Datacheck:Term map

This is the source of the wiki page Datacheck:Term map (deployed via tools/wiki/deploy.py, key: datacheck_termmap).

Review the glossary item by item, across every category. Validate (with a reason) once you have checked an entry against the source; Redo (with a reason) when it needs fixing. The reason is stored on the item as its review comment, so a future reviewer can trust it was thoroughly checked.

Data:term_map.json

Companies

Term	Validate	Redo	Status	Comment	Aliases	Wiki prefix
ADNIC			unreviewed		Abu Dhabi National Insurance, Abu Dhabi National Insurance Company	ADNIC
AFG			unreviewed		American Financial Group	AFG
AIA			unreviewed		AIA Group, AIA Group Limited	AIA
AIG			unreviewed		American International Group, AIG Inc	AIG
ASR Nederland			unreviewed		a.s.r., ASR, a.s.r. Nederland	ASR Nederland
AUB			unreviewed		AUB Group, Austbrokers	AUB
AXA			unreviewed		AXA SA, AXA Group	AXA
Admiral			unreviewed		Admiral Group, Admiral Group plc	Admiral
Aegon			unreviewed		Aegon NV, Aegon Ltd, Aegon Group	Aegon
Aflac			unreviewed		Aflac Inc, Aflac Incorporated, American Family Life	Aflac
Ageas			unreviewed		Ageas SA/NV, Ageas Group, Fortis Insurance	Ageas
Allianz			unreviewed		Allianz SE, Allianz Group	Allianz
Allstate			unreviewed		The Allstate Corporation, Allstate Corporation, Allstate Corp	Allstate
Alm. Brand			unreviewed		Alm Brand, Almindelig Brand	Alm. Brand
American Coastal			unreviewed		American Coastal Insurance, United Insurance Holdings	American Coastal
Ameriprise			unreviewed		Ameriprise Financial, Ameriprise Financial Inc	Ameriprise
Aon			unreviewed		Aon plc	Aon
Arch Capital			unreviewed		Arch, Arch Capital Group, ACGL	Arch Capital
Arthur J. Gallagher			unreviewed		Gallagher, AJ Gallagher	Arthur J. Gallagher
Assurant			unreviewed		Assurant Inc	Assurant
Assured Guaranty			unreviewed		Assured Guaranty Ltd, AGO	Assured Guaranty
Ategrity			unreviewed		Ategrity Specialty, Ategrity Specialty Holdings	Ategrity
Aviva			unreviewed		Aviva plc, Aviva Group	Aviva
Axis Capital			unreviewed		AXIS, Axis Capital Holdings, AXS	Axis Capital
BB Seguridade			unreviewed		BB Seguridade Participacoes	BB Seguridade
Baldwin			unreviewed		Baldwin Group, Baldwin Insurance Group, BRP Group	Baldwin
Bangkok Life			unreviewed		Bangkok Life Assurance	Bangkok Life
Bao Viet			unreviewed		Bao Viet Holdings, BaoViet	Bao Viet
Beazley			unreviewed		Beazley plc, Beazley Group	Beazley
Berkshire Hathaway			unreviewed		Berkshire, BRK, Berkshire Hathaway Inc	Berkshire Hathaway
Bowhead			unreviewed		Bowhead Specialty, Bowhead Specialty Holdings	Bowhead
Brookfield Wealth Solutions			unreviewed		Brookfield Reinsurance, Brookfield Wealth	Brookfield Wealth Solutions
Brown & Brown			unreviewed		Brown and Brown	Brown & Brown
Bupa Arabia			unreviewed		Bupa Arabia for Cooperative Insurance	Bupa Arabia
CNA			unreviewed		CNA Financial, CNA Financial Corporation	CNA
CNO			unreviewed		CNO Financial, CNO Financial Group, Conseco	CNO
CPIC			unreviewed		China Pacific Insurance, China Pacific, China Pacific Insurance Group	CPIC
Caixa Seguridade			unreviewed		Caixa Seguridade Participacoes	Caixa Seguridade
Cathay Financial			unreviewed		Cathay, Cathay Financial Holding	Cathay Financial
Centene			unreviewed		Centene Corporation	Centene
Challenger			unreviewed		Challenger Limited	Challenger
Chesnara			unreviewed		Chesnara plc	Chesnara
China Life			unreviewed		China Life Insurance, China Life Insurance Company	China Life
China Re			unreviewed		China Reinsurance, China Re Group	China Re
China Taiping			unreviewed		China Taiping Insurance, Taiping	China Taiping
Chubb			unreviewed		Chubb Limited, Chubb Ltd, ACE Limited	Chubb
Cigna			unreviewed		The Cigna Group, Cigna Group	Cigna
Cincinnati Financial			unreviewed		Cincinnati Financial Corporation, Cincinnati Insurance, CINF	Cincinnati Financial
Clal			unreviewed		Clal Insurance, Clal Insurance Enterprises	Clal
Conduit			unreviewed		Conduit Holdings, Conduit Re	Conduit
Corebridge			unreviewed		Corebridge Financial, CRBG	Corebridge
DB Insurance			unreviewed		Dongbu Insurance, DB Insurance Co	DB Insurance
Dai-ichi Life			unreviewed		Dai-ichi Life Holdings, Dai-ichi, Daiichi Life	Dai-ichi Life
Definity			unreviewed		Definity Financial, Definity Financial Corporation	Definity
Dhipaya			unreviewed		Dhipaya Group, TIP, Dhipaya Group Holdings	Dhipaya
Discovery			unreviewed		Discovery Limited, Discovery Group	Discovery
Elevance			unreviewed		Elevance Health, Anthem	Elevance
Enact			unreviewed		Enact Holdings	Enact
Equitable			unreviewed		Equitable Holdings, AXA Equitable, EQH	Equitable
Essent			unreviewed		Essent Group	Essent
Everest Re			unreviewed		Everest Group, Everest Re Group, Everest Reinsurance	Everest Re
F&G			unreviewed		F&G Annuities, FGL, Fidelity & Guaranty Life	F&G
FWD			unreviewed		FWD Group, FWD Group Holdings	FWD
Fairfax			unreviewed		Fairfax Financial, Fairfax Financial Holdings, FFH	Fairfax
Fidelis			unreviewed		Fidelis Insurance, Fidelis Insurance Holdings	Fidelis
Fidelity National Financial			unreviewed		FNF	Fidelity National Financial
First American			unreviewed		First American Financial	First American
Fubon Financial			unreviewed		Fubon, Fubon Financial Holding	Fubon Financial
GIC Re			unreviewed		General Insurance Corporation of India, GIC of India	GIC Re
GNP			unreviewed		Grupo Nacional Provincial	GNP
Generali			unreviewed		Assicurazioni Generali, Generali Group, Generali SpA	Generali
Gjensidige			unreviewed		Gjensidige Forsikring, Gjensidige Forsikring ASA	Gjensidige
Globe Life			unreviewed		Globe Life Inc, Torchmark	Globe Life
Go Digit			unreviewed		Go Digit General Insurance, Digit Insurance	Go Digit
Goosehead			unreviewed		Goosehead Insurance	Goosehead
Great Eastern			unreviewed		Great Eastern Holdings	Great Eastern
Great-West Lifeco			unreviewed		Great-West, Great West Lifeco, GWO	Great-West Lifeco
Grupo Sura			unreviewed		Grupo de Inversiones Suramericana, Sura	Grupo Sura
HCI			unreviewed		HCI Group	HCI
HDFC Life			unreviewed		HDFC Life Insurance	HDFC Life
Hamilton			unreviewed		Hamilton Insurance, Hamilton Insurance Group	Hamilton
Hannover Re			unreviewed		Hannover Rueck, Hannover Reinsurance, Hannover Re SE	Hannover Re
Hanover			unreviewed		The Hanover, Hanover Insurance, Hanover Insurance Group	Hanover
Hanwha Life			unreviewed		Hanwha Life Insurance	Hanwha Life
Harel			unreviewed		Harel Insurance, Harel Insurance Investments	Harel
Hartford			unreviewed		The Hartford, Hartford Financial Services, Hartford Financial Services Group, The Hartford Financial Services Group	Hartford
Helvetia Baloise			unreviewed		Helvetia, Baloise, Helvetia Baloise Holding, Baloise Holding, Helvetia Holding, HBAN	Helvetia Baloise
Heritage			unreviewed		Heritage Insurance, Heritage Insurance Holdings	Heritage
Hippo			unreviewed		Hippo Holdings	Hippo
Hiscox			unreviewed		Hiscox Ltd, Hiscox Group	Hiscox
Humana			unreviewed		Humana Inc	Humana
Hyundai Marine & Fire			unreviewed		Hyundai Marine and Fire, Hyundai Marine & Fire Insurance	Hyundai Marine & Fire
IAG			unreviewed		Insurance Australia Group, IAG Limited	IAG
ICICI Lombard			unreviewed		ICICI Lombard General Insurance	ICICI Lombard
ICICI Prudential Life			unreviewed		ICICI Pru Life, ICICI Prudential Life Insurance	ICICI Prudential Life
IGI			unreviewed		International General Insurance, IGI Holdings	IGI
IRB Brasil			unreviewed		IRB, IRB Brasil Re, IRB-Brasil Resseguros	IRB Brasil
Intact Financial			unreviewed		Intact, Intact Financial Corporation, IFC	Intact Financial
Jackson			unreviewed		Jackson Financial, Jackson National	Jackson
Japan Post Insurance			unreviewed		Kampo, Japan Post Insurance Co	Japan Post Insurance
KGI Financial			unreviewed		KGI, China Development Financial, KGI Financial Holding	KGI Financial
Kemper			unreviewed		Kemper Corporation	Kemper
Kinsale			unreviewed		Kinsale Capital, Kinsale Capital Group, KNSL	Kinsale
LIC			unreviewed		Life Insurance Corporation of India, LIC of India	LIC
Lancashire			unreviewed		Lancashire Holdings, Lancashire Holdings Limited	Lancashire
Legal & General			unreviewed		L&G, Legal and General, Legal & General Group, LGEN	Legal & General
Lemonade			unreviewed		Lemonade Inc	Lemonade
Lincoln Financial			unreviewed		Lincoln National, Lincoln National Corporation, Lincoln, LNC	Lincoln Financial
Loews			unreviewed		Loews Corporation	Loews
Línea Directa			unreviewed		Linea Directa, Línea Directa Aseguradora	Línea Directa
M&G			unreviewed		M&G plc, M and G, MNG	M&G
MBIA			unreviewed		MBIA Inc	MBIA
MGIC			unreviewed		MGIC Investment	MGIC
MS&AD			unreviewed		MS&AD Insurance Group, MS&AD Holdings, Mitsui Sumitomo Insurance	MS&AD
Mandatum			unreviewed		Mandatum Oyj, Mandatum plc	Mandatum
Manulife			unreviewed		Manulife Financial, Manulife Financial Corporation, MFC	Manulife
Mapfre			unreviewed		MAPFRE SA, MAPFRE Group, MAPFRE	Mapfre
Markel			unreviewed		Markel Corporation, Markel Group, Markel Corp	Markel
Marsh McLennan			unreviewed		MMC, Marsh & McLennan, Marsh and McLennan, Marsh & McLennan Companies	Marsh McLennan
Max Financial			unreviewed		Max Financial Services, Axis Max Life	Max Financial
Medibank			unreviewed		Medibank Private	Medibank
Menora Mivtachim			unreviewed		Menora, Menora Mivtachim Holdings	Menora Mivtachim
Mercury General			unreviewed		Mercury Insurance, Mercury General Corporation	Mercury General
Meritz Financial			unreviewed		Meritz Financial Group, Meritz	Meritz Financial
MetLife			unreviewed		MetLife Inc, Metropolitan Life	MetLife
Migdal			unreviewed		Migdal Insurance, Migdal Insurance & Financial Holdings	Migdal
Molina			unreviewed		Molina Healthcare	Molina
Momentum Group			unreviewed		Momentum Metropolitan, Momentum	Momentum Group
Munich Re			unreviewed		Munich Reinsurance, Muenchener Rueck, Munich Reinsurance Company, Munich Re Group	Munich Re
NMI			unreviewed		NMI Holdings, National MI	NMI
NN Group			unreviewed		NN, Nationale-Nederlanden, NN Group NV	NN Group
New China Life			unreviewed		New China Life Insurance, NCI Insurance	New China Life
New India Assurance			unreviewed		The New India Assurance, New India Assurance Company	New India Assurance
Niva Bupa			unreviewed		Niva Bupa Health Insurance, Max Bupa	Niva Bupa
OUTsurance			unreviewed		OUTsurance Group, OUTsurance Holdings	OUTsurance
Old Mutual			unreviewed		Old Mutual Limited	Old Mutual
Old Republic			unreviewed		Old Republic International, ORI	Old Republic
Oscar Health			unreviewed		Oscar, Oscar Health Inc	Oscar Health
PICC			unreviewed		People's Insurance Company of China, PICC Group	PICC
PZU			unreviewed		PZU Group, Powszechny Zaklad Ubezpieczen, PZU SA	PZU
Palomar			unreviewed		Palomar Holdings	Palomar
Phoenix Financial			unreviewed		Phoenix Holdings, The Phoenix Holdings, Phoenix Financial Israel	Phoenix Financial
Ping An			unreviewed		Ping An Insurance, Ping An Group, Ping An of China	Ping An
Porto Seguro			unreviewed		Porto, Porto Seguro SA	Porto Seguro
Primerica			unreviewed		Primerica Inc	Primerica
Principal			unreviewed		Principal Financial, Principal Financial Group, PFG	Principal
Progressive			unreviewed		Progressive Corporation, The Progressive Corporation, Progressive Corp	Progressive
Protector Forsikring			unreviewed		Protector, Protector Forsikring ASA	Protector Forsikring
Prudential			unreviewed		Prudential plc, Prudential PLC	Prudential
Prudential US			unreviewed		Prudential Financial, Prudential Financial Inc, PFI	Prudential US
QBE			unreviewed		QBE Insurance, QBE Insurance Group	QBE
Qatar Insurance			unreviewed		QIC, Qatar Insurance Company	Qatar Insurance
Quálitas			unreviewed		Qualitas, Quálitas Controladora	Quálitas
RGA			unreviewed		Reinsurance Group of America, RGA Inc, RGA Incorporated	RGA
RLI			unreviewed		RLI Corp	RLI
Radian			unreviewed		Radian Group	Radian
RenaissanceRe			unreviewed		RenRe, RenaissanceRe Holdings, RNR	RenaissanceRe
Root			unreviewed		Root Inc, Root Insurance	Root
Ryan Specialty			unreviewed		Ryan Specialty Holdings, Ryan	Ryan Specialty
SBI Life			unreviewed		SBI Life Insurance	SBI Life
SCOR			unreviewed		SCOR SE, SCOR Group, SCOR Reinsurance	SCOR
Sabre Insurance			unreviewed		Sabre, Sabre Insurance Group	Sabre Insurance
Sampo			unreviewed		Sampo Oyj, Sampo plc, Sampo Group	Sampo
Samsung Fire & Marine			unreviewed		Samsung F&M, Samsung Fire and Marine, Samsung Fire & Marine Insurance	Samsung Fire & Marine
Samsung Life			unreviewed		Samsung Life Insurance	Samsung Life
Sanlam			unreviewed		Sanlam Limited	Sanlam
Santam			unreviewed		Santam Limited	Santam
Sava Re			unreviewed		Pozavarovalnica Sava, Sava Insurance Group, Sava Reinsurance	Sava Re
Selective			unreviewed		Selective Insurance, Selective Insurance Group	Selective
SiriusPoint			unreviewed		Sirius Point, SiriusPoint Ltd	SiriusPoint
Skyward			unreviewed		Skyward Specialty, Skyward Specialty Insurance Group, Skyward Specialty Insurance Group, Inc., SKWD	Skyward
Slide			unreviewed		Slide Insurance, Slide Insurance Holdings	Slide
Sompo			unreviewed		Sompo Holdings, Sompo Japan, Sompo Group	Sompo
Sony Financial Group			unreviewed		Sony Financial, Sony Financial Holdings	Sony Financial Group
Standard Life			unreviewed		Phoenix Group, Phoenix Group Holdings, Phoenix, Standard Life plc, PHNX, SDLF	Standard Life
Star Health			unreviewed		Star Health and Allied Insurance, Star Health Insurance	Star Health
Steadfast			unreviewed		Steadfast Group	Steadfast
Stewart			unreviewed		Stewart Information Services	Stewart
Storebrand			unreviewed		Storebrand ASA, Storebrand Group	Storebrand
Sun Life			unreviewed		Sun Life Financial, SLF	Sun Life
Suncorp			unreviewed		Suncorp Group, Suncorp Group Limited	Suncorp
Sunshine Insurance			unreviewed		Sunshine, Sunshine Insurance Group	Sunshine Insurance
Swiss Life			unreviewed		Swiss Life Holding, Swiss Life Group, SLHN	Swiss Life
Swiss Re			unreviewed		Swiss Reinsurance Company, Swiss Reinsurance, Swiss Re AG, Swiss Re Ltd	Swiss Re
T&D Holdings			unreviewed		T&D, T and D Holdings	T&D Holdings
Taishin Shinkong			unreviewed		Taishin, Shin Kong, Taishin Shinkong Financial	Taishin Shinkong
Talanx			unreviewed		Talanx AG, Talanx Group, HDI Group	Talanx
Tawuniya			unreviewed		The Company for Cooperative Insurance	Tawuniya
Thai Life			unreviewed		Thai Life Insurance	Thai Life
Tokio Marine			unreviewed		Tokio Marine Holdings, Tokio Marine HD, TMNF, Tokio Marine & Nichido	Tokio Marine
Travelers			unreviewed		The Travelers Companies, Travelers Companies, Travelers Companies Inc	Travelers
Triglav			unreviewed		Zavarovalnica Triglav, Triglav Group	Triglav
Trisura			unreviewed		Trisura Group	Trisura
Tryg			unreviewed		Tryg A/S, Tryg Forsikring	Tryg
UNIQA			unreviewed		UNIQA Insurance Group, Uniqa Group	UNIQA
Unipol			unreviewed		Unipol Gruppo, UnipolSai	Unipol
UnitedHealth			unreviewed		UnitedHealth Group, UNH	UnitedHealth
Universal Insurance			unreviewed		Universal Insurance Holdings	Universal Insurance
Unum			unreviewed		Unum Group, UNM	Unum
Vienna Insurance Group			unreviewed		VIG, Vienna Insurance Group AG, Wiener Versicherung Gruppe	Vienna Insurance Group
Voya			unreviewed		Voya Financial, Voya Financial Inc	Voya
W.R. Berkley			unreviewed		WR Berkley, W. R. Berkley, Berkley, WRB	W.R. Berkley
WTW			unreviewed		Willis Towers Watson, Willis	WTW
White Mountains			unreviewed		White Mountains Insurance, White Mountains Insurance Group	White Mountains
ZhongAn			unreviewed		ZA Online, ZhongAn Online, ZhongAn Insurance	ZhongAn
Zurich			unreviewed		Zurich Insurance Group, Zurich Insurance Group Ltd, Zurich Insurance, ZIG	Zurich
iA Financial			unreviewed		Industrial Alliance, iA, iA Financial Group	iA Financial
nib			unreviewed		nib holdings, nib health	nib

