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Tia Product Configurator from Tia Technology (a Sapiens company)
A flexible product engine for defining, launching, and managing insurance product structures, coverages, rules, and pricing within core insurance processes.
More about Tia Technology (a Sapiens company)
Product analysis by function
Product Configuration Engines for Product Development
Flexible systems that allow insurers to define, configure, and modify insurance products without extensive programming, enabling faster time-to-market.
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Product Definition and Management
(11 Yes /11 Known /11 Possible features)
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No-Code/Low-Code Product Setup Ability to define and implement new insurance products or change existing products via intuitive interfaces without significant programming. |
Tia Product Configurator is promoted as a flexible product engine allowing configuration and launch of products by business users with minimal IT involvement. Market materials often highlight low-code/no-code capabilities. | |
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Product Versioning Track and manage multiple versions of the same product, allowing for easy updates and rollbacks. |
Product supports updates and management of product versions and rollbacks as per documentation. | |
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Unlimited Product Variants Supports the creation of numerous variants within a product line (e.g., differing terms, coverages, regions). |
Supports unlimited combination of coverage options, regions, terms, and endorsements; allows for multiple product variants to be configured. | |
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Configurable Coverage Options Ability to define and modify coverage limits, exclusions, deductibles, and endorsements. |
Ability to configure limits, deductibles, endorsements and exclusions highlighted in all product literature. | |
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Reusable Product Components Enables the creation and use of modular components (rules, forms, clauses) across multiple products. |
Modular components including rules, forms and templates are reusable across products as shown in demo materials. | |
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Multi-line Product Support Supports configuration of products across lines such as Life, Health, P&C, Commercial, etc. |
Explicitly described as supporting insurance products for P&C, Health, Life, and Commercial. | |
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Regulatory Compliance Rules Ability to embed region/jurisdiction-specific regulatory constraints and guidelines. |
Region/jurisdiction-specific rules and compliance features described in sales collateral. | |
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Effective Date Management Define effective/expiry dates for products and product changes. |
Effective and expiry dates for configured products is standard functionality called out in product documentation. | |
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Document and Artefact Management Manage and link documents (policy wording, brochures, terms) to configured products. |
Document management linked to product versions and structures is supported. | |
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Bulk Product Update Capabilities Ability to update multiple products/fields simultaneously. |
Bulk update/import/export features referenced in documentation and demo videos. | |
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Product Cloning & Templates Create new products from templates or clone existing products for modification. |
Cloning and templates are core product features shown in platform walkthroughs. |
Rule and Workflow Engine
(6 Yes /6 Known /10 Possible features)
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Graphical/Visual Rule Designer Drag-and-drop interface to create and modify business rules and product logic. |
No information available | |
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Advanced Underwriting Rules Configure eligibility, risk assessment, and pricing rules at a granular level. |
Advanced rule set definition and underwriting logic configuration are core to the product per documentation. | |
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Workflow Automation Design and automate product-related workflows (e.g., approval, issuance, endorsement). |
Workflow/approval/issuance automation cited as a main benefit in marketing materials. | |
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Real-Time Rule Evaluation Rules are evaluated in real time during product configuration, quote, or issuance. |
Underwriting, pricing and eligibility rules are evaluated in real time at configuration/quote/issuance per published technical documentation. | |
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Testing and Simulation Tools Simulate how products and rules work under various scenarios before deployment. |
No information available | |
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Rule Version Control Track changes, rollback, and audit rule definitions over time. |
Versioning and audit trail implied to extend to rule sets per documentation. | |
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Nested and Conditional Logic Support for complex, nested, and multiple branching rules. |
Advanced/nested conditional logic supported in configuration documentation. | |
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Custom Calculations Engine Ability to define custom formulas, calculations, or actuarial tables. |
Custom calculations engine for pricing and risk indicated as part of the product rules engine. | |
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Rule Performance Metrics Monitor processing time or volume of executed rules. |
No information available | |
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Prebuilt Rule Libraries Out-of-the-box rule templates and libraries for common insurance logics. |
No information available |
Integration and Interoperability
(8 Yes /8 Known /8 Possible features)
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API Availability RESTful and/or SOAP API endpoints for product data, pricing, and rule invocation. |
API endpoints available for major product and rules engine functions. | |
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Plug-and-Play Connectors Prebuilt connectors for common insurance systems (policy admin, CRM, payment gateways). |
Integration guides mention standard plug-and-play connectors (policy admin, payments, CRM). | |
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Data Import/Export Tools Bulk upload/download capability for product and rule data. |
CSV, Excel and structured data import/export supported for mass product updates. | |
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Webhook/Push Notification Support Real-time notifications to external systems on product changes or events. |
Event-driven architecture supports webhook or push notification for external updates. | |
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Batch Integration Processing Scheduled or triggered data integrations for product updates. |
Batch and scheduled integration jobs referenced in implementation documentation. | |
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Third-Party Data Service Integration Capability to pull data from external sources (for pricing, eligibility, etc.). |
Direct integrations to external sources (risk, pricing, KYC) referenced in product overviews. | |
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Single Sign-On (SSO) Integration with common identity providers for unified login. |
SSO integrations with SAML/OAuth IdPs are highlighted. | |
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Legacy System Support Ability to integrate with or migrate data from legacy insurance systems. |
Integration/migration services for legacy systems described in Tia services and documentation. |
User Experience and Accessibility
(6 Yes /6 Known /9 Possible features)
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Intuitive User Interface Modern, clear UI design for business users to configure and manage products. |
Modern, business user-targeted UI is a significant differentiator for the product. | |
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Multi-Language Support Platform and product definitions are available in multiple languages. |
Multi-language/currency support referenced; platform used globally. | |
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Accessibility Compliance Conformance to accessibility standards (e.g., WCAG). |
No information available | |
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Role-Based Access Controls (RBAC) Granular control of what different user types can access/change. |
Role-based access controls and fine-grained permissions described in product specifications. | |
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Customizable Dashboards Personalizable dashboards to check product performance, usage, or status. |
Reporting and dashboard customization supported for product performance tracking. | |
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In-app Help and Tooltips Contextual help and guidance for complex configuration tasks. |
No information available | |
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Collaborative Editing Multiple users can work on product definitions simultaneously. |
No information available | |
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Bulk Edit Functionality Ability to update multiple parameters/products in a single operation. |
Bulk edit/update supported for parameters and products, confirmed in technical overview. | |
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Error Validation and Alerts Automatic error checking and alerts for invalid configurations. |
Error validation and configuration alerts are described among UI features. |
Pricing and Rating Engine
(7 Yes /7 Known /8 Possible features)
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Flexible Rating Models Supports multiple rating/actuarial models (e.g., tiered, dynamic, usage-based). |
Flexible pricing/rating models, including dynamic and actuarial, are a product highlight. | |
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Dynamic Pricing Rules Update price calculations in real time based on changing inputs or risk factors. |
Dynamic pricing rules and real-time rating models are a core part of the pricing engine. | |
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Table Uploads and Management Manage and update actuarial or rating tables via spreadsheet or interface. |
Upload and manage actuarial rating tables supported. | |
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Versioned Pricing Algorithms Track historical pricing changes and revert as necessary. |
Pricing algorithm versioning and historical pricing possible. | |
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Premium Calculation Speed Performance of premium calculation for complex products. |
No information available | |
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Simulation Tools Ability to model and test pricing outcomes before deployment. |
Simulation tools for pricing and testing configurations and scenarios provided in product sandbox. | |
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Pricing Audit Trail Retain detailed logs of pricing decisions for compliance and analysis. |
Audit trail for pricing and configuration changes supported for compliance. | |
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External Rate Table Integration Import rating data from external regulatory bodies or partners. |
External/import of official or vendor rate tables supported. |
Testing, QA, and Sandbox Environments
(4 Yes /4 Known /8 Possible features)
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Dedicated Sandbox Environment Safe, isolated environment for testing and experimentation without production impact. |
Dedicated sandbox/test environments included for safe configuration and testing. | |
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Automated Regression Testing Automatically test changes to rules or product configuration for unintended consequences. |
No information available | |
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Test Case Management Define, execute, and track test scenarios for product builds. |
Test case management, scenario creation, and tracking referenced in Tia configurator environment. | |
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Audit Logs of Configuration Changes Detailed time-stamped logs of all changes made for traceability. |
Comprehensive audit logs of all configuration activities supported for compliance. | |
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Rollback/Restore Functionality Ability to revert to earlier configurations or rule versions. |
Rollback to previous versions/configurations is a key differentiator cited. | |
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User Acceptance Testing (UAT) Tools Provide tools that enable business users to validate the end-to-end product setup. |
No information available | |
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Performance Testing Tools Simulate high-volume transactions or peak loads. |
No information available | |
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Change Impact Analysis Pre-deployment analysis of potential impact or conflict of product/rule changes. |
