Skip to main contentThe Korint platform provides comprehensive report generation capabilities to extract business data for analysis, compliance and partner integrations.
Reports can be generated on-demand or on a schedule, and various formats like CSV, JSON and plain text are available.
Report Types
Generic Reports
Standard reports are readily available across all products on deployment.
Available Generic Reports:
- Policy Export: Complete policy registry with status, dates, and custom attributes
- Invoice Export: Financial records including premiums, taxes, fees, and payment status
- Brokerage Firm Export: Retail brokerage firms registry with company details and distribution status
Characteristics:
- Suitable for most operational and analytical needs
- Filterable via date ranges and covered products
- Configurable column mapping per product
Use Cases:
- Monthly financial reconciliation
- Broker performance analysis
- Ad-hoc data exports for accounting teams
Custom Reports
Custom reports can be developed to suit specific products and partners, or specific requirements.
These address unique business logic or partner data specifications.
Characteristics:
- Tailored data transformations and calculations
- Partner-specific formatting conventions (file naming, delimiters, fixed-width columns)
Use Cases:
- Daily transmission of new policies to insurance carriers
- Monthly commission payouts to retail brokers
- Integration with third-party systems
On-Demand Reports
Users can trigger report generation when they need current data, with filters to scope results to their specific needs.
The platform enforces strict role-based permissions, ensuring users can only access reports relevant to their business role.
For example, you can allow retail brokers to export month-end signed policies for internal tracking
or allow wholesale brokers to pull commission statements to perform monthly broker payouts
Scheduled Reports
Automated reports generate on fixed schedules (for eg. daily, weekly, monthly, at any given time) without manual intervention.
The system handles generation, formatting, and delivery to configured destinations.
For example, you can configure monthly policy portfolios exports or daily new business submissions exported directly to a third party platform
Delivery methods features:
- FTP/SFTP upload: Secure file transfer to partner servers
- Multipart upload: Direct API submission to partner systems
Reports can be exported in different formats depending on the intended use.
CSV (Comma-Separated Values) is the primary format for business reports.
This format allows easy data import in spreadsheets and integration with other systems and third parties.
TXT (Plain Text) is a simple format for human-readable reports.
This format is useful for quick views or more specific integrations.
Some partners may require plain text reports with specific formatting, like fixed-width columns.
JSON (JavaScript Object Notation) can be used for machine to machine integrations. 
