CLEAN

Capture · Label · Evaluate · Align · Nurture — data readiness across all 25 information assets for Meridian Assurance, biggest gaps first.

Asset	C	L	E	A	N	What's next
Actuaries' Model Override Judgement	–	–	⚠	⚠	–	Interview the holders and codify this expertise before it's lost to turnover.
Long-Tenured Brokers' Relationship Knowledge	–	–	⚠	⚠	–	Interview the holders and codify this expertise before it's lost to turnover.
Senior Underwriters' Risk Judgement Heuristics	–	–	⚠	⚠	–	Interview the holders and codify this expertise before it's lost to turnover.
Veteran Claims Assessors' Fraud Pattern Intuition	–	–	⚠	⚠	–	Interview the holders and codify this expertise before it's lost to turnover.
Broker Onboarding & Due Diligence Process	✓	✓	⚠	⚠	–	Formally evaluate uniqueness and value, then align to an AI opportunity.
Claims Escalation & Fraud Referral Process	✓	✓	⚠	⚠	–	Formally evaluate uniqueness and value, then align to an AI opportunity.
Complaint Handling & Resolution Procedure	✓	✓	⚠	⚠	–	Formally evaluate uniqueness and value, then align to an AI opportunity.
New Product Approval Process	✓	✓	⚠	⚠	–	Formally evaluate uniqueness and value, then align to an AI opportunity.
Regulatory Reporting Checklist Process	✓	✓	⚠	⚠	–	Formally evaluate uniqueness and value, then align to an AI opportunity.
Underwriting Approval Workflow Rules	✓	✓	⚠	⚠	–	Formally evaluate uniqueness and value, then align to an AI opportunity.
Broker & Agent Performance Data	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Claims History Database	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Claims Leakage & Fraud Risk Scoring Signals	✓	✓	✓	⚠	⚠	Move beyond pilot use and establish a feedback loop for continuous improvement.
Cross-Sell Propensity Patterns	✓	✓	✓	⚠	⚠	Move beyond pilot use and establish a feedback loop for continuous improvement.
Customer Churn Risk Indicators	✓	✓	✓	⚠	⚠	Move beyond pilot use and establish a feedback loop for continuous improvement.
Customer Interaction Transcripts	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Employee Skills & Certification Records	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
General Ledger & Financial Transactions	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Marketing Campaign Response Data	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Policyholder Master Data	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Premium Pricing History	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Regulatory Filings Archive	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Reinsurance Treaty Documents	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Underwriting Decision Records	✓	✓	✓	⚠	⚠	Align to a specific AI opportunity and set a refresh cadence.
Customer Complaints Register	✓	✓	✓	✓	⚠	Establish a recurring review cadence so this asset stays current as complaint patterns evolve.