Solvency II - The Bordereaux - Acord

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Bordereaux Management SolutionsA successful Bordereaux management tool must;•Import multiple Bordereaux data in different formats quickly andeasily into a single platform• Allow instantaneous & repeated future imports based upon initialtemplate•Import data from xls, xlsx and pdf documents into one standardlayout determined by the customer• Pre‐populate mapping fields where possible eg e.g. using Lloyds list oflicensed countries• Monitor mailboxes and ftp servers for new files and automaticallyimport them when found•Sanity check, cleanse and format data into an agreed standardusing ISO codes and ACORD compliant structures where applicablewww.viprsolutions.com ‐ Contact Bob Brown 07796 143902
Bordereaux Management Solutions(Cont’d)A successful lBordereaux Management tool must;• Flag & correct erroneous data• Monitor trading patterns and highlight breaches i.e. tradingoutside agreed parameters, exceeding aggregate limits etc• Produce warnings and reminders e.g. Bordereau due/overdue• Enable user to set up bespoke reports making managementinformation easily accessible• Produce reports showing individual data errors and contractbreaches• Simplify the process of auditing i and tracking business…
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Solvency II - The Bordereaux - Acord

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