We were approached by Zurich, a global insurance firm to provide a custom solution for complex reporting requirements.
Time to value
Pipeline runtime
Metadata driven
Navigating policies across regions with individualized premiums, claims and exposures and differentiated reporting requirements and standards means data accuracy is critical in insurance. Getting it wrong could result in compliance breaches, exposure of confidential information and reputational damage.
KubrickBordereaux simplified in 3 weeks
The challenge
Looking to overcome report ingestion challenges and having evaluated the best options for a scalable solution to meet their complex bordereaux requirements, Zurich engaged us to explore a custom solution to address complexities, ensure regulatory compliance and provide flexibility, scalability and advanced observability across operations. The solution needed to:
- Close gaps in financial visibility and management
- Connect multiple data sources, formats and tools to improve efficiency and consistency
- Remove requirement for manual interventions to reduce operational costs, remove reporting delays and minimize financial discrepancies
- Increase confidence in data integrity and compliance monitoring
The solution
We designed and implemented a solution with flexibility, scalability and advanced observability:
- Introduced Streamlit UI for Rule Configuration and File Upload: Created a user-friendly interface allowing business users to configure validation and transformation rules, upload files, and easily manage ingestion logic. This minimized reliance on IT teams for day-to-day operations.
- Built Metadata-Driven Snowflake Pipelines: Using Snowpark, we employed a fully metadata-driven pipeline to process, transform, and load data according to predefined rules. This architecture allowed for seamless adjustments to ingestion logic as data standards evolved.
- Integrated Monitoring and Auditing: We implemented comprehensive logging and traceability using Snowflake Event Tables, enabling end-to-end monitoring of ingestion progress, error handling, and data transformation activities. An intuitive Streamlit UI was provided to track file progress and review logs for quick issue resolution.
- Minimised Error Handling and Resilience: Erroneous records were captured in a rejected records table for easy review and reprocessing. The solution’s dynamic schema handling allowed it to adapt to new or altered data structures without requiring extensive rework.
- Provided Streamlit-Based File Upload UI: An additional tactical interface for manual file uploads, ensuring flexibility and continuity even during process exceptions.
- Ensured Robust Testing and CI/CD: Delivered with unit tests and a CI/CD pipeline, enabling continuous integration, automated testing, and rapid deployment.
The results
In just three weeks, our solution delivered value to the client providing a scalable ingestion platform that met all core requirements and provided the flexibility needed to handle diverse bordereaux schemes across their business.
The standardized ingestion process significantly improved financial oversight and compliance, enabling more accurate and timely reporting with reduced manual effort. Through automated rule-based processing and real-time monitoring it also reduced operational overheads and manual interventions, meaning faster turnaround times and enhanced productivity.
On top of this, feedback from the client noted that the solution not only met their needs more closely than any SaaS products they had considered but also illustrated the future potential of a bespoke ingestion platform tailored to their challenges.
