Phase 3 Workspace

Operational Layer

Run post-Phase 2 operational analytics to generate reconciliation outputs, economics views, leakage controls, and action-ready artifacts.

ReconciliationEconomicsLeakage ControlsArtifacts

Numerator Focus

Loss + Excess + Salvage + Recovery Deductions / Premium

This workspace is optimized for rapid reruns after column mapping and assumption profile selection in the upload flow.

Phase 2 Linkage

No linked Phase 2 run found in local session yet. Upload and run once, then this link auto-binds.

Open Dashboard

1. Upload

2. Run Controls

`Client Workspace` is display name, `client_slug` is the URL-safe key used in run paths, and `client_salt` keeps deterministic IDs stable per workspace. Premium/Freight/Turnover inputs are optional portfolio-level controls for Phase 3 economics.

Important for realistic economics outputs

  • 1. Optional: Premium override (net premium for the same period)
  • 2. Optional: Freight override (total freight spend / turnover for same period).
  • 3. Optional: Assured turnover (manual total turnover for same period).
  • 4. Re-run Phase 3

If premium/freight are blank but turnover is provided, Phase 3 infers premium at 0.02% of turnover and freight at 8.75% of turnover.

Optional: Total freight spend for this portfolio period. Used for loss-per-freight and contract leakage indicators.

If premium/freight are blank, turnover drives inferred premium (0.02%) and inferred freight (8.75%).

Uses last saved column mappings and assumption profile from the upload workflow. Add premium/freight or turnover for stronger portfolio-ratio economics.

Hard block active: accept NDA for this file on Phase 2 Dashboard before running Phase 3.

3. Artifacts

0 files

Artifacts appear after a successful run.

Run Summary

Run Phase 3 to populate operational KPIs.

Reconciliation Downloads

Operational transparency outputs for review and audit trails.

Client and counterparty views are exposed side by side

The workspace produces transparent outputs; final decisions remain with your operating and claims teams.