Structured majesco / sapiens migration assessment for mid-market P&C and L&A insurers. Automated discovery against Data Lake, IDIT data services, REST and on-prem JDBC; interview-driven scoping with statutory/GAAP/actuarial/reinsurance; sized estimate and risk register before week 4.
Every mid-market insurer carries a different mix of customization, state spread, product lines, Cloud/on-prem split and reinsurance complexity. A structured assessment surfaces those variables before they consume your timeline.
Majesco P&C Core Suite (Policy, Billing, Claims, Underwriting, Reinsurance, Distribution Management), Majesco L&AH Core Suite, Sapiens IDITSuite, Sapiens CoreSuite for P&C and Sapiens ALIS for L&A share a common pattern: tightly-coupled data models with years of carrier-specific customization on top. Rate Manager rule libraries, RuleXpress decision tables, IDITSuite product configurator extensions, ALIS product factories, BPM workflow extensions, custom underwriting screens, and integration BPMs to agency portals and ACORD bureau rate filings accumulate over 5-15 years. A majesco / sapiens migration assessment is the only way to size the real work without lighting four months of consultant time on fire.
The variables that drive cost: how many active products, how many custom rating rules, how many states of admission with different retention clocks, how many reinsurance treaties and bordereaux cadences, how much of the footprint is on Majesco Cloud Platform or Sapiens IDITSuite SaaS versus still on-prem, what attachment volume you carry across 20 years of underwriting and claim files, and how complex your downstream Fusion integration target is (single ledger vs statutory + GAAP, single legal entity vs one per state of admission).
Syntra ETL's assessment runs in 2-3 weeks because it ships pre-built Majesco and Sapiens metadata catalogs, automated discovery against Data Lake/IDIT/REST/JDBC, and a structured interview script for statutory accounting, GAAP accounting, actuarial, reinsurance and claims teams. The output is a sized estimate, a risk register and a crosswalk skeleton — not a 200-page document nobody reads.
Each dimension is automated where possible (discovery), interview-driven where required (judgment), and documented in the final deliverable.
Every active Majesco/Sapiens module (Policy/Billing/Claims/UW/Reinsurance/Distribution + ALIS for L&A) catalogued with version, customization weight and integration endpoint inventory.
Majesco Rate Manager rule libraries (rule group count, modification cadence), Sapiens RuleXpress decision tables, IDITSuite product extensions, ALIS product factories, BPM workflow extensions, custom UW screens.
Policies in force vs closed, claims open vs closed, premium transactions by year, attachment volume by LOB across 5/10/20 year horizons — automatically extracted from Data Lake/IDIT/JDBC.
Every state of admission with its retention clock, NAIC Model #797 applicability for L&A, workers-comp HIPAA layer, and per-LOB record count for the retention heatmap.
Treaty count, facultative placement volume, bordereaux cadence per treaty, ceded retention horizon for long-tail liability — drives 30+ year archive partition design.
By line of business and integration — what's on Majesco Cloud Platform vs Sapiens IDITSuite SaaS vs legacy on-prem, with extraction profile mapped per source.
Three structured weeks. Automated discovery, interview-driven scoping, documented findings — no waiting for someone to manually inventory STG tables.
Read-only access provisioned: Majesco Data Lake bucket read, Sapiens IDIT data service catalog read, Majesco/Sapiens REST API client credentials with minimum scopes, on-prem JDBC read-replica connection. Project scope (which LOBs, which states, which Fusion modules) confirmed with sponsor.
Discovery engine inventories every product, custom rating rule, RuleXpress decision table, IDITSuite extension, ALIS product factory, BPM workflow, integration endpoint, attachment volume and reinsurance treaty. Output: complete footprint inventory in machine-readable form.
Structured interviews with statutory accounting, GAAP accounting, actuarial, reinsurance, claims, underwriting and IT operations teams. Scope decisions captured: ledger structure, COA design, supplier consolidation strategy, parallel-run window, cutover sequencing.
Automated discovery output combined with interview decisions produces sized estimate (timeline + budget per workstream) and risk register (top 15 risks with mitigations).
