Company details
No company selected.
PAA visual dashboard
Explain the selected run from cashflows to close evidence
Select a completed run to view PAA metrics and audit-ready dashboard evidence.
Ind AS 117 setup
Configure measurement basis
Portfolios
No portfolios yet. Upload a portfolio to define a group of contracts for measurement.
Annual cohorts
No annual cohorts yet. Submit a cohort input to group contracts by year.
Contract groups
No contract groups yet. Set up a portfolio and cohort first.
Grouping rules
No grouping rules yet. Upload a rule set for assigning policies to contract groups.
Assumptions
No assumptions yet. Upload actuarial assumptions and obtain checker approval.
PAA eligibility assessments
No PAA eligibility assessments yet. Submit one for each relevant contract group.
Config snapshots
No configuration snapshot yet. Complete and approve setup inputs before running measurements.
Journal mappings
No journal mappings yet. Map measurement outputs to general-ledger accounts.
Reporting layouts
Registry drivenNo reporting layout yet. Add one to organize report schedules.
Readiness
Select a contract group and config snapshot.
Cash-flow evidence
No cash-flow evidence registered.
Ingestion and canonicalization
Prepare frozen input evidence
Test JSON is retained for golden-case regression and internal demo support. Use Data Package for the normal client demo path.
01
Register test JSON
02
Create source extract
03
Freeze snapshot
01
Register production feed
Upload feeds one at a time. Each successful upload appears in the extract grid below and can be selected for the Data Package version.
Object-drop scan
Scan a controlled server-side object-drop folder with an optional manifest.json. Use this for scheduled-style intake without browser file upload.
No connector scan run in this session.
Uploaded extracts for this Data Package
No files uploaded yet. Start with accounting configuration and policy contracts.
02
Create Data Package
03
Create immutable Data Package version
Immutable version locks the selected source files. This is the controlled run-input manifest.
No Data Package selected for this ingest workflow.
Package readiness
Upload required feeds, create a Data Package, and lock an immutable version before freezing a snapshot.
04
Freeze canonical snapshot
Freeze converts the locked Data Package version into the canonical snapshot used by Runs.
Test JSON source bundles
No test JSON bundles are available. Use Data Packages for production-style source feeds.
Source bundle details
Select a test JSON source bundle to view details and contents.
Data Packages
No Data Packages are available. Upload source feeds and create a package to lock run inputs.
Package details
Select a Data Package to view versions and extract manifest.
Canonical snapshots
No canonical snapshots are available. Freeze an approved package version before starting a run.
Snapshot details
Select a snapshot to view details and contents.
Runs
No measurement runs yet. Approve inputs, freeze a snapshot, then create a run.
Run details
Select a run to view details.
Create or select a run to populate measurement, journal, and report summaries.
Journal operations
Review, approve, export, and reverse journal batches
Completed runs will show journal batches here.
Close workflow
Milestones, approvals, and sign-off evidence
No close batches yet. Complete and aggregate runs, then create a batch for review.
Create or select a run to populate close evidence.
Audit trail
Domain events and audit log chain
Create or select a run to populate events and audit records.
Exception and waiver center
Validation exceptions by lifecycle status
No open validation exceptions for this selection. Continue with the next workflow step.
Security and administration audit
No security activity is available for this selection. Refresh after access changes or sign-ins.
Administration
Access management
Sign in as a system superuser or company admin.
Company context
Not loaded
Legal entity scope
Not loaded
Catalog items
0
Companies
Select a company to manage its setup, admins, users, and legal entities.
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Users
Create users, reset temporary passwords, and review current provisioning.
Users
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Groups
Groups are membership bundles. Add users to groups, then grant roles to the group.
Groups
No groups are set up yet. Create a group to assign access to several users together.
Role grants
Grant predefined roles to groups, scoped to a legal entity or all legal entities.
Groups
No groups are set up yet. Create a group to manage shared access.
Effective permissions
Select a user to see the access they currently have.
Legal entities
A legal entity is the regulated/reporting company whose Ind AS 117 data, runs, reports, and permissions are scoped. Use * in role grants only when a group should cover every legal entity.
Reporting scopes
No legal entities are set up yet. Add one to define a reporting scope.
Security review
Review active sessions and the permission catalog used by role grants.
Refresh sessions
No active sessions are available to review for this company.
Permission catalog
The permission catalog is unavailable. Refresh or contact the system administrator.
Choose a company to review its setup and access, or select New company to onboard an insurer.