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Products
- Process Automation
- Calculation Engine (YuCalc)
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  - Insurance
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  - Other
- Case Studies
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Company
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Tips & Tricks

Home » Resources » Tips & Tricks

AU: +61 2 9386 0202
UK & EMEA: +44 7914 713 481
Support: +61 2 8417 2895 | support@solvexia.zendesk.com

Copyright © 2017 SolveXia Pty Ltd. All rights reserved.

SolveXia works with your core business apps.

Connectors allow your business process to interact with data directly from your core business apps like Salesforce, Oracle, Microsoft SQL, SAP, Dropbox and Google Drive using established and secure methods.

Have an app that you would like SolveXia to integrate with? We’d love to hear from you – Contact us for more information.

Please get in touch with us to learn more about:

Group life reconciliations

Summary: Preparation, updating and checking of membership data by insurance intermediaries for group life and disability plans as it passes from the client to the intermediary then the insurer and back.

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Reinsurance recoveries (general insurance)

Summary: Collect and process claims data and calculate your P&C reinsurance recoveries

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Approval of fund transfers (general insurance)

Summary: Workflow includes submission of payment requests for authorisation, issuance of reminders, escalation when above a specified amount, activity log of all actions and remarks.

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MIS reports

Summary: Combine data from multiple sources and produce standardised P&L and balance sheet with the flexibility to immediately respond to changes in the sources as well as the output.

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Expense analysis dashboards

Summary: Expense data from SAP plus a number of specialist expense tracking systems are consolidated together for management reporting and analysis

Not in Banking, Insurance or Travel?

No sweat. In addition to banking, insurance and travel we also have clients in pharmaceuticals, logistics and other industries

Contact us to learn more about how our technology & expertise in data and process along with our network of domain level partners can help you automate:

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Unit price reconciliations

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Unit price reconciliations

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Reconciliation between data warehouse and source systems

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Capital adequacy reporting for a regulator

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Reconciliation between data warehouse and source systems

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Accounting policy exception approval and tracking

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Monthly business performance reports (Actuals vs Forecast vs Budget)

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Risk metric analytics

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Reconciliation between data warehouse and source systems

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GDS Polling and sales analysis for airlines

Summary: Identify the sources (i.e. IATAs and PCCs) of excess GDS polling (for airlines) by combining data from Amadeus along with internal referential data such as sales data and PCC lookups

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Airline commission analysis and statement preparation

Summary: Collect airline reported revenue and commission to calculate payments across your sales channel (e.g. travel agents for a buying group)

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Supplier sales reporting for agencies

Summary: Produce meanigful movement reports and analysis on supplier sales using data from Tramada or other mid-office systems

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Client spend analytics for Travel Management Companies

Summary: Provide powerful dashboards, analytics and alerts for corporate travel clients using data from your mid-office system (e.g. Tramada, Sabre Agency Manager etc.)

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Airline revenue forecasting and optimisation

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Analysis of change & lapse analytics

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New business reporting

Summary: Combine policy sales and referential data (such as mapping tables to identify sales channels) to produce daily/weekly/monthly new business reports for management.

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Reinsurance Bordereaux

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Running MoSes & Prophet projections in the cloud

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Preparation of valuation data

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Risk metric analytics

Summary: Collect and collate finance, product and risk system data to produce risk metric KPIs (such as % of bad debts or number of staff not trained in OH&S policies)

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Monthly business performance reports (Actuals vs Forecast vs Budget)

Summary: Division/Business unit based performance reports that capture and consolidate financials (from GL or data warehouse) as well as spreadsheet sources (e.g. forecasts)

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Accounting policy exception approval and tracking

Summary: Allow your finance team to lodge, track and approve any exceptions to accounting policies – which can be reported on or presented to auditors on demand

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Reconciliation between data warehouse and source systems

Summary: Compare transactions between your data warehouse and source systems for validate lage, cumbersome ETL procedures and identify errors (in the data warehouse)

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Capital adequacy reporting for a regulator

Summary: Reduce two days of manual work to four minutes by collecting product system data (including Equities, Options, Futures etc), Trial Balances and exchange rates to produce key outputs for ASX schedule 1A such as counterparty risk and credit facilities

Save time. Improve data quality.
Empower decision making