Customer Profile
An insurance organization seeking to automate financial reconciliation and strengthen compliance with NAIC Model Audit Rule (MAR) requirements across legacy and modern data platforms.
Business Challenges
- Manual reconciliation processes made variance analysis slow and resource intensive.
- Limited visibility into transaction-level discrepancies and audit trails.
- Difficulty maintaining consistent financial controls across multiple systems.
How We Solved It
- Automated financial reconciliation using DataOps Suite and embedded reconciliation logic.
- Enabled drill-down analysis from aggregated variances to transaction-level details.
- Established a centralized audit repository with real-time compliance monitoring and reporting.
Outcomes Delivered
- ~3% premium variance traced from aggregate to transaction-level records
- Reduced reliance on manual dashboards
- Audit-ready reconciliation across financial layers