Document categories

Term	Validate	Redo	Status	Comment	Issuer type	Aliases	Description
Accounting disclosure			unreviewed		companies	accounting_disclosure, accounting disclosure, IFRS 17 transition, IFRS 9 transition, restatement, transition report	Standalone document detailing accounting methodology changes, restatements, or transitions (e.g., IFRS 17 or IFRS 9 transition reports).
Activity report			unreviewed		companies	activity_report, activity indicators, activity_indicators, quarterly indicators, volume indicators, management report, management_report, management commentary, MD&A, management discussion and analysis, operating and financial review, rapport de gestion, business review	Management's narrative and activity report on the business — volumes, performance, and outlook. Covers short quarterly activity/volume indicator releases (premiums, AUM) and the broader management report (rapport de gestion), MD&A / Operating & Financial Review, and narrative activity/business reviews. Distinct from the comprehensive Annual report/URD.
Annual report			unreviewed		companies	annual_report, shareholder report	Comprehensive yearly financial filing and shareholder report; includes 10-K, 20-F, and Universal Registration Documents.
CMD presentation			unreviewed		companies	cmd_presentation, investor_presentation, cmd presentation, investor presentation, capital markets day, investor day, strategy presentation	Strategic slide deck for deep-dive investor events; includes Capital Markets Day and Investor Day presentations.
ESG report			unreviewed		companies	esg_report, esg report, sustainability report, sustainability, climate report, TCFD report	Standalone document covering climate, environmental, social, and governance metrics; includes Sustainability reports.
Earnings presentation			unreviewed		companies	earnings_presentation, analyst_presentation, analyst presentation, results presentation, earnings call presentation, results slides	Slide deck presented to analysts and investors during periodic earnings calls.
Earnings release			unreviewed		companies	earnings_press_release, earnings release, earnings press release, results release, results press release	Official text-based press release announcing periodic financial results.
Embedded value report			unreviewed		companies	embedded_value_report, embedded value report, embedded value, MCEV, EEV, EV	Actuarial report on the present value of future profits; includes EV, MCEV, EEV, and Value of New Business (VNB) disclosures.
Financial supplement			unreviewed		companies	financial_supplement, databook, data supplement, financial data supplement, statistical supplement	Detailed financial data tables, databooks, and historical metrics, typically segmenting the business; may be a spreadsheet, PDF, or slide deck.
Industry report			unreviewed		industry organizations	industry report, sector report, trade body report, industry association report, market report	Sector or market report published by an industry organization or trade body rather than a single issuer.
Interim report			unreviewed		companies	interim_report, half-year report, half year report, interim financial report	Quarterly or half-year financial filing and shareholder update; includes 10-Q and 6-K filings.
Press release			unreviewed		companies	press_release, press release, media release, ad-hoc release, M&A announcement, catastrophe loss estimate, leadership change	Ad-hoc corporate communication — M&A announcements, catastrophe loss estimates, or leadership changes.
Proxy statement			unreviewed		companies	proxy_statement, proxy statement, AGM notice, notice of meeting, proxy circular	Document detailing board nominations, executive compensation, and shareholder voting matters.
QRT			unreviewed		companies	qrt, quantitative reporting templates, quantitative reporting template	Quantitative Reporting Templates — the standardized raw Solvency II data templates.
Reference document			unreviewed		regulators	reference_document, reference document, accounting standard, regulation, technical specification	Normative or standard-setting text (e.g., an IFRS standard, ISO specification, or regulation) that is interpreted rather than fact-extracted.
SFCR			unreviewed		companies	sfcr, solvency and financial condition report	Solvency and Financial Condition Report — the mandatory Solvency II public disclosure.
Statutory filing			unreviewed		companies	statutory_filing, regulatory_filing, statutory filing, regulatory filing, NAIC filing, statutory statements	Standardized financial statements required by regional insurance regulators (e.g., US NAIC filings).
Transcript			unreviewed		companies	transcript, earnings call transcript, call transcript, investor day transcript	Word-for-word text record of an earnings call, investor day, or similar event.

