ProductsInsurance · Risk and collateral

ControlPro

Connect the chain from request to policy at a single control point.

REQUESTALLOCATIONCOLLATERALPOLICY

ControlPro combines requests from agency and broker channels with financial analysis data, then moves them through committee decision, constraint checks and collateral valuation, creating a traceable chain through to policy issuance in the core insurance system.

One decision chain

From request to allocation, collateral to policy, every step advances on record within the same platform.

Regulatory control

Constraint definition, parameter management and automated compliance checks reduce regulatory risk.

Simulation

Run scenarios before deciding, and see the impact on limits, risk and collateral in advance.

Authority and audit

Role-based access control, audit logs, encryption, backup and disaster recovery.

Flow

Modules

01

Request management

Request pool, document management and request tracking.

02

Committee and allocation

Committee entry and monitoring, allocation decision and approval, signature management.

03

Regulation management

Constraint definition and monitoring, constraint parameter management.

04

Collateral management

Collateral entry and release, valuation, document tracking.

05

General control

Control item management, simulation, and limit / risk / collateral reporting.

Data sources

  • ChannelsAgency, broker, web channel and head office
  • Financial analysisFinancial data and analysis records
  • Core insurance systemRequest entry, document upload, policy issuance

Outputs

  • Decision and allocation resultsAllocation decision, limit results, approval or rejection
  • ReportsLimit, risk, collateral and control reports
  • Simulation resultsScenario outcomes, impact analyses, compliance results
  • Policy issuanceTransfer to the core insurance system
Data stores
RequestCustomerLimitRiskRegulationCollateral
Technical properties
RBACAudit logEncryptionBackup and disaster recoveryIntegration management
Other products

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