Exam 5 · Reserving Data & Development Triangles · Free Lesson

Vet reserving data and analyses, catching errors and results that fail a reasonableness check.

Free CAS Exam 5 (Basic Ratemaking and Reserving) lesson in Reserving Data & Development Triangles. 16 min read, ~2,338 words.

Your chain ladder spits out a number. Before you book it, you owe two questions: is the data that fed the model clean, and does the answer make sense? Vetting answers both.

Vetting is not one step. First you scrub the input data. Then you interrogate the output. A clean model on dirty data gives a precise wrong answer. A clean model on clean data can still give an unreasonable answer if the method is wrong for the environment.

KEY: Every anomaly you find resolves into one of three explanations: a data error, a genuine operational change (faster settlement, stronger case reserves), or an inappropriate method. Your job is to decide which.

Friedland frames data verification as four reviews. Run all four before you trust the triangle.

Consistency with financial statement data. Reconcile the loss triangles to the company's financial records. Total paid losses in the triangle should tie to paid losses on the Annual Statement. If they differ, something is missing or double counted.

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Run data checks in a fixed order: reconcile to the financials, compare against the prior study, confirm each field's definition, then confirm paid is non-decreasing and never above reported, and confirm closed counts never exceed reported counts. Most planted errors trip one of these. For any reported development factor below 1.0, stop and investigate.

The full lesson (about 2,338 words, 16 min read) adds 2 worked examples, all 7 common mistakes, a self-check, free in the app.

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