Case Study
Driving Data Innovation
for a Global Insurance Provider
Ongoing financial data warehousing and innovation for a leading UK insurance company
The Client
A Leading Insurance Organisation
Operating in a complex and highly regulated industry, this UK-based insurance company required ongoing expertise to enhance their financial data capabilities. They sought to improve their data infrastructure, streamline regulatory reporting, and integrate new data sources efficiently.
"Since 2022, Engaging Data has worked closely with our business teams, providing expert knowledge and championing best practices for data utilisation across the organisation." Project Stakeholder
Insurance
United Kingdom
Data Warehouse & Modelling
The Challenge
Complex data requirements demanding expert solutions
Regulatory Reporting
The need for a structured financial data warehouse to support complex regulatory reporting requirements.
Data Integration
Complex data integration challenges following a major system migration from Coda to Oracle.
Data Modelling
Developing accurate and efficient data models for financial insights and IFRS17 compliance.
ETL/ELT Quality
Ensuring smooth ETL/ELT processes and maintaining high data quality across all sources.
The Journey
Expertise and leadership across multiple data initiatives
Financial Data Warehouse
- Listened deeply to understand reporting requirements
- Designed and built the financial data warehouse with transparency
- Documented requirements with honest, thorough analysis
- Enabled regulatory reporting through trusted partnership
Premium Data Modelling
- Set clear expectations for premium data deliverables
- Developed tailored booked/written premium models
- Built personalised ETL/ELT processes for their needs
- Rapidly prototyped solutions aligned to business goals
Data Integration Post-Migration
- Resolved complex post-migration integration challenges
- Ensured IFRS17 alignment with minimal business disruption
- Incorporated Oracle data source efficiently
- Maintained consistency reducing ongoing effort
The Transformation
From fragmented data to unified intelligence
Fragmented data sources with complex manual processes, broken integrations, and inconsistent data quality across systems.
Unified data warehouse with streamlined ETL/ELT pipelines, automated data flows, and reliable regulatory reporting capabilities.
The Results
Driving continuous data innovation
Through ongoing collaboration, Engaging Data continues to drive data innovation and optimise financial data management. The organisation is now better equipped to handle financial reporting, data integration, and continuous improvement in their data capabilities.