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Load Data / Assert Ready for Report


  • ?? Facilitate semi-auto inquiries, metadata management scheme
  • ?? Day 1 - PDF uploaded somewhere


  • KS - Homework, turn the above into arch statements or drawings/tenets, not in the requirements, feel little like requirements still, how do we add progress outside meetings?
  • PA - like about reqs - key of what genre a req comes from and a unique ID - can we get a unique ID for these elemtns and a table, what refs what reqs, do homework
  • KS - components or arch elements as oppsed to reqs - talking solutioning, trying to take reqs and apply to scenarios, break out into a set of arch statements for each component (LD1 assert up to a date on the data, LD2), then consolidate  - AAIS team to org this doc into that format (due next Mon 8/8
  • SK - is the reqs based on discussions, done, next step to jump into solution design and arch? 
  • PA - jumping in makes sense, int in 2 things: interactions of network and HDS, hard to think of how data load happens w/o knowing target
  • SK - deliberated reqs, organized, next step not to re-deliberate reqs but to solidify the arch or at least start on it NOT reclassifuying this into another set of reqs
  • KS - avoid that, these are functional areas sys needs to support, not get to details of tech for a while, all the ideas that need to hold true, made progress in open ended way
  • JB - top down/bottom up - some sense going back to phases of the sys we started with, keep in mind arch we are dealing with network, not centralized data center, keep in mind org funct around aspects of that network, reflect some of the initial thinking arch needs to be supported, what are the elements for producers, processors, receivers of data
  • KS - need to be tolerant of chaos, in between meetings remove chaos and refine, brainstormer, raw material
  • PA - outlined our big boxes? 
  • KS - Data formats? Stat plan

Define Format

  • What is the data? Glossary or definition? What is being loaded (stat report well-defined)
  • Assumption - stat plan transactional data, metadata is handled by spec docs as yet to be written
  • Data existing in HDS, what schema says, there to fulfill stat report, this is just data thats there, period and quant/qual of data designed to do stat report, for this purpose just a database
  • Minimal data catalog - whats the latest, define whats there (not stat report per se), whats in there is determined thru the funct described (time period, #, etc.) - diff between schema for a db and querying it, format for what could be in there
  • Minimal form of data catalog - info about whats in the data
  • Schema is set but might evolve - "type of data loaded" - could say "not making assertions this data is good for a specific data call but to the best of our ability it is good to X date"

Load Function


Edit Package

  • when we discuss loading data is it already edited and run thru FDMA rulebase and good to go or raw untested data
  • ASSUMING thru the edit
  • Can tell how goods the data and through when

