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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    Start here

    What SolvencyBridge does and does not do

    Understand the product boundary before relying on validation, exports, or recorded submission evidence.

    Version 2026.8.1Administrator · Preparer · ReviewerReviewed 2026-07-25

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

    Who should read this

    Everyone who prepares, reviews, approves, exports, or records the submission of a filing.

    What the product does

    SolvencyBridge provides a controlled workspace for configuring reporting entities and filing cycles, deciding template applicability, importing and entering values, running implemented validations, recording evidence and comments, managing review, locking approved values, and generating supported artifacts. It records important actions in the filing audit history.

    What the product does not do

    • It does not give legal or regulatory advice.
    • It does not decide whether your organization is required to file a template.
    • It does not prove that every applicable authority rule has been implemented.
    • It does not submit an artifact merely by generating or downloading it.
    • It does not prove receipt or acceptance unless evidence from the external authority process is recorded and verified.
    • It does not recover an encrypted portable bundle if its passphrase is lost.

    Before you rely on a result

    Confirm the reporting entity, period, reporting level, taxonomy version, jurisdiction profile, applicability decisions, validation-coverage information, and artifact type. Follow your organization’s approved authority-portal procedure outside SolvencyBridge.

    Expected result

    Users treat SolvencyBridge as a preparation and evidence workspace. They distinguish a product validation result from regulatory completeness, and distinguish export, submission, receipt, and acceptance.

    How to verify

    Open the filing and check its identity, status, taxonomy, jurisdiction, validation summary, audit history, and artifact details. Compare any submission outcome with evidence obtained from the authority channel.

    Common problem

    “The file exported successfully, so has it been accepted?” No. Successful export means that SolvencyBridge generated the stated artifact. Continue with export, submission, and acceptance.

    Consequences and limitations

    Using the wrong entity, period, taxonomy, applicability decision, or authority procedure can produce an unsuitable filing even when product checks pass. Regulatory responsibility remains with your organization.

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    Related tasks

    • Roles and responsibilities
    • Understand the filing lifecycle
    • Understand export, submission, receipt, and acceptance
    • Known limitations
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