Controlled actuarial reporting

Every changed figure.
Sourced, checked,
ready to report.

Repdate updates recurring Word reports from approved actuarial workbooks, surfaces the exceptions that need judgment, and preserves the evidence and review trail through release.

Repdate does not calculate reserves. Your approved actuarial models remain the source of calculation.

Reporting cycle · Q2 2026In review
Technical provisionsPage 18

Claims reserves

£00020262025
Property42,18640,972
Professional indemnity9,880+8.2%9,133
Motor18,40418,219
Total70,47068,324

The movement reflects updated claims experience during the period.

Workbook sourceActuarial factReport figureChecked

The reporting gap

The model run is complete. The report still has to be changed, challenged and signed off.

Recurring reporting often becomes a fragile chain of workbook navigation, copied figures, Word edits, reviewer queries and evidence reconstruction. Repdate turns that chain into one controlled cycle.

The reporting cycle

Control follows the work from source to release.

Configuration is reusable. Each period starts from an approved report and source pack, then directs attention to what changed or needs a decision.

01

Source pack

Bring the approved actuarial workbook and the Word report into an immutable reporting cycle.

02

Map

Reuse the report configuration and review any source locations that changed.

03

Update

Apply confirmed facts across repeated report occurrences without rebuilding the document.

04

Review

Work through material movements, exceptions, wording, totals and reconciliations.

05

Release

Create controlled clean, redline and review outputs when the report is ready.

Review workspace

Read the report and the work beside it.

The rendered Word report stays at the center. Select a table, figure or paragraph to see its source, movement, validation and review state without reconstructing the path in another file.

Explore the product
Review queue4 need attention
Gross UPR total does not reconcile£2,574,890 difference · blocking
Review
Professional indemnity source is blankManual source decision retained
Decide
Claims movement exceeds materiality51 report figures updated
Inspect
Net claims table reviewedSource and totals checked
Complete

Deterministic checks

Automation finds the work. People make the decision.

Repdate applies defined mappings, materiality and control rules. It does not turn an unresolved source into a convenient answer.

Control 1

Material movements

Bring meaningful period-on-period changes into the review queue.

Control 2

Source exceptions

Expose blanks, formula errors, moved ranges and ambiguous mappings.

Control 3

Dependencies & totals

Recompute derived facts and test table totals without inventing balancing values.

Control 4

Commentary consistency

Question unsupported figures and stale statements beside the report.

Control 5

Reasoned overrides

Record who changed a value, why, and which downstream approvals became invalid.

Control 6

Report precision

Suppress movements that do not change the report at its displayed precision.

Independent review

Different roles. Different rights.

Permissions are not cumulative. The person who changes an item cannot clear their own work, and administration stays outside the reporting chain.

Unresolved

Preparer

Supplies inputs, resolves issues and moves work to prepared.

Prepared

Checker

Independently verifies mappings, figures and prepared entries.

Checked

Reviewer

Approves scope and signs off the complete checked report.

Optional AI review actions

Advisory by design.

AI may propose a mapping, question a statement or suggest wording beside the specific review it assists. It never calculates, approves, changes status or alters the report without a named person's decision.

Read about security and AI controls →

Start with one recurring report

See how Repdate would handle your reporting cycle.

Bring the shape of one Word report, its approved workbook output, and the review steps your team follows today. No sensitive files are needed for the first conversation.

Request a walkthroughReview the control model