Premium ledger to Fusion revenue accounts draft crosswalk, paid-loss to Fusion paid-loss GL draft crosswalk, supplier consolidation draft, ceded reinsurance to ceded GL draft — actionable starting point for the migration team.
Findings presentation to sponsor and steering committee. Five deliverables handed over: footprint inventory, sized estimate, risk register, crosswalk skeleton, project plan with WBS, dependencies and decision gates.
Patterns we see repeatedly across mid-market P&C and L&A insurers. Knowing them in advance shortens your project.
Mid-market carriers carry 200-2,000+ custom Rate Manager rules or RuleXpress decision tables accumulated over 5-15 years. Decoding their outputs for archive substantiation is real work — surfaced in week 1, scoped, not discovered at cutover.
Carriers writing life and annuity in multiple states underestimate the NAIC Model #797 replacement-records retention. The assessment surfaces every state's #797 applicability and the per-policy record requirement so the archive is sized correctly.
Mid-market insurers typically run a hybrid for 2-4 years post-Cloud cutover (e.g., personal lines on Majesco Cloud Platform, commercial lines on on-prem Majesco). The extraction plan has to accommodate both — surfaced and scoped, not discovered mid-build.
Bordereaux for older treaties often arrive as Excel files manually generated outside Majesco/Sapiens. The assessment surfaces those treaties so the archive can include the structured + unstructured bordereaux trail for 30+ year retention.
20 years of UW files, claim attachments and L&A medical exam records routinely total 5-50 TB. Carriers underestimate by 5-10x. Automated discovery against Data Lake/IDIT gives the real number in week 1.
Mid-market insurers often run a separate Fusion legal entity per state of admission. The assessment surfaces every state and its premium-by-LOB volume so the Fusion COA and BU structure is designed correctly.
A majesco / sapiens migration assessment is the structured discovery exercise that sizes the work of moving Majesco P&C/L&A Core Suite or Sapiens IDITSuite/CoreSuite/ALIS data and integrations into Oracle Fusion Financials, plus the cost of decommissioning a legacy on-prem footprint after a Cloud upgrade. You need one because every mid-market insurer carries a different mix of customization (Majesco Rate Manager rules, Sapiens RuleXpress decision tables, BPM workflow extensions, custom underwriting screens), state-of-admission spread (each US state has its own retention rule from 5 to 30+ years), product lines (personal auto vs commercial property vs life vs annuities vs workers comp), Cloud-versus-on-prem split, and reinsurance complexity (treaty + facultative + bordereaux). Skipping assessment means discovering this in the middle of cutover when premium-revenue posting fails on row 200,000.
Syntra ETL runs a structured 2-3 week majesco / sapiens migration assessment: week 1 is automated discovery against your Majesco Data Lake, Sapiens IDIT data services, Majesco SOAP/REST APIs and (for on-prem) read-replica JDBC; week 2 is interview-driven scoping with statutory accounting, GAAP accounting, actuarial, claims, underwriting and reinsurance teams across P&C and L&A lines; week 3 is documented findings, sized estimate and risk register. Consultant-led discovery for the same insurer typically runs 8-16 weeks because they lack pre-built Majesco and Sapiens metadata catalogs and have to manually inventory STG/CIM tables, IDITPOL/IDITCLM tables, Rate Manager rule libraries and RuleXpress decision trees from scratch.
Eight dimensions. (1) Footprint — every Majesco P&C/L&A product, Sapiens IDITSuite/CoreSuite product, ALIS plan, every active integration endpoint, every Data Lake / IDIT data service catalog entry. (2) Customizations — Majesco Rate Manager rule libraries, Sapiens RuleXpress decision tables, BPM workflow extensions, custom underwriting screens, IDITSuite product configurator extensions, ALIS product factory definitions. (3) Data volumes — policies in force vs closed, claims open vs closed, attachment volume by LOB across 5/10/20 years. (4) State exposure — every state of admission with its retention clock and NAIC Model #797 applicability for L&A. (5) Reinsurance — treaty count, facultative volume, bordereaux cadence, ceded retention horizon. (6) Cloud vs on-prem split — by line of business and integration. (7) Downstream integrations — bank files, agency portals, bureau filings, financial reporting. (8) Fusion target — ledgers, BUs, COA, revenue recognition setup.