Document types (forms)

Term	Validate	Redo	Status	Comment	Aliases	Description	Document category
DEF 14A			unreviewed		Form DEF 14A, definitive proxy statement, Schedule 14A	SEC definitive proxy statement for the annual meeting.	Proxy statement
Form 10-K			unreviewed		10-K, 10K, Form 10K, annual report on Form 10-K	SEC annual report filing of US domestic registrants.	Annual report
Form 10-Q			unreviewed		10-Q, 10Q, Form 10Q	SEC quarterly report filing of US domestic registrants.	Interim report
Form 20-F			unreviewed		20-F, 20F, Form 20F	SEC annual report filing of foreign private issuers.	Annual report
Form 6-K			unreviewed		6-K, 6K, Form 6K	SEC interim report of foreign private issuers furnishing home-market disclosures.	Interim report
Form 8-K			unreviewed		8-K, 8K, Form 8K, current report	SEC current report for ad-hoc material events.	Press release
Universal Registration Document			unreviewed		URD, registration document, document d'enregistrement universel	EU (AMF) universal registration document — the annual-report format of French and other EU issuers.	Annual report

Indices

Term	Validate	Redo	Status	Comment	Aliases	Yahoo ticker	Wiki prefix	Definition	Note
AEX			unreviewed		aex index, amsterdam exchange index, amsterdam aex	^AEX	AEX	Amsterdam Exchange Index — the 25 leading Dutch companies on Euronext Amsterdam.
ASX 200			unreviewed		s&p/asx 200, asx200, asx 200 index, australian asx	^AXJO	ASX 200	S&P/ASX 200 — the 200 largest companies on the Australian Securities Exchange; the main Australian benchmark.
ATX			unreviewed		austrian traded index, vienna atx, atx index	^ATX		Austrian Traded Index — the leading blue-chip stocks on the Vienna Stock Exchange.
BEL 20			✓ validated	Good.	bel20, bel 20 index, brussels bel	^BFX		Benchmark index of around 20 leading Belgian companies on Euronext Brussels.
CAC 40			unreviewed		cac40, cac 40 index, paris cac	^FCHI	CAC 40	Benchmark index of the 40 largest companies listed on Euronext Paris (France).
DAX			unreviewed		dax 40, dax index, frankfurt dax, german dax	^GDAXI	DAX	Blue-chip index of the 40 largest companies on the Frankfurt Stock Exchange (Germany).
EURO STOXX 50			unreviewed		eurostoxx 50, euro stoxx, stoxx 50	^STOXX50E	EURO STOXX 50	Blue-chip index of the 50 largest Eurozone companies, weighted by free-float market capitalisation.
FTSE 100			unreviewed		ftse100, ftse 100 index, london ftse	^FTSE	FTSE 100	Index of the 100 largest companies by market capitalisation on the London Stock Exchange (UK).
FTSE 250			✓ validated	Good.	ftse250, ftse 250 index, london ftse 250	^FTMC		Index of the 101st-350th largest companies on the London Stock Exchange (UK mid-caps).
FTSE MIB			unreviewed		ftse mib index, mib, milan ftse mib, italian ftse mib	FTSEMIB.MI	FTSE MIB	Benchmark index of the 40 leading companies listed on Borsa Italiana (Italy).
Hang Seng			unreviewed		HSI, hang seng index, hong kong hang seng	^HSI	Hang Seng	Benchmark index of the largest companies listed on the Hong Kong Stock Exchange.
IBEX 35			unreviewed		ibex, ibex35, madrid ibex, spanish ibex	^IBEX	IBEX 35	Benchmark index of the 35 most liquid Spanish stocks on the Bolsa de Madrid.
KOSPI			unreviewed		kospi composite, korea composite, kospi index	^KS11	KOSPI	Korea Composite Stock Price Index — all common shares on the KRX main board (South Korea).
MDAX			unreviewed		mdax index, german mdax	^MDAXI		German mid-cap index of 50 companies ranking just below the DAX (Frankfurt Stock Exchange).
Nikkei 225			unreviewed		nikkei, nikkei index, nikkei 225 index, tokyo nikkei	^N225	Nikkei 225	Price-weighted index of 225 leading Japanese companies on the Tokyo Stock Exchange.
OMX Copenhagen 25			unreviewed		omxc25, omx copenhagen, copenhagen omx	^OMXC25		The 25 most-traded stocks on Nasdaq Copenhagen (Denmark).
OMX Helsinki 25			unreviewed		omxh25, omx helsinki, helsinki omx	^OMXH25		The 25 most-traded stocks on Nasdaq Helsinki (Finland).
OSEBX			unreviewed		oslo bors benchmark, oslo benchmark index, osebx index	OSEBX.OL		Benchmark index of a representative selection of shares on the Oslo Stock Exchange (Norway).
S&P 500			unreviewed		sp 500, sp500, s&p500, standard and poor 500	^GSPC	S&P 500	Free-float market-cap-weighted index of 500 leading large-cap US companies; the primary US equity benchmark.
S&P Insurance			unreviewed		sp insurance, spdr s&p insurance	KIE	S&P Insurance	US insurance-industry benchmark — the equal-weighted SPDR S&P Insurance ETF (KIE), tracking the S&P Insurance Select Industry Index.	Tracked via the SPDR S&P Insurance ETF (KIE), not a raw S&P insurance index.
S&P/TSX			unreviewed		s&p/tsx composite, tsx, tsx composite, toronto tsx	^GSPTSE	S&P TSX	S&P/TSX Composite — the headline benchmark of the Toronto Stock Exchange (Canada).
SMI			unreviewed		swiss market index, smi index, swiss smi	^SSMI	SMI	Swiss Market Index — the 20 largest and most liquid Swiss blue-chip stocks on SIX Swiss Exchange.
STOXX 600			unreviewed		stoxx europe 600, euro stoxx 600	^STOXX	STOXX 600	Broad European benchmark of 600 large-, mid- and small-cap companies across 17 European countries.
STOXX Insurance			unreviewed		stoxx europe 600 insurance, euro stoxx insurance, european insurance index	EXH5.DE	STOXX Insurance	The insurance supersector of the STOXX Europe 600 — Europe's listed insurers — tracked here via the iShares EXH5 ETF.	Tracked via the iShares STOXX Europe 600 Insurance UCITS ETF (EXH5.DE), not the raw STOXX 600 Insurance index.
WIG20			unreviewed		wig 20, warsaw wig20, wig20 index	WIG20.WA		Index of the 20 largest and most liquid companies on the Warsaw Stock Exchange (Poland).

