How teams put Parsewise to work.

Compre reconciles records across insurance portfolios. HypoHaus prepares mortgage application information for review. Both use Parsewise to turn document packages into structured information they can check against the source.

Compre · insurance and reinsurance HypoHaus · mortgage broking
Compre

Reconciling fragmented insurance portfolios.

Legacy portfolios arrive as large document packages. Loss runs, bordereaux, actuarial reports and policy documents contain information in different formats, across cedants and third-party administrators.

Make the records comparable.

Compre uses Parsewise for portfolio acquisition diligence and claims reconciliation. Parsewise standardises loss runs and reserve triangles into consistent formats, then reconciles paid, incurred and reserve movements across the records.

Investigate the differences.

Anomalies, reserve shifts and data gaps are flagged for review. The team uses the structured outputs in portfolio pricing, reserve adequacy assessments and regulatory reporting.

What the team has to review

Consistent portfolio records, reconciled figures and identified exceptions to investigate as part of diligence and claims reconciliation.

Explore Analytics for portfolio diligence
Comparable portfolio recordsComparable portfolio records
HypoHaus

Preparing mortgage applications for review.

An application brings together tax returns, income statements, bank statements, asset declarations and property valuations. The documents arrive in different formats and languages.

Put the application information in one format.

HypoHaus uses Parsewise to extract financial data and map applicant information into its underwriting templates. Information spread across the application package becomes a structured set of fields for review.

Check gaps and inconsistent figures.

Parsewise flags missing documents, inconsistent income figures and financial risk indicators. It links income declarations to supporting tax documents and bank statements, so the team can inspect the evidence behind a figure.

What the team has to review

Applicant information in the required template, with missing documents and discrepancies flagged and the source material available to check.

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Application information in the underwriting templateApplication information in the underwriting template

Bring us the work your team needs to get through.

We'll start with your documents and the task you need to complete, then show how Navi can help.

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