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Insurance policy reconciliation

PolicyLedger.

A desktop app that compares policy records from LifePRO and DataMart exports and shows where they disagree.

macOS and WindowsPrivate prototype
The PolicyLedger overview on a Mac: six policies in view, four open findings and one source needing review, with a list of differences and the time each source was last confirmed.
Operations. The overview in the Mac app, showing its built-in sample workspace. Every record is synthetic.

What it is

PolicyLedger is for insurance operations teams who work across a policy administration system and a reporting database. It loads an export from each, lines up the same policy in both and shows the values that differ.

Every value keeps the time of its source beside it. A nightly batch that disagrees with a current export may simply be older, and the app makes that visible.

What it does

Matching
Policies from LifePRO and DataMart exports are matched by installation, company and policy number.
Differences
Differences are calculated from the two sources. They are not copied from a list supplied with the export.
Source times
Each value appears with the time its source was recorded.
Live reload
The Mac app reloads when the export file changes. If a reload fails it keeps the last good data and marks it.
Read only
PolicyLedger reads exports. It does not change a policy.

Try it

One sample policy as two sources record it. The figures are invented and no insurer system is connected.

Sample policy · Annual premium

LifePRO export

$1,200.00

Recorded today, 09:00

DataMart batch

$1,180.00

Recorded last night

The premiums differ by $20.00.

Availability

PolicyLedger is a private prototype for macOS and Windows. It works from exported files and sample data and has no live connection to an insurer’s systems. There is no public download.

PolicyLedger is an independent project. It is not affiliated with or endorsed by the makers of LifePRO.