SchemeServe provides multiple methods for extracting data, enabling real-time access, automation, and detailed reporting across your insurance schemes.

Whether you need operational reports, financial data, or system integrations, SchemeServe supports flexible and secure data extraction options.

Data Extraction Methods

Developer APIs

SchemeServe offers robust APIs that allow you to:

• Extract data from the platform in real time
• Write data into SchemeServe from external systems

API documentation is available in standard formats such as JSON and YAML, making it straightforward for developers to integrate.

API Builder

The API Builder enables brokers to integrate third-party data sources directly into SchemeServe.

Common use cases include:

• Enriching risk data (e.g. Companies House, Food Standards Agency)
• Automating data entry
• Improving underwriting accuracy

This reduces manual input and enhances data quality at point of quote.

Reporting Tools

SchemeServe includes built-in reporting capabilities that allow you to:

• Generate standard reports directly within the system
• Access detailed, granular scheme data
• Analyse performance, risks, and trends

Custom reports can also be requested where required.

Data Export (Digit Accounting)

The Digit accounting suite enables export of financial data, including:

• Transactions
• Trial Summaries
• Trial Balances

Exports are available in:

• CSV (for further analysis)
• PDF (for reporting and audit)

Claims Data Extraction

SchemeServe’s claims functionality supports real-time data exchange, including:

• First notification of loss (FNOL)
• Claims updates
• Settlement information

This allows seamless integration with claims handlers and external systems.

Security & Compliance

Data Security

All data within SchemeServe is:

• Stored in a secure cloud environment
• Encrypted in transit and at rest
• Backed up regularly with up-to-date recovery points

Compliance

SchemeServe adheres to industry standards including:

• GDPR
• ISO 27001

Access to data is strictly controlled and limited to authorised users.

Getting Started

If you’re looking to extract data from SchemeServe, the SchemeServe Support team can help you get set up.

They will guide you through:

• Selecting the right extraction method (API, reporting, exports)
• Configuring access and permissions
• Setting up automated data flows
• Testing and validation

Our team will work with you to ensure your data extraction is efficient, secure, and aligned with your business needs.