Two extraction profiles, scoped separately. For Majesco Cloud Platform lines, the assessment connects to Majesco Data Lake to catalog the Parquet export schema for the in-scope LOBs, calls Majesco REST APIs to inventory custom-product extensions and rate-rule outputs, and exercises SOAP endpoints used by legacy agency integrations. For Sapiens IDITSuite SaaS lines, the assessment uses IDIT data services for entity catalogs plus REST for custom configuration. For legacy on-prem Majesco and Sapiens, the assessment runs read-only JDBC against the read-replica to enumerate STG/CIM/IDITPOL/IDITCLM tables, stored procedures, custom indices and reporting views. The output is a unified inventory across both environments so the project plan accommodates hybrid extraction without surprises in week 6.
Five documents. (1) Footprint inventory — every active Majesco product, Sapiens product, ALIS plan, custom rating rule, RuleXpress decision table, BPM workflow, integration endpoint catalogued by line of business with state and reinsurance treaty mapping. (2) Sized estimate — timeline and budget for finance integration cutover, on-prem decommissioning archive (if applicable) and ongoing operational sync. (3) Risk register — top 15 risks with mitigations: typical entries include custom rate-rule decoding, NAIC Schedule P alignment, multi-TB attachment migration window, reinsurance bordereaux reconciliation, state-retention partitioning. (4) Crosswalk skeleton — premium ledger → Fusion revenue accounts mapping draft for actuarial and statutory accounting review. (5) Project plan — work-breakdown structure with named workstreams, dependencies and decision gates.
Per state of admission, per line of business, per retention rule. The assessment pulls your active and closed policy counts and claim counts from Majesco/Sapiens by state and LOB across 5/10/20 years and applies the published state-commissioner retention clocks: New York 6 years post-policy-end P&C and indefinite L&A (NY Insurance Law Reg 152), California 5 years P&C (CCR Title 10 §2695.4), Texas 10 years (28 TAC §21.203), Florida 5 years post-claim-closure (FL Statute 626.748), Massachusetts 7 years, Illinois 7 years. NAIC Model #797 replacement records for L&A add another retention dimension. Workers comp adds HIPAA. Reinsurance ceded layers stretch retention 30+ years for long-tail liability. Output is a state-by-state retention exposure heatmap that drives the archive design and the state-partitioning strategy.
By cataloging the rule library directly. Majesco Rate Manager rules are stored in versioned XML libraries that the assessment crawls to inventory: how many rule groups, how many rules per group, what custom rating attributes each rule references, when each rule was last modified and by whom. Sapiens RuleXpress decision tables are crawled equivalently — decision-table count, condition complexity, action complexity, dependency on custom configuration. The output is a rule-decoding complexity score per product per LOB that drives both the extract effort estimate (custom rate outputs need decoding) and the archive substantiation requirement (rule libraries need to be preserved alongside their outputs for future reinsurance audits and SIU subpoenas).
Yes — and it often surfaces the urgency. Majesco was taken private by Thoma Bravo in 2020 and product roadmaps have shifted since. Sapiens was taken private by Advent International in 2023 with similar uncertainty about which platform (IDITSuite vs CoreSuite vs ALIS) is the strategic going-forward investment. The assessment includes a vendor-strategic-fit lens: which of your in-use Majesco/Sapiens modules are on the active investment list, which are in maintenance mode, when does your current license/SaaS contract roll, and what is the realistic upgrade or platform-consolidation path inside the vendor's portfolio. That information sharpens the build-vs-buy and timing decisions around the finance integration and any on-prem decommissioning project.
Book a 30-minute discovery call. We'll talk through your Majesco/Sapiens footprint, your Cloud/on-prem split, your state-of-admission spread across P&C and L&A, and your reinsurance and Fusion target — and propose a concrete 2-3 week assessment plan with named deliverables.