RecordLinker

How It Works

RecordLinker® is an industry-specific Data Conversion and MDM solution that uses advanced Machine Learning. We focus on eliminating manual work in insurance data conversions and ongoing data management – and we do it really well.

  • Connect Your Core System (Applied Epic, AMS360 etc.)

    • We connect via your core system API to provide bi-directional real-time sync of your golden records (we need only a small subset of your data – the reference entities). Your core system is always the source of truth for us.

    • You can also upload your canonical records with as little as an Excel file.

  • Upload The Conversion Data

    • You can upload data via Excel or API.
    • RecordLinker recognizes various file formats automatically. It is preconfigured to understand various report excel files from your core system (Production Report, Book Of Business Report, Companies List etc.) or you can manually instruct it which columns to load.
  • Enjoy ML‑Based Auto‑Mapping

    • RecordLinker will map your input data with up to 90% accuracy. Mappings that pass our Machine Learning confidence threshold get auto-mapped, saving hundreds of hours of VLOOKUPs and repetitive manual work.
    • Our ML will suggest possible mappings based on our models trained on a large set of previous mappings. You may always use manual search or check your open industry data sources like AM Best tree directly in our tool to speed up the investigative part of your job.
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