AutoImpactby Dalsin
Actuarial data, reconciliation and valuation

Reconciled, valued, signed off.

You own and control your calculations, data checks and reporting, without writing code. Not a black box: from policy-system extracts to Lux GAAP, Solvency II and IFRS 17, every figure shows how it was made.

Read the story as text
  1. Month-end lands on your desk. Month-end: policy extracts, unit prices, fund maps, exchange rates, last year's model points and a chain of emails, all landing on you.
  2. Reconciling by hand. Then the reconciliation: does the new model point file tie to production, field by field, in a spreadsheet?
  3. Three bases, three models. Lux GAAP, Solvency II and IFRS 17 each live in their own model and spreadsheets, and the numbers still have to agree.
  4. Then audit asks. And then audit asks you to prove it: who changed the basis, where a figure came from, and whether anyone checked it.
  5. AutoImpact. AutoImpact does that work in one application your team controls, without code and without a black box: TRACE for the data, PRISM for the modelling.
  6. TRACE builds and reconciles. TRACE checks every file against the interface specification, builds the model point file and reconciles it to production, with every exception listed.
  7. PRISM values it every way. PRISM projects the cash flows once and values them on each approved basis: Lux GAAP, the Solvency II best estimate and the IFRS 17 CSM.
  8. Checked, signed, locked. Doer, checker and reviewer each sign; nobody checks their own work. The reviewer workbook rebuilds every figure in Excel and agrees to the cent.
  9. Reconciled, valued, signed off. Reconciled, valued, signed off. The same day, on your own machines, with every step open to review.

Built and assessed against

IFRS 17Lux GAAPSolvency IISolvency UKGDPR and UK GDPRDORACAA (Luxembourg)FCA SYSC 13.7PRAISO/IEC 27001:2022OWASP ASVS 5.0

Assessment against each standard is described on the standards page. Self-assessments are not certifications. Powered by TRACE for the data and PRISM for the modelling.

Yours to control

You own the calculation. It is not a black box.

Your team controls the calculations, the data transformations and the reporting, without writing code. Every figure can be traced to its formula, its data and the person who approved it.

Set the basis yourself

Every assumption and method choice is on screen. Load a basis or change one item in a form, with the reason; a second person approves it.

Write your own rules

Validation rules, column mappings, data transformations and add-on items on the Lux GAAP valuation, in forms and plain language, not code.

Read every formula

Open any policy to see each figure in plain language: its formula, its inputs and the basis item it used.

Take the results anywhere

Every output downloads as CSV or Excel, and the reviewer workbook rebuilds the calculation in ordinary formulas.

New Reporting cycles with do, check and review on every step, a check report for every upload, validation rules that warn or block, versions you can compare and a methodology document written from the rules in force. See everything you control without code.

New November 2026 release

Control every reporting period, step by step

Who did each step, who checked it, what it rested on and what the rules were at the time, all in the application and nothing in email.

Reporting cycle · Q4 2025 · Production
Step 1Upload and check data
EVMBAK
Step 2Transform and validate
EVMB
EVMBAK
Step 3Assumptions and basis
EVMBAK
Step 4Run the model
EVMBAK
Step 5Reporting
EVMBAK
Elena can’t check her own step: refusedSent back by Anna Keller: “the prices file is a day old”Corrected prices uploaded · step 2 done againQ4 2025 closed15 of 15 checkpoints · every action kept
EV Elena Varga, doesMB Marco Bianchi, checksAK Anna Keller, reviews
Each step done, checked and reviewed by three people, in order. A step sent back starts again.

As files arrive

Every file recognised, checked and reported

Upload the month-end as it comes, renamed files and all. AutoImpact works out what each file is from its content, says why, checks it against the interface specification and gives you the report before any run.

Upload a month-end
holdings_dec25.txt8 records · 2 KB

Reading the records…

  • Record indicator FH in 8 of 8 records
  • Companies E (7) and L (1)
  • 18 fields per record · the specification gives 16
100%
Recognised as ENVFH.txtFrom its content, with the reason in the check report
notes.txt2 lines
Not a Lifeware extract: skipped
A renamed Lifeware file is recognised by its records, and the reason is kept.
Check report
Files12
Blocking0
Rejected0
Warnings4
FileUploaded asWhat it isResult
ENVCD.txtENVCD.txtCD · GermanyClean
ENVFH.txtholdings_dec25.txtFH · GermanyClean
ENVLA.txtENVLA.txtLA · GermanyClean
ENVPD.txtENVPD.txtPD · GermanyWarning
ENVSP.txtENVSP.txtSP · GermanyWarning
LNVPD.txtLNVPD.txtPD · LuxembourgClean
Findings CSVchecks_14.csv downloaded: 11 findings
Every upload has a check report: each file's result and every finding, ready to export.

