We eliminate manual spreadsheet adjustments, month-end closing bottlenecks, and reporting discrepancies between MGAs, brokers, carriers, and reinsurers.
Bordereaux (BDX) and claims data often fail because of subtle formatting errors, missing mandatory premises, date sequence issues, and currency rounding variances. Perigon designs deterministic validation engines, automated exception triage pipelines, and immutable audit evidence packs that align source records directly to staging, target ledgers, and regulatory reports.
Discuss Your Data EnvironmentWe build automated controls to prevent the recurring data issues that trigger audit exceptions:
Built for capacity providers, MGAs, and commercial brokers requiring auditable compliance evidence.
Automated schema parsing, rule-based field verification, and exception routing for premium and risk bordereaux.
Transactional tracking connecting claims movements, paid amounts, outstanding reserves, and recovery ledgers.
Immutable audit packs, reconciliation matrices, and baseline performance monitoring designed for external inspection.
Layered mathematical validation ensuring complete parity across all source data, staging stores, and downstream reporting.
Extracting source data files (CSV, Excel, XML, API payloads), validating column structures, data types, and mandatory field requirements.
Executing automated business logic checks: policy term dates, premium rate calculation parity, commission tiers, and tax splits.
Performing multi-way mathematical reconciliations between source operational records, staging tables, and target accounting ledgers.
Generating timestamped, immutable reconciliation packs with automated variance reports ready for sign-off and external auditor scrutiny.
Tell us about your bordereau ingestion challenges, ledger discrepancies, or reporting requirements. We'll suggest a practical reconciliation approach and initial plan.