KPIs

Term	Validate	Redo	Status	Comment	Id	Parent	Parent ID	Group	Unit	Abbreviation	Aliases	Definition	Spec status
Adjusted Net Income			✓ validated	Useful for US companies.	adjusted_net_income			pnl	currency		adjusted net income, net income net of hybrid	Net income adjusted for company-specific items (e.g., hybrid/RT1 coupon charges for AXA, other normalisation items for other carriers) = net_income_attributable_to_parent - adjustment items.
Adjusted Underlying Earnings			unreviewed		adjusted_underlying_earnings			pnl	currency		adjusted underlying earnings, adjusted operating earnings	Underlying earnings adjusted for company-specific items (e.g., hybrid coupons) = underlying_earnings - adjustment items.
Administrative Expense Ratio			unreviewed		admin_expense_ratio	Underwriting Expense Ratio	underwriting_expense_ratio	non_life	%		admin expense ratio, G&A ratio, general expense ratio	Administrative/G&A expenses / net earned premium.
Annual Premium Equivalent			unreviewed		annual_premium_equivalent			life_new_business	currency	APE	APE, annual premium equivalent	Regular premiums + 10% of single premiums (life new-business volume).	proposed
Assets Under Management			unreviewed		assets_under_management			volume	currency	AUM	AUM, assets under management	Third-party plus general-account assets managed by the group's asset-management arm.
Available Capital			unreviewed		available_capital			solvency	currency		eligible own funds, own funds, available solvency capital	Eligible own funds available to meet the SCR / required capital.
Average Shares Outstanding			unreviewed		average_shares_outstanding			equity_valuation	shares		weighted average shares, average diluted shares	Weighted-average shares over the period.
Best Estimate Liabilities			unreviewed		best_estimate_liabilities	Technical Provisions	technical_provisions	balance_sheet	currency	BEL	BEL, present value of future cash flows, PVFCF, best estimate	Probability-weighted PV of future insurance cash flows (IFRS 17 / Solvency II building block).
Book Value Per Share			unreviewed		book_value_per_share			per_share	per_share	BVPS	BVPS, BV/share, book value per share	shareholders_equity_group_share / shares_outstanding.
Buyback Payout Ratio			unreviewed		buyback_payout_ratio	Total Payout Ratio	total_payout_ratio	shareholder_payout	%		buyback payout ratio, share repurchase payout ratio	share_buyback / payout_ratio_basis_earnings.
Buyback Yield			unreviewed		buyback_yield	Shareholder Payout Yield	shareholder_payout_yield	shareholder_payout	%		buyback yield, repurchase yield	share_buyback / market_capitalization.
CSM Release			unreviewed		csm_release			pnl	currency		CSM amortisation, CSM recognised in P&L, CSM release	CSM released to P&L for services provided in the period.	proposed
CSM Tax Rate			✓ validated	Clear name. KPI required to move between CSM before tax and CSM after tax.	csm_tax_rate			balance_sheet	%		CSM tax rate	Tax rate applied to before-tax CSM to derive after-tax CSM.
Cash Remittance			unreviewed		cash_remittance			capital_management	currency		net cash remittance, remittances, cash remittance from subsidiaries	Cash upstreamed from operating subsidiaries to the holding company.
Cash Remittance Ratio			unreviewed		remittance_ratio			capital_management	%		remittance ratio, cash remittance ratio, cash upstreaming ratio	cash_remittance / remittance_ratio_basis_earnings.
Combined Ratio			unreviewed		combined_ratio			non_life	%	CoR	CoR, C/R, combined operating ratio	loss_ratio + underwriting_expense_ratio (net earned premium basis). <100% = underwriting profit.
Commission Ratio			unreviewed		commission_ratio	Underwriting Expense Ratio	underwriting_expense_ratio	non_life	%		commission ratio, acquisition expense ratio	Acquisition costs (commissions + DAC amortisation) / net earned premium.
Contractual Service Margin			✓ validated	KPI required. Clear name.	csm	Technical Provisions	technical_provisions	balance_sheet	currency	CSM	CSM, contractual service margin, pre-tax CSM, CSM before tax	Unearned profit on in-force contracts, released to P&L over coverage (IFRS 17). Before tax by definition.
Contractual Service Margin (After Tax)			unreviewed		csm_after_tax			balance_sheet	currency		CSM after tax, post-tax CSM, net CSM	csm x (1 - csm_tax_rate).
Debt Financing Charges			unreviewed		debt_financing_charges			pnl	currency		debt financing charges, interest expense on debt, financing costs	Financing/interest charges on debt instruments (senior + subordinated). Excludes hybrid instrument financing charges (equity-classified distributions).
Debt Financing Charges (After Tax)			unreviewed		debt_financing_charges_after_tax			pnl	currency		debt financing charges after tax, net interest expense, after-tax financing costs	Financing charges on debt instruments (senior + subordinated), after tax. Excludes hybrid charges. = debt_financing_charges x (1 - holding_company_tax_rate).
Debt Gearing			unreviewed		gearing			balance_sheet	%		gearing, leverage ratio, debt gearing	financing_debt / (financing_debt + gearing_basis_shareholders_equity), or debt/equity - confirm house definition.
Discount Effect on Loss Ratio			unreviewed		discount_effect_on_loss_ratio	Loss Ratio	loss_ratio	non_life	%		discount effect, discount on loss ratio, IFRS 17 discount effect	Effect of discounting on the loss ratio (IFRS 17). Difference between discounted and undiscounted loss ratios.
Dividend Payout Ratio			unreviewed		dividend_payout_ratio	Total Payout Ratio	total_payout_ratio	shareholder_payout	%		dividend payout ratio, payout ratio	dividend_paid / payout_ratio_basis_earnings.
Dividend Per Share			unreviewed		dividend_per_share			per_share	per_share	DPS	DPS, dividend per share	Declared/proposed dividend per share for the period (board-declared primitive).
Dividend Yield			unreviewed		dividend_yield	Shareholder Payout Yield	shareholder_payout_yield	shareholder_payout	%		dividend yield, div yield	dividend_per_share / share_price.
Dividends Paid			unreviewed		dividend_paid	Total Shareholder Payout	total_shareholder_payout	shareholder_payout	currency		dividends, dividend paid, cash dividend	Total cash dividends paid in the period.
EPS Basis Earnings			unreviewed		eps_basis_earnings			pnl	currency		EPS basis earnings, EPS numerator, earnings for EPS	Earnings figure used as the numerator for reported EPS (net income adjusted per IAS 33 for hybrid coupons, preference dividends, etc.).
Earnings Per Share			unreviewed		earnings_per_share			per_share	per_share	EPS	EPS, earnings per share, basic EPS, diluted EPS	eps_basis_earnings / average_shares_outstanding (net income adjusted per IAS 33 for equity-classified hybrid coupons). Net-of-hybrid reported basis; ties the disclosed EPS.
Effective Tax Rate			unreviewed		effective_tax_rate			pnl	%	ETR	ETR, effective tax rate, group tax rate, group income tax rate, group effective tax rate	Income tax expense / pre-tax profit.
Excess Capital			unreviewed		excess_capital			solvency	currency		excess solvency capital, capital surplus	available_capital - required_capital.
Financing Debt			unreviewed		financing_debt			balance_sheet	currency		financing debt, gross financial debt	Total financing/financial debt = senior_debt + subordinated_debt (excl. undated/hybrid if equity-classified).
Gearing Basis Shareholders' Equity			unreviewed		gearing_basis_shareholders_equity			balance_sheet	currency		gearing basis shareholders equity, adjusted shareholders equity, adjusted equity, common equity ex-hybrid	Shareholders' equity (group share) on the basis used for gearing calculations (e.g., less hybrid/RT1 instruments). Company-specific.
Goodwill			unreviewed		goodwill	Total Intangible Assets	total_intangible_assets	balance_sheet	currency		goodwill	Goodwill arising on acquisitions.
Gross Written Premiums			unreviewed		gross_written_premium			volume	currency	GWP	GWP, gross premiums written, gross written premium	Total premiums written (gross of reinsurance) before earning.
Gross Written Premiums & Other Revenues			unreviewed		gross_written_premium_and_other_revenue			volume	currency		GWP & other revenues, premiums and other revenues, total premiums and other revenue	gross_written_premium + other_revenue (AXA-style top-line aggregate).
Holding Company Cash			unreviewed		holding_company_cash			capital_management	currency		holding company cash, closing cash balance, holding cash, cash at holding	Holding-company cash balance (period-end).
Holding Company Tax Rate			unreviewed		holding_company_tax_rate			pnl	%		holding company tax rate, holdco tax rate	Tax rate applicable at the holding company level. Used to derive after-tax debt financing charges from before-tax charges.
Hybrid Equity			unreviewed		hybrid_equity			balance_sheet	currency		undated subordinated debt, deeply subordinated debt, hybrid capital, RT1	Undated/deeply-subordinated instruments classified as equity (e.g. RT1).
Hybrid Instrument Financing Charges			unreviewed		hybrid_instrument_financing_charges			pnl	currency		hybrid instrument financing charges, hybrid debt charges before tax, hybrid coupon charges	Financing charges on hybrid/undated subordinated instruments (before tax by default).
Hybrid Instrument Financing Charges (After Tax)			unreviewed		hybrid_instrument_financing_charges_after_tax			pnl	currency		hybrid financing charges, subordinated debt charges after tax, hybrid debt charges, undated debt cost	After-tax financing charges on hybrid/undated subordinated instruments. One common adjustment item deducted to derive adjusted earnings.
IFRS Economic Value			unreviewed		ifrs_economic_value			balance_sheet	currency	IFRS EV	IFRS EV, IFRS economic value, IFRS embedded value	Economic value computed on an IFRS basis (where disclosed).
Income Before Tax			unreviewed		income_before_tax			pnl	currency	PBT	PBT, profit before tax, income before tax, pre-tax income, earnings before tax, EBT	Total consolidated income before tax.
Insurance Finance Income/Expense			unreviewed		insurance_finance_income_expense			pnl	currency	IFIE	IFIE, insurance finance result, insurance finance income or expenses	Unwind of discount + effect of financial-assumption changes on insurance liabilities (IFRS 17), through P&L and/or OCI.	proposed
Insurance Revenue			unreviewed		insurance_revenue			volume	currency		insurance revenue, insurance revenues	IFRS 17 insurance revenue (earned; excludes investment components). Not equal to GWP.
Insurance Service Expense			unreviewed		insurance_service_expense			pnl	currency	ISE	ISE, insurance service expenses	Incurred claims + attributable expenses + loss-component movements (IFRS 17).	proposed
Insurance Service Result			unreviewed		insurance_service_result			pnl	currency	ISR	ISR, insurance service result	insurance_revenue - insurance_service_expense (+/- reinsurance result). The IFRS 17 underwriting result.	proposed
Loss Ratio			unreviewed		loss_ratio	Combined Ratio	combined_ratio	non_life	%	LR	LR, claims ratio, incurred loss ratio	Incurred claims / net earned premium = undiscounted_cy_attritional_loss_ratio + natural_catastrophe_loss_ratio + prior_year_reserve_development_loss_ratio + discount_effect_on_loss_ratio.
Market Capitalization			unreviewed		market_capitalization			equity_valuation	currency	Mkt Cap	market cap, market capitalization	share_price x shares_outstanding.
Natural Catastrophe Loss Ratio			unreviewed		natural_catastrophe_loss_ratio	Loss Ratio	loss_ratio	non_life	%	Cat Loss Ratio	cat loss ratio, nat cat loss ratio, natural catastrophe loss ratio, cat load	Natural-catastrophe claims / net earned premium.
Net Income			unreviewed		net_income_attributable_to_parent			pnl	currency	NI	NI, net profit, net result, net income group share, bottom line, net income attributable to shareholders	Net income attributable to the parent's shareholders (group share, after NCI).
Net Investment Income			unreviewed		net_investment_income			pnl	currency		net investment income, investment return, investment result, investment income, net investment result	Net investment result recognised in P&L (income net of investment expenses).
Net Written Premiums			unreviewed		net_written_premium			volume	currency	NWP	NWP, net premiums written, net written premium	Premiums written net of outward reinsurance.
New Business CSM (After Tax)			unreviewed		new_business_csm_after_tax			life_new_business	currency	NB CSM AT	NB CSM after tax, new business CSM post-tax	CSM added from new business written in the period (after tax). IFRS 17 life.
New Business CSM (Before Tax)			unreviewed		new_business_csm_before_tax			life_new_business	currency	NB CSM BT	NB CSM before tax, new business CSM pre-tax, NB CSM	CSM added from new business written in the period (before tax). IFRS 17 life.
New Business Margin			unreviewed		new_business_margin			life_new_business	%	NBV Margin	NBV margin, new business value margin	new_business_value / present_value_of_new_business_premiums.
New Business Value			unreviewed		new_business_value			life_new_business	currency	NBV	NBV, value of new business, VNB	PV of future shareholder profits from new business written (after tax).
Non-Controlling Interests			unreviewed		non_controlling_interest	Total Shareholders' Equity	total_shareholders_equity	balance_sheet	currency	NCI	NCI, minority interests, minorities, non-controlling interests	Equity attributable to minority shareholders of subsidiaries.
Other Comprehensive Income			unreviewed		other_comprehensive_income			balance_sheet	currency	OCI	OCI, other comprehensive income	Items recognised in equity outside P&L (FVOCI, IFIE OCI option, FX, etc.).
Other Intangible Assets			unreviewed		other_intangible_assets	Total Intangible Assets	total_intangible_assets	balance_sheet	currency		other intangibles, other intangible assets	Intangibles other than goodwill (VOBA, software, distribution agreements).
Other Revenue			unreviewed		other_revenue			volume	currency		other revenue, other revenues	Non-premium revenues (fees, asset-management revenue, etc.).
Payout Ratio Basis Earnings			unreviewed		payout_ratio_basis_earnings			pnl	currency		payout ratio basis earnings, payout basis earnings, prior year underlying earnings	Earnings figure used as the denominator for payout ratio calculations. Company-specific (may be underlying earnings, adjusted earnings, or another basis).
Present Value of New Business Premiums			unreviewed		present_value_of_new_business_premiums			life_new_business	currency	PVNBP	PVNBP, PVEP, present value of expected premiums	PV of expected premiums on new business (NBV-margin denominator).
Price to Book			unreviewed		price_to_book			equity_valuation	x	P/B	P/B, price/book, PB ratio	market_capitalization / shareholders_equity_group_share (or share_price / book_value_per_share).
Price to Earnings			unreviewed		price_to_earnings			equity_valuation	x	P/E	P/E, price/earnings, PE ratio, PER	market_capitalization / net_income_attributable_to_parent (or share_price / EPS).
Prior-Year Reserve Development Loss Ratio			unreviewed		prior_year_reserve_development_loss_ratio	Loss Ratio	loss_ratio	non_life	%	PY Reserve Dev	PY reserve dev, reserve development ratio, prior year development, prior year reserve development	Prior-year claims reserve movement / net earned premium. Sign convention: NEGATIVE = favourable release (reduces loss/combined ratio); POSITIVE = adverse strengthening.
Remittance Ratio Basis Earnings			unreviewed		remittance_ratio_basis_earnings			capital_management	currency		remittance ratio basis earnings, subsidiary adjusted earnings, prior year subsidiary adjusted earnings	Earnings figure used as the denominator for the remittance ratio. Company-specific (typically subsidiary adjusted/underlying earnings).
Required Capital			unreviewed		required_capital			solvency	currency	SCR	SCR, solvency capital requirement, required solvency capital	Solvency capital requirement (SCR under Solvency II; equivalent under other regimes).
Retained Earnings			unreviewed		retained_earnings			balance_sheet	currency		retained earnings	Accumulated undistributed profits within equity.
Return on Equity			unreviewed		return_on_equity			returns	%	ROE	ROE, RoE, return on equity	net_income_attributable_to_parent / roe_basis_average_shareholders_equity.
Return on Tangible Equity			unreviewed		return_on_tangible_equity			returns	%	RoTE	RoTE, return on tangible equity	net_income_attributable_to_parent / average tangible_net_asset_value.	proposed
Risk Adjustment			unreviewed		risk_adjustment	Technical Provisions	technical_provisions	balance_sheet	currency	RA	RA, risk adjustment	IFRS 17 risk adjustment for non-financial risk.
RoE Basis Average Shareholders' Equity			unreviewed		roe_basis_average_shareholders_equity			balance_sheet	currency		RoE basis average shareholders equity, average RoE basis equity, RoE denominator equity	Period-average of roe_basis_shareholders_equity (typically (opening+closing)/2). RoE and Underlying RoE denominator.
RoE Basis Shareholders' Equity			unreviewed		roe_basis_shareholders_equity			balance_sheet	currency		RoE basis shareholders equity	Shareholders' equity (group share) on the basis used for RoE (period-end, company-specific adjustments such as ex-hybrid).
Senior Debt			unreviewed		senior_debt	Financing Debt	financing_debt	balance_sheet	currency		senior financing debt, financing debt (senior)	Senior (non-subordinated) financing debt.
Share Buy-backs			unreviewed		share_buyback	Total Shareholder Payout	total_shareholder_payout	shareholder_payout	currency		buyback, share buyback, share repurchase	Cash spent on share repurchases in the period.
Share Price			unreviewed		share_price			equity_valuation	per_share		share price, stock price, price per share	Market price per share (specify period-end or average).
Shareholder Payout Yield			unreviewed		shareholder_payout_yield			shareholder_payout	%		total payout yield, shareholder yield	dividend_yield + buyback_yield (= total_shareholder_payout / market_capitalization).
Shareholders' Equity (Group Share)			unreviewed		shareholders_equity_group_share	Total Shareholders' Equity	total_shareholders_equity	balance_sheet	currency	SE	shareholders equity group share, shareholders' equity group share, equity attributable to parent, parent equity, SE	Equity attributable to the parent's shareholders (excludes NCI and hybrid).
Shares Outstanding			unreviewed		shares_outstanding			equity_valuation	shares		shares outstanding, period-end shares, number of shares	Period-end ordinary shares outstanding (net of treasury).
Solvency Ratio			unreviewed		solvency_ratio			solvency	%	SII	SII, solvency II ratio, S2 ratio, solvency 2 ratio, SST ratio	available_capital / required_capital (eligible own funds / SCR).
Subordinated Debt			unreviewed		subordinated_debt	Financing Debt	financing_debt	balance_sheet	currency		dated subordinated debt, sub debt, subordinated bonds	Dated subordinated debt (liability-classified).
Tangible Book Value Per Share			unreviewed		tangible_book_value_per_share			per_share	per_share	TBVPS	TBVPS, tangible book value per share, tangible NAV per share	tangible_net_asset_value / shares_outstanding.	proposed
Tangible Net Asset Value			unreviewed		tangible_net_asset_value			balance_sheet	currency		tangible NAV, tangible net asset value, tangible equity, tangible book value	shareholders_equity_group_share - total_intangible_assets.
Target Payout Ratio			unreviewed		target_payout_ratio			shareholder_payout	%		target payout ratio, payout target	Management's target dividend/total payout ratio (guidance).
Target Solvency Ratio			unreviewed		target_solvency_ratio			solvency	%		target solvency ratio, solvency target	Management's target solvency ratio / operating range (guidance).
Technical Provisions			unreviewed		technical_provisions			balance_sheet	currency		insurance contract liabilities, technical reserves, insurance liabilities	Total insurance contract liabilities. IFRS 17 ~ best_estimate_liabilities + risk_adjustment + CSM (gross of reinsurance).
Total Assets			unreviewed		total_assets			balance_sheet	currency	TA	total assets	Total consolidated assets.
Total Intangible Assets			unreviewed		total_intangible_assets			balance_sheet	currency		intangible assets, intangibles	goodwill + other_intangible_assets.
Total Liabilities			unreviewed		total_liabilities			balance_sheet	currency		total liabilities	Total consolidated liabilities.
Total Payout Ratio			unreviewed		total_payout_ratio			shareholder_payout	%		total payout ratio	total_shareholder_payout / payout_ratio_basis_earnings.
Total Revenue			unreviewed		total_revenue			volume	currency		total revenue, total revenues	Total group revenue (IFRS).
Total Shareholder Payout			unreviewed		total_shareholder_payout			shareholder_payout	currency		total payout, dividends plus buybacks, total distribution	dividend_paid + share_buyback.
Total Shareholder Return			unreviewed		total_shareholder_return			equity_valuation	%	TSR	TSR, total shareholder return	Share-price appreciation + dividends reinvested over a period (externally measured).
Total Shareholders' Equity			unreviewed		total_shareholders_equity			balance_sheet	currency		total shareholders equity, total equity, total shareholders' equity	shareholders_equity_group_share + non_controlling_interest (+ hybrid if equity-classified).
Underlying EPS			unreviewed		underlying_earnings_per_share			per_share	per_share		underlying EPS, underlying earnings per share, operating EPS	underlying_eps_basis_earnings / average_shares_outstanding.
Underlying EPS Basis Earnings			unreviewed		underlying_eps_basis_earnings			pnl	currency		underlying EPS basis earnings, underlying EPS numerator, underlying earnings for EPS	Underlying earnings figure used as the numerator for underlying EPS (underlying earnings adjusted for hybrid coupons, etc.).
Underlying Earnings			unreviewed		underlying_earnings			pnl	currency	UE	UE, underlying earnings, operating earnings, operating profit, operating income, operating result, underlying earnings group share	Recurring operating result attributable to shareholders, after tax (excludes realised gains/losses and one-offs).
Underlying Earnings (Before Tax)			unreviewed		underlying_earnings_before_tax			pnl	currency		underlying earnings before tax, operating earnings before tax, pre-tax underlying earnings	Underlying/operating earnings before tax.
Underlying Earnings Tax Rate			unreviewed		underlying_earnings_tax_rate			pnl	%		underlying earnings tax rate, operating earnings tax rate	Tax / pre-tax underlying earnings; bridges underlying_earnings_before_tax to underlying_earnings.
Underlying Return on Equity			unreviewed		underlying_return_on_equity			returns	%	Underlying RoE	underlying RoE, underlying return on equity, operating RoE	underlying_earnings / roe_basis_average_shareholders_equity.
Underwriting Expense Ratio			unreviewed		underwriting_expense_ratio	Combined Ratio	combined_ratio	non_life	%	ER	ER, expense ratio, cost ratio, management expense ratio, underwriting expense ratio	commission_ratio + admin_expense_ratio (net earned premium basis).
Underwriting Result			unreviewed		underwriting_result			non_life	currency	UW result	UW result, underwriting profit, underwriting income	Net earned premium - claims - expenses (technical result). IFRS 17 ~ insurance service result.
Undiscounted Current-Year Attritional Loss Ratio			unreviewed		undiscounted_cy_attritional_loss_ratio	Loss Ratio	loss_ratio	non_life	%	CY Attritional	CY loss ratio, CY attritional loss ratio, accident year attritional loss ratio, undiscounted CY loss ratio	Current accident-year non-cat claims / net earned premium, before discount effect.

