Tabular for Microsoft Excel
Solvency II Reporting – A comprehensive solution
Tabular is an Excel-based Solvency II narrative and QRT XBRL reporting tool, seamlessly integrated into Microsoft Office.
Powerful, Efficient, Save Time
T4U / EIOPA
EIOPA decommissions the Tool for Undertakings (T4U) – If you are looking for a EEA wide low cost T4U alternative, we would welcome the opportunity to introduce you to Tabular, our low cost XBRL reporting tool that delivers all the functionality of T4U and much more. Please click on the following link to find out about the timelines for EIOPA’s decommission of T4U and how we can help you T4U Alternative
Solvency II Solutions presents on SFCR with A.M. Best
On 19th January our CEO, John Staines, presented at the A.M. Best Solvency II public disclosures seminar. Topics included: templates included within the SFCR, the narrative disclosures within the SFCR and relation to RSR and ORSA, external audit of the SFCR and finally market impact of voluntary SFCR disclosures already made.
Slides from the event are available here
The Industry’s leading Solvency II Reporting Tool
Built by people from the industry, for the industry.
Tabular’s low IT footprint allows users to rapidly deploy and implement within minutes across their organisation. Innovative, use of a server-less database provides multiple users with an enterprise-quality control structure, while continuing to operate in an excel based environment.
Governance requirements metFully equipped to meet the onerous new Solvency II data governance requirements, such as the need for a full audit trail, without expensive license costs.
Local source linkingTabular enables users to directly link source files to the reporting tool – unlike cloud-based solutions.
QRT templatesAll EIOPA, Lloyds and national specific templates across the EEA.
ValidationsAll EIOPA, XBRL taxonomy, Lloyds, and NST specified validation, plus additional bespoke SiiS validations.
SubmissionsAll file formats including XBRL, XML, Excel, Word and PDF (for SFCR and RSR) as required under Solvency II.
Unique and Innovative Functionality
Tabular is packed with innovative features that make the business of Solvency II reporting easier than it has ever been.
Unlike our peers, through our client-side experience of delivering Solvency II projects, we at SiiS have uniquely developed a suite of additions that can assist in solving the challenges that your company is bound to face during the Solvency II process.
Grant access to those who need it, and limit it for those who don’t.
Unlike simple Excel based solutions, Tabular has an enterprise-like security module requiring system credentials for all users, allowing for example configurable control structure for each user and/or department such as controls for QRT read/write access, and schedules of authority for sign off and submission.
Full audit trail capability
Reviews and audits become easier with complete tracking of changes.
Tabular tracks every change by every user, as well as enabling user annotations, to provide a full archive for any internal or external audit or regulatory review.
Context-sensitive reference helps you make sense of the regulatory framework.
An in-built regulatory hub providing cell by cell context sensitive EIOPA and Lloyd’s Solvency II reference material – including Directive, Delegated Acts, ITS, Guidance, EIOPA Q&A’s, Lloyd’s pillar 3 return instructions, Lloyd’s pillar 3 FAQ’s, LMIF templates etc.
Seamless integration connects narrative report with QRTs ensuring they are always synced.
Fully configurable data connectivity with the Tabular database provides seamless integration with Microsoft Word ensuring real-time synching between quantitative and qualitative reports;
Innovative Data Import
Powerful and flexible data import; featuring extensive validations with real-time reporting, intelligent transformations and more.
Flexible, configurable import function that supports XML, Excel and CSV as well as the standard XBRL file format. In addition the tool provides extensive pre-import validations with detailed real-time reporting, custom import mapping, data transformations from source values to Solvency II compliant values, as well as connectivity to external APIs such as data vendors, or the proposed tripartite data exchange template.
Manage the Solvency II process by accurately keeping track of progress, managing contributions and dependencies, and utilising the full MS Office productivity suite.
A cutting-edge workflow engine integrating task, data and dependency management in an intuitive, interactive graphical interface with QRT and other data content. Administrators and task owners can be automatically notified of upcoming, new or missed deadlines by virtue of full integration with other Microsoft Office applications (e.g. Outlook).