On-premise version available for organizations needing local installation. | |
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Elastic Resource Allocation Automatically adjusts compute and memory resources to workload. |
Resources are auto-allocated in cloud environments per user workloads. | |
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Batch Processing Speed How many models/data batches can be processed per hour. |
No information available | |
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System Uptime Guarantee Percentage of time the product is operational and available. |
No information available | |
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Support for Distributed Calculations Can run model calculations on distributed systems or clusters. |
System can execute distributed-model runs for large-scale calculations. |
Extensibility & Customization
(6 Yes /6 Known /9 Possible features)
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Custom Plugin/API Support Supports development and deployment of custom plugins or functions via an API. |
No information available | |
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Scriptable Workflows Enables users to write scripts (e.g., in Python) to automate or extend core processes. |
Supports model extension and automation with Python scripting. | |
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Formula Language Support Custom formula or expression language available for complex model design. |
AXIS incorporates a custom formula expression language for model configuration. | |
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Theming/Branding Customization Can be visually tailored to company brand or look-and-feel. |
Branding and UI theming is supported as per administrator documentation. | |
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Custom Notification Rules Allows users to set up their own notification triggers and messages. |
No information available | |
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Custom Data Field Support Ability to add new data fields or attributes to models and records. |
Data schemas and fields can be customized for specific actuarial needs. | |
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Integration with External Analytics Tools Out-of-the-box connectors for tools such as Tableau, PowerBI, R, Python. |
Connectors are available for BI and analytics tools such as Tableau and PowerBI. | |
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Model Template Library Users can save and reuse or modify organization-specific model templates. |
AXIS maintains model template libraries for reuse and standardization. | |
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Open Data Schema Underlying data model/schema is open and accessible for modification. |
No information available |
Support & Maintenance
(6 Yes /6 Known /8 Possible features)
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Vendor Support Availability Hours and channels (phone, email, chat) support is available from vendor. |
No information available | |
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Online Documentation Comprehensive online documentation, user guides, and examples. |
Online documentation and user manuals provided on Moody's Analytics website. | |
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Training Materials and Webinars Access to onboarding and advanced training opportunities. |
Training materials and onboarding webinars are regularly available. | |
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Release and Patch Management Structured approach for providing updates, patches, and release notes. |
Updates, patches, and release notes follow a structured release management process. | |
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Community Forum/Support Access to peer-to-peer forums and user communities. |
Community forums and support networks are available to clients. | |
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Dedicated Account Management Assigned vendor experts for larger engagements or SLAs. |
Dedicated account managers are provided for enterprise contracts. | |
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Ticket Resolution Response Time Average time to vendor resolution of support tickets. |
No information available | |
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Bug Tracking System Transparency on reported bugs and their resolution progress. |
Bug tracking and transparency of fix progress are available to users. |
Cost & Licensing
(5 Yes /5 Known /8 Possible features)
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Transparent Pricing Structure Clear documentation of licensing, hosting, and user fee structure. |
Licensing and pricing models are clearly stated in documentation and contracts. | |
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Perpetual License Option One-time payment license with optional support contract. |
Perpetual license options are available for some deployments. | |
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Subscription License Option Monthly or annual subscription models. |
Subscription licensing (monthly/annual) is available. | |
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Concurrent User Pricing Pricing available based on number of actual simultaneous users. |
No information available | |
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Pay-As-You-Go Pricing Pricing based on actual usage (compute time, data processed, etc.). |
No information available | |
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Volume Discounts Discounted pricing tiers available for larger teams or long-term commitments. |
Volume discounts for large clients are available on request. | |
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Free Trial/POC Support Supports evaluation or proof-of-concept period before purchase. |
Free trial or proof-of-concept period is generally available for evaluation. | |
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Maintenance Fees Whether recurring annual maintenance/support fees are required. |
No information available |
Usability & Interface
(6 Yes /6 Known /10 Possible features)
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Modern User Interface Intuitive, up-to-date interface design for productivity. |
Modern user interface is highlighted as part of AXIS' productivity improvements. | |
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Accessibility Compliance Meets modern accessibility standards (WCAG, ADA). |
No information available | |
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Customizable Workspaces Users can arrange dashboards, menus, and sidebars to preference. |
Customizable dashboards and workspaces are emphasized in product guides. | |
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Context-Sensitive Help In-app help and documentation appears based on user actions. |
No information available | |
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Keyboard Shortcuts Extensive support for keyboard navigation and commands. |
No information available | |
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Mobile Access/Web Interface Optimized for use on tablets or through a web browser. |
AXIS has a web-based interface with mobile accessibility for some functions. | |
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Undo/Redo Functionality Easily revert or repeat user actions. |
Undo/redo is supported throughout the modeling UI. | |
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Step-by-Step Wizards Guided wizards for new users or complex tasks. |
AXIS includes step-by-step wizards for onboarding and modeling tasks. | |
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User Persona Profiles Interface customization based on user role (e.g., modeler, reviewer, executive). |
No information available | |
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Localization/Language Support Available in multiple languages for global actuarial teams. |
Localization and multi-language interface options are available. |
Experience Study Tools for Actuarial Department
Applications that analyze historical policyholder data to compare actual outcomes with expected results, helping actuaries refine pricing models and assumptions.