Segments

Term	Validate	Redo	Status	Comment	Abbreviation	Aliases
Asset Management			unreviewed		AM	AM, Investment Management, Asset Mgmt
Commercial Lines			unreviewed		CL	CL, Commercial, Commercial Insurance
Health			unreviewed			Health Insurance, Healthcare
Life & Health			unreviewed		L&H	L&H, Life/Health, Life and Health, Life & Savings
Personal Lines			unreviewed		PL	PL, Personal, Personal Insurance, Retail
Property & Casualty			unreviewed		P&C	P&C, Property-Casualty, Non-Life, General Insurance, GI, Property and Casualty
Reinsurance (segment)			unreviewed		Re	Re, Reins, Reinsurance

Organizations

Term	Validate	Redo	Status	Comment	Aliases	Wiki prefix
France Assureurs			unreviewed		Fédération Française de l'Assurance, FFA, French Insurance Federation	France Assureurs

Section topics

Term	Validate	Redo	Status	Comment	Id	Parent	Parent ID	Aliases	Definition	Key facts and figures
Accounting policies			unreviewed		ie3cmfrol3	Reporting basis	ow7tevuxxr	significant accounting policies, summary of significant accounting policies, material accounting policies, summary of material accounting policies, accounting principles, new accounting standards, critical accounting estimates, critical accounting policies and estimates	Accounting policies and estimates, including new standards adopted.
Actuarial function			unreviewed		qpnuvr351y	Governance	sj5skd0tp7	actuarial function report, appointed actuary's report	The actuarial function: role, independence, coordination of technical provisions, and opinion on underwriting policy and reinsurance arrangements.
Alternative assets			unreviewed		gp3o3dfk95	Investments	966xer0dpm	alternatives, private equity, hedge funds, infrastructure investments, private markets	Non-traditional holdings: private equity, private debt, hedge funds, and infrastructure.
Alternative capital			unreviewed		369bdpvh3a	Reinsurance	20fueoa3q1	insurance linked securities, ILS, cat bonds, sidecars, third party capital	Alternative reinsurance capital: cat bonds, ILS, sidecars, and third-party vehicles.
Assets under management			unreviewed		yoqvxfblxe			AUM, third party assets, managed assets, client assets, funds under management, assets under administration	Assets under management: level and mix of own and third-party managed assets in the asset-management business (the general-account portfolio on the balance sheet: see Investments).
Assets under management / Rollforward			unreviewed		6jssxlwfy5	Assets under management	yoqvxfblxe	AUM rollforward, AUM roll forward, AUM movement, AUM development, AUM walk, change in AUM	Period movement in AUM: flows, market effects, and FX from opening to closing.
Audit			unreviewed		x856lnzuq2			auditor's report, independent auditor's report, audit report, audit opinion, key audit matters, critical audit matters, report of independent registered public accounting firm, statutory auditors' report, principal accountant fees and services	External audit: the auditor's report, opinion, and key audit matters.
Balance sheet			unreviewed		offa7is5x7			statement of financial position, consolidated balance sheet, statement of financial condition	Assets, liabilities, and equity at the reporting date.
Balance sheet / Assets			unreviewed		1f87rdfb5o	Balance sheet	offa7is5x7	total assets, asset side, assets overview, composition of assets	Composition of the asset side of the balance sheet.
Balance sheet / Liabilities			unreviewed		elseqv5tt7	Balance sheet	offa7is5x7	total liabilities, liability side, liabilities overview, composition of liabilities	Composition of the liability side of the balance sheet.
Business mix			unreviewed		lht8rybaqk	Overview	4cr8sbi842	segment mix, product mix, revenue mix, business split, portfolio mix	Breakdown of the book by segment, product, geography, customer type, or distribution channel.	Primary segments, Principal lines, Largest line, Mix by segment, Life vs non-life
Buybacks			unreviewed		70zdwfnrmi	Shareholder returns	4mxy6ccbgj	share buyback, share buybacks, share repurchases, buyback program, share repurchase program, share buyback programme, issuer purchases of equity securities	Share buybacks: programs, amounts, and execution.
CSM			unreviewed		c9uq82u1iy	Balance sheet	offa7is5x7	contractual service margin, CSM balance	Contractual service margin: the IFRS 17 store of unearned profit on in-force contracts.
CSM / Rollforward			unreviewed		cqvs0n2z2e	CSM	c9uq82u1iy	CSM rollforward, CSM movement, CSM development, CSM walk, CSM roll forward	Period movement in the CSM: new business, interest accretion, assumption changes, and release to profit.
CSM / Sensitivities			unreviewed		c78yqzzcf5	CSM	c9uq82u1iy	CSM sensitivity, CSM sensitivity analysis	Sensitivity of the CSM to market and insurance assumption changes.
Capital generation			unreviewed		5z1re6bzev	Capital management	f8km91nllc	organic capital generation, OCG, normalized capital generation, free capital generation, operating capital generation, operational surplus generation, free surplus generation, free cash flow	Organic or normalized capital generation as a standalone KPI: the amount generated in the period and its uses (the full solvency-ratio walk: see Solvency / Rollforward).
Capital management			unreviewed		f8km91nllc			capital deployment, debt issuance, capital actions	Capital deployment: remittances, buybacks, debt issuance, and holding-company liquidity.
Capital requirement			unreviewed		997lhpef9j	Solvency	2k28wtsk07	SCR, solvency capital requirement, MCR, minimum capital requirement, required capital, solvency capital requirement and minimum capital requirement, SCR and MCR	Regulatory capital requirement: the SCR (composition by risk module) and MCR, or local analogues such as US risk-based capital (RBC).
Cash flow			unreviewed		cs6p6hop55			cash flow statement, statement of cash flows, consolidated statement of cash flows, operating cash flow	Cash flows for the period per the cash-flow statement: operating, investing, and financing (funding and liquidity discussion: see Liquidity & capital resources).
Catastrophes			unreviewed		caxaby4jlv	Underwriting	cos78e4bvi	natural catastrophes, nat cat, catastrophe losses, cat losses, man-made catastrophes, weather events	Natural and man-made catastrophe events and their loss impact in the period.
Catastrophes / Earnings sensitivity			unreviewed		3cg80vy9c1	Catastrophes	caxaby4jlv	cat load, catastrophe budget, cat exposure, catastrophe scenarios, probable maximum loss, PML	Expected catastrophe load and the sensitivity of earnings to catastrophe scenarios, including modeled losses (PML) by return period.
Claims			unreviewed		drz6uloidk			claims trends, claims inflation, claims experience, loss trends, claims handling, claims management	Claims experience and trends: frequency, severity, inflation, and large losses (catastrophe events: see Catastrophes; reserve balances: see Reserves).
Commitments & contingencies			unreviewed		wugbjvah7b	Risk	w8ma8usdpx	commitments and contingencies, contingent liabilities, guarantees and indemnifications, off balance sheet arrangements	Commitments, guarantees, and contingent liabilities, including off-balance-sheet arrangements (legal disputes and proceedings: see Litigation).
Competition			unreviewed		c6zoq3weio	Strategy	8c6rwjjmzf	competitive landscape, competitive position, market position, market share, peer comparison	Competitive landscape and the company's market position and share.	Key competitors, Market share / ranking, Basis of competition, Competitive advantages
Comprehensive income			unreviewed		utcfjac7ow	Income statement	ed0t39ch3f	statement of comprehensive income, consolidated statement of comprehensive income, OCI, other comprehensive income, total comprehensive income	The statement of comprehensive income: net income plus OCI — investment revaluation, insurance finance effects taken outside the P&L, currency translation, and remeasurements.
Credit risk			unreviewed		m0cjxgvmvi	Risk	w8ma8usdpx	counterparty risk, counterparty default risk, credit exposure, credit risk management	Credit and counterparty risk: exposure to default of issuers, reinsurers, and other counterparties (portfolio rating mix: see Investments / Credit quality; reinsurer balances: see Reinsurance recoverables).
Customers			unreviewed		mkwfc15a5q	Business mix	lht8rybaqk	customer base, our customers, policyholders, customer segments, customer satisfaction, client base	Customer base and segments: counts, retention, and satisfaction.
Cybersecurity			unreviewed		3sevlm3ozh	Risk	w8ma8usdpx	cyber risk, information security, cybersecurity risk management, IT security	Cyber risk and information-security management, including the 10-K Item 1C disclosure.
Debt maturity			unreviewed		bhnpa5y4f0	Leverage	b3bc9gy5x7	debt maturity profile, debt maturities, debt maturity schedule, refinancing	Maturity profile of outstanding debt and refinancing needs.
Deferred acquisition costs			unreviewed		or43xxg565	Balance sheet	offa7is5x7	DAC, deferred policy acquisition costs, insurance acquisition cash flows, DAC amortization	Deferred acquisition costs / insurance acquisition cash flows: capitalization, amortization, and recoverability.
Derivatives			unreviewed		s22xbq0z1h	Investments	966xer0dpm	derivative financial instruments, hedging instruments, derivative positions, hedge accounting, hedging program	Derivative positions and hedging: purpose, notionals, and fair values.
Disclaimers			unreviewed		tepp01g689			forward looking statements, cautionary statement, safe harbor statement, cautionary statement regarding forward-looking statements, cautionary note regarding forward-looking statements, disclaimer, important legal information	Legal disclaimers: forward-looking statements and cautionary notes.
Discounting			unreviewed		qfysbg8bas	Income statement	ed0t39ch3f	discount rates, discount effect, unwind of discount, discount benefit, insurance finance income and expenses, insurance finance expenses, net insurance finance result	Discounting of insurance liabilities: rates used, discount benefit on new claims, and the unwind through insurance finance income and expenses.
Distribution channels			unreviewed		la5wuhtx31	Business mix	lht8rybaqk	distribution, distribution network, marketing and distribution, agency channel, bancassurance, brokers and agents	Distribution: agents, brokers, bancassurance, direct, and partnerships.	Distribution channels, Primary channel, Share by channel, Key partnerships
Dividends			unreviewed		f7q5tvbfqm	Shareholder returns	4mxy6ccbgj	dividend, dividend policy, dividend proposal, dividend distribution, appropriation of profit, appropriation of result	Dividend: policy, proposed or paid amount, and distribution capacity.
Earnings			unreviewed		y30gelxv10	Income statement	ed0t39ch3f	net income, profit, net result, operating profit, operating result, underlying earnings, group results, results of operations	Profit for the period at any earnings line: operating or underlying earnings and net income.
Earnings / By customer segment			unreviewed		ombz15arcb	Earnings	y30gelxv10	earnings by customer segment, profit by customer type, results by client segment	Earnings split by customer type: retail, commercial, institutional.
Earnings / By geography			unreviewed		iycymgpuon	Earnings	y30gelxv10	earnings by geography, earnings by region, profit by country, results by market	Earnings split by geography, region, or country, not by reportable segment.
Earnings / By line of business			unreviewed		pw41e8kn7m	Earnings	y30gelxv10	earnings by line of business, profit by business line, results by line of business	Earnings split by line of business or product, not by reportable segment.
Earnings / Year-on-year bridge			unreviewed		v7mgl9oims	Earnings	y30gelxv10	earnings bridge, earnings walk, profit walk, operating profit bridge, earnings drivers	Walk from prior-period to current-period earnings, attributing the change to its drivers.
Earnings per share			unreviewed		v7ij6av24f	Earnings	y30gelxv10	EPS, basic earnings per share, diluted earnings per share, net income per share	Earnings attributable per share: basic and diluted EPS and the share count used.
Economic assumptions			unreviewed		8057i7ggjm			actuarial assumptions, economic scenarios, interest rate assumptions, assumption changes	Economic and actuarial assumptions used in valuations and results: rates, returns, and assumption updates (actual market conditions: see Market environment; liability discounting: see Discounting).
Emerging risks			unreviewed		x0s3i3lcpw	Risk	w8ma8usdpx	emerging risk, horizon scanning, top and emerging risks	Emerging and developing risks identified through horizon scanning.
