Model Documentation

Model code and Excel data generate documentation drafts and support migration to actuarial software platforms.

Business impact

• Time to document models — Reduces the time required to create and update comprehensive model documentation
• Model migration efficiency — Speeds up migration from Excel to specialized actuarial software with fewer errors
• Model quality — Improves documentation completeness, supporting better validation and compliance

Data requirements

• Financial model code and metadata (Code) — Used to extract model logic and generate descriptive documentation
• Excel spreadsheets (Structured) — Source data for migrating prototype models to robust actuarial software
• Internal knowledge bases (Text) — Provide domain-specific context to enhance documentation accuracy

AI methods and techniques

• Agentic AI — Automates multi-step tasks like code analysis, documentation generation, and migration
• Generative AI — Generates human-readable documentation drafts from model code and metadata

AI models and model families

GPT-4o, Claude, Azure OpenAI

Industries

Real-world evidence

2 documented case studies on record.

Companies using this: Google, WTW.