Exam 5 · Reserving Data & Development Triangles · Free Lesson

Assemble run-off triangles for losses, claim counts, and ALAE, and read the development patterns they show.

Free CAS Exam 5 (Basic Ratemaking and Reserving) lesson in Reserving Data & Development Triangles. 19 min read, ~2,915 words.

A claim reported in 2022 might not close until 2026. A run-off triangle is how you line up those slow-maturing years side by side so a single development pattern jumps out.

Group claims by the period they belong to, the origin period, along the rows. Accident year is the most common choice, but you can pick from several bases. Report year groups by when the claim was reported, standard for claims-made coverages such as U.S. medical malpractice and errors-and-omissions. Underwriting year groups by the year a policy was underwritten, how reinsurers usually organize their experience. Treaty year aligns claims to the reinsurance treaty that covers them. Policy year groups by policy inception.

Choose your interval too. Rows can span a full year or run monthly, quarterly, or semi-annual. Trade the credibility of the experience against the stability of development, or both.

Along the columns runs development age: how mature the experience is, measured in months since the origin period began.

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Exam shortcut

To get any age-to-age factor fast, find the two cumulative cells in the same row and divide right by left. If the factor is below 1.0 on a paid triangle, suspect recoveries or a data flip. When you build from a listing, let the accident date pick the row and the report date pick the first live cell.

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