Capabilities
Automated Processing, Standardisation
& Full Audit Transparency
Our Approach to Standardising and Validating Your Data
We read batches of bordereaux sent to us using an automated process which converts every line to a standard form (e.g. “V5”) and augments the line where needed with classification info. This can be drawn either from accepted universal standards or from previously loaded risk data.
Once data is standardised, we pass it through a series of checks for example, verifying commission rates in premiums, checking for consistency across claim periods, and flagging any anomalies or inconsistencies.
At a basic level, we return cleaned data to you for processing through your own systems.
Advanced Services (if required):
Review & Resolve Queries
You can review any queried lines, add comments, and accept or reject them before final upload.
Submission Summaries & Audit Trail
Once uploaded, data is summarised for submission (e.g. to Lloyd’s), and a full audit trail is maintained, so any figure can be traced back with a click.
Spreadsheet-Ready, Transparent Calculations
Reports are delivered in spreadsheet form, with formulae showing exactly how every calculated field is derived.
Pre-Submission Payload Visibility
See exactly what will be submitted, both the XML/REST payload and supporting spreadsheets, giving full transparency before you hit send.
Use Cases / Who It’s For
Delegated-authority teams submitting bordereaux
Brokers or underwriters needing standardised data feeds
Firms handling large volumes of spreadsheet-based data
