SSBI LifeExecutive Cockpit

Data Health & Lineage

Can you trust the number, and how current is it? Every governed domain's source system (Policy Admin System, Underwriting engine, SBI Bancassurance CRM, Agency portal, Investment/AUM system, Actuarial/EV models, IRDAI/exchange filings), owner, freshness against SLA, record count and data grain — so a decision knows what it's standing on.

SBI Life Insurance Company Limited · FY26 (Mar'26, audited anchor)
India's #1 private life insurer by Individual NBP (25.5% private share) & IRP (22.9%)
29,344 employees · 1230+ own offices · 9 bancassurance partners
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10/12
Sources fresh
within SLA
1
Stale
past cadence
1
Late (SLA breach)
needs attention
9,879,528
Records governed
across domains
Ingestion heartbeat

Source freshness & lineage

Grain tells you how bankable a domain is (Actuals = office-grain Policy Admin ledger; Allocated/Region-only = estimated while the cutover completes). Status flags anything past its SLA.

DomainSource systemOwnerLast syncCadenceSLAStatusRecordsGrainNote
External signals — IRDAI / ExchangeIRDAI / NSE-BSE adapterCompliance2026-06-15 06:00Daily24hLate6ActualsIRDAI circulars & listed-co disclosures; last poll missed SLA.
Bancassurance CRM (SBI)SBI Bancassurance CRM adapterRevOps · Bancassurance2026-06-16 21:00Daily24hStale1,500,000AllocatedSBI CIF leads / e-login; real-time activation dashboard pending (open blocker).
General Ledger / P&LCore Finance ERPPresident & CFO (Sangramjit Sarangi)2026-06-17 04:10Nightly24hFresh2,100ActualsShareholder & policyholder accounts on the common ledger.
Premium Receivable / CollectionsPolicy Admin System (AR)Treasury · Renewals2026-06-17 04:12Nightly24hFresh42ActualsPremium-due level; drives collection days & renewal recovery.
Policy AdministrationPolicy Admin System (PAS)President — Operations & IT2026-06-17 03:40Hourly4hFresh7,800,000ActualsIn-force policies, endorsements, fund switches, maturities.
Underwriting & IssuanceUnderwriting engine + rulesUnderwriting · Actuarial2026-06-17 02:30Hourly4hFresh220,000AllocatedLogin-to-issue, medicals, KYC, auto-underwriting (STP).
Agency PortalAgency portal (mSmart)RevOps · Agency2026-06-17 03:50Hourly4hFresh282,001AllocatedAgent illustration, e-submission, licensing & production.
Investments / AUMInvestment & AUM systemChief Investment Officer (Gopikrishna Shenoy)2026-06-17 04:00Nightly24hFresh46,000ActualsAUM ₹4.87 tn; 62:38 debt:equity; 94% AAA/Sovereign; unit-fund NAVs.
HR / WorkforceHRMSEVP & Chief of HR (Subodh Kumar Jha)2026-06-17 04:00Nightly24hFresh29,344ActualsWorkforce, licensing, activation across offices.
External signals — NewsNews adapter (RSS/API)Business Strategy2026-06-17 05:01Streaming2hFresh6ActualsWatchlist: GST/surrender-norms/Bima Sugam, peers (LIC/HDFC Life/ICICI Pru), rates.
Actuarial / Embedded ValueActuarial / EV & risk modelsPresident & Appointed Actuary (Prithesh Chaubey)2026-06-17 04:05On close24hFresh5ActualsIEV, VNB, solvency & sensitivity models; peer-reviewed.
Transformation PMOPMO tracker + state.dbTransformation PMO2026-06-17 05:09On change24hFresh24ActualsWorkstreams & blockers (Policy Admin / MDM / Banca CRM cut-over).
Read this: the SBI Bancassurance CRM feed is stale (the CIF activation dashboard lacks real-time e-login status — see Programs & Digital 360) and the IRDAI / exchange filings poll is late. Everything else is within SLA. Figures are modeled; this panel simulates the ingestion heartbeat the live adapters would write.
14
Identities tested
governed tie-outs
13
Tie out (≈0)
components = total
1
Flagged
residual over tolerance
₹2,060 Cr
Max residual
largest break
Do the numbers tie out?

Reconciliation tests

Each governed metric must equal the sum of its components (residual ≈ 0). Run live on the dataset — the flags are the known modelling gaps, not silent errors.

GroupIdentityComponents vs totalResidualStatus
GWP roll-upGWP = Σ product segmentsΣ segment GWP = total GWP₹1,01,290 Cr vs ₹1,01,290 Cr₹0 Cr✓ ties
GWP roll-upGWP = Σ distribution zonesΣ zone GWP = total GWP₹1,01,290 Cr vs ₹1,01,290 Cr₹0 Cr✓ ties
GWP roll-upGWP = Σ lines of businessΣ line-of-business GWP = total GWP₹1,01,290 Cr vs ₹1,01,290 Cr₹0 Cr✓ ties
GWP roll-upGWP = Σ office clustersΣ office-cluster GWP = total GWP₹1,01,290 Cr vs ₹1,01,290 Cr₹0 Cr✓ ties
Value of new businessVNB QoE bridgeNew-business margin − strain − one-offs = VNB₹6,670 Cr vs ₹6,670 Cr₹0 Cr✓ ties
Value of new businessPAT normalization ladderReported PAT + one-offs + run-rate − haircut = normalized PAT₹3,200 Cr vs ₹3,200 Cr₹0 Cr✓ ties
Renewal premiumPremium bridgeNBP + Renewal due − lapse − paid-up = GWP₹1,01,290 Cr vs ₹1,01,290 Cr₹0 Cr✓ ties
Renewal premiumRenewal Premium = Σ product-line renewalsRenewal Premium KPI = Σ service_line renewal premium₹58,740 Cr vs ₹58,740 Cr₹0 Cr✓ ties
Embedded value / capitalAppraisal-value bridgeIEV + value of future new business + franchise = market cap₹1,86,135 Cr vs ₹1,86,135 Cr₹0 Cr✓ ties
Embedded value / capitalSolvency = ASM ÷ RSMsolvency ratio = available ÷ required solvency margin1.96x vs 1.96x-0.000✓ ties
CollectionsPremium receivable = collection-days-impliedΣ premium receivable ≈ GWP × collection days ÷ 365₹3,885 Cr vs ₹3,885 Cr₹-0 Cr✓ ties
Growth initiativesInitiative pricing identitycapital = multiple × APE × VNB margin% (worst of 7 initiatives)max residual ₹0 Cr across 7 initiatives₹0 Cr✓ ties
Cross-grain (checks)13M persistency ties to ladderheadline 13M persistency = persistency-ladder 13M rung88 vs 880✓ ties
Cross-grain (checks)Renewal premium = Σ cluster renewalsproduct-line renewal premium = Σ office-cluster renewal premium₹58,740 Cr vs ₹60,800 Cr₹-2,060 Cr⚠ flag
Read this: 13 of 14 governed identities tie out to the rupee. The remaining flag is intentional — a known modelling gap, not a silent error: the office-cluster renewal premium is a representative per-cluster footprint, so it doesn't fully foot to the product-line renewal book. The harness catches it rather than hiding it — exactly what a CFO/auditor wants to see.