J&JCONSULTING

Selected case study

BRIT InsuranceSolvency II & GDPR Regulatory Compliance

Solvency II Business Analyst · January 2017 – May 2017

Programme value
£1.2M
PROGRAMME VALUE
People
8
PEOPLE
Engagement
Jan – May 2017
ENGAGEMENT
Business areas
5
BUSINESS AREAS

WORKSTREAM 01

Solvency II reporting

  1. 01

    Source systems

    Sequel Eclipse · Velocity · Data Warehouse

  2. 02

    Extraction & calculation

    Complex datasets prepared; calculations built in Excel

  3. 03

    Validation

    Regulator-provided tools and portals; exceptions analysed

  4. 04

    Reporting

    Solvency II reports and QRTs for Lloyd’s, FSC and Gibraltar

WORKSTREAM 02

GDPR compliance

  1. 01

    PII discovery

    Delegated Authority · Managing Agents · Coverholders

  2. 02

    Data flows & integrations

    Transfer points, interfaces and business process maps

  3. 03

    Third parties & access

    Outsourcing, third-party access and security frameworks

  4. 04

    Remediation

    Compliance gaps documented for the GDPR programme

From regulatory complexity to structured compliance

FINANCE · ACTUARIAL · UNDERWRITING · POLICY & CLAIMS · CAPITAL MODELLING

Programme summary drawn from the documented engagement. Not a client system or screenshot.
BRIT Insurance logo

Transforming Regulatory Data into Structured Compliance

A regulatory transformation engagement spanning Solvency II reporting, regulatory data analysis, systems integration and GDPR compliance, connecting business, technology and regulatory requirements across Finance, Actuarial, Underwriting, Policy & Claims and Capital Modelling.

Programme value
£1.2M
Team
8 people
Scope
Solvency II + GDPR
  • Finance
  • Actuarial
  • Underwriting
  • Policy & Claims
  • Capital Modelling

Historical engagement, January 2017 – May 2017. Not a current client.

Regulatory Reporting & Data Intelligence

Solvency II Reporting

The engagement focused on analysing complex insurance data and systems to support regulatory reporting for Lloyd’s, FSC and Gibraltar, while strengthening the processes surrounding data validation, governance and compliance.

  • Supported the delivery of Solvency II regulatory reports and QRTs for FSC, Gibraltar and Lloyd’s.
  • Analysed business-as-usual processes and system interfaces within Sequel Eclipse.
  • Extracted and prepared complex datasets for downstream regulatory reporting.
  • Developed complex Excel calculations using data from Eclipse, Velocity, Data Warehouse sources and regulatory returns.
  • Performed validation using regulator-provided tools and portals.
  • Analysed validation exceptions and supported corrections before internal sign-off and regulatory submission.

GDPR Data & Compliance Analysis

Where sensitive data moves

The GDPR workstream focused on understanding where sensitive information moved across systems, processes, integrations and third-party arrangements.

Data discovery

Identified systems and datasets containing Personally Identifiable Information (PII), including information associated with:

  • Delegated Authority
  • Managing Agents
  • Coverholders

Integration & data flow assessment

Analysed:

  • Data flows and transfer points
  • System integrations
  • Business process maps
  • Operational workflows
  • Outsourcing arrangements
  • Third-party data accessibility
  • Security and access frameworks

The analysis identified areas requiring remediation within the GDPR programme.

Connecting Business, Data & Technology

The engagement required close collaboration between business stakeholders, SMEs and technical teams.

Workshops were conducted to review findings, understand compliance gaps and establish practical remediation requirements across affected processes and data exchanges.

  • Regulatory reporting

    Structured reporting and validation for Lloyd’s and FSC.

  • Data analysis

    Analysis of complex insurance data across multiple systems and sources.

  • Systems integration

    Assessment of interfaces, data flows and exchange mechanisms.

  • GDPR compliance

    Identification and documentation of PII-related compliance gaps.

  • Governance

    Inputs into policy governance and remediation processes.

  • Stakeholder management

    Primary interface for planning, progress updates, analysis reviews, documentation and sign-offs.

Technology landscape

  • Sequel Eclipse
  • Igloo Standard Formula
  • SQL Server
  • Microsoft Excel
  • Velocity
  • Data Warehouse

Business impact

The engagement brought together regulatory reporting, systems analysis, data governance and GDPR assessment into a coordinated business-change workstream.

The result was a structured view of regulatory data, system interfaces and PII-related data flows, supporting reporting activities and identifying areas requiring remediation within the GDPR programme.

From Regulatory Complexity to Structured Insight

  1. Business
  2. Data
  3. Systems
  4. Compliance
  5. Reporting
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