Reserving - Provisioning Governance & Audit Trail

Purpose

Reserving - Provisioning Governance & Audit Trail is designed to track changes to data, assumptions, and calculations related to reserving and provisioning activities. Its purpose is to support governance by maintaining versioning, recording actuarial rationale, and generating audit-oriented documentation.

Primary users

The primary user is not specified. Based on the provided information, the generated logs and governance reporting are intended to support internal and external audit needs, shareholders, and supervisors.

Where it fits (process/stage/trigger)

This agent fits within reserving and provisioning governance processes, particularly when changes are made to data, assumptions, calculations, reserving runs, or methodological choices. It is triggered by the need to document changes and maintain a traceable audit trail.

Key capabilities / workflow

The agent tracks changes to reserving data, assumptions, and calculations, versions reserving runs and assumptions, records actuarial rationale for methodological choices, and generates comprehensive logs. It also automatically generates a technical governance report based on the tracked information.

Inputs

Inputs are not specified. The provided use case refers to data, assumptions, calculations, reserving runs, assumptions, and actuarial rationale as elements that are tracked or recorded.

Outputs / Deliverables

Outputs include comprehensive logs for internal and external audit, shareholders, or supervisors, versioning records for reserving runs and assumptions, recorded actuarial rationale, and an automatically generated technical governance report.

Value

The agent provides value by improving traceability, governance, and audit readiness for reserving and provisioning activities. It helps document methodological choices and changes in a structured way for review by audit stakeholders, shareholders, or supervisors.