TeamAnalyst
Quick Start | Contribute | Repository Layout | How It Works | Resources | Install
TeamAnalyst is the result of a research initiative by the Casualty Actuarial Society (CAS) to explore the use of agentic tools in actuarial work. It targets a specific workflow: development of actuarial reserve ultimate estimates.
The project is a collection of Markdown files and Python scripts that agentic tools can use to run the workflow, organized to match the expected organization of these files for different tools.
DISCLAIMER: TeamAnalyst is a proof of concept and should be presented that way. It is not intended to be a complete, error-free, or production-approved actuarial system. The CAS does not guarantee the accuracy of the output, and users should not rely on the generated material as a final actuarial work product without appropriate professional review.
These files can be downloaded via git clone or Code (green button at the top of this page) > Download Zip.
Quick Start
These files can be used with many different agentic tools. For most users, we suggest Claude Cowork.
Instructions for other tools can be found here.
The video from our CAS presentation can be found at https://www.youtube.com/watch?v=8JZz2zYrim0. It is an edited screen recording of the plugin setup and workflow in Claude Cowork. It does not have audio but will give you a feel for the workflow.
These instructions are for Windows only. Mac/Linux is probably similar, if you find different steps please submit a PR to get them added.
- Sign up for a Claude Pro account (~$20/month) at https://claude.ai/ and follow installation instructions at https://support.claude.com/en/articles/10065433-installing-claude-desktop
- Enable long paths in Windows (Cowork sometimes creates these long paths): Settings > System > Advanced > Enable Long Paths (slide to "On").
- Open Claude Desktop and select Cowork on the top left (default is "Chat").
- It is likely you'll need to enable virtualization. If you see Cowork greyed out, click it anyway and you will see a button to enable virtualization. It will run, take a few minutes, and then will require a restart.
- Select the Sonnet model with Medium effort on the bottom right below the chat widget. Opus will quickly hit limits. Haiku loses focus during long workflows.
- Download
teamanalyst-cowork.zip from https://github.com/cas-team-analyst/team-analyst/blob/main/plugins/teamanalyst-cowork.zip
- Import the plugin: Customize > Personal plugins > + > Create plugin > Upload plugin > Browse files > Select
teamanalyst-cowork.zip
- Prepare your data. At least one loss or claim count triangle is required. Optionally, you can also provide exposures, prior selections, and initial expected loss rate and/or frequency. You can also download a file from https://github.com/cas-team-analyst/team-analyst/tree/main/sample-data to use.
Now you are ready to run the workflow! It may take 20-40 minutes to complete the workflow, so you may want to wait until you have about 40 minutes of free time.
If you want to just see what the output looks like, a sample workflow run with example output files is available at https://github.com/cas-team-analyst/team-analyst/tree/main/sample-data/sample-run.
- Open Claude Desktop in Cowork mode and click "New task"
- Type
/reserving-analysis (it will auto-complete and you can press enter to select it) in the chat box and press enter to get started!
Additional skills are also available:
/help for orientation and help using the workflow/reserving-analysis for the full reserving workflow/selection-logic to inspect the LDF, tail, and ultimates selection strategy/peer-review perform AI peer review on a completed analysis
To go further:
See sections below on How It Works and Additional Resources
See the Executive Summary for a more detailed overview.
See guides for more information for advanced users looking to build on this work.
Make a Contribution
The CAS has generously funded this initial version. Now it is up to the community to expand it.
Contributions are welcome via Issues (the community may both add and resolve them) and Pull Requests.
For an introduction to collaborating on GitHub, we recommend this tutorial on Git and GitHub: https://www.w3schools.com/git/default.asp.