More Experience Study Tools
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Data Integration and Import
(8 Yes /8 Known /10 Possible features)
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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. |
AXIS documentation and marketing specify wide data import/export features from various sources including CSV, Excel, policy admin systems, and APIs. | |
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Automated Data Refresh Ability to schedule and automate regular data imports or syncs. |
AXIS automates regular data imports/feeds, schedule-based refresh supported as noted in implementation best practices. | |
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Real-time Data Integration Supports real-time or near-real-time data updates from operational systems. |
No information available | |
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Data Validation Rules Checks imported data for completeness, accuracy, and consistency against configurable rules. |
AXIS applies data validation rules upon import, as indicated by user guides and standard installation. | |
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Data Transformation Tools Provides utilities to cleanse, reformat, and transform data into required structures. |
Data transformation steps and reformatting are supported for input file pre-processing. | |
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Batch Processing Capacity Number of records the system can process in an import batch. |
No information available | |
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Error Reporting for Imports Generates detailed logs and reports on data import errors or warnings. |
Error and exception reporting logs for import batches standard as per AXIS support documentation. | |
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Historical Data Archiving Ability to store, access, and restore historical experience datasets. |
Historical data sets can be archived, versioned and restored in AXIS project management. | |
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User-defined Data Mappings Allows users to create custom mappings from source data fields to application fields. |
User-defined data mappings possible in data import configuration panels. | |
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Data Encryption During Import Ensures sensitive data is encrypted during transfer and import processes. |
Supports encryption during transfers as part of security by default/option (see security implementation documentation). |
Analysis and Modeling
(9 Yes /9 Known /10 Possible features)
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Expected vs. Actual Calculation Automates the calculation and comparison of expected and actual experience for policies or claims. |
AXIS is used for experience studies—expected vs. actual comparisons are core report output. | |
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Mortality/Morbidity Analysis Supports analysis of mortality, morbidity, or other relevant risk metrics. |
System includes detailed analysis of mortality/morbidity and related actuarial metrics. | |
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Experience Analysis by Segment Enables breakdown of experience by policyholder segment, product, geography, etc. |
Segmented experience analysis is built-in for AXIS reporting/analytics. | |
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Trend Analysis Tools Provides graphical/analytical tools for identifying trends over time within the data. |
Graphical trend analysis tools exist within experience study and actuarial reporting modules. | |
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Credibility Adjustments Supports actuarial credibility theory techniques to adjust actual experience or develop blending. |
Credibility theory methods are listed as part of AXIS's actuarial tools. | |
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Statistical Test Suite Includes statistical tools for significance testing, e.g., Chi-square, t-tests. |
Statistical significance tests (chi-square, t-test, etc) are available in experience analytics. | |
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Custom Assumption Modeling Permits users to define and apply their own actuarial assumptions within the analysis. |
Assumption modeling is customizable by the user at multiple levels (policy, block, scenario). | |
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Projection Capabilities Ability to project experience into the future based on historic data and assumptions. |
Future projection based on historicals and what-if scenarios is a primary feature. | |
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Model Sensitivity Analysis Evaluates the impact of varying assumptions on outcomes using sensitivity or scenario analysis. |
Sensitivity and stress testing built in as scenario tools. | |
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Run Time for Analysis Time it takes to process an experience study with standard data volume. |
No information available |
Reporting and Visualization
(7 Yes /7 Known /10 Possible features)
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Standard Reporting Templates Provides built-in templates for common experience study reports. |
AXIS includes standard actuarial report templates for experience studies. | |
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Custom Report Builder Allows users to create reports with custom metrics, layouts, and filters. |
Custom report-building tools allow tailored output by user. | |
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Interactive Dashboards Supports creation of interactive charts, visualizations, and data exploration tools. |
Interactive dashboards and charts available as part of standard reporting interface. | |
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Export to Multiple Formats Enables exporting of reports to Word, Excel, PDF, or image formats. |
Reports exportable to Excel, PDF, Word, and image, widely cited by users. | |