Data Attestation

  • Have it or don't by time period
  • Assumption - run report, everyone is always up to date with data, loading thru stat plan, data has been fixed in edit process, ask for 2021 data its there
  • Automated query cant tell if data is there, may have transax that haven't processed, dont know complete until someone says complete
  • Never in position to say "complete" due to late transax
  • If someone queries data on Dec 31, midday. not complete - transax occur that day but get loaded Jan 3 - never a time where it is "COMPLETE"
  • Time complete = when requested - 2 ways - 1 whenever Trav writes data, "data is good as of X date" metadata attached, Trav writes buisness rules for that date, OR business logic on extract "as long as date is one day earlier" = data valid as of transax written
  • Manual inseertion - might not put more data in there, assume complete as of this date
  • Making req on Dec 31, may not have Dec data in there (might be Nov as of Dec 31)
  • Request itself - I have to have data up to this date - every query will have diff param, data it wants, cant say "I have data for all purposes as of this date"
  • 2 dates: 12/31 load date and the effective date of information (thru Nov 30)
  • Point - could use metadata about insertion OR the actual data, could use one, both or either
  • Data bi-temporal, need both dates, could do both or either, could say if Trv wrote data on Jan 3, assumption all thru 12/31 is good
  • May not be valid, mistake in a load, errors back and fixing it - need to assert MANUYALLY the data is complete as of a cert time
  • 3-4 days to load a months data, at the end of the job, some assertion as to when data is complete
  • most likely as this gets implemented it will be a job that does the loading, not someone attensting to data as of this date -where manual attestation becomes less valuable overe time
  • as loads written (biz rule, etc.) If we load on X date it is valid - X weeks, business rule, not manyual attestation - maybe using last transax date is just as good - if Dec 31 is last tranx date, not valid yet - if Dec 31 is last transax date then Jan 1
  • Data for last year - build into system you cant have that for a month 
  • Start with MANUAL attestation and move towards automated
  • Data thru edit and used for SR, data trailing by 2 years
  • doesnt need to be trailing 
  • submission deadline to get data in within 2 years then reconciliation, these reports are trailing - uncomfortable with tis constraint
  • our ? is the data good, are we running up to this end date, not so much about initial transax than claims process
  • May have report that wants 2021 data in 2023 bug 2021 data updated in 2022
  • Attestation is rolling, constantly changing, edit package and sdma is not reconciliatioj it is business logic - doesnt have to be trailing
  • As loading data, whats the last date loaded, attestation date
  • sticky - go back x years a report might want, not sure you can attest to 
  • decoupling attestation from a given report (data current as of x date), 
  • everyting up to the date my attestation is up to date in the system
  • "Data is good through x date" not attesting to period
  • Monkey Wrench: Policy data, our data is good as of Mar 2022 all 2021 data is up to date BUT Loss (incurred and paid) could go 10 years into future
  • some should be Biz Logic built into extrat pattern - saying in HDS< good to what we know as of this date, not saying complete but "good to what we know" - if we want to dome somethign with EP, "I will only use data greater than X months old as policy evolves
  • Loss exposure - all losses resolved, 10 years ahead of date of assertion, as of this date go back 10 years
  • decouple this from any specific data call or stat report - on the report writer 
  • 2 assertion dates - one for policy vs one for claim
  • not saying good complete data, saying accurate to best of knowl at date x
  • only thing changing is loss side
  • saying data is accurate to this point in time, as of this date we dont have any claim transax on this policy as of this date
  • adding "comfort level" to extraction?  - when you req data you will not req for policies in last 5 years - but if i am eric, wants to und market, cares about attestation I can give in March

Exception Handling

  • Account for exception processing

Metrics/Reporting (process)

Data Catalog (meta data about whats in the db - some notion of whats available currently)

History Requirements 

  • rollout period - not keeping 20 years of data

Schema Migration/Evolution

Create Report Request (Configuration)

Define jurisdictional context/req (single or multi versions of same report)

How often it runs

Data Accessed


Roles and Permissions


Extraction Pattern

Aggregation Rules


Participation Criteria

Two Phase Consent

Data Path (from TRV to X to Y - where is the data going and for what purpose)

Development Process (extraction/code)


Auditability of data

Generate Report

Rule Base for each report

Extract Data  (will involve aggregation)

Transmit Data (from HDS to analytics node)

Combine Data (various sources)

Consolidate Data (at the report level)


Format the output

Validate against participation criteria (vs report config)

Exception Processing


Generate Report


Reconciliation (Manual day1?)

Extraction error detection & handling

Reconciliation (make sure report is correct based on request - reasonability check on the report - NOT financial reconciliation)

Financial Reconciliation (Oracle? Source of truth to tie against those #s?)

Statistical Reconciliation


Deliver Report

Make report available (S3 bucket public/private? start private)

Permissioned Access

Deliver to participants (carriers)

Deliver to subscribers (requestors)



Exception handling

Data Call

Load Data

Create Data Call

Like Data Call

Issue Data Call

Subscription to Data Call

Consent to Data Call

Mature Data Call

Abandon Data Call

Clone Data Call

Deliver Report

Application Components

Data Sources, Sinks and Flows








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