User documentation
Complete your filing workflow with confidence
Task-based guidance for administrators, preparers, and reviewers. Search stays in your browser and sends no filing data to an external service.
Popular tasks
Create a filing cycle and confirm applicabilityUse the guided setup to derive the period, deadline, taxonomy, module, and initial filing work.8 minPreview and apply a data importInspect, preview, reconcile, and apply CSV, Excel, ODS, EIOPA XBRL, or supported national XBRL data safely.8 minUnderstand and resolve validation findingsWork from grouped root causes, inspect exact evidence, preview safe corrections, and verify the full filing result.10 minApprove and lock a filingUnderstand and verify the consequences of the final internal review decision.6 minGenerate and verify an approved filing exportResolve readiness blockers, create an artifact from the locked snapshot, and verify its identity before use.6 min
Browse by goal
Start here
- Create a filing cycle and confirm applicabilityUse the guided setup to derive the period, deadline, taxonomy, module, and initial filing work.
- Configure an organization and reporting entityCreate the workspace and record the identity and reporting defaults used by filing cycles.
- Use the guided toursLearn the portfolio, filing, billing, and administration screens with localized, restartable walkthroughs.
- Understand the filing lifecycleFollow a filing from draft through review, correction, approval, locking, and export.
- Scope your next filingShare enough workflow context to shape a SolvencyBridge evaluation around one real reporting cycle.
- Roles and responsibilitiesLearn what administrators, preparers, reviewers, and read-only users can do.
- Sign in and open a filingAccess your workspace and confirm you opened the intended entity and reporting period.
- What SolvencyBridge does and does not doUnderstand the product boundary before relying on validation, exports, or recorded submission evidence.
Prepare a filing
- Automate recurring filing preparationSchedule source previews, work from one exception inbox, generate a current reviewer pack, and interpret measured value safely.
- Enrich and reconcile S.06.02 asset dataCompare controlled security-master and authoritative reference data with filing values before accepting any field.
- Enter, edit, and save reporting valuesWork safely with reporting values, currency evidence, context dimensions, and calculated fields.
- Preview and apply a data importInspect, preview, reconcile, and apply CSV, Excel, ODS, EIOPA XBRL, or supported national XBRL data safely.
- Create and manage reusable import mappingsDesign, test, approve, and activate deterministic mappings for CSV, Excel, and ODS sources.
- Prepare and approve an IRRD recovery planConfigure solo or group scope, calculate governed scenarios and actions, approve immutable evidence, and respond to operational IRRD triggers.
Troubleshooting and support
- Create and store an encrypted portable bundleBack up a filing and its evidence with a separately controlled passphrase.
- Restore a portable bundleVerify and restore an encrypted filing without confusing it with the original workspace record.
- Report a problem, question, or product needSend useful customer feedback without exposing filing values, credentials, or unsupported regulatory conclusions.
- Export diagnostics and contact support safelyCollect useful troubleshooting evidence without exposing filing values, credentials, or passphrases.
- Understand and resolve validation findingsWork from grouped root causes, inspect exact evidence, preview safe corrections, and verify the full filing result.
Review a filing
- Attach evidence and submit a filing for reviewPreserve supporting material, assign a reviewer, and hand off a prepared filing.
- Approve and lock a filingUnderstand and verify the consequences of the final internal review decision.
- Compare periods and use the reviewer briefReview exact filing movements, explain material changes, and trace every brief statement to filing evidence.
- Request, correct, and review changesRun an attributable correction cycle without losing the earlier review history.
- Open and review an assigned filingReview values, period movements, validation results, evidence, the reviewer brief, comments, and audit history.
Export and submission
- Generate and verify an approved filing exportResolve readiness blockers, create an artifact from the locked snapshot, and verify its identity before use.
- Understand export, submission, receipt, and acceptanceKeep product artifacts and external authority outcomes distinct and preserve evidence for each step.
Administration
- Configure the reporting authority profileRecord jurisdiction-specific identity and reporting-level settings before creating a filing.
- Choose and verify a billing planSelect a billing plan, understand its user and reporting-entity allowances, and verify the plan shown on invoices.
- Permanently delete a filingApply the retention decision carefully and verify the non-sensitive deletion record.
- Export and delete an organizationComplete an operator-assisted organization exit without confusing active deletion, retained records, or backup expiry.
- Connect a partner through the ingestion APICreate an entity-scoped service account, prepare a draft with Python, R, Julia, or JavaScript, and retrieve validation findings without bypassing user review.
- Monitor filings, deadlines, ownership, and blockersUse the operational portfolio to decide which filing needs attention and who owns the next action.
- Manage public registry snapshotsStage, review, activate, download, and restore EIOPA and GLEIF source snapshots.
- Add users and configure accessAssign organization roles and optional table-level edit or review allowlists.
Reference
Export-artifact referenceIdentify EIOPA, national, authority-native, internal, and reference outputs correctly.GlossaryUse consistent product terms for identity, workflow, validation, evidence, export, and regulatory outcomes.Import formats and canonical headersPrepare supported tabular and XBRL sources for deterministic preview and apply.Known limitationsReview current identity, validation, export, deployment, recovery, and assurance boundaries.Product updatesSee the latest meaningful changes to SolvencyBridge.Role and permission referenceCompare organization roles, table-level restrictions, and workflow capabilities.Security & Trust CentreReview security controls, taxonomy coverage, deployment responsibilities, AI data flow, and import/export boundaries.Filing-status referenceUnderstand what each internal filing status allows and what it does not prove.Product, taxonomy, and jurisdiction supportDetermine support from the installed package and filing controls instead of assuming uniform coverage.Validation-category referenceInterpret structural, data-quality, cross-template, taxonomy, and jurisdiction findings.