How adopting Oracle BI with dynamic data visualization templates allowed a global insurance corporation with 150,000+ docs turnover to automate 92% of its claims reporting and operational analytics workflows, decrease flaw detection time from several days to 2–4 hours, and leave no room for human error.
Domain:
Enterprise Content Management
Budget:
$2.000.000 +
Team:
13 developers, 4 QA engineers, 2 Team Leads, a Project Manager
Duration:
4 years
About 150,000 documents, such as claims files, policy documents, underwriting dossiers, and related records, are created annually within our client’s organization. Their lifecycle spans claim registration, assessment, approval, payout, compliance review, and long-term archiving. Although the company had already moved away from fully paper-based processes, many workflows remained fragmented across legacy systems, leading to delays, duplicated efforts, and limited transparency into ongoing operations.
As the organization scaled beyond thousands of employees, these inefficiencies manifested as major bottlenecks, hindering core insurance processes:
At the same time, increasing regulatory pressure required consistent, traceable reporting supported by reliable data. Without automation and end-to-end visibility into claims and workflows, the company faced growing operational risk and limited ability to improve performance at scale.
Under these conditions, implementing a BI-driven approach to reporting and analysis became vital for ensuring transparency, efficiency, and sustainable growth.
The Instinctools team took over rewiring the existing document workflow system and turning it into a practical reporting tool for insurance operations. The goal was to give teams a clear view of claims and operational processes, make reporting faster and easier, and enable near real-time analytical visibility across departments and business units instead of semi-manual tracking.
Working on the project, our team:
As a result, most reporting steps that previously required manual data collection, preparation, and formatting were automated, removing repetitive work from claims and operational teams.
Improved UI/UX design for faster navigation across claims and operational reports
Flexible data analysis with the ability to slice and dice large volumes of claims and policy data
Historical data preservation for tracking trends and comparing past and current performance
Access Control List (ACL) integration to manage report visibility based on user roles and responsibilities
ECM Documentum
JasperReports
Oracle Database
Propriate SW (Spring, Java)