Equity to own funds reconciliation			unreviewed		vmox6ji65o	Solvency, Shareholders' equity	2k28wtsk07, 0lk0pqg9zh	IFRS equity to own funds, own funds reconciliation, IFRS to Solvency II bridge, excess of assets over liabilities bridge	Bridge from IFRS shareholders' equity to Solvency II eligible own funds.
Exchange rates			unreviewed		2g0bi52xlo	Market environment	7nc9h3zzvs	currency effects, FX impact, foreign exchange, currency translation effects, constant exchange rates	Currency effects on reported results and the exchange rates used for translation (currency risk exposure: see Market risk).
Expenses			unreviewed		irxh3hcbqz	Income statement	ed0t39ch3f	operating expenses, cost base, administrative expenses, acquisition costs, cost development	Operating cost base: acquisition and administrative expenses and cost trends.
Fair value measurement			unreviewed		di0lc3m1jj	Investments	966xer0dpm	fair value measurements, fair value hierarchy, level 3 assets, valuation techniques, fair value of financial instruments, fair value disclosures	Fair-value hierarchy (levels 1-3), valuation techniques, and level-3 movements.
Fee income			unreviewed		qfq1t7e6o0	Income statement	ed0t39ch3f	fee and commission income, fee result, fee business, commission income	Fee and commission revenue, e.g. from asset management, unit-linked, and service business.
Filing information			unreviewed		t53unsd9lu			cover page, registrant information, document and entity information, exhibits, exhibits and financial statement schedules, signatures, documents incorporated by reference	Filing apparatus: cover page, registrant details, exhibits, and signatures.
Fixed income			unreviewed		utnmaoxh50	Investments	966xer0dpm	bond portfolio, fixed income portfolio, debt securities, fixed maturities, fixed maturity securities, government bonds, corporate bonds	Fixed-income holdings: government and corporate bonds, duration, and yields.
Front matter			unreviewed		p1nm5k4hev			table of contents, contents, about this report, presentation of information	Report front matter: table of contents, about-this-report, and document-level reading conventions (accounting basis of preparation: see Reporting basis).
Glossary			unreviewed		dsc5r029ax			definitions, glossary of terms, abbreviations, terminology	Glossary: definitions of terms and abbreviations used in the report.
Goodwill & intangibles			unreviewed		hekiequlv1	Balance sheet	offa7is5x7	goodwill, intangible assets, goodwill and intangible assets, goodwill and other intangible assets, goodwill impairment, VOBA	Goodwill and intangible assets: carrying amounts and impairment testing.
Governance			unreviewed		sj5skd0tp7			corporate governance, governance framework, governance report, corporate governance report, corporate governance statement, system of governance, fit and proper requirements	Corporate governance: framework, bodies, and the system of governance (ESG oversight and business ethics: see Sustainability / Governance).	Board chair, CEO, Board size, Board independence, Board committees, External auditor
Highlights			unreviewed		3pjfj4g9uv			key figures, financial highlights, at a glance, key metrics, performance highlights, key performance indicators, KPIs, selected financial data	Headline figures and achievements for the period, at a glance.
History			unreviewed		2ku0sqq9xf	Overview	4cr8sbi842	company history, our history, corporate history, history and development of the company	History of the company: origins, milestones, and name changes.	Year founded, Founding location, Former name(s), Founding legal form, Major acquisitions
Holding company			unreviewed		75shp9ailk	Capital management	f8km91nllc	holdco, parent company, holding company cash, holding company liquidity, parent company liquidity	The holding or parent company standalone: cash, resources, and obligations.
Holding company / Financial statements			unreviewed		1smvf6a29l	Holding company	75shp9ailk	parent company financial statements, holding company accounts, parent company accounts, company financial statements, condensed financial information of registrant	Standalone parent-company financial statements of the holding.
Human capital			unreviewed		v84q3tomll	Overview	4cr8sbi842	employees, workforce, our people, human resources, human capital resources, human capital management	Workforce: headcount, talent, diversity, and employee engagement.	Employees, Workforce geography, Gender diversity, Turnover rate, Labor relations
Income statement			unreviewed		ed0t39ch3f			P&L, profit and loss, statement of profit or loss, statement of income, statement of operations	Revenue, expenses, and earnings for the period.
Insurance risk			unreviewed		gva2857foa	Risk	w8ma8usdpx	underwriting risk, insurance risk profile, life insurance risk, non-life insurance risk, life underwriting risk, non-life underwriting risk, health underwriting risk, biometric risk	Insurance and underwriting risk in the risk profile: biometric, lapse, expense, and P&C exposure (underwriting performance and ratios: see Underwriting).
Intellectual property			unreviewed		nd7yoiixiy	Overview	4cr8sbi842	trademarks, patents, brands, trademarks and patents	Intellectual property: brands, trademarks, and patents.
Internal controls			unreviewed		l96bfbct4s	Audit, Governance	x856lnzuq2, sj5skd0tp7	internal control over financial reporting, ICFR, controls and procedures, internal control system, management's report on internal control over financial reporting, disclosure controls and procedures, internal audit, internal audit function, compliance function	Internal control system, compliance and internal audit functions, and controls over financial reporting (ICFR).
Investment result			unreviewed		jpoeftv18u	Investments, Income statement	966xer0dpm, ed0t39ch3f	net investment income, investment income, investment return, net investment result, investment performance	The period's investment earnings through the income statement: investment income, realized and fair-value gains and losses in P&L, and the resulting return (OCI valuation movements: see Unrealized gains & losses).
Investments			unreviewed		966xer0dpm	Balance sheet	offa7is5x7	investment portfolio, invested assets, asset allocation, general account	Investment portfolio, asset allocation, and investment income.
Investments / Credit quality			unreviewed		ooly7l7133	Investments	966xer0dpm	credit quality of investments, investment credit quality, rating distribution, asset quality, below investment grade holdings	Credit quality of the investment portfolio: rating mix and impairment risk (not the risk-management framework — see Credit risk).
Investments / Real estate			unreviewed		t30sdfi0wn	Investments	966xer0dpm	real estate portfolio, property investments, real estate holdings, commercial real estate	Real estate exposure: direct property, real estate funds, and property loans.
Investor relations			unreviewed		snkw7cucpt			financial calendar, investor information, shareholder information, annual general meeting	Investor relations: contacts, calendar, and shareholder services.
Leases			unreviewed		hvv0k9voso	Balance sheet	offa7is5x7	lease liabilities, right of use assets, IFRS 16, operating leases	Lease positions: right-of-use assets and lease liabilities.
Legal structure			unreviewed		cmtswfs0go	Overview	4cr8sbi842	corporate structure, group structure, legal entity structure, organizational structure, organisational structure, simplified group structure, group structure chart	Legal and corporate structure of the group: parent, subsidiaries, and branches (management and governance organisation: see Governance).	Legal name, State of incorporation, Holding-company structure, Stock listing, Ticker
Letter to shareholders			unreviewed		za7l40ulze			CEO letter, chairman's statement, CEO message, letter from the CEO, chairman and CEO letter, to our shareholders, chairman's letter, chief executive's review	Leadership letter to shareholders framing the period.
Leverage			unreviewed		b3bc9gy5x7	Capital management	f8km91nllc	financial leverage, debt, financial debt, borrowings, senior and subordinated debt, long-term debt, subordinated liabilities, financing debt	Financial leverage: debt outstanding, leverage level, and debt servicing (maturity schedule and refinancing: see Debt maturity).
Liquidity & capital resources			unreviewed		trbk6wt4s9	Capital management	f8km91nllc	liquidity and capital resources, liquidity position, liquidity and funding, funding sources, financial flexibility	Liquidity position and funding sources of the group — the 10-K MD&A liquidity section (the cash-flow statement itself: see Cash flow; parent-company resources: see Holding company).
Liquidity risk			unreviewed		81oaprhocb	Risk	w8ma8usdpx	liquidity risk management, funding risk	Liquidity risk: the risk of insufficient liquid resources to meet obligations (the group's liquidity position: see Liquidity & capital resources).
Litigation			unreviewed		nad00g0zfb	Risk	w8ma8usdpx	legal proceedings, litigation and regulatory proceedings, legal and arbitration proceedings, legal risks, legal disputes	Legal proceedings and disputes and their potential financial effect.
Loss triangles			unreviewed		hjnlii88rx	Reserves	rmmhubj8mh	claims triangles, claims development tables, development triangles, loss development triangles, incurred and paid claims development, run off triangles	Claims development triangles by accident or underwriting year.
M&A			unreviewed		c5r2rmwxo6	Strategy	8c6rwjjmzf	mergers and acquisitions, mergers & acquisitions, acquisitions, disposals, divestments, acquisitions and disposals, acquisitions and divestitures, business combinations	M&A activity: acquisitions, disposals, and integration.
Management & board			unreviewed		i3be5prevc	Governance	sj5skd0tp7	board of directors, executive committee, management board, board of management, supervisory board, leadership team, corporate bodies, information about our executive officers, directors, executive officers and corporate governance	Composition and roles of the board and executive management.
Market environment			unreviewed		7nc9h3zzvs			macro environment, economic environment, market conditions, operating environment, business environment, macroeconomic developments	External environment for the period: macroeconomy, rates, markets, and industry conditions (exposure to market moves: see Market risk; assumptions used in projections: see Economic assumptions).
Market risk			unreviewed		p7k94aok7u	Risk	w8ma8usdpx	interest rate risk, equity risk, spread risk, currency risk, foreign exchange risk, ALM, asset liability management, quantitative and qualitative disclosures about market risk	Market risk exposure: interest rate, equity, spread, property, and currency risk (currency-translation effects on reported results: see Exchange rates).
Net flows			unreviewed		f4zcgwiyzm			net inflows, net outflows, net new money, net client cash flows, inflows and outflows	Net client flows in Life and asset management: inflows minus outflows and surrenders (gross premium volume: see Premiums; AUM level: see Assets under management).
New business			unreviewed		fz8evycjst			new business production, life new business, new business generation	Life new-business volume and value: APE, PVNBP, NBV, and NBV margin.
Non-GAAP reconciliation			unreviewed		n63zd2qo95	Earnings	y30gelxv10	alternative performance measures, APM reconciliation, non-GAAP financial measures, reconciliation of non-GAAP measures, adjusted earnings reconciliation	Reconciliation of management's alternative performance measures to the nearest IFRS or GAAP figure.
Non-operating items			unreviewed		vnw5o744br	Earnings	y30gelxv10	non-operating result, exceptional items, one-off items, restructuring costs, integration costs	Items excluded from operating earnings: restructuring, integration, impairments, and other one-offs.
ORSA			unreviewed		d00txlz1as	Risk, Governance	w8ma8usdpx, sj5skd0tp7	own risk and solvency assessment, risk management system including the own risk and solvency assessment	Own Risk and Solvency Assessment: process and the forward-looking view of solvency needs.
Operational risk			unreviewed		zy07b9ocmk	Risk	w8ma8usdpx	op risk, operational risk management, operational resilience	Operational risk: failures of processes, people, and systems, and their mitigation.
Outlook			unreviewed		z5ugm9vp33			guidance, targets, financial targets, outlook and guidance, ambitions	Forward-looking guidance, targets, and ambitions.
Outsourcing			unreviewed		92uva58ioh	Governance	sj5skd0tp7	outsourcing arrangements, third party providers	Outsourcing of critical functions and oversight of service providers.
Overview			unreviewed		4cr8sbi842			company profile, corporate profile, company overview, who we are, about the company	Corporate profile: legal entity, headquarters, key markets, history, listing, ownership, leadership, and scale.