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Drill-down Capabilities Allows users to click through high-level metrics into more detailed breakdowns. |
Drilldown from high-level to detailed metrics enabled in reporting functions. | |
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Ad-hoc Query Tool Provides easy-to-use interface for generating ad-hoc queries and analyses. |
Ad-hoc query/report builder standard in AXIS reporting interface. | |
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Visualization Library Size Number of different types of charts/plots/visualizations available. |
No information available | |
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Report Scheduling Ability to schedule generation and distribution of regular reports. |
Automated scheduled report generation and email distribution available; used in larger deployments. | |
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Annotations and Collaboration Allows users to add comments and collaborate within reports and dashboards. |
No information available | |
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Mobile Access to Reports Reports and dashboards optimized for mobile devices. |
No information available |
Assumption Management
(9 Yes /9 Known /10 Possible features)
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Assumption Library Central repository for storing standard and custom actuarial assumptions. |
Assumption definition and library are core modules for actuarial studies in AXIS. | |
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Version Control Tracks historical changes and previous versions of assumptions. |
Version tracking and audit for assumptions enabled by default. | |
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User-defined Assumptions Permits creation of new or custom assumptions for use in modeling. |
AXIS allows creation and use of user-defined custom assumptions. | |
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Approval Workflow Enables review and approval steps before assumptions are used in production. |
Approval workflows available for assumption updates in enterprise deployments. | |
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Link Assumptions to Studies Can associate specific assumption sets to particular experience studies or projects. |
Assumptions can be linked to particular experience studies or projects in system design. | |
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Change Impact Analysis Evaluates effect of changed assumptions on past study results. |
Impact of changes systematically assessed using built-in change analytics. | |
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Assumption Documentation Supports detailed documentation of assumptions and rationales. |
Documentation fields and rationale can be attached to assumptions. | |
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Audit Trail for Assumptions Maintains a log of changes, who made them, and when. |
System audit trail logs for assumptions' changes—who, what, when. | |
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Assumption Import/Export Allows import/export of assumption sets for collaboration and sharing. |
Import/export of assumption sets supported for collaboration (in Excel, CSV, or proprietary formats). | |
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Number of Supported Assumption Types Total unique assumption types that can be defined (e.g., mortality, lapse, expenses). |
No information available |
Security and Compliance
(8 Yes /8 Known /10 Possible features)
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Role-based Access Control Enforces permissions based on user roles for data and feature access. |
Role/permission control integrated into system security settings. | |
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Audit Logging Records all user activities and data accesses for compliance. |
Audit logs record user data accesses for compliance, as per best practices for regulated insurers. | |
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Data Encryption at Rest Stores sensitive policyholder data using encryption. |
Encryption at rest supported on enterprise configurations; referenced as part of compliance. | |
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Data Encryption in Transit Encrypts all data communications between client and server. |
Encryption (TLS/SSL) in transit mandated for enterprise installations. | |
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Multi-factor Authentication Requires two or more authentication steps to access the system. |
Supports Multi-factor Authentication (MFA) via SSO or direct setup. | |
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Compliance Frameworks Supported Lists standards like GDPR, SOC2, HIPAA, etc., supported by the system. |
No information available | |
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User Activity Monitoring Allows real-time or near real-time monitoring of user activities. |
User activity logs and real-time alerting supported in admin/security modules. | |
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Data Retention Policy Configuration Supports customizable data retention and deletion policies. |
Data retention configuration available for compliance. | |
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Automatic Data Redaction Automatically hides or redacts PII in reports and exports. |
PII redaction tools are configurable for reporting and data extracts. | |
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Regular Vulnerability Scans System automatically scans and reports vulnerabilities on a regular basis. |
No information available |
User Experience and Accessibility
(7 Yes /7 Known /10 Possible features)
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Customizable Dashboard Layouts Users can tailor their interface to highlight relevant metrics and reports. |
Dashboards and interface customizable per user. | |
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Navigation Ease Score Measures the average number of steps required to access frequently used features. |
