保険財務・リスクキット
保険会社のCFOとCRO向け：リスクアペタイト、ORSA、ストレステスト、IFRS 17メモ、SFCR、ACORDに基づくソリューション設計。
8 件のテンプレートを、使う順に 5 ステップで並べています。エディターで開いて記入し、PDF、DOCX、HTML に書き出せます。
レビューとガバナンス
Risk Appetite Statement Template (Bank RAF, FSB, EBA)
フルBank RAS: risk capacity, qualitative statements, Level 1 metrics with appetite, tolerance and limit, cascade, monitoring, breach escalation, use test
FSB RAF Principles 2013; EBA/GL/2021/05; 12 CFR 30 App. DModel Risk Management Policy Template (SR 26-2, PRA SS1/23)
フルModel definition, roles, inventory fields, tiering matrix, development, risk-based validation, monitoring, overlays, vendor models, GenAI scope, issues, reporting
SR 26-2 / OCC 2026-13 / FDIC FIL-15-2026 (2026); PRA SS1/23; ECB guide to internal models (2025)
評価
ORSA Report Template (Solvency II Article 45, Solvency UK, NAIC)
フルBoard conclusions, business plan, risk profile, overall solvency needs, SCR projection, standard formula fit, stresses, climate scenarios, liquidity
Solvency II Art. 45 as amended by Directive (EU) 2025/2; EIOPA-BoS-14/259; PRA SS19/16; NAIC #505Bank Stress Testing Programme Template (EBA/GL/2018/04)
フルBank stress testing programme: governance, test inventory, scenario design, macro variables, methods by risk, results, actions, reverse stress test, use
EBA/GL/2018/04; CRD Arts 73, 86, 100; EBA/GL/2026/06; BCBS Stress testing principles 2018 (name only)Key Risk Indicator (KRI) Framework Template
フルKRI framework: selection criteria, KRI record fields, catalogue, RAG thresholds and calibration, link to RAS, data lineage, reporting, escalation, review
BCBS PSMOR 2021; FSB RAF Principles 2013; DORA (EU) 2022/2554