Own funds			unreviewed		mvr3j6qvh9	Solvency	2k28wtsk07	eligible own funds, EOF, available capital, available financial resources, AFR, own funds composition, tiering of own funds	Solvency II eligible own funds: amount, tiering, and composition (IFRS equity bridge: see Equity to own funds reconciliation).
Ownership structure			unreviewed		csyruuyebe	Governance	sj5skd0tp7	shareholder structure, major shareholders, share ownership, principal shareholders, shareholder base, security ownership of certain beneficial owners and management	Who owns the company: major shareholders, free float, and control.
Premiums			unreviewed		wpkf9ycgxf	Income statement	ed0t39ch3f	premium income, gross written premiums, gross premiums written, GWP, net written premiums, premiums earned, insurance revenue, premium development	Top-line volume for the period: written and earned premiums and IFRS 17 insurance revenue.
Premiums / By customer segment			unreviewed		grsf2qklvn	Premiums	wpkf9ycgxf	premiums by customer segment, premiums by customer type, premiums by client segment	Premium volume split by customer type: retail, commercial, institutional.
Premiums / By geography			unreviewed		kynhd2bvm1	Premiums	wpkf9ycgxf	premiums by geography, premiums by region, premiums by country, premiums by market	Premium volume split by geography, region, or country, not by reportable segment.
Premiums / By line of business			unreviewed		n13vjesiav	Premiums	wpkf9ycgxf	premiums by line of business, premiums by product, premiums by business line, premium mix by product	Premium volume split by line of business or product, not by reportable segment.
Pricing			unreviewed		llbwb4tj3c	Underwriting	cos78e4bvi	rate changes, rate increases, renewal rate change, pricing environment, price adequacy	Pricing and rate change achieved on the portfolio, including treaty renewal pricing for reinsurers, and pricing adequacy (premium volume and growth: see Premiums).
Products			unreviewed		mz4ournjwh	Business mix	lht8rybaqk	product portfolio, product offering, products and services, product lines, new products, product launches	Product offering and features by line, including launches and product changes (rate changes on the in-force portfolio: see Pricing).
Properties			unreviewed		r4n3yrljyy	Overview	4cr8sbi842	principal properties, offices and facilities, premises	Properties the company occupies or owns for its operations (investment real estate: see Investments / Real estate).	Headquarters, Key facilities, Owned vs leased
QRTs			unreviewed		1kritzrxbm	Solvency	2k28wtsk07	quantitative reporting templates, QRT, reporting templates	Public quantitative reporting templates annexed to the SFCR.
Ratings			unreviewed		u6q0bi3ei3			credit rating, financial strength rating, rating agency, AM Best, S&P rating, Moody's rating	Credit and financial-strength ratings and their outlooks.	Rating agencies, Financial strength rating, Issuer credit rating, Rating outlook
Regulation			unreviewed		1nma8v7gjs			regulatory environment, regulatory developments, supervision, regulatory framework, government regulation, regulatory matters, supervision and regulation	Regulatory environment, supervision, and regulatory developments affecting the business (the company's own capital adequacy under those rules: see Solvency).
Reinsurance			unreviewed		20fueoa3q1			reinsurance protection, ceded reinsurance, outward reinsurance, retrocession, reinsurance strategy	The group's own reinsurance protection as cedant: strategy and cessions (treaty structure, layers, and retentions: see Reinsurance program).
Reinsurance program			unreviewed		8ihdrbirer	Reinsurance	20fueoa3q1	reinsurance programme, reinsurance structure, catastrophe reinsurance program, reinsurance program renewal, retention levels	Structure of the reinsurance program: treaties, layers, retentions, and renewal terms.
Reinsurance recoverables			unreviewed		tc5fw176pu	Reinsurance, Credit risk	20fueoa3q1, m0cjxgvmvi	reinsurance assets, reinsurance recoverable, amounts recoverable from reinsurers, reinsurers' share of technical provisions, reinsurers share of technical provisions, reinsurance contracts held, reinsurance contract assets	Amounts recoverable from reinsurers and the credit quality of those counterparties.
Related party transactions			unreviewed		1eit26wk5c	Governance	sj5skd0tp7	related parties, transactions with related parties, related party disclosures, certain relationships and related transactions	Transactions and balances with related parties.
Remittances			unreviewed		y7ye4rqzkv	Capital management	f8km91nllc	cash remittances, remittances to the holding, subsidiary remittances, dividends from subsidiaries	Cash remitted by subsidiaries to the holding company.
Remuneration			unreviewed		ebig3opk63	Governance	sj5skd0tp7	compensation, executive compensation, remuneration report, remuneration policy	Remuneration of executives and staff: policy, structure, and amounts.
Reporting basis			unreviewed		ow7tevuxxr			basis of preparation, basis of presentation, reporting framework, scope of consolidation, basis of consolidation	Basis of preparation of the financial statements: reporting framework applied and scope of consolidation (individual policies and estimates: see Accounting policies).
Reserve adequacy			unreviewed		e40m7ou132	Reserves	rmmhubj8mh	reserve strength, reserving confidence level, reserve margin, prudence margin	Adequacy of the reserve level: margins above best estimate and management's reserving position.
Reserve development			unreviewed		rhstabgyn2	Reserves	rmmhubj8mh	prior year development, PYD, reserve releases, prior year reserve development, reserve strengthening	Prior-year reserve development: releases or strengthening on prior accident or underwriting years.
Reserves			unreviewed		rmmhubj8mh	Balance sheet	offa7is5x7	loss reserves, claims reserves, insurance liabilities, insurance contract liabilities, liability for incurred claims, LIC, unpaid losses and loss adjustment expenses, reserve for losses and loss adjustment expenses	Insurance contract liabilities on the accounting balance sheet — chiefly claims reserves / the liability for incurred claims (for the Solvency II valuation see Technical provisions).
Reserves / Rollforward			unreviewed		do9an7x5kp	Reserves	rmmhubj8mh	reserve rollforward, loss reserve rollforward, reserve movement, reserve walk, reserve roll forward, movement in insurance liabilities	Opening-to-closing walk of claims reserves for the period.
Risk			unreviewed		w8ma8usdpx			risk factors, risk management, risk profile, key risks	Risk factors and the risk-management approach.
Run-off			unreviewed		j2mg590krh	Business mix	lht8rybaqk	run-off business, legacy business, closed book, legacy portfolio	Business in run-off: legacy and closed books no longer actively written.
Run-off results			unreviewed		0of3pk0jky	Run-off	j2mg590krh	results of run-off business, legacy book results, run-off portfolio performance	Results of the run-off and legacy portfolios (prior-year reserve movements on ongoing business: see Reserve development).
Segments			unreviewed		1ut79wn2dy	Overview	4cr8sbi842	reportable segments, operating segments, segment performance, segment results	Reportable operating segments and their volume, growth, and profitability.	Reportable segments, Number of segments, Segment basis, Segment profit measure, Geographic regions
Shareholder returns			unreviewed		4mxy6ccbgj	Capital management	f8km91nllc	distributions, shareholder distributions, capital returns	Dividends and shareholder distributions.
Shareholders' equity			unreviewed		0lk0pqg9zh	Balance sheet	offa7is5x7	total equity, equity attributable to shareholders, shareholders equity, stockholders equity, stockholders' equity	Shareholders' equity: level, composition, and per-share book value.
Shareholders' equity / Rollforward			unreviewed		z6dk9e62ik	Shareholders' equity	0lk0pqg9zh	equity movement, equity walk, changes in equity, statement of changes in equity, consolidated statement of changes in equity	Period movement in equity: profit, OCI, dividends, and buybacks from opening to closing.
Shares			unreviewed		ch7st6ifed	Capital management	f8km91nllc	share capital, share information, shares outstanding, share data, stock information, market for registrant's common equity, related stockholder matters and issuer purchases of equity securities	Share capital and share data: shares outstanding, classes, and listing.
Solvency			unreviewed		2k28wtsk07			Solvency II, capital adequacy, solvency position	Regulatory capital adequacy: solvency ratio, own funds, and capital requirement.
Solvency / Rollforward			unreviewed		2vtd347257	Solvency	2k28wtsk07	solvency ratio movement, solvency ratio walk, solvency II ratio development, solvency II ratio movement, solvency II ratio walk, change in solvency ratio	Movement in the solvency ratio over the period and its drivers — operating generation, market variance, and capital actions (the organic generation KPI on its own: see Capital generation).
Solvency / Sensitivities			unreviewed		vxha3w1l2k	Solvency	2k28wtsk07	solvency sensitivities, solvency ratio sensitivities, sensitivity of the solvency ratio, solvency II sensitivities, sensitivity of the solvency II ratio	Sensitivity of the solvency ratio to market and insurance shocks.
Solvency / Valuation			unreviewed		mk9k8gy9n4	Solvency	2k28wtsk07	valuation for solvency purposes, solvency II balance sheet, economic balance sheet, market value balance sheet, market consistent balance sheet	Solvency II valuation basis: the economic balance sheet and valuation of assets and liabilities for solvency purposes.
Strategy			unreviewed		8c6rwjjmzf	Overview	4cr8sbi842	strategic priorities, strategy in action, strategic plan, transformation	Strategic pillars, target portfolio, growth plan, and transformation priorities.	Strategic priorities, Financial targets, Plan horizon, Capital allocation, M&A / portfolio actions
Subsequent events			unreviewed		ogfk3mnpww			events after the reporting period, post balance sheet events, events after the balance sheet date	Events after the reporting date and their effect.
Sustainability			unreviewed		tq2q8ln3jw			ESG, corporate responsibility, corporate social responsibility, CSR, sustainable development, sustainability statement, sustainability report, non-financial statement	Sustainability and ESG approach and reporting across environmental, social, and governance dimensions.
Sustainability / Environment			unreviewed		27zvv4tw62	Sustainability	tq2q8ln3jw	climate, climate change, net zero, decarbonization, climate strategy, TCFD, climate-related financial disclosures, environmental information	Environmental pillar: climate strategy, emissions, net-zero targets, and green investments.
Sustainability / Governance			unreviewed		t7ra5psnym	Sustainability	tq2q8ln3jw	ESG governance, sustainability governance, business ethics, business conduct, responsible business conduct	Governance pillar of ESG: ethics, conduct, and sustainability oversight.
Sustainability / Social			unreviewed		f21zfpazd1	Sustainability	tq2q8ln3jw	social responsibility, social impact, community engagement, inclusive insurance, social information	Social pillar: communities, social impact initiatives, and customer treatment as a sustainability matter (own workforce and diversity: see Human capital; customer base: see Customers).
Tax			unreviewed		kmocop7wiu	Income statement	ed0t39ch3f	income tax, income taxes, taxation, tax expense, effective tax rate, deferred tax	Income tax expense, effective tax rate, and deferred tax positions.
Technical provisions			unreviewed		py9kepvra1	Solvency / Valuation	mk9k8gy9n4	best estimate liabilities, BEL, risk margin, best estimate and risk margin	Solvency II technical provisions: best estimate plus risk margin (accounting reserves: see Reserves).
Technology			unreviewed		2264mja9fc	Strategy	8c6rwjjmzf	digital transformation, digitalization, digitalisation, innovation, information technology, artificial intelligence	Technology and digital: platforms, transformation programs, and AI (cyber threats and IT security risk: see Cybersecurity).
Underwriting			unreviewed		cos78e4bvi			underwriting performance, underwriting discipline, technical result	Property & casualty underwriting result and the combined, loss, and expense ratios.
Unrealized gains & losses			unreviewed		j8uunnd14x	Investments	966xer0dpm	unrealized gains and losses, unrealized gains, unrealized losses, mark to market movements, revaluation reserve	The unrealized gain and loss position on the investment portfolio and valuation movements taken to OCI or the revaluation reserve, not the P&L investment result.