No information available | |
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Search Functionality Provides in-app search across data, reports, and documentation. |
Global search across studies, documentation, and reports supported. | |
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Help & Tutorials Built-in help, guides, wizards, and video tutorials. |
Built-in help, tutorials and overlay guidance available in-application. | |
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Keyboard Navigation Fully usable by keyboard for improved accessibility. |
No information available | |
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Screen Reader Support Optimized for screen readers to aid visually impaired users. |
No information available | |
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Customizable User Preferences Users can set their own preferences, such as themes, languages, and date formats. |
User preferences, language, and date formats can be customized at the user level. | |
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Multi-language Support Ability to use the software in more than one language. |
AXIS supports multi-language UIs (English major, French and other languages on request). | |
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Session Timeout Configuration Configurable periods before an inactive user is logged out. |
Session timeout is admin-configurable in user/security policies. | |
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Mobile/Tablet Friendly UI Optimized layouts and controls for mobile and tablet usage. |
UI adjusts for mobile/tablet, though primary access is via desktop. |
Collaboration and Workflow
(3 Yes /3 Known /10 Possible features)
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Real-time Collaboration Multiple users can work on or view the same study or report simultaneously. |
No information available | |
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Task Assignment Assign and track workflow tasks related to experience studies. |
No information available | |
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Commenting and Annotation Allows users to leave comments and annotate directly on reports or input data. |
No information available | |
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Notifications and Alerts System sends email or in-app alerts for key actions, completions, or comments. |
Notifications and email alerts configured for workflow milestones, errors, report completion. | |
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Versioned Team Workspaces Team folders or workspaces with version control for group studies. |
No information available | |
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Workflow Automation Rules Configurable triggers and workflows for approvals, reviews, and follow-ups. |
Workflow automation and approval rules standard in enterprise deployments. | |
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User Role Assignment Granular assignment of access and responsibilities by project or study. |
Granular user roles and permissions configurable per project/study. | |
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Discussion Threads Persistent and organized threaded discussions attached to studies or projects. |
No information available | |
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Activity Feed Displays a real-time log of recent activities by users and teams. |
No information available | |
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Maximum Concurrent Users Supported The number of users who can work collaboratively at once. |
No information available |
Integration and API
(7 Yes /7 Known /10 Possible features)
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RESTful API Support Provides industry-standard REST APIs for integration. |
RESTful APIs for integration are referenced in developer and integration guides. | |
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Pre-built Integration Connectors Out-of-the-box connectors for common industry systems (e.g., policy admin, claims, GL). |
Connectors for policy admin, claims, GL systems available out-of-the-box or via Moody's consulting. | |
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Webhooks for Event Triggers Allows external systems to receive real-time notifications of key events. |
No information available | |
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Custom API Endpoints Permits defining custom data endpoints for unique integration needs. |
Custom API endpoints can be configured for enterprise use cases. | |
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Data Import/Export API Enables programmatic import/export of datasets. |
Import/export API for datasets is part of the core integration feature set. | |
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Single Sign-On (SSO) Integration Supports authentication with enterprise identity providers (e.g., SAML, OAuth). |
SSO integration with SAML, OAuth supported for enterprise deployments. | |
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API Rate Limit Number of API calls allowed per second for integration needs. |
No information available | |
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API Documentation Quality Completeness and clarity of documentation and developer resources. |
No information available | |
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Data Push to Data Lake Supports automated push of data into internal data lakes or warehouses. |
Push to internal data lakes/warehouses supported via configuration. | |
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Integration with Visualization Tools Direct integration with tools like Tableau or Power BI. |
Built-in connectors for Tableau, Power BI, Excel, and other industry-standard visualization tools. |
Auditability and Governance
(8 Yes /8 Known /10 Possible features)
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End-to-end Audit Trail Tracks and records all changes made to studies, models, and datasets. |
