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Use Case · Insurance & Finance

Regulatory
Reporting

Supervisory filings, Solvency II, risk management standards, DORA — automatically aggregated, validated, and submitted on time. No quarter-end chaos, no forgotten deadlines.

Why Regulatory Reporting Is a Lever

Every filing is mandatory. Every deadline is hard. And the effort keeps growing.

Insurers and financial services providers face a growing number of regulatory reporting obligations. 

Supervisory filings, Solvency II QRTs (Quantitative Reporting Templates), risk management reports, DORA filings, anti-money laundering reports. The number of reporting obligations has doubled in the last 10 years – the teams haven’t grown to match.

In practice: pull data from 5–10 different systems. Manually consolidate in spreadsheets. Validate. Format. Get sign-off. Submit. When queries come back: start over. Typical effort: 2–4 weeks of work per quarter just for Solvency II QRTs. Plus ad-hoc reports, suspicious activity reports, and supervisory inquiries.

The risk: a late or erroneous filing can mean fines, supervisory action, and reputational damage. And the quarter-end chaos – 3 weeks of stress, overtime, last-minute corrections – repeats every quarter.

How the Process Changes

Before / After

⏱ Before — 3 Weeks/Quarter
Filing deadline approaching
Calendar reminder, hopefully
Extract data from systems
5–10 sources, manually
⏱ 2–3 days per filing
Consolidate in spreadsheets
Mappings, transformations, formulas
❌ Error-prone
Validate
Manually check against prior quarter
⏱ Time-consuming, subjective
Format & submit
XBRL, XML, Excel templates
⏱ Format issues
Supervisory queries
Search data again & explain
🔄 Start over
Quarter-end chaos
Overtime, stress, last-minute
📊 Every quarter the same
⚡ After — 2 Days/Quarter
Filing calendar automated
All deadlines, responsibilities
✅ 0 forgotten deadlines
Data automatically aggregated
From all source systems
⚡ Minutes instead of days
Automatic validation
Plausibility checks, prior quarter comparison
✅ 300+ validation rules
Filing formatted
XBRL, XML — automatically correct
⚡ No format issues
Approval workflow
Review & sign-off digital
✅ Fully traceable
Automatic submission
Directly to regulatory portal
📊 No quarter-end chaos
3 weeks 2 days

Effort per quarter for Solvency II QRTs

2 days (after) 3 weeks / 21 days (before)
The Solution in Detail

How We Automate Regulatory Reporting

01

Automatic Data Aggregation

The AI agent extracts the required data from all source systems – policy administration, accounting, actuarial, investments, reinsurance. Automatic mappings to regulatory taxonomies. No manual data gathering.

Integration with SAP FS, msg, Guidewire, accounting systems. Pre-defined mappings for Solvency II QRTs, supervisory filings. Incremental data capture (not just at quarter-end).

02

Automatic Validation & Plausibility Checks

300+ validation rules check the filing automatically: cross-checks between templates, comparison with prior quarter, threshold checks. Errors and anomalies are flagged, with specific guidance on what needs review.

🟢 Validated — All checks passed
🟠 Warning — Plausibility deviation, review recommended
🔴 Error — Must be corrected

03

Formatting & Submission

The validated filing is automatically generated in the correct format (XBRL, XML, Excel templates) and submitted via official portals. Digital approval workflow upstream – traceable, audit-proof.

XBRL taxonomy-compliant. Automatic submission to regulatory portal. Digital approval workflow with four-eyes principle. Complete audit trail.

04

Filing Calendar & Compliance Dashboard

Central filing calendar with all deadlines, responsibilities, and status. Dashboard: Which filings are due? Which are in progress? Which are overdue? Automatic reminders and escalation.

Power BI dashboard. Filing calendar with 50+ regulatory deadlines. KPIs: on-time rate, correction rate, cycle time. Export for internal audit and supervisory review.

UiPath
SAP FS / msg / Guidewire
XBRL-Engine
BaFin/EIOPA-Portal
Azure AI (Validierung)
Power BI (Dashboard)
Results

What Reporting Automation Typically Delivers

100%

Filings
on time

−80%

Manual
effort

2 Days

Instead of 3 weeks
per quarter

0

Format
errors

The greatest leverage isn’t the time savings. It’s the eliminated risk. A late Solvency II filing can have severe supervisory consequences.

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Ready?

How many weeks does your team spend per quarter on regulatory reporting?

Let’s look in 30 minutes at which filings can be automated immediately and how you can move from quarter-end chaos to a predictable process.

No sales pitch. Just an honest assessment.

120+ Clients.   100% Satisfaction.   7 months to Profitability.

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