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Data Lineage Foundation for Insurance AI Agents

Every insurance AI result, traced to its source

  • 100% of facts carry a creation event, from upload to delivered output.
  • Feedback-driven learning: every reviewer correction is captured, so each run starts sharper than the last.
  • Your data stays yours, on your Azure, under your retention rules.

One value, five answers

Florida class 5551 payroll on a workers' comp underwriting submission, reconstructed from stored records alone.

  1. 1

    Where did it come from?

    ACORD 130 FL, page 3, file fingerprint af27…

  2. 2

    What happened to it?

    Extracted by the model, verified by code, used in a total, flagged.

  3. 3

    What touched it?

    Skill, model, carrier pack and rules versions at each step.

  4. 4

    Who decided?

    Reviewer, time and reason for every correction, plus final approval.

  5. 5

    Where did it go?

    The summary, email, downstream Skill or transaction it fed.

Across many decisions: ask the same questions at portfolio scale, like every submission where a class code was corrected, or every output produced with model version X.

AI governance for insurance, measured

AI governance for insurance needs numbers a regulator can test. Data Lineage Foundation commits to four targets, confirmed in ADR-15, with human-in-the-loop approval on every sealed record.

Integrity

Any edit, deletion or reordering is detected at load and on audit.

Retention

Follows your record-retention schedule, with legal hold.

Independence

Reconstruction needs no access to Claude, the Skill or the conversation, so the evidence outlives any one of your Insurance AI agents.

100%of facts carry a creation event
< 1 minto reconstruct one decision
~400events per submission run
100Kruns a year, per carrier

Captured, sealed, verified, stored

Data Lineage Foundation captures lineage inside the Skill run, seals it when a person approves, then verifies and anchors it on your Azure. This is AI in Data Lineage built for the auditor, not around them.

  1. Step 1

    Capture

    Sources are uploaded and fingerprinted. The Skill and lineage.py write an event at every step.

  2. Step 2

    Approve and seal

    A reviewer corrects and approves. This human-in-the-loop checkpoint seals the record, events and manifest into one bundle.

  3. Step 3

    Verify and load

    The bundle is saved to SharePoint or Blob. The loader verifies, anchors and loads it.

  4. Step 4

    Store

    Seal anchors go to immutable WORM Blob, the lineage store runs on PostgreSQL, and failures are quarantined with an alert.

  5. Step 5

    Use

    The Lineage API reconstructs any decision, Fabric and Power BI get an analytics copy, and evidence export serves audits and NAIC exams.

The same pipeline covers claims intake after first notice of loss (FNOL) and underwriting submissions: one data lineage model for every insurance workflow automation you run.

Feedback-driven learning

Your reviewers' judgment compounds. Each correction is logged with who, when and why, then fed back so the next run starts from what your team already knows.

Because every fix lives in the lineage record, you can see exactly which corrections shaped which outputs, and prove it to an auditor.

Built for the insurance industry, where data security isn't optional.

Your data stays yours.

It lives on your own Azure, is never pooled with another customer's data, and is never handed to outside vendors.

Every number on an executive dashboard traces back to the source transaction that produced it, on demand, in front of an auditor.

AI in insurance only scales when the numbers behind it hold up.

What we build

A permanent raw data layer, ACORD canonical modelling, and drill-through from any reported figure to its originating record. Platform-agnostic: Fabric, Databricks or Snowflake.

Who it's for first

MGAs and program administrators under $500M. They owe carrier partners traceable claims and underwriting data but rarely have the engineering function to produce it.

How it lands

A short paid assessment opens the relationship, then tiers into foundation build, reporting and extensions. Each tier is a fixed scope.

Data Lineage Foundation is the base layer for insurance-native AI agents: once every output is traceable, new agents for FNOL triage, claims and underwriting plug into the same record.

What's in scope

All ten Skills

Every run, from first input to delivered output.

Approach A, first 90 days

The design extends unchanged in shape to A+1, A+2 and A+3.

Out of scope

Prompts, tokens or chat transcripts, and carrier system lineage.

Why it leads: it demonstrates in ninety seconds and answers NAIC Exhibit D directly, the core of AI governance for insurance. It also turns every later package, from FNOL to new Insurance AI agents and insurance workflow automation, into an expansion conversation instead of a new sale.

Questions we hear first

What is Data Lineage Foundation for insurance?

It is the data lineage record layer that ties every AI-produced value, such as a class code, a reserve or a payroll figure, back to the document, page and step that created it. It covers claims, underwriting and intake workflows and is stored on your own Azure, so you can reconstruct any approved output for any past date.

How does human-in-the-loop review fit into data lineage?

Every correction a reviewer makes is logged with who, when and why, and final approval seals the bundle. After sealing, any edit, deletion or reordering is detected at load and on audit. Human-in-the-loop review is not a step outside the lineage; it is part of the record, and the backbone of AI governance for insurance.

Can it trace first notice of loss (FNOL) data through to the claim decision?

Yes. FNOL documents are fingerprinted at upload, and each extraction, validation and hand-off to a downstream Skill becomes an event. An adjuster or auditor can follow a value from the first notice of loss (FNOL) report to the summary, email or transaction it reached.

How does it support AI governance for insurance regulators and NAIC exams?

It answers NAIC Exhibit D directly. Evidence export produces audit-ready packages, and reconstruction needs no access to Claude, the Skill or the conversation. Regulators test the record, not the vendor's word, which is the standard AI in insurance is moving toward.

Which Insurance AI agents and platforms does it work with?

It covers all ten Skills in scope, on every run, and the data layer is platform-agnostic across Fabric, Databricks and Snowflake. New insurance-native AI agents inherit the same lineage, so AI in Data Lineage scales with your agent portfolio and claims and underwriting automation adds no new audit gaps.

See one decision reconstructed in 90 seconds

Start with a short paid assessment. We trace a live value from your own FNOL, claims or underwriting submissions and show you the human-in-the-loop record your carrier partners and auditors expect from your Insurance AI agents. That is Data Lineage Foundation in practice.

Explore Data Lineage for Insurance

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