Prompts

Update section topics

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# Task

You are the maintainer of a controlled vocabulary of **section topics** used by InsurerBrain, an insurance intelligence platform, to tag sections and tables of insurance company documents — financial supplements, earnings presentations, US 10-Ks, European annual reports (URDs), and SFCRs. Tags are indexed alongside full text for keyword (BM25 + reranker) retrieval. There is no query-side facet logic: all disambiguation must live in the vocabulary itself.

You will receive one or more new documents (or tables of contents). Test the current vocabulary against every section of the new input and propose a **conservative enrichment** — new terms, aliases, renames, or parent changes only where the rules below demand them. Do not redesign the structure.

# What a term is

- A term names a **recurring section or table genre**. It answers "what is this section?" exactly.
- **Absolute rule:** every term must describe exactly what the content is and be understandable standalone, without seeing its parent or neighbors. Reject names describing a chart shape or form without subject ("Bridge", "Walk").
- Terms are NOT:
  - **KPIs** (combined ratio, RoE, NBV margin) — a separate KPI vocabulary exists. "Underwriting" is the topic; the ratios inside it are not.
  - **Dimension values** — entity names, segment names, lines of business, geographies ("AXA XL", "France", "commercial auto"). Those live in entity/segment metadata. Breakdown *genres* are allowed ("Earnings / By geography"); the values are not.
  - **Standalone form words** — "Rollforward", "Sensitivities", "Reconciliation" as terms are banned; full-text search already matches those words. Form words appear only inside compound terms.
- Document apparatus gets terms (Front matter, Disclaimers, Glossary, Filing information, Investor relations): tagging boilerplate explicitly lets retrieval down-weight it.

# Naming rules

1. **Slash convention:** vocabulary-internal composition is written "Parent / Qualifier" — "CSM / Rollforward", "Balance sheet / Assets", "Solvency / Sensitivities". The prefix is the primary parent. The full string is what gets indexed, so it must match what an analyst would type.
2. **Lexicalized compounds keep natural names:** when the industry term of art already describes the content exactly ("Reserve development", "Loss triangles", "Fee income", "Debt maturity", "Non-GAAP reconciliation"), do not force the slash form.
3. **Regulatory chapter titles are aliases, not names:** if the official title is not analyst vernacular ("Valuation for solvency purposes"), the term takes the vernacular form ("Solvency / Valuation") and the official title becomes an alias.
4. **The qualifier must say what it qualifies:** "Earnings / Year-on-year bridge", not "Earnings / Bridge"; "Catastrophes / Earnings sensitivity", not "Catastrophes / Sensitivities".
5. **No collisions across the vocabulary:** "Distribution channels" not "Distribution" (collides with shareholder distributions); "Investments / Real estate" vs "Properties" (own-use offices); "Shareholders' equity" not "Equity" (collides with equity investments).

# Tagging semantics the vocabulary must support

- **Multiple tags on one section always mean co-coverage (OR):** the section is genuinely about each tag independently.
- **Composition (AND, "X of Y") must be a single term, never a tag pair.** "Holding company balance sheet" is one term ("Holding company / Financial statements"), never {Holding company, Balance sheet}. If no term exists and the genre is not yet recurring, tag only the most specific existing head concept.
- **Graduation rule:** mint a new term only when the genre demonstrably recurs — across issuers or across periods. One-off sections never create terms.

# Parent rules

1. **Parent = the distinguishing component, never the generic one.** "Holding company / Financial statements" → "Holding company", NOT "Balance sheet"; "Run-off results" → "Run-off". Reason: rollup safety — a query rolling up "Balance sheet" must never surface a perimeter-restricted variant (holdco-only, run-off-only).
2. **Same-perimeter, finer-grain breakdowns parent under the metric:** "Earnings / By geography" → "Earnings" (a group earnings rollup legitimately includes it).
3. **Poly-hierarchy is allowed but disciplined:** exactly one primary parent per term (defines its path, slash prefix, index string); secondary parents are rollup-only edges. Column format: "Primary; Secondary". Add a secondary parent only when two rollups genuinely both need the term (e.g. "Investment result | Investments; Income statement"). Keep density low: currently 5 secondary edges on 131 terms.
4. **Perimeter terms stay single-parent, always.** Never attach "Holding company / Financial statements" to Balance sheet or "Run-off results" to Earnings.
5. **Max depth 3.**
6. **Deliberate separations to preserve:** "Technical provisions" (Solvency II basis) never links to "Reserves" (IFRS/GAAP basis). "Reserve development" (PYD, the P&L concept), "Loss triangles" (the disclosure table genre), and "Reserves / Rollforward" (the movement table) stay distinct.

# Process

1. Map **every** section/table of the new input to existing terms, 1–2 tags each, co-coverage only. List every section that fails to land cleanly.
2. For each failure decide: (a) alias on an existing term, (b) tag the head concept and wait for recurrence, or (c) new term — only with recurrence evidence, cited.
3. Apply the standalone test to every proposed name; apply parent rules; check depth ≤ 3; check collisions against all existing terms.
4. Prefer aliases over new terms, renames over additions. If rules conflict, flag the conflict for the maintainer; do not silently resolve it.
5. Output three things:
   (a) a delta table of proposed changes, each with a one-line justification citing the motivating section(s);
   (b) the full consolidated table, format `| Term | Parent(s) |`, "; " separating primary from secondary parents;
   (c) open questions.

# Current vocabulary
[PASTE CURRENT VOCABULARY HERE]

# New input
[PASTE NEW DOCUMENT, TOC, OR LINKS HERE]