ILLUSTRATIVE WORKFLOW
Make the reserving cycle traceable from source data to sign-off.
The opportunity is to reduce preparation and reconciliation effort while making actuarial judgement easier to inspect. A controlled reserving workflow connects source snapshots, transformation rules, model versions, assumptions, and reviewer decisions.
For chief actuaries, reserving teams, finance leaders, and model governance teams.
This is an illustrative engagement walkthrough, not a customer case study or a product screenshot. Genellipse validates product fit, supported integrations, and delivery scope with your team.
THE STARTING POINT
Where the work gets stuck.
Analysts reconcile spreadsheets and rebuild triangles across successive extracts. A late adjustment can change an output without a clear record of which data, assumptions, or model version produced it.
From input to a reviewed outcome.
Certify the input
Genellipse works with actuarial and finance owners to define reconciliation checks and a versioned data cut in GeneData. Unexplained differences are quarantined before model execution.
Run the agreed methods
Scope AegisNow around approved reserving methods and assumptions. Retain the model version, parameter set, source snapshot, and execution record so the result can be reproduced.
Investigate movement
Cortex AI can assemble a draft movement commentary from approved evidence and flag missing support. Actuaries investigate outliers and make the professional judgements; generated explanations remain drafts.
Approve and preserve
The responsible actuary reviews the analysis and records the decision. Archive the reviewed output, limitations, overrides, and sign-off together for subsequent review.
How Genellipse helps.
A data reconciliation specification, reproducible MVP run, movement analysis, model and assumption register, and a review pack with recorded approvals.
Measure value against the current process.
Measure preparation hours, reconciliation exceptions, rerun effort, and time to a reviewed result. Use a comparable historical period and maintain output-quality thresholds. Faster preparation is not evidence of better reserve adequacy.
The decision to move forward.
A qualified actuarial owner approves methodology, assumptions, validation, and intended use. AI-generated analysis does not replace professional sign-off.
Explore the complete actuarial cycle.
See how Genellipse products contribute from source data to sign-off, with independent industry perspectives and a practical approach to measuring value.
Explore the actuarial cycle and product roles