at Financial Technnology Year
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Sisense for Cloud Data Teams from Sisense
Sisense allows users to prepare, analyze and visualize any data, enabling companies to deliver insights at scale. It includes robust self-service capabilities and an intuitive user interface.
Product analysis by function
Product Performance Dashboards for Product Development
Visualization tools that track key performance indicators for insurance products, helping teams identify trends and make data-driven optimization decisions.
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Data Integration & Connectivity
(0 Yes /0 Known /10 Possible features)
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Multi-Source Connectivity Connects to multiple internal and external data sources (e.g., policy admin, claims, CRM, external data services). |
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Real-Time Data Sync Supports updating data in real-time or near real-time for up-to-date dashboard views. |
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APIs Support Offers robust API access for inbound and outbound data ingestion. |
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Scheduled Data Refresh Automates regular data refreshes at configurable intervals. |
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Manual Data Upload Allows users to upload and import data files directly into the dashboard. |
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Data Model Flexibility Can accommodate varying data models or schemas (custom fields, entity adjustments). |
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Data Validation Automatically checks and highlights data inconsistencies, missing values, or errors upon ingestion. |
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ETL (Extract, Transform, Load) Automation Automates extraction, transformation, and loading of data for dashboard preparation. |
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Data Volume Handling Maximum data records supported per dashboard update cycle. |
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Data Latency Time between data generation and its representation on the dashboard. |
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KPI and Metrics Tracking
(0 Yes /0 Known /9 Possible features)
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Custom KPI Configuration Ability to define new KPIs tailored to specific product or project needs. |
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Pre-Built Insurance KPIs Includes a library of commonly used insurance KPIs (loss ratio, claims frequency, policy growth, etc.). |
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Metric Drill-Down Navigate from high-level KPIs into underlying metrics, products, or business segments. |
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Trend Analysis Visualizes KPIs over time to highlight trends and seasonality. |
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Target/Benchmark Comparison Compare current performance against predefined targets or historical benchmarks. |
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Variance Analysis Highlights variances between actual, forecasted, and target KPIs. |
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Real-Time KPI Updates KPIs are updated automatically as soon as data changes. |
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Automated Alerts on KPI Changes Sends notifications when KPIs cross certain thresholds. |
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KPI Calculation Speed Average computation time to refresh or recalculate KPIs. |
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Visualization and User Interface
(0 Yes /0 Known /9 Possible features)
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Chart Types Range of visualizations supported (bar, line, pie, heatmaps, waterfall, etc.). |
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Interactive Dashboards Users can filter, drill down, and interact with dashboard elements in real time. |
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Customizable Layouts Flexibility in arranging and customizing dashboard views and widgets. |
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Theming/Branding Options Can apply organization-specific colors, logos, and styles. |
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Mobile Responsiveness Dashboard interfaces adjust for optimal display and use on mobile devices. |
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Export/Download Visualizations Export charts, dashboards, or data in various formats (PDF, Excel, PNG, etc.). |
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Dashboard Load Time Time it takes for a dashboard to become interactive after opening. |
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Widget Library Size Number of pre-built widgets or visualization tools available. |
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Accessibility Compliance Supports WCAG or similar accessibility standards for diverse user needs. |
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Collaboration & Workflow
(0 Yes /0 Known /8 Possible features)
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Commenting/Annotation Users can annotate dashboards, data points, or charts for discussion. |
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Sharing Controls Granular control over who can share, publish, or distribute dashboards. |
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Role-Based Access Set permissions by role or user group (view, edit, admin, etc.). |
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Real-Time Collaborative Editing Multiple users can view and edit dashboards simultaneously. |
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Task Assignment & Workflow Integration Assign tasks related to dashboard insights and link to workflow tools (JIRA, Asana, etc.). |
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Version Control Track changes and revert to previous dashboard versions as needed. |
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Insight Sharing Frequency Maximum scheduled dashboard/email share events supported per day. |
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User Notification Options Supports multiple modes of user notification (email, in-app, SMS, etc.). |
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Security & Compliance
(0 Yes /0 Known /8 Possible features)
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Data Encryption at Rest Data stored within the system is encrypted for security. |
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Data Encryption in Transit Data is encrypted during transmission between systems or users. |
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Audit Logging All user access and changes are logged for review and audit. |
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Single Sign-On (SSO) Support Supports secure, centralized authentication via SSO. |
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Multi-Factor Authentication Requires more than one method to authenticate user access. |
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GDPR/Data Privacy Tools Supports data subject requests and other privacy obligations. |
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Role-Based Security Policies Policies can be tailored to different user types and roles. |
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Regulatory Compliance Certifications Holds recognized certifications (SOC 2, ISO 27001, etc.). |
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Alerting & Notification
(0 Yes /0 Known /6 Possible features)
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Threshold-Based Alerts Users can set thresholds on KPIs to trigger notifications. |
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Frequency of Notification Frequency at which the system can send notifications for events or alerts. |
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Multi-Channel Notification Delivery of alerts via multiple channels (email, SMS, push, in-app). |
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Alert Customization Users can define severity, channel, and format of notification. |
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Summary Digest Emails Option to receive summarised reports on performance periodically. |
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Escalation Protocols Unresolved alerts can be escalated and re-assigned automatically. |
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Analytics & Advanced Insights
(0 Yes /0 Known /8 Possible features)
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Statistical Analysis Tools Built-in options for statistical evaluation (correlations, distributions, significance tests, etc.). |
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Predictive Analytics Integration Can include or connect to predictive models for forecasting performance. |
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Segmentation Analysis Supports analysis by customer cohort, product line, or other segments. |
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Historical Data Archiving Archives historical data for longitudinal analysis. |
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Anomaly Detection Automatically surfaces outliers or unexpected patterns. |
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Scenario/What-If Analysis Test the impact of changing variables on key metrics. |
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Advanced Filtering Capabilities Complex slicing and dicing of data for granular views. |
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Time to Insight Average time from query/action to answer/insight surfaced. |
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Integration with Insurance Product Lifecycle
(0 Yes /0 Known /6 Possible features)
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Project Management Integration Connects with project management tools to feed insights into agile cycles. |
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Product Version Tracking Links performance data to specific product releases/versions. |
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A/B Testing Support Handles side-by-side comparisons of product variants in real time. |
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Feature Impact Analysis Determines how individual product features affect performance KPIs. |
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Change Log Visualization Timeline tracking of key product changes and their outcomes. |
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Feedback Loop Integration Links user or broker feedback directly to dashboard metrics. |
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User Management & Administration
(0 Yes /0 Known /5 Possible features)
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User Provisioning & Deprovisioning Automated user account creation/removal via central directory or manually. |
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User Audit Reporting Periodic reporting of user activity for compliance. |
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Bulk User Upload Ability to onboard large groups of users at once. |
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License Usage Analytics Tracks assigned vs. used licenses and access patterns. |
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Custom Role Definitions Set up custom roles with tailored permissions. |
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Support, Training, & Documentation
(0 Yes /0 Known /7 Possible features)
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User Onboarding Flow Guided onboarding tours and tutorials for new users. |
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Context-Sensitive Help In-app help that adjusts to context or screen. |
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24/7 Customer Support Access to vendor support at all times. |
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Community Forum/Knowledge Base Searchable resource for best practices, FAQs. |
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Documentation Completeness Level of detail in documentation provided. |
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Training Materials Available Provision of videos, webinars, and other learning resources. |
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Onsite Training Option Option for live, instructor-led training at customer location. |
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