Data Portal
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Reference Monitor | Monthly audit summary
Reference Monitor | New IDs added to Epic this month
Reference Monitor | Review and approve or reject field changes
Reference Monitor | Current state of all 11 reference tables
Personal Lines | Filter then run report
Personal Lines | Filter then run report
Financial Anomalies | Summary counts across all anomaly types
Financial Anomalies | Policies where term is zero or negative, not cancelled
Financial Anomalies | Active policies with no estimated or billed premium
Financial Anomalies | Cancelled policies showing a full 1-year term
Financial Anomalies | Policies past expiration date still showing active status
Financial Anomalies | Policies with future effective dates already showing billed premium
Financial Anomalies | Non-cancellation policies with term under 30 days
Financial Anomalies | Policies where billed and estimated premium differ significantly
Financial Anomalies | Tracked changes to EstimatedPremium, EffectiveDate and ExpirationDate