Automated AXIS Experience Study Summaries
After each experience study run, WebRun opens AXIS, pulls the actual-to-expected results by product and assumption, compiles the A/E ratios into a Google Sheet, drafts a plain-English summary email in Gmail, and leaves it unsent for the assumptions committee to review.
How do I draft an experience study summary automatically?
After each experience study run in AXIS, WebRun pulls the actual-to-expected ratios by product and assumption, logs them to a Google Sheet next to the prior period's results, and drafts a plain-English summary in Gmail highlighting anything outside your normal range. It leaves the draft unsent, so the assumptions committee reviews it before it goes out.
- A/E ratios outside the normal range are flagged the moment a study run finishes
- The committee reviews a plain-English draft instead of a raw AXIS output file
- Every summary is reviewed by an actuary before it reaches the committee
Built for valuation actuaries · pricing actuaries · assumptions committees · actuarial consulting firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.moodysanalytics.comin a real browser with your saved login - no setup, no API keys. -
1
Moody's Analytics AXIS - pull actual-to-expected results
moodysanalytics.com
WebRun opens Moody's Analytics AXIS to pull actual-to-expected results. - Open AXIS and locate the completed experience study run
- Pull the actual-to-expected ratios by product, assumption, and cell for mortality, lapse, or morbidity
- Note any cell where the A/E ratio falls outside your normal range
Done when Every product and assumption in the study has its A/E ratio captured.
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2
Google Sheets - compile the A/E ratios by product
google.com
WebRun opens Google Sheets to compile the A/E ratios by product. - Open the Experience Study Results sheet
- Log each product and assumption's A/E ratio alongside the prior study's result
- Highlight any cell outside the normal range for quick scanning
Done when The results sheet reflects this study's A/E ratios next to the prior period's.
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3
Gmail - draft the summary for review
gmail.com
WebRun opens Gmail to draft the summary for review. - Draft a plain-English summary of the study's headline findings and any assumption that moved outside its normal range
- Attach or link the results sheet for full detail
- Save the summary as a draft and leave it unsent for the assumptions committee to review
Done when A summary draft sits ready in Gmail for the assumptions committee to review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the summary to the committee on its own?
No. WebRun only drafts the summary in Gmail and leaves it unsent. An actuary reviews the findings and sends it, so no experience study conclusion reaches the committee without a human check first.
Does it decide whether an assumption needs to change?
No. It only flags which A/E ratios sit outside your normal range. Whether to update an assumption stays a judgment call for your actuaries, informed by the summary, not made by WebRun.
How far back does it compare results?
It compares this study's A/E ratios to the prior study's result by default, so the summary shows the committee whether experience is trending toward or away from the current assumption.
Related templates
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