What it does

From extract to sign-off, in one place

Valuation teams spend month-end moving data between the policy system, spreadsheets and the actuarial model, then proving it all ties up. AutoImpact does that work in one application, with the checks, approvals and audit trail built in.

TRACE

Load

Policy-system month-end files, unit prices, the fund mapping and exchange rates, checked against the interface specification.

TRACE

Reconcile

The model point file, built and reconciled field by field to production against your success criteria.

PRISM

Value

Lux GAAP and IFRS 17 on your basis: reserves, fulfilment cashflows, the risk adjustment and the CSM.

TRACE

Sign off

Doer, checker and reviewer each sign every step of the reporting cycle. Every correction is a new, recorded version; every change to a basis needs a second person.

Two engines

TRACE for the data. PRISM for the modelling.

  • TRACE, the Transformation, Reconciliation, Automation and Control Engine: extracts, data quality, model point files, reconciliation, lineage and sign-off.
  • PRISM, Policy Rules and Insurance Simulation Modelling: cashflow projection, best estimate liabilities, Lux GAAP reserves and the IFRS 17 CSM engine.
  • One control layer across both: roles built from business processes, second-person approval, a hash-chained security log.

About TRACE About PRISM

TRACE data-layer run: briefing success criteria by product with the three-person sign-off
A data-layer run: success criteria by product, validations, the interface check and the three-person sign-off.

Independent review

Check it yourself, in Excel

Every valuation run comes with a reviewer workbook: the calculation rebuilt in ordinary Excel formulas from the same inputs and basis, with AutoImpact's figures beside them and a check that they agree to the cent.

  • Formulas you can read. Plain arithmetic and lookups, nothing hidden.
  • Test the basis. Change a rate, a lapse table or the cost of capital and everything recalculates.
  • Two implementations that agree. AutoImpact's tests recalculate the workbook and require agreement.

How the reviewer workbook works

Reviewer workbook summary: formula results beside the engine's, all agreeing

See it run

Your first valuation in under a minute

Load a book, start a run and read the best estimate, the cost of guarantees and the reconciliation to last year's model points.

Step by step to your first results

Load a book and get a first valuation. Synthetic data; no real policyholders.

Treatments

Lux GAAP, Solvency II and IFRS 17 from one projection

Available

Lux GAAP

Mathematical and unit-linked reserves on your basis note's definitions.

Available

Solvency II best estimate

Best estimate liabilities on the EIOPA curves, and the cost of financial guarantees.

Available

IFRS 17 GMM and VFA

The CSM roll-forward, risk adjustment, reinsurance held, transition and disclosures.

All features and treatments  ·  Roadmap: the 2027 Solvency II review, SCR, QRTs, ORSA and embedded value

Why teams choose it

Control without the platform overhead

On your machines

A Windows installer that needs no administrator rights, or a Linux container with PostgreSQL. Your data stays on your network.

Governed by design

What a person can do comes from the business processes in their role. Basis changes and resets need a second person.

Transparent calculation

Every policy, month and step shows its formula and the basis item it used. The methodology document is written from the same definitions.

Questions

How does a reporting period run in AutoImpact?

As a reporting cycle: data, transform and validate, assumptions and basis, model, and reporting. Each step is done, checked and reviewed by three different people, with notes and the files or runs it rests on. In a production cycle the steps go in order and evidence with blocking findings is refused. Nothing in the record is ever changed or deleted.

Do we need to write code to use AutoImpact?

No. The basis, method choices and validation rules are set in forms, data transformations and column mappings are set up in TRACE, and add-on items for the Lux GAAP valuation are written in plain language in PRISM. Every change is approved by a second person, and every figure shows its formula in plain language.

What is AutoImpact?

AutoImpact is actuarial software for life insurers. It takes policy-system extracts to a reconciled, signed-off model point file (TRACE), then values the business under Lux GAAP and IFRS 17 (PRISM), with every calculation rebuilt in an Excel reviewer workbook so it can be checked independently.

Does our data leave our network?

No. AutoImpact installs on a Windows PC or runs in a Linux container on your own servers. Names and addresses are removed on upload and policy numbers are replaced with keyed pseudonyms; no AI service is sent your data.

Which IFRS 17 measurement models does it cover?

The general measurement model (GMM) and the variable fee approach (VFA), with a cost-of-capital risk adjustment, the CSM roll-forward, reinsurance held, transition approaches and the disclosure reconciliations.

All questions

See it on your own data

A 30-minute call: we show TRACE and PRISM on the demo book, then talk through your extracts, your basis and your reporting dates.

Or email hello@autoimpact.co.uk · Ask for the brochure