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You can access Insurance specific functionality through Accounting Center. You can access foundational configuration functions such as Clients setup in the left navigation pane by clicking Setup > Insurance. You can access Schedules, reports, and additional configuration setting by clicking Insurance.
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The following table lists the categories emphasized above in the Accounting Center's left navigation pane, as discussed in this guide.

Option

Description

Setup > Insurance


Clients

Manage client's insurance information and client refresh elections and list client/entity relationships.

Entities

Edit entity insurance information.

Securities

Manage security insurance information, insurance overlays and list disk line information.

AVR Allocation

Manage AVR Allocations for the AVR Equity Component.

Investment Disclosures

Manage Investment Disclosure information such as E3 – Special Deposits.

Initial Margin

Manage Initial Margin for derivative schedules.

Schedule D6

Manage Schedule D – Part 6 company and valuation information.

Non-Admitted

Manage security and verification level non-admitted income information.

RSAT Links

Manage Schedule DB – Part C (( Replication (Synthetic Asset) Transactions )) RSAT Securities.

Write-In

Manage schedule write-in information for the Exhibit of Net Investment Income, Schedule DB – Part D – Section 1 and Schedule D – Part 6 – Section 1 and manage Capital and Surplus for AM Best reporting.

Insurance


Annual

Schedule

Schedules

Access all annual schedules and disclosures.

Schedules

Provides menus for the production of schedule reports and vendor extracts, as listed in Appendix A: NAIC Schedule Assignments.

Configuration

Manage translations for issuer name, pricing source and ratings sources and manage RBC, AVR and IMR factors.

Control Reports

Access all insurance control reports such as Detail VBY, summary schedule detail report, NAIC control reports, and

PACE

Eagle data warehouse based reports. Panels to create SVO Replacement files.

NAIC Data

Manage RMBS Models, SVO Codes and NAIC Designation data.

Processing

Build (Refresh) core insurance data and incremental insurance data such as Statutory Wash Sales and Supplemental Investment Risks Interrogatories and related status of the data builds. Delete STAR/ISTAR positions.

Quarterly Schedules

Access all quarterly schedules and disclosures.

Research

Query the ISTAR core, data, and summary tables.