Compliance Checkpoint

Automated regulatory compliance tracking for insurance teams

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Inspiration

As an Actuarial Manager specialising in IFRS 17 and Solvency II compliance, I've spent years watching highly skilled actuarial teams drown in regulatory administration. Every week, teams manually monitor the EIOPA website, FCA publications, PRA policy statements, and IFRS Foundation updates - desperately trying to catch amendments that might affect their reserve calculations, disclosure requirements, or risk models.

I've seen the consequences firsthand: missed regulatory deadlines leading to audit findings, emergency weekend work sessions when someone finally notices a critical update, and experienced actuaries spending 15+ hours weekly on compliance tracking instead of the analytical work they were hired to do.

During my time working with Prophet, AXIS, and MoSes systems across multiple insurers, I realised this wasn't just one company's problem—it was an industry-wide inefficiency costing millions.The turning point came during a recent IFRS 17 transition audit where a client had missed a key amendment about discount rate methodologies. The oversight required rerunning their entire technical provisions calculation—three weeks of work, delayed financial reporting, and regulatory scrutiny. That's when I knew: we need to automate regulatory intelligence.With my background in data science and actuarial systems, combined with Atlassian's Rovo agents, I saw an opportunity to build something that could save the insurance industry from drowning in regulatory complexity.

What it does

Compliance Checkpoint is an intelligent regulatory compliance assistant specifically designed for insurance and financial services teams. It transforms passive regulatory monitoring into proactive compliance management.

ComplianceCheckpoint integrates directly into Jira as a global page application, providing insurance and financial services teams with:

  1. Real-time Regulatory Dashboard A centralised view showing pending updates, priority levels, affected teams, and compliance deadlines. Key metrics are displayed prominently: pending updates count, high-priority items, teams affected, and tasks created.

  2. Insurance-Specific Regulatory Tracking Pre-configured for the regulations that matter most to insurance companies: IFRS 17 (insurance contract accounting), Solvency II (capital requirements), and FCA Consumer Duty (conduct regulations). Each update includes source attribution, impact summary, and affected teams.

  3. Automated Task Generation One-click creation of Jira issues from regulatory updates. Tasks are automatically populated with regulation details, assigned to the appropriate team (Actuarial, Finance, Capital, Risk, Compliance, Legal), and given compliance deadlines.

How we built it

ComplianceCheckpoint was built using the Atlassian Forge platform: • Forge CLI for app scaffolding, deployment, and management • Custom UI with HTML/CSS/JavaScript for the dashboard interface • Jira Global Page Module for seamless integration into the Jira navigation • Forge Bridge for secure communication between the UI and Atlassian APIs The domain expertise behind the app comes from 15 years of hands-on experience in insurance and financial services, including IFRS 17 implementations and Solvency II audits at firms like KPMG and Standard Life Aberdeen.

Challenges we ran into

• Forge UI Kit vs Custom UI: Navigated between UI Kit 2 and Custom UI approaches to find the optimal solution for the dashboard • Styling Constraints: Worked within Forge's iframe limitations for CSS styling • Deployment Configuration: Resolved manifest configuration and deployment challenges • Rovo Agent Limitations: Adapted the original AI agent concept to work within current Forge capabilities

Accomplishments that we're proud of

. Domain-Driven Design Built an app that addresses a real problem I've experienced firsthand across 15 years in insurance. This isn't a theoretical solution - it's designed by someone who has lived the pain of manual regulatory tracking at KPMG, Standard Life Aberdeen, and other major firms.

  1. Insurance-Specific Focus Created the first Jira app specifically targeting IFRS 17, Solvency II, and FCA compliance - regulations that affect every insurance company but have no dedicated tracking tools in the Atlassian ecosystem.
  2. Rapid Development Went from concept to working Forge app deployed in Jira Cloud within the hackathon timeframe, learning the Forge platform while building.
  3. Practical Value Proposition Quantified real ROI: 15 hours/week saved per compliance analyst = £39,000/year. This isn't just a demo - it's a business case.
  4. Bridging Two Worlds Combined deep actuarial and regulatory expertise with modern development tools, demonstrating that domain knowledge is just as important as technical skills in creating useful enterprise software.

What we learned

• Deep understanding of the Atlassian Forge platform and its deployment model • How to build Jira apps that integrate seamlessly with existing workflows • The importance of domain expertise in creating genuinely useful enterprise tools • Practical approaches to working within platform constraints while delivering value

What's next for Compliance Checkpoint

• Live Regulatory Feeds: Integration with EIOPA, FCA, and IFRS Foundation RSS/API feeds for real-time updates • Rovo AI Agent: Natural language queries like "What IFRS 17 changes affect our reserves?" • Confluence Integration: Link regulations to internal policy documentation • Compliance Calendar: Visual timeline of upcoming regulatory deadlines • Multi-Jurisdiction Support: Expand beyond UK/EU to include US, APAC regulations • Audit Trail: Complete tracking of compliance actions for regulatory audits

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