A global insurance operator had no structured mechanism to measure or report customer protection standards. CALIGO designed and delivered an end-to-end CPS reporting platform calculating 18 KRIs across 3 Lines of Business, with drill-down Power BI dashboards for operational teams.
A major insurance operator with reporting obligations to its global headquarters had no structured, data-driven mechanism to measure and communicate customer protection standards across its business. There was no shared definition of the relevant metrics, no repeatable process for producing them, and no visibility at the business unit level to identify where customer protection indicators were deteriorating. The underlying data existed within the Oracle Exadata data warehouse at customer, product, and policy granularity — but had never been aggregated or surfaced in a form that served either global reporting or internal operational use.
CALIGO designed and delivered an end-to-end Customer Protection Standards reporting platform covering 18 Key Risk Indicators across the customer, policy, and product dimensions — calculated for each of the company's 3 Lines of Business and reported to both global headquarters and internal business units. The platform is built on the company's Global Data Warehouse on Oracle Exadata. PL/SQL packages process individual customer, product, and policy records to compute each KRI with full traceability back to source data. A two-tier output layer serves distinct audiences: detail-level tables surfaced through Power BI dashboards for business unit operational use, and a summarisation layer formatted for global headquarters reporting. Business unit engagement was built into the delivery model, with Power BI reports designed around each unit's operational workflows.
The platform delivers 18 KRIs across 3 Lines of Business with full traceability from summary figures to source-level records — giving headquarters consistent, comparable reporting and giving business units the granular visibility to identify which customer or policy populations are driving any given indicator. Power BI dashboards replaced manual, ad hoc data requests with self-service operational analytics. The business units can now identify deteriorating customer protection indicators proactively and act on them without requiring technical support.