Reporting & Visibility
Get the information you need, when you need it
Access trusted operational and financial information directly from the platform. Simfuni provides standard reporting, configurable data extracts and clear visibility of activity across policies, payments, claims and other operational areas.
Benefits
Make your operational data easy to access
Your policy administration platform holds some of the most important data in the business. Simfuni makes that information accessible and usable, helping operational, finance and reporting teams get the data they need without relying on manual workarounds.
Work from trusted data
Report directly from the information held within Simfuni, giving teams confidence that they're working from a consistent source of operational data.
Support downstream systems
Provide structured platform data to data warehouses, finance systems and other enterprise reporting environments.
Reduce manual reporting effort
Use standard reports and scheduled data extracts instead of repeatedly assembling information from multiple systems and spreadsheets.
Maintain operational visibility
Access the information needed to understand policies, payments, claims and operational activity without relying on specialist technical support.
Key capabilities
Reporting built into the operational platform
Simfuni provides the reporting and data access capabilities insurers need as part of their core policy administration environment, from standard operational reports through to configurable extracts for downstream systems.
Standard reports
Access pre-configured reports covering common operational, policy and financial reporting requirements.
Scheduled reporting
Run reports and extracts on defined schedules, ensuring information is available when operational and reporting processes need it.
Financial reporting
Produce financial information including general ledger transactions and trial balance extracts to support finance and reconciliation processes.
Configurable data extracts
Define structured extracts using platform data to meet customer-specific reporting and downstream data requirements.
Operational data access
Report across policy, customer, payment, claims and other data held within the platform.
Secure data access
Control access to reports and operational information through platform roles and permissions.
How it works
Trusted data, ready to use
Because reporting is part of the platform, Simfuni can provide direct access to the operational data created as work happens. Standard reports cover common requirements, while configurable extracts make it easy to provide structured data to the wider business.
Report directly from platform data
Standard reports provide access to commonly required operational and financial information without needing to recreate it elsewhere. Because the information comes directly from Simfuni, reports remain connected to the underlying policy, customer and transaction data.
- Standard operational reports
- Policy and customer information
- Payment and transaction reporting
- Claims and operational data
Configure the data your business needs
Every insurer has different reporting requirements. Configurable extracts allow selected platform data to be structured for specific business needs, from regular operational reporting through to feeds for enterprise data environments.
- Configurable fields and data sets
- Structured data extracts
- Customer-specific reporting requirements
- Scheduled report and extract generation
Connect Simfuni data to the wider business
Platform data can be made available to downstream systems and reporting environments, allowing insurers to incorporate Simfuni information into their existing finance, regulatory, data warehouse and enterprise reporting processes.
- Finance and general ledger outputs
- Data warehouse feeds
- Enterprise reporting integration
- Structured outputs for downstream processing