Eligibility, claims adjudication, EDI, HIPAA
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Industry domain brief
Insurance
COBOLpro documents policy, claims, billing, rating, and actuarial logic so insurers can document without losing coverage behavior.
3
Legacy estate
Systems and data surfaces to inspect
9
Workflows
Business workflows grouped by capability
3
Risks
Business impacts with control focus
4
Deliverables
COBOLpro assessment artifacts
Executive summary
Insurance estates rarely separate business rules cleanly from decades of product, jurisdiction, billing, and claims variation. Rating tables, COBOL branches, batch jobs, print streams, and downstream reports often form one operating system.
COBOLpro creates a source-backed domain brief for underwriting, claims, billing, actuarial, and IT teams so documentation decisions are grounded in proven product behavior.
Legacy systems in scope
The source estate to turn into an operating map.
Each row is structured for executive review: where the COBOL behavior sits, what it touches, and what the documentation must prove.
Policy administration
Legacy estate
Policy admin, rating, underwriting, coverage forms, endorsements, renewals, and product tables
Documentation focus
Eligibility, quote-bind-issue behavior, state variation, product history, and renewal rules
Claims and payments
Legacy estate
FNOL, reserves, adjudication, subrogation, recovery, payment, documents, and print integrations
Documentation focus
Claim state transitions, payment approvals, reserves, recovery logic, and document evidence
Billing and portfolio reporting
Legacy estate
Premium billing, installment schedules, commissions, reinsurance, actuarial extracts, and bordereaux
Documentation focus
Financial reconciliation, producer payments, long-tail records, and regulatory reporting lineage
Operational workflows
Business capabilities, not raw program lists.
COBOLpro groups source behavior around the operating workflows buyers need to preserve, explain, or replace.
01
Product and policy operations
- Quote, bind, issue, endorse, and cancel
- Renew, reinstate, non-renew, and lapse
- Coverage, form, state, and product changes
02
Claims operations
- FNOL, reserves, adjudication, and payment
- Subrogation, recovery, and litigation support
- Claims documents, notices, and status changes
03
Finance and reporting
- Premium billing and collections
- Commissions, taxes, and installment schedules
- Loss runs, actuarial extracts, bordereaux, and compliance reports
Risk and control priorities
Where legacy ambiguity becomes business exposure.
The assessment narrows risk to business impact and source-backed control evidence instead of treating documentation as a generic code inventory.
01
Product rule dispersion
Business impact
Coverage and rating behavior can be split across tables, programs, copybooks, and manual procedures.
Control focus
Build a rule inventory by product, state, form, coverage, and effective period with source references.
02
Long-tail explainability
Business impact
Claims and policy records may need to remain explainable years after product or system retirement.
Control focus
Preserve historical behavior, status transitions, and document generation logic in an audit-ready form.
03
Line-of-business variation
Business impact
Shared files and reused batch components can hide product-specific behavior and regression exposure.
Control focus
Separate common components from product-specific branches, reports, and downstream interfaces.
COBOLpro assessment output
Concrete artifacts for continuity decisions.
Outputs are written for shared use across business, audit, architecture, application, data, and delivery teams.
01
Rating and underwriting catalog
Eligibility, rating, coverage, form, and state rules translated into source-cited operating documentation.
02
Policy and claims lineage
Traceability across jobs, transactions, files, tables, documents, reports, and payment interfaces.
03
Regression scope brief
A documentation impact view by product, jurisdiction, billing cycle, claims path, and downstream report.
04
Operational runbooks
Renewal, claims, billing, month-end, and close processing steps mapped to jobs, programs, files, and owners.
Domain assessment