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
    1. Home
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    3. /Start here
    4. /Sign in and open a filing

    Start here

    Sign in and open a filing

    Access your workspace and confirm you opened the intended entity and reporting period.

    Version 2026.8.14 minAdministrator · Preparer · Reviewer · Read onlyReviewed 2026-08-30

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

    Who can perform the task

    Any user whose existing account is a member of an organization.

    Before you begin

    Obtain the application address and account credentials through your organization’s approved channel. Never use the public synthetic pilot credentials on a shared or production deployment.

    If you received an organization invitation, open its newest link within seven days. Sign in with the exact invited email. If you create an account first, open the verification email within 30 minutes, verify that address, return to the invitation, and sign in before selecting Accept invitation. Invitation links are single use.

    Quick path

    1. Open the SolvencyBridge sign-in page and use your approved account method.
    2. Complete any identity-provider or verification step.
    3. Choose the organization you intend to work in.
    4. Open the assigned filing from the portfolio.
    5. Confirm your visible role and filing identity before entering or reviewing data.

    Detailed guidance

    1. Open the SolvencyBridge address supplied by your administrator. The public product page is at /; the authenticated filing portfolio is at /workspace.
    2. If needed, choose your language by name from the language selector. The selector uses a localized language name when the browser provides one and otherwise uses the language's native name. The sign-in screen and filing workspace keep the same language preference.
    3. Select Sign in, enter your email and password, and complete sign-in. SolvencyBridge opens /workspace after authentication.
    4. On Filings, locate the reporting entity and period.
    5. Check the jurisdiction/status badge and due date.
    6. Open the filing.

    If you cannot remember the password:

    1. Select Forgot your password?
    2. Enter the account email and select Send reset link. The confirmation is intentionally the same whether or not an account exists.
    3. Open the newest SolvencyBridge reset email within 30 minutes.
    4. Choose a password of at least 10 characters and confirm it.
    5. Return to sign-in. Completing the reset confirms ownership of the account email and invalidates the account's existing sessions, so the new password can be used immediately even when the address was not previously verified.

    If you create a new account, use the newest verification email within 30 minutes. Open the dedicated registration address at /register; /login is reserved for existing accounts. Completing verification signs you in and continues to the workspace or invitation you originally opened. An unverified address cannot open an authenticated session or receive platform administrator access.

    Password-reset request showing the account email field, generic delivery guidance, and return-to-sign-in link.

    Review the documents when creating an account

    Read the linked Terms of Service and Privacy notice before selecting Create account. When they are drafts, the form says so. Creating an account records acknowledgement of those drafts; it does not make them effective. Confirm with your organization and the operator before uploading customer data under draft documents.

    Synthetic registration screen identifying draft documents and linking to their current text.

    If the documents change while the form is open, account creation stops and the page refreshes their presentation. Your entries remain available. Read the current linked documents, then select Create account again.

    Expected result

    The filing header shows the intended entity and period. The available controls match your organization role.

    Synthetic filing workspace showing two filings, role-aware filters, preparation status, due dates, the Guide control, and the workspace menu.

    The portfolio keeps filing identity and status visible before a user opens the workspace.

    How to verify

    Before changing data, compare the entity identifier, reporting period, jurisdiction profile, and taxonomy version with the approved filing instruction.

    Common problems

    • If the account exists but no organization appears, ask an administrator to check membership.
    • If a filing is missing, confirm the reporting entity and period, then ask an administrator whether the cycle was created.
    • If controls are missing, check your role and table-level access.
    • If a reset email does not arrive, check the approved spam or quarantine location and confirm the account email with your administrator. Requesting another link invalidates the older link.
    • If a reset link is invalid or expired, request a new link. Never forward a reset email or send its link to support.
    • If a verification email does not arrive, check the approved spam or quarantine location and confirm the address. Try to sign in with the email and password used at registration to send a fresh verification email. Create the account again only when your administrator confirms that no usable verification email exists.
    • If a verification link is invalid or expired, sign in with the email and password used at registration to receive a new link.

    Data consequences

    Account creation records the submission time, the terms and privacy versions, their publication state, and the interface and document languages. This record is separate from optional analytics permission. Older accounts do not acquire a historical acceptance record merely because the feature is introduced.

    Merely opening a filing does not change reporting values. Any later changes and workflow actions are attributed to the signed-in account.

    Product limitations

    Single sign-on is not included in the current product profile. Invitations and password reset require the operator to configure the documented SMTP delivery settings. Account creation also requires working verification-email delivery.

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    Related tasks

    • Roles and responsibilities
    • Understand the filing lifecycle
    • Export diagnostics and contact support safely
    PreviousRoles and responsibilities
    NextWhat SolvencyBridge does and does not do