No information available |
Security and Compliance
(6 Yes /6 Known /8 Possible features)
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End-to-End Data Encryption Encryption of data in transit and at rest. |
Data is encrypted both at rest and in transit as per security whitepaper by Tia Technology. | |
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Audit Trail and Logging Automated detailed logs of all user activities and changes. |
Automated, detailed logging of activities is enabled for compliance needs. | |
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Role-Based Permissions Define who can view/edit which products and configuration areas. |
Role-based permission sets are configurable for product management. | |
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Configurable Data Retention Policies Set rules for retaining and purging sensitive product and customer data. |
Retention policies can be set for customer and product data following regulatory guidelines. | |
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Regular Security Updates and Patching Frequency of system security patching. |
No information available | |
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Compliance Certification Proof of compliance with major regulatory standards (GDPR, SOC2, etc.). |
SOC2, ISO27001, and GDPR compliance are advertised in the product’s security documentation. | |
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IP Whitelisting/Access Control Ability to restrict admin or API access by network/IP. |
Platform supports network/IP-based access controls as part of its security layer. | |
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Data Masking Mask sensitive client/product data for non-privileged users. |
No information available |
Deployment, Scaling, and Performance
(7 Yes /7 Known /8 Possible features)
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Cloud-Ready/Multi-Cloud Support Deployable in cloud, private cloud, or hybrid environments. |
Product is cloud-native with support for private/hybrid/public cloud deployments. | |
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Horizontal Scalability Ability to scale out to handle higher transaction volumes. |
Horizontal scalability described; can scale by increasing compute/memory nodes. | |
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High Availability/Uptime System design supporting minimal downtime. |
No information available | |
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Disaster Recovery Automated data backup and rapid recovery procedures. |
Disaster recovery and automated backup processes described in documentation. | |
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Auto-Scaling Rules Automatic adjustment of resource allocation based on load. |
Auto-scaling is standard for cloud-based deployment of the solution. | |
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Deployment Automation Tools Support for CI/CD pipelines and automated deployments. |
Deployment automation and support for CI/CD practices described for Tia Core Suite. | |
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Global Multi-region Support Ability to serve multiple geographic regions efficiently. |
Multi-region support for global insurance carriers highlighted. | |
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Performance Monitoring & Analytics Real-time system health and performance dashboards. |
Performance monitoring, logging and analytics available as dashboards. |
Analytics and Reporting
(7 Yes /7 Known /8 Possible features)
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Product Performance Dashboards Visualize sales, claims, quotes, and profitability metrics for each product. |
Product and process dashboards customizable for business performance and KPIs. | |
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Configurable Reporting Engine Build custom reports using all available product data. |
Configurable reporting for all product fields and parameters supported. | |
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Real-Time Analytics Immediate feedback and reporting on product usage and performance. |
Real-time analytics and feedback loops available for product performance and usage. | |
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Export to BI Tools Direct export/integration with business intelligence solutions. |
No information available | |
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Change Impact Reports Analyze business impacts of product/rule changes. |
Impact reporting for product and business changes checked in demo videos. | |
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Audit and Compliance Reports Generate reports for regulatory or audit reviews. |
Compliance and audit reporting are a frequent selling point for regulated sectors. | |
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User Activity Reports Track product configuration activity by user/team. |
User/team actions on configurations can be reported/tracked. | |
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Scheduled and Automated Reporting Auto-delivery of reports via email or dashboard. |
Scheduled and automated reporting (e.g., daily, weekly reports) is supported. |
Extensibility and Customization
(5 Yes /5 Known /7 Possible features)
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Custom Plugin/Module Support Ability to develop and plug in custom modules or logic. |
Platform supports extensions and plugins for custom modules/logic. | |
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Custom UI Extensions Ability to add or tailor user interface components. |
UI can be extended/tailored for client branding and user requirements. | |
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Scripting/Code Injection Capabilities Embedding custom scripts for advanced configurations. |
No information available | |
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White-labeling/Branding Options Customize platform branding for partners or distribution. |
System is frequently white-labeled for partners and distribution; brand customization supported. | |
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Configurable Notifications Custom alert or notification rules for product events. |
Configurable notifications available for product changes/events. | |
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Open API Specification Compliance Conforms to industry standards (e.g., OpenAPI, Swagger) for APIs. |
No information available | |
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Microsite/External Portal Generation Spin up product-specific portals or quote engines quickly. |
Product allows rapid external portal or microsite creation, e.g., for direct-to-consumer launches. |
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