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Insurance Claim Analytics Platform

Operational Efficiency & Risk Detection Platform

R Html RStudio Status


Table of Contents

  1. Business Overview
  2. Key Benefits
  3. Project Objectives
  4. Repository Layout
  5. Technology Infrastructure
  6. Critical Insights
  7. Getting Started
  8. Visual Analytics
  9. Data Dictionary
  10. Methodology
  11. Strategic Recommendations
  12. Contributing
  13. License

1. