SolvencyBridge HelpEnglish · version 2026.8.1
Workspace

Start here

  • Create a filing cycle and confirm applicability
  • Configure an organization and reporting entity
  • Use the guided tours
  • Understand the filing lifecycle
  • Request a guided evaluation
  • Roles and responsibilities
  • Sign in and open a filing
  • What SolvencyBridge does and does not do

Prepare a filing

  • Automate recurring filing preparation
  • Enrich and reconcile S.06.02 asset data
  • Enter, edit, and save reporting values
  • Prepare and check a Solvency II workbook
  • Preview and apply a data import
  • Create and manage reusable import mappings
  • Prepare and approve an IRRD recovery plan
  • Troubleshooting and support

    • Create and store an encrypted portable bundle
    • Restore a portable bundle
    • Report a problem, question, or product need
    • Export diagnostics and contact support safely
    • Understand and resolve validation findings

    Review a filing

    • Attach evidence and submit a filing for review
    • Approve and lock a filing
    • Compare periods and use the reviewer brief
    • Request, correct, and review changes
    • Open and review an assigned filing

    Export and submission

    • Generate and verify an approved filing export
    • Understand export, submission, receipt, and acceptance

    Administration

    • Configure the reporting authority profile
    • Choose and verify a billing plan
    • Permanently delete a filing
    • Export and delete an organization
    • Connect a partner through the ingestion API
    • Monitor filings, deadlines, ownership, and blockers
    • Manage public registry snapshots
    • Add users and configure access

    Reference

    • Export-artifact reference
    • Glossary
    • Import formats and canonical headers
    • Known limitations
    • Product updates
    • Role and permission reference
    • Security & Trust Centre
    • Filing-status reference
    • Product, taxonomy, and jurisdiction support
    • Validation-category reference
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    Reference

    Filing-status reference

    Understand what each internal filing status allows and what it does not prove.

    Version 2026.8.1Administrator · Preparer · Reviewer · Read onlyReviewed 2026-07-25

    This article explains product behavior, not legal or regulatory obligations. Your organization remains responsible for filing decisions and authority instructions.

    Draft

    Preparation is active. Values, applicability, imports, and evidence can be changed by authorized users.

    Ready for review

    The filing has been handed to its assigned reviewer. Review decisions are active and normal preparation is restricted.

    Changes requested

    The reviewer returned the filing with a reason. Authorized preparers can correct and resubmit it.

    Approved

    The internal reviewer or administrator approved and locked the snapshot. Approved export controls can become available.

    Exported

    At least one artifact was generated from an approved snapshot. The artifact remains associated with its snapshot sequence.

    External submission states

    Some jurisdiction workflows separately record submitted, received, rejected, correction-required, or accepted evidence. These are not substitutes for the five internal preparation statuses and must be correlated to an exact artifact.

    Important boundary

    Neither Approved nor Exported means submitted to or accepted by an authority.

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    Related tasks

    • Understand the filing lifecycle
    • Approve and lock a filing
    • Understand export, submission, receipt, and acceptance
    PreviousSecurity & Trust Centre
    NextProduct, taxonomy, and jurisdiction support