Preview before anything changes
Inspect workbook sheets, map source columns, and review proposed cell changes before applying data to a filing.
All use cases
Automate the last mile of Solvency II
Keep every reporting entity visible and separate.
Track separate Solvency II filing cycles, responsibilities, deadlines, and review states across multiple reporting entities without mixing filing data.
What this workflow covers
- 01
Separate filing cycles
Each entity keeps its own periods, taxonomy selection, applicability, and workflow state.
- 02
Controlled team access
Preparers, reviewers, and administrators work across only the organizations and tables assigned to them.
- 03
Portfolio-level visibility
Compare deadlines, readiness, blockers, review state, and available exports without merging filing data.
Controls kept around the filing
Keep review moving
Give preparers, reviewers, and administrators a shared workflow with comments, approvals, and a complete audit trail.
Create controlled exports
Turn approved data into taxonomy-pinned EIOPA XBRL and supported national artifacts. Portal submission and regulator acceptance remain external.