Impact
Tactable assisted a leading Canadian bank to modernize the data-intensive processes underpinning its Pension Risk Transfer business. The solution was designed to reduce manual effort across acquisition, onboarding and reconciliation, improve data quality and consistency, accelerate bid preparation, and establish a foundation for continued automation as transaction volumes grow.
Industry
Financial Services | Insurance
Key Services
Key Technology
- Microsoft Azure
- AI/ML
- Data Processing & Validation
The Vision
Creating a Scalable Data Foundation for Pension Risk Transfer
Tactable was engaged to create a more standardized approach to ingesting, validating, transforming and reconciling this information — reducing operational effort while enabling faster and more reliable processing.
The Solution
Building an Intelligent Dataflow for PRT Operations
Standardized data ingestion & preparation
Built structured processing capabilities for acquisition, onboarding, builder and reconciliation files, incorporating existing macro-based workflows into a standardized cloud-based process.
Automated data validation & quality controls
Implemented validation rules for completeness and consistency, with error and warning summaries that allow teams to identify issues, remediate data and reprocess updated datasets.
Automated transformation & output generation
Standardized heterogeneous source data and generated consistent builder files, pricing datasets and reconciliation outputs for downstream PRT processes.
Scalable automation foundation
Designed the solution as a reusable processing framework that reduces dependency on manual handling while creating the foundation for additional automation and optimization across the PRT lifecycle.
The Tactable approach
