Insurance financial governance and reporting
FG-03Draft
Assess ORSA scope and enterprise risks
How Leela would run itAnnual · at annual scope assessment and material changes
Proposed stepsThe requirement
Determine whether an ORSA or related enterprise-risk filing is required, including group thresholds and any waiver. If required, assemble a management-owned risk and solvency assessment using validated inputs and appropriate governance.
- Before this work
- Confirmed group structure, financial data and relevant instructions An approved risk methodology and accountable management reviewers
- Applies
- Tell Leela about your company to see whether this applies.
- Status
- Setup needed
Tell Leela how you handle it today, or hand it over: see what’s next.
How Leela would run it · proposed steps
- LeelaAssemble the entity, group, risk and financial evidence needed for the ORSA scope decision.Proposed step
- LeelaOrganize approved risk inputs, prior findings and the management review packet.Proposed step
- Chief risk officerQualified risk and finance owners determine filing scope and waivers and lead the risk and solvency assessment.Your team decides
What Leela keepsThe evidence this obligation leaves, as the work happens
Listed from the policy libraryContents
- 01ORSA scope decision and approved risk assessmentControlled record with date, owner, source and review history
Evidence
ORSA scope decision and approved risk assessment
Insurance financial governance and reporting §3.3
1
of 1 record
The steps are the library’s proposed workflow for this obligation: a description of the work, not a run. The records are its evidence in the library.