Principles-Based Reserving

Corporate 129

With principles-based reserving (PBR) standards having taken effect, the world of valuations and projections has undergone a major transformation. One resulting challenge is that traditional, separate systems for valuation and projection are not equipped to both perform ALM projections and meet PBR calculation, assumption, and reporting requirements. Another complexity is that the projection of reserves for cash flow testing, pricing, risk, and financial plan now requires the ability to do nested stochastic modeling. This drives a need for efficient models and on-demand computing power.

Explore the power of a single, modern platform that provides the right combination of governance, flexibility, and speed that PBR standards demand. Out of the box, FIS Insurance Risk Suite's standard libraries provide companies with everything they need to calculate VM-20, VM-21, or VM-22.

Single-run, single-click

Even though VM-20 is comprised of multiple parts (a net-premium reserve, a deterministic reserve, and a stochastic reserve), Insurance Risk Suite saves you time and effort by letting you calculate all three parts at once with one button click.

VM-21 and VM-22 reserve components (stochastic reserve and additional standard projection amount) can also be calculated with this single-run approach.

Additionally, the New York Regulation 213 requirement can optionally be included within this single-run framework.

Estimate future reserves

FIS Model Developer helps you accurately price products, forecast earnings, and understand capital requirements by projecting future PBR reserves. To accomplish this, Model Developer calls a model from within another model, enabling stochastic-on-stochastic modeling and other advanced modeling techniques.

Learn more about our Nested Structures functionality. 

Reduce runtime

When projecting future principles-based reserves, Model Developer reduces runtime by providing you with the ability to call a grouping algorithm “on the fly” within the model. This allows you to use seriatim data in the outer run and NPR calculation, while using grouped data for calculating the deterministic and scenario reserves.

Users can control the frequency of the valuation nodes to reduce runtime. You may want more frequent nodes for a few years and then larger increments into the future. For example, you can specify to run the inner scenarios annually for the first five years of the outer projection and then once every five years thereafter.

Meet allocation requirements

FIS Model Developer performs the allocation of excess reserves back to the individual policy level, as required by VM-20, VM-21, and VM-22.

Analyze reserves

Unlike traditional statutory reserving, PBR can at times be a stochastic ALM projection – resulting in a greater amount of data and more reliance on business intelligence tools to gain an accurate understanding of how and why reserves are moving through time. FIS Insurance Risk Suite provides database tools to store these results and perform the necessary analysis.

Learn more about the FIS SQL Connector and our award-winning Data Management Platform.

Conduct experience analysis

PBR assumptions rely heavily on a company’s own experience. Insurance Risk Suite provides an integrated experience analysis tool, called FIS Experience and Rating Manager, for creating assumptions as well as an assumptions management tool for viewing, editing and updating those assumptions.

Learn more about our integrated experience analysis tool, Experience and Rating Manager, and Assumptions Manager.