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Methodology

Build the analytical chain so someone else can review it.

The method starts with intended use and ends with documented ownership, limitations, review evidence, and next decisions.

Engagement Sequence

Six stages

01

Decision framing

Define intended use, decision owner, audience, materiality, timeline, required approvals, and what the work will not be used for.

02

Data and assumption map

Identify sources, definitions, quality issues, transformations, expert judgments, and assumption ownership.

03

Model or workflow build

Translate insurance mechanics into transparent calculations, scenario logic, rules, controls, or process states.

04

Testing and challenge

Use reconciliation, reasonableness checks, sensitivities, stress cases, exception paths, and independent review questions.

05

Decision package

Present outputs with assumptions, uncertainty, options, tradeoffs, limitations, and the decisions management must make.

06

Governance and handoff

Document ownership, versioning, review evidence, change control, monitoring, escalation, and any credentialed review required.