Policyholder Detail History

Horizon Series

Our Horizon series gathers and organizes Policyholder Detail History (PDH). The PDH file is used for FAS 97 and FAS 120 historical cash flows as well as to feed PolySystems Experience Study software.
 

 

Key features include:

• Policy level data is gathered monthly;
• Seamless integration:
  • Master describes products and valuation structure;
  • Delphi manages projection efforts.
• The history gathering process merges current history with previous history;
• Organizes and gathers history, rolled up to plan/year of issue data streams;
• The process is transaction oriented:
  • Commissions;
  • Premium payments;
  • Deaths;
  • Withdrawals;
  • Claims;
  • Surrenders.

To view an excerpt from our system manual, click here.

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