Reinsurance and Finance

Project Balance has developed several data warehouses for finance departments and reinsurance companies. These data warehouses extract and transform data from multiple sources into well-organized warehouse structures. Project Balance advocates including a data management component as part of a data warehouse system, that applies business rules to data moved into a data warehouse. Data that does not pass business rules are identified as suspicious or rejection exceptions and are flagged in the data management application for business users to resolve. We have experience developing detailed reports and dashboards with this financial data that are refreshed from sources systems on an automated basis.


Project Balance has worked in the reinsurance sector since 2014 and our team has deep expertise from prior roles supporting actuaries with data driven tools used for decision making. We have gained very specialized knowledge about facultative and treaty reinsurance and have developed data warehouses for these departments driving business reporting for underwriters, claims specialists, operations and executive management. Reports developed span all levels of the view into the data from loss and combined ratios for overall profitability to submissions, premium, perils, layers and retrocessions.


Project Balance provides data warehouse and visualization services to finance departments helping them to move from Excel workbooks to online data display with daily or hourly data refresh. We lead our clients through a requirements process that identifies all of the source data, documents definitions and data types as well as refresh frequency and other attributes. We then design a data warehouse that systematically pulls data from source systems to the data warehouse. Generally the data is moved using SSIS (Microsoft) or Talend (Open Source) Extract, Transform and Load (ETL) scripts into a staging set of tables where the system inspects the data for quality parameters and tags data that does not meet specification. The data is then moved to a production warehouse where it’s displayed in ease-to-understand tables and graphs. Visualizations that may take a finance department days to generate are displayed on-demand, helping to improve program management, planning and overall spending.

Arch Reinsurance Case Study


Project Balance conducted a requirements gathering workshop to understand and document Arch’s business needs, source data, data flow, business rules and display output for automating the identified critical reports…

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Data Services

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