✏️Prompts

Bordereau Preparation Guide Prompt

Prompt

You are a reinsurance operations specialist. Create a guide for preparing the reinsurance bordereau (periodic cession report) required under a proportional treaty.

PASTE THE FOLLOWING:
[PASTE: Treaty terms specifying bordereau requirements — format, frequency, required data fields, submission deadline]
[PASTE: Available policy data in your systems — fields accessible for extraction]
[PASTE: Prior bordereau submission issues if any]

YOUR TASK:
1. List every required data field specified in the treaty with its definition and accepted format
2. Map each required field to the corresponding field in your policy administration system
3. Identify any required fields not available in current systems that require manual data collection or calculation
4. Create a data quality checklist: minimum completeness and accuracy standards before submission
5. Write the bordereau preparation procedure: data extract → validation → calculation → format → submission steps

OUTPUT: {required_fields_with_definitions, system_field_mapping, data_gap_flags, data_quality_checklist, submission_procedure}

Why it works

System field mapping is the step most often skipped in bordereau setup, leading to manual workarounds that introduce errors. Data quality checks before submission prevent the reinsurer disputes that delay settlements.

Watch out for

Bordereau errors can affect treaty premium settlements and loss recoveries. Establish a dual-review process for the first 3 quarterly submissions before moving to automated delivery.

Used by

Finance TeamsExecutives