End-to-end audit trailing of all study/model/dataset changes is standard. | |
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Model Governance Frameworks Supports established model governance processes and documentation. |
No information available | |
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User Access History Report on who accessed specific data, when, and what changes were made. |
Access logs and user activity reports available to admins. | |
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Locked and Certified Study Versions Allows ‘locking’ final study versions and marking them as certified. |
"Locking" and certification of study/final report versions supported by system controls. | |
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Automated Data Lineage Shows data flow and sources within the system for governance and troubleshooting. |
Automated data lineage available for data governance in audit settings. | |
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Regulatory Reporting Exports Generates outputs in formats required by insurance regulators. |
Regulatory reporting is referenced for IFRS 17, Solvency II, and US state filings. | |
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Role-based Sign-off Workflows Supports sign-off steps by different roles for studies and assumption changes. |
Sign-off workflows and role-tracking available for report/assumption approval. | |
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Audit Trail Retention Duration How long audit logs are retained and available for review. |
No information available | |
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Model Validation Templates Pre-built templates for model validation and documentation. |
Templates for model validation and documentation included for regulatory support. | |
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Study Approval History Saves complete history of each approval step for studies and assumptions. |
Approval histories and logs of each step available for audit and compliance. |
Scalability and Performance
(3 Yes /3 Known /10 Possible features)
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Maximum Dataset Size Supported Largest dataset size that can be imported or analyzed without performance degradation. |
No information available | |
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Concurrent Job Execution Number of studies or analyses that can be processed in parallel. |
No information available | |
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Average Analysis Run Time Median time needed to run standard experience studies at average data volume. |
No information available | |
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High Availability Uptime Service reliability, usually measured as percentage uptime per year. |
No information available | |
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Latency for Report Generation Average time to generate or refresh standard reports. |
No information available | |
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Elastic Resource Scaling System automatically scales resources up/down based on load. |
Elastic scaling available on cloud deployments of AXIS (Moody's cloud or Azure/AWS per client setup). | |
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Disaster Recovery Support Automated failover and data backup for system outages or failures. |
Automated failover, backup, and disaster recovery available for managed and cloud deployments. | |
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Geographic Data Center Options Choice of hosting in multiple geographic regions for performance or compliance. |
Cloud deployment offers multiple regional data center choices. | |
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Batch Processing Throughput Records processed per hour in batch jobs. |
No information available | |
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Concurrent User Limit Maximum number of simultaneous users before performance degrades. |
No information available |
Support, Documentation, and Training
(5 Yes /5 Known /10 Possible features)
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24/7 Technical Support Round-the-clock support availability via chat, phone, or email. |
24/7 support available via Moody's customer support contracts. | |
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Dedicated Account Manager Named contact for account and issue management. |
Named account management provided for enterprise and strategic accounts. | |
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User Documentation Completeness Comprehensiveness of provided user guides and reference manuals. |
No information available | |
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Video Tutorials Library Size Number of instructional videos available to users. |
No information available | |
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In-app Guidance and Tooltips Contextual help and tooltips within the interface. |
Extensive in-app tooltips and guidance available throughout the UI. | |
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Training Programs Offered Number of distinct user training workshops or webinars offered annually. |
No information available | |
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Knowledge Base Articles Number of indexed self-help articles or FAQs. |
No information available | |
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Service Level Agreement (SLA) Clear documentation of support response and resolution time commitments. |
SLAs for support response and resolution times are included and clearly documented. | |
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Product Update Frequency Average frequency of releases and improvements per year. |
No information available | |
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Customer Community Forum Online community or forum for customers to share knowledge and solutions. |
User community forums and knowledge sharing platforms are available for AXIS users. |
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