Duck Creek Reporting After Migration — Three-Destination Strategy

Duck creek reporting after migration is the post-Fusion-go-live operating model for every report, dashboard and analytical artifact the carrier relied on before migration — plus the new capabilities that Fusion, modern cloud warehouse and modern BI tools unlock. Pre-migration, most carriers run reporting from a combination of Duck Creek Insights (the in-product analytics layer), a legacy data warehouse (often Oracle DW, SQL Server, Teradata) fed from Duck Creek via direct DB extracts, and a stack of homegrown reports embedded in the legacy finance system being retired. Post-migration, the reporting surface consolidates onto: Fusion OTBI for financial reporting (GL, AR, AP analyses), a modern cloud warehouse (Snowflake / Databricks / BigQuery) for insurance analytics combining Duck Creek source data with Fusion financial postings, and modern BI tools (Power BI, Tableau, Looker) for executive dashboards and self-service analytics. Duck Creek Insights remains for operational insurance reporting that lives close to the source.

Statutory and regulatory reports are non-negotiable. NAIC Annual Statement (all schedules, all pages), Quarterly Statement, Schedule F (reinsurance ceded), Schedule P (loss development triangles), Schedule T (state premium volume), Pages 14/15 (premium and loss by state and line). State DOI premium tax (PT-1 and equivalents). Surplus lines filings. Municipal premium tax. Self-procurement tax. SOC 1 evidence. Internal management reports — board-pack production, monthly close pack, monthly executive scorecard, weekly cash position, daily AR aging, daily claim financial activity, monthly reserve roll-forward, monthly Schedule F per treaty. Actuarial reports — quarterly reserve adequacy testing, annual rate adequacy analysis, IBNR estimation by accident period. Reinsurance reports — bordereau per treaty per period, recoverable aging per cedant, treaty profitability per period. Customer-facing reports — agent commission statements, policyholder declarations and renewal communications. The duck creek reporting after migration strategy inventories every report and assigns each to its post-migration destination.

Three destinations cover most reporting needs. (1) Fusion OTBI — for financial reports rooted in GL, AR or AP. Monthly close pack, board financials, audit support packs. OTBI subject areas tuned for insurance-specific reporting (Schedule F-style breakouts, NAIC Pages 14/15 dimensional structure) ship pre-configured. (2) Cloud warehouse + BI tool — for insurance analytics combining Duck Creek source data with Fusion financial postings. Reserve roll-forward per claim feature combined with GL reserve postings. Schedule F reconstitution per treaty combined with AP/AR ceded entries. Loss-development triangles for actuarial work. Producer profitability analysis combining policy-level premium and loss with AP commission and operating expense. (3) Duck Creek Insights — for operational insurance reporting that lives close to the source: underwriting pipeline, policy issuance velocity, claim assignment queue, adjuster workload. The duck creek reporting after migration strategy maps every report to its right destination and decommissions reports that no longer serve a purpose.

NAIC Annual Statement and Quarterly Statement reconstitute from the combined Fusion + Duck Creek archive via dedicated reporting templates. Schedule F (reinsurance ceded) draws from Fusion AR/AP entries combined with Duck Creek treaty registry — per treaty per cedant per bordereau period reconciliation. Schedule P (loss development triangles) draws from the Duck Creek claim ledger combined with Fusion AP indemnity and LAE postings — 10 accident years of paid loss, case reserves and IBNR per LOB. Schedule T (state premium volume) draws from Fusion AR per state per LOB. Pages 14 (premium by state by line) and 15 (loss by state by line) reconstitute cell-by-cell. The Syntra ETL framework produces NAIC reports pre-validated against historical Duck Creek-originated versions, so the carrier's first Annual Statement post-migration ties out to prior-year Annual Statement at every level. State DOI examiners can pull lineage from filed Annual Statement through to Fusion and Duck Creek source via the audit trail.

State premium tax (PT-1 and state-specific equivalents) reconstitutes from Fusion AR per state per LOB combined with the state-specific premium tax rate matrix. The Syntra ETL framework ships state premium tax templates per state and per LOB — adding a new state post-go-live is a template addition, not a project. Surplus lines filings (for states where the carrier operates as a non-admitted insurer) reconstitute from Fusion AR per state per LOB filtered to surplus-lines-eligible business, combined with state-specific surplus lines tax rates and stamping office fees. Municipal premium tax (in states like Kentucky and West Virginia where municipalities also tax premium) reconstitutes per municipal jurisdiction. Self-procurement tax (for direct-procurement business) is handled per state convention. Every filing has a defined lineage from filed report through to Fusion AR posting through to Duck Creek source transaction.

Reinsurance reporting modernizes substantially. Pre-migration, most carriers produce bordereau and Schedule F output through a mix of Duck Creek Insights extracts, Excel templates and the legacy finance system. Post-migration, the unified Duck Creek + Fusion data surface in the cloud warehouse supports much richer reinsurance analytics. Bordereau per treaty per period reconciles in real time as cession transactions flow through the integration. Recoverable aging per cedant per credit rating updates daily. Treaty profitability analysis (combining ceded premium with loss-ceded plus treaty operating expense allocation) becomes a standard quarterly report. Schedule F reconstitutes cell-by-cell on demand. Reinsurance broker relationships benefit — broker can be granted scoped access to specific datasets supporting placement renewals and reinsurance audit support.

Actuarial work benefits substantially from the unified Duck Creek + Fusion data surface. Reserve adequacy testing (the quarterly reserve roll-forward analysis that confirms reserves remain adequate to ultimate loss) reconstitutes from the cloud warehouse combining Duck Creek claim ledger (paid loss, case reserves, IBNR allocation per accident period per LOB) with Fusion GL reserve postings (the booked reserve position). Loss development triangles for Schedule P and for internal actuarial use reconstitute on demand for 10 accident years. Rate adequacy analysis (the annual rate-filing-supporting analysis that justifies rate changes to state DOI) combines Duck Creek policy-level premium with Duck Creek claim-level losses for the rated period. Catastrophe modeling and PML analysis benefit from current cession reporting that reflects in-force treaty capacity. Actuarial productivity rises materially because analysts spend less time reconciling source systems and more time producing analysis.

Duck Creek Insights remains in production for operational insurance reporting that lives close to the Duck Creek source — underwriting pipeline, policy issuance velocity, claim assignment queue, adjuster workload, in-force premium reporting. Insights does not move to Fusion or to the cloud warehouse for these reports because the data is operationally fresh on the Duck Creek side and the consumers (UW, billing operations, claims operations, agency relations) work in Duck Creek context. What moves out of Insights are the financial-and-statutory reports that benefit from Fusion-side integration and from the unified warehouse — Schedule F, Pages 14/15, reserve roll-forward, producer profitability, treaty profitability. The duck creek reporting after migration strategy makes the split explicit, so each Insights report has a clear post-migration disposition (keep, migrate to Fusion OTBI, migrate to cloud warehouse + BI tool, or decommission).