Solvency Reporting Made Simple

UBPartner helps insurance companies and pension funds simplify and automate their Solvency II and IORP reporting — delivering accurate, compliant, and up-to-date XBRL submissions every time.

Whether you manage reporting in-house or through advisors, our XBRL Toolkit provides everything you need to collect, validate, and generate reports that meet all EIOPA and local regulatory standards.

The Solvency Reporting Challenge

Regulatory requirements under Solvency II continue to evolve, creating increasing complexity and data management demands.
Each update to EIOPA’s Regulatory Technical Standards (RTS) — with new templates, validation rules, and filing obligations — places greater pressure on compliance teams.

UBPartner’s approach is to make this process simple:

●     Automate the generation and validation of XBRL reports.

●     Reduce manual effort and eliminate repetitive data entry.

Ensure full compliance with every taxonomy version.

OUR Solvency Reporting APPROACH

UBPartner’s solution is built to fit your workflow — whether you work in Excel, CSV, or a custom integration.  It streamlines the process from data preparation to submission, reducing errors and accelerating review cycles.

How it works:

1.    Collect data using pre-mapped templates in Excel or CSV.

2.    Validate automatically against the latest EIOPA RTS rules.

3.    Generate compliant XBRL reports ready for submission.

4.    Review errors instantly through detailed validation reports.

No XBRL expertise required — our templates and tools guide users step by step.

Flexible deployment

Choose the deployment model that best fits your environment:

●     On-premise Portal or Excel Add-in for full control and local installation.

●     XT Cloud Service — fully managed and always up-to-date.

●     Integration SDK — connect UBPartner validation and generation modules directly to your internal systems via REST API or Java SDK.

Continuous updates & support

As EIOPA taxonomies and national requirements evolve, UBPartner ensures your system remains aligned.

Templates, validation rules, and taxonomy versions are continuously updated and tested, guaranteeing that your reporting process is always compliant and efficient.

Beyond compliance

Your Solvency II data can power more than regulatory filings.
UBPartner’s solution enables you to reuse reporting data for:

●     ORSA dashboards,

●     SFCR and RSR reports, and

●     internal risk analysis and scenario simulations.

By centralizing your Solvency data in the XT Database, you eliminate manual copying and reduce the risk of inconsistencies — saving time and improving data quality.

 

 

Partnering with industry experts

UBPartner works with leading actuarial and consulting firms — including Milliman, Mazars, Actuelia, Actelior, and Valucor — who rely on our certified Solvency II and IORP Toolkit to deliver compliant and efficient reporting services.

Solvency II is evolving - UBPartner is preparing you today

EIOPA is introducing major updates to the Solvency II framework between 2025 and 2027.

UBPartner is proactively adapting its tools, templates, and validation services to ensure clients remain fully compliant throughout this transition – with minimal disruption and maximum reliability.

Solvency II ITS amendment (Effective January 2027)

EIOPA’s revised Implementing Technical Standards (ITS) will simplify Solvency II reporting and introduce new quantitative templates and proportionality principles.

Key highlights:

• New QRTs for Natural Catastrophe (NatCat) and Pension
• Simplified and merged reporting forms.
• Updated data hierarchies and cross-references.
• Greater proportionality for smaller insurers.

UBPartner’s Solvency II Toolkit will include automatic migration, dual-taxonomy validation, and seamless integration of the new templates

NACE 2.1 Transition (2025–2026)

EIOPA will replace the NACE 2.0 industry classification with NACE

2.1. UBPartner solutions are being updated to support both classifications, with automatic schema selection and full backward compatibility during the transition period.

 

Continuous compliance & dual Support

UBPartner continuously delivers updates aligned with every official EIOPA taxonomy release.

Clients benefit from dual-taxonomy validation, backward compatibility for legacy submissions, and automated migration tools throughout the transition period.

National extensions & local taxonomies

Alongside EIOPA standards, UBPartner supports national extensions such as LCB-FT, ORPS_NAT, RAN, and Solvabilité 1, ensuring consistent compliance across France and other EEA jurisdictions.

Early access & sandbox testing

To help clients prepare ahead of the 2027 deadline, UBPartner will provide a sandbox environment in 2026, enabling insurers to test and validate new templates in advance.