Two New Opt-In Products Now Available: More Flexibility, More Efficiency

Two New Opt-In Products Now Available: More Flexibility, More Efficiency

At SETpro, we're always looking for ways to provide flexibility and create efficiencies for our clients and their regulatory reporting processes. As part of the upcoming service term; we're excited to introduce two new optional offerings designed to do exactly that: provide greater flexibility in how you validate climate risk data, and a smarter way to manage system reports across reporting periods.

Both optional solutions will be available as part of your 2026/2027 services, contracting will begin this fall. We're introducing the new tools now, ahead of renewal, so filers can familiarize themselves with the tools and options available before the renewal period.

Climate Risk Returns: Choose the Validation Path That Works for You

Following the free beta release this spring, our climate risk return support tools will be available as an opt-in product for the 2026-2027 service term.

Filers have two options for collecting and validating the data behind their climate risk returns:

  • IC Validator — for filers who prefer to build and manage their CSV files internally, IC Validator lets you validate that file directly, giving you confidence in your data before it's submitted.
  • IC1 Pro and IC2 Pro — for filers who want a guided experience, IC1 Pro and IC2 Pro walk you through preparing your climate risk return directly in our Pro Tools — from data entry through to validation.

We will continue to improve our IC Pro tools based on lessons learned from the beta release, new structural rules and updated requirements identified from the first-year filings, and feedback received from the regulators.

Whether you're managing your data internally or want the full Pro offering, the choice is yours. If you're not sure which option is the right fit for your team, we're happy to walk through both.

Data Dictionary and Import Tool: Spend Less Time with Manual Processes, More Time on Your Data

Our new Data Dictionary and Import Tool is designed to solve a familiar pain point: the time spent manually inputting or mapping system reports into each Pro version, period after period.

Availability:

  • PC filers: Q4 2026
  • Life filers: Q1 2027
  • MI filers: Interested in the Data Dictionary for your filings? We'd love to hear from you — reach out to discuss development timelines.

Because implementing the Data Dictionary takes some setup time, we're open to an early opt-in for filers who want to get a head start on the process ahead of their contract renewal — reach out to your SETpro contact if you'd like more information.

How it works:

Instead of manual input or remapping system reports every period, filers set up their system reports directly within the Data Dictionary once. From there:

  • Refresh, don't rebuild. Once your system reports are mapped, updating your data each period is a refresh rather than a manual re-entry exercise.
  • Maintain, then import. Each period, you complete any maintenance needed for new reporting requirements (after SETpro has provided the Data Dictionary update) or internal system changes, then import your data into PC or Life Pro to finalize, validate, and generate your outputs.
  • Collaborate in the cloud. Because the Data Dictionary is a simple Excel Workbook file (xlsx.), it can be used in the cloud. Teams can work together on mapping and maintenance in real time, rather than passing files back and forth.  

The result:

Less time spent navigating the Pro tool itself, and more time focusing on the data that matters. It's built to create efficiency and seamless collaboration between the people involved in your reporting process.

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Both offerings will be available as part of your standard contract at renewal this fall — with early opt-in available now for filers who'd like to get started sooner, particularly those looking to begin Data Dictionary implementation ahead of time.

Ready to opt in? Our team will reach out to get you started.

Questions about either of these opt-in products, want to request a demo or talk through what makes sense for your organization?

Reach out to our team — we're happy to help you find the right fit.

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