Bordereaux Analyst

Any partner’s layout in. The bordereau they require, out.

One product covers premium and claims bordereaux and cession statements. Brisc reads the layout each partner actually sends, validates every row at ingestion, versions it against the last file you accepted, and generates the bordereau back out in the format the receiving party requires.

Bordereaux Analyst
Read June bordereau · program214 rows
Validated against binder terms213 of 214 clean
Exceptions flagged1 routed to review
Awaiting reviewer approvalqueue: 1 item
EXC-0214 Analyst reasoning GBP 18,406.12

Row 214, delegated binder program, June bordereau. Commission billed at 30.0% against a contracted binder rate of 22.5%. Gross less commission, brokerage, taxes and fees doesn’t add up to the stated net premium; the difference is 18,406.12. Flagged for review, with the row left untouched.

June BDX row 214 binder schedule commission clause
1 exception in 214 rows audit trail: exportable
The jobs inside

Start from the file on your desk.

Three vantages on the same engine.

The rule library

Check every row before anyone works it.

Validation runs the moment a file lands. A sample of what runs:

Cross-version diff

Every file diffed against the last one you accepted, so nothing changes silently between periods.

Financial footing

Totals recomputed on every row, so the file balances before it moves anywhere.

Commission and brokerage

Rates validated against the binder, row by row, not sampled.

Duplicate transactions

Repeats flagged before they inflate the month.

Disappearing rows

Rows present last period and missing this one, surfaced instead of silently gone.

Every check is named and explained in the validation check library.

The output

Brisc writes bordereaux as well as reads them.

Ingestion is half the job. The other half is producing the file the other end needs, in their format, on their deadline.

The bordereau in their format

Normalised to one schema, then generated back out to the layout the receiving party requires: a carrier template, a syndicate layout, your own.

From source data, not just files

A partner file, a PAS extract, or a feed straight from your data warehouse. Whatever holds the written premium record.

The premium bordereau you owe capacity

Generated from matched cash and validated line items once the reconciliation balances.

Into your systems, not ours

Golden-schema export, or posted to your PAS, general ledger or data lake. Your systems of record stay canonical.

FAQ

Bordereaux management, answered

Does Brisc generate bordereaux, or only read them?

Both. The Analyst reads source data in whatever form it arrives, a partner file, a PAS extract, or a feed straight from your data warehouse, normalises it to one schema, and generates the bordereau back out in the format the receiving party requires, whether that is a carrier template or a syndicate layout. After cash is applied, it generates the premium bordereau you report up to capacity from validated line items. Brisc reads bordereaux and writes them.

Do we need a standardised bordereau before Brisc can work?

No. That is the work, not the prerequisite. The Analyst takes the layout each partner actually sends, maps it once with your operations team, and reuses that mapping every month. A validated file is a good input, but nothing has to be cleaned up before you start.

What formats does it read?

Whatever your partners send: Excel, CSV, PDF, any layout, market-standard and not-remotely-standard alike. The Analyst maps a partner’s layout once and the mapping persists per program, so month two isn’t month one again. No new templates, no format mandates.

When does validation run?

At ingestion. Every row is checked as the file lands, so by the time anyone opens it the exceptions are already queued with their evidence. There’s no separate validation step to schedule, and none to forget.

Does it correct our data?

No. Anything that fails a check is flagged with the reason and the source attached, queued for your team’s judgment. Nothing is silently corrected, and nothing changes without a person deciding it should.

Bring your own bordereau. Leave with it matched.

30 minutes, no slide deck. We run your real files, any format. Your book is specific; the walkthrough should be too.

Book the walkthrough