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INCA & Similar - Coggle Diagram
INCA & Similar
solution option: Alteryx flow - case by case
one per client
however, the more similar, the easier each additional one is
record steps to wrangle the input spreadsheet
create individual dashboards, per client
factors
is a single cross client central view needed?
Does AG have the people to do the Alteryx work?
How mission critical (availabilty) is the output?
solution option: Central DB
C# - RI-Pricing-DB style approach
Create an export tab - ie decide on a data format
Create spreadsheet macros and VBA to pull from the main xls sheet into the export tab
save the file in a folder to be picked up by the programme
Programme reads the data and writes to a database (using the JSON approach as before)
database accessible for query / dashboards
Would be way easier than last time ...
Workflow / ingestion approach
sourcing options
Build in-house with Microsoft LogicApps
Commission a 3rd party - Artificial labs? to build a web-app
upload spreadsheet received from insured
map xlsx columns to database fields
build PowerBI dashboards over database
What class / type of business is this? / Others thata would benefit from similar analysis?
if you were to pick the next 'INCA' what policy/ client / sector woulc that be, and why?
What challenges do you have with the INCA spreadsheet?
How consistent is the data quality?
What data do they send us?
Is this contractually specified?
What 'power' do we have to specify a data format?
What do we do with the reports we receive? from other clients/policies?
What actions do we take, based on the INCA outputs?
Does this involve typing data into any systems / subscribe / reserving tools etc?
is cross-client comparison useful - or can each one be different?