Introduction
Welcome to the i17 Software-as-a-Service guide for International Financial Reporting Standard 17 (IFRS 17) reporting. This site walks business users, actuaries, and administrators through every major workflow required to prepare calculations, manage actuarial calculations (disclosures, discount componenr, risk adjustments and CSM amortization), and administer access on the platform.
Who should use this guide
- Finance and actuarial teams preparing IFRS 17 disclosures, risk adjustment, discounting, and Contractual Service Margin (CSM) outputs.
- Operational users onboarding their organization, managing daily runs, and retrieving reports.
- Administrators controlling user access, managing client entities, and working with API keys.
Prerequisites
- An active i17 tenant plus an approved administrator account.
- Latest GoC datasets, claim triangles, yield curves, and policy data as required by each module.
- Modern browser (Chrome, Edge, Firefox, Safari) with pop-ups enabled for downloads.
How this guide is organized
The sidebar groups workflows in the order a new organization would typically adopt i17:
- Getting Started: account creation, login, and password recovery.
- Run Management: working with historical and in-progress runs.
- Calculation Modules: disclosures, risk adjustment, discount component, and CSM amortization.
- Account & Profile: updating personal settings.
- Administration: user, client, and API key management.
- FAQs: quick answers to common questions.
Use the sidebar to jump directly to the process you need. Each topic highlights required inputs, recommended validations, and downloadable outputs to help you embed i17 into your finance close timetable.