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Create a filing cycle and confirm applicability - SolvencyBridge Help

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Administration

Create a filing cycle and confirm applicability

Use the guided setup to derive the period, deadline, taxonomy, module, and initial filing work.

Version 2026.8.18 minAdministrator · ErstellerGeprüft 2026-08-23

Who can perform the task

Administrators and preparers can create a filing cycle. Administrators own organization and entity configuration.

Before you begin

Confirm the reporting entity, authority profile, reporting year, annual or quarterly cycle, supervisory or public-disclosure purpose, reporting level, and approved template-applicability basis. The reporting entity must have reporting defaults and at least one authority profile.

The public Solvency II reporting deadlines page is a planning reference for routine calendar-year annual and quarterly reporting. It is not the filing deadline shown here: the filing setup derives that date from the selected entity, period, reporting level, and authority profile. Confirm the derived date against the applicable authority instruction, including any entity-specific decision, exemption, national form, event-driven obligation, non-calendar-year adjustment, or portal cut-off.

Public Solvency II reporting deadlines reference with annual and quarterly EU baseline tables.

The public reference shows routine calendar-year dates and direct links to the official documents used for each verified national authority schedule. A national schedule that matches the EU baseline is confirmed without repeating the full table; only dates that differ from the baseline are shown again. Technical file checks are kept behind the evidence review instead of being shown as user-facing source information. When an authority document is retained but its exact schedule cannot yet be verified, the page links to that document and labels the authority review as pending. The filing setup remains the source of the deadline for the filing you create.

Quick path

Open Filings and select Create filing.
Choose the organization, reporting entity, reporting period, and reporting authority profile.
Confirm the taxonomy, module, currency, and filing deadline.
Review the derived applicability decisions and resolve anything that needs confirmation.

Verwandte Aufgaben

On Filings, expand Create filing.
Choose the reporting entity and reporting authority.
Enter the reporting year and choose annual or quarterly reporting.
Choose supervisory or public disclosure and solo, group, or branch.
Review Derived filing setup. The product derives the exact period, deadline, required Solvency II taxonomy version, and module from the selected context. YE 2026 periods through 2026-12-31 remain on EIOPA 2.8.2-hotfix. Q1 2027 and later periods use EIOPA 2.10.0; do not move a 2026 filing onto the Review package early.
Stop if the derived taxonomy is not installed or the context is not valid. Do not substitute another taxonomy or module.
Search the module-compatible template catalog and select the initial required working set. Templates not selected here remain Needs confirmation; they are not silently marked non-applicable.
For a 2027 filing, review the National Review evidence notice. If its legal or authority evidence is incomplete, confirm the preparation-only boundary. The confirmation is tied to the profile, period, taxonomy, evidence checksum, actor, and time. It does not unblock export or submission. Evidence dates apply to the selected jurisdiction: an EEA incorporation observation does not refresh EU notification evidence. A draft EEA Joint Committee Decision still leaves incorporation and national implementation pending; a recent observation alone does not establish submission readiness. The separate National authority review shows the research date, finding and official source. It does not renew the legal evidence or unblock submission. See national authority reviews for the meaning of each finding.
Select Create filing and open it.
In the filing navigation, choose Manage templates. Search the combined catalog or filter it by EIOPA or the national authority, then add the templates needed for this filing. An added template becomes available for preparation immediately. The EIOPA catalog follows the filing’s reporting module: public-disclosure and supervisory templates are not interchangeable. The navigation separates EIOPA and national forms and reports how many EIOPA forms are editable. If an older filing contains selected templates outside its module, it reports that mismatch and marks those templates in Manage templates so they can be reviewed and removed with a reason. If the filing purpose is wrong, create a filing with the intended purpose. Included national forms remain accessible even before an EIOPA template is required. If no template was selected during setup and the filing has no automatically required base schedule, the filing opens this template-applicability step directly instead of showing an empty workspace.
To remove a template from the filing, choose Remove, enter the reason, and confirm. Removal excludes the template from completion, validation, and export without deleting its entered values or history. Adding it again restores the same work. The filing must retain at least one required EIOPA template.
Use National reporting status only when an included national form is a nil or not-filed return. Forms that require explicit reported values do not offer that shortcut, and a populated form must be cleared before it can be changed to nil or not filed.
Expand the applicability details when a decision requires Required, Not required, or Needs confirmation together with its rationale and evidence. Business-type decisions can be saved in separate groups: for example, confirm S.28.01 as required for a non-life undertaking, then confirm S.28.02 as not applicable. Each saved group must use the correct regulatory basis. Remaining decisions still need confirmation before submission or approval.
In What happens next, follow the ordered action. Its Open control takes you to the exact applicability, template, validation, review, or export control that currently owns the next step.

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Administration

Referenz

Create a filing cycle and confirm applicability

Who can perform the task

Before you begin

Quick path

Verwandte Aufgaben

Detailed guidance

Expected result

How to verify

Common problems

Audit and data consequences

Regulatory limitations

Existing French filings: RAN-ENS 1.8.1 migration