Intelligence / BI datasets
Your data in your own tools, under your own walls
Curated datasets — claims core, payments, reserves, matters, recoveries, and policy and premium — exported filtered, as CSV or a branded workbook, on screen or on a schedule by email.
The usual BI integration is a credential with full read access. Here, reads run under the reader’s own walls, and every export is audited with its dataset, filters and row count.
The question this answers
Does BI access bypass our access controls?
No. BI datasets are open only to the management tier — administrator, organization administrator, super administrator and manager — in an organization holding the entitlement, and each read runs under that person’s own walls. Column headers are in plain words.
How data leaves the platform
Scoped exports
Curated, Not Raw Tables
Six datasets with plain-word headers, so your dashboards do not depend on our internal table names.
Filtered On The Way Out
Choose the dataset and its filters, then export as CSV or a branded Excel workbook.
On Screen Or Scheduled
Run it now, or put it on the report scheduler to arrive by email.
Every Export Audited
Dataset, filters and row count, recorded with who ran it.
For your data team
Practical answers before integration
These are the questions a data engineer asks in the first thirty minutes, and vague answers to them cost weeks later.
Which Datasets?
Claims core, payments, reserves, matters, recoveries, policy and premium
Who Can Export?
The management tier only
Do We Get A Full-access Key?
No. Reads run under the reader’s own walls
Is Extraction Audited?
Yes — dataset, filters and row count
Is There A Warehouse Feed?
A nightly warehouse export carries claim and policy numbers, with no names, addresses or identity numbers
Entitlement
bi.datasets
Where we are honest
What this is not
It is a scoped export mechanism, not a real-time replication product.
Not Streaming Replication
If you need changes streamed into a warehouse continuously, say so — the honest answer is dataset export and a nightly feed, plus the partner API’s event stream for claim and payment events.
Modelling Is Your Work
We provide curated structures. Fitting them to your warehouse model is your team’s project.
Permissions Cut Both Ways
An analyst outside the management tier cannot pull a dataset. That is access control working, and it will occasionally be inconvenient.
Read next
Bring your data engineer
Not your analyst — the person who will own the pipeline. The interesting questions are theirs, and we would rather answer them early.