A Leading Insurance Provider Achieved Flawless Data Migration and Transformed Data Integrity at Scale

Seamlessly modernized ETL jobs, validated Power BI reports, and fortified compliance-grade reporting with TestingXperts as their strategic QA partner.

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Summary

TestingXperts empowered a leading insurance provider to transform its data ecosystem with a bespoke validation framework for system upgrades, ETL migrations, and Power BI reporting. This ensured 100% accuracy, minimized compliance risks, and delivered consistent, trusted reporting, safeguarding against regulatory exposure and enhancing stakeholder confidence.

Overview

The client is a leading mutual insurance provider serving thousands of policyholders across the U.S. They are a trusted regional leader in personal and business insurance. Facing an ambitious IT transformation, they partnered with TestingXperts to ensure data accuracy, consistency, and regulatory compliance during core system upgrades and a large-scale Power BI migration.

overview : A Leading Insurance Provider Achieved Flawless Data Migration and Transformed Data Integrity at Scale

Challenges

The insurer’s transformation was ambitious and multi-layered. The complexity of the data landscape meant that traditional, ad-hoc validation would not be enough. Key challenge areas included:

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Frequent Database Modifications

Continuous schema changes, introduction of new fields, and column-level updates increased the risk of breaking downstream systems, reports, and analytics.

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Business Rule Validation

Newly introduced, population-based and conditional business rules required meticulous validation to prevent compliance gaps and incorrect data-driven decisions.

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BI Report & Cube Accuracy

Analytical reports and cubes had to be validated at a granular level to ensure accurate measures, KPIs, and aggregations aligned with business and regulatory expectations.

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ETL Job Migration

Migrating ETL jobs from legacy platforms introduced risks around data mismatches, transformation errors, and loss of critical information.

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Power BI Migration

Moving from legacy BI platforms to Power BI demanded end-to-end validation of data accuracy, visualization logic, drill-down behavior, and usability for business users.


Solution

To address these challenges, TestingXperts implemented a structured, end-to-end data and BI testing strategy that blended deep technical validation with strong business alignment. Our approach combined database and ETL testing, BI validation, and intelligent automation to deliver both precision and scale.

Database & Schema Validation

Database & Schema Validation

Rigorously validated schema updates, relationships, and constraints to ensure data accuracy and safeguard referential integrity across all impacted systems.

Business Rule Testing

Business Rule Testing

Verified complex population-based logic, conditional inclusions, and rule-driven transformations across extracts and reports to ensure consistent and compliant rule enforcement.

BI Report & Cube Testing

BI Report & Cube Testing

Performed end-to-end cube and report validation to confirm the correctness of measures, aggregations, hierarchies, and KPIs—ensuring executives and analysts could rely on every view.

ETL Job Migration Testing

ETL Job Migration Testing

Reconciled legacy and new ETL pipelines, validated all transformation logic, and ensured zero data loss during migration, protecting the integrity of historical and current data.

Power BI Migration Testing

Power BI Migration Testing

Leveraged QuerySurge to automate backend data validations, significantly reducing manual effort while increasing coverage, speed, and repeatability across large datasets.


How the Tx Strategy Helped the Client

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Reliable cube validation that underpinned accurate financial, regulatory, and risk reporting.
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Reduced compliance risk through consistent, validated, and audit-ready reporting outputs.
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Increased stakeholder confidence, with executives, operations teams, and regulators trusting the numbers they see in reports and dashboards.

100%

Validated schema, ETL, and reporting changes, delivering end-to-end data integrity across the transformed landscape.

Seamless ETL job migration with zero disruption to business operations and downstream consumers.

Accurate and consistent migration to Power BI, providing clearer visualizations, improved usability, and better adoption by business users.


Turning Complex Data Migrations into Business Advantage

By partnering with TestingXperts, this leading regional insurance provider transformed a high-risk data migration initiative into a strategic advantage. Our customized QA strategy, combining schema validation, ETL migration testing, cube verification, and BI report validation, delivered a reporting ecosystem that is accurate, compliant, and aligned with the business at every level. TestingXperts didn’t just validate their migration. We helped them elevate their data into a trusted strategic asset, cementing our role as a go-to QA partner for enterprise-grade data and analytics validation.

See What Clients Are Saying About Us!

Gartner Rating TestingXperts

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TestingXperts Rating

Overall Rating

"Tx supported us in delivering our release and new products on time with automation performance and integration testing. They contributed greatly to our test strategy."
(Test And DevOps Delivery Manager, Energy and Utilities)

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