Modernizing Insurance Data Management for CDI
CDI replaced a legacy Data Reconciliation Tool with a modern, analytics-ready portal that supports AI-assisted validation and collaboration with insurers.

Industry
Insurance

The Challenge
CDI relied on an aging Data Reconciliation Tool that could not adapt to evolving rate filing standards or support advanced analytics. Manual, Excel-based submissions were error-prone, collaboration with insurers was limited, and workflows for validation and communication were slow and difficult to scale.
The Solution
CDI replaced a legacy Data Reconciliation Tool with a modern, analytics-ready portal that supports AI-assisted validation and collaboration with insurers.
Technologies & Services Used
Power Pages
Dynamics 365
Azure Functions
Azure OpenAI
Power BI
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