Abstract: A method for populating a portfolio management database with one or more data records from at least one database. The populating the portfolio management database may include altering at least a portion of the data records and selecting a portion of the data records based on rules for the portfolio management database. A search string associated with a search of the portfolio database management database is received and a search of the portfolio database based on the search string is conducted. The results of the searching are output to a user interface.
Type:
Application
Filed:
December 23, 2022
Publication date:
August 3, 2023
Applicant:
Zurich Insurance Company Ltd.
Inventors:
Kirill Pankratov, Stefan Ackermann, Prezmyslaw Rymaszewski
Abstract: A computer system receives accounting inputs and performs calculations and generates reports that transform the accounting inputs into actuarial outputs, such as a contractual service margin (CSM) according to IFRS 17. The computer system generates an audit trail enabling the calculations and report generation to be repeated. The audit trail may include associating version data with entities used to generate the actuarial outputs, where the entities include a formula, workflow, procedure, algorithm, and a software module. Entities may also include master data used to generate the actuarial outputs. Projected values for the actuarial outputs and sensitivity analysis may be performed by processing adjusted versions of the accounting inputs.
Abstract: A method for providing insurance, which includes steps of issuing a first insurance policy covering risk disposed in one or more different countries, determining if one or more of the countries prohibit insurance issued by foreign insurers, and subsequently issuing one or more additional insurance policies, if such insurance is prohibited. The additional insurance policies may be issued in each country, or for groups of countries.
Type:
Grant
Filed:
December 20, 2007
Date of Patent:
December 13, 2011
Assignee:
Zurich Insurance Company
Inventors:
Martin Strnad, Mark Hetherington, Andrew Gitsham, Jude Buckley, Urs Lüthy
Abstract: A method for monitoring insurance, which includes steps of storing a plurality of Tax Records in a database, where each Tax Record corresponds to one or more insurance agreements, and permitting the display of at least one of the plurality of Tax Records. The method assists insurers with multinational customers in keeping track of insurance agreements, and ensuring compliance with legal, regulatory and tax requirements across different states, nations or jurisdictions.
Type:
Grant
Filed:
December 21, 2007
Date of Patent:
November 29, 2011
Assignee:
Zurich Insurance Company
Inventors:
Martin Strnad, Mark Hetherington, Andrew Gitsham, Jude Buckley, Urs Lüthy
Abstract: A method for monitoring insurance, which includes steps of storing a plurality of Tax Records in a database, where each Tax Record corresponds to one or more insurance agreements, and permitting the display of at least one of the plurality of Tax Records. The method assists insurers with multinational customers in keeping track of insurance agreements, and ensuring compliance with legal, regulatory and tax requirements across different states, nations or jurisdictions.
Type:
Application
Filed:
December 21, 2007
Publication date:
July 24, 2008
Applicant:
Zurich Insurance Company
Inventors:
Martin Strnad, Mark Hetherington, Andrew Gitsham, Jude Buckley, Urs Luthy
Abstract: A method for providing insurance, which includes steps of issuing a first insurance policy covering risk disposed in one or more different countries, determining if one or more of the countries prohibit insurance issued by foreign insurers, and subsequently issuing one or more additional insurance policies, if such insurance is prohibited. The additional insurance policies may be issued in each country, or for groups of countries.
Type:
Application
Filed:
December 20, 2007
Publication date:
July 3, 2008
Applicant:
Zurich Insurance Company,Corporate Center
Inventors:
Martin Strnad, Mark Hetherington, Andrew Gitsham, Jude Buckley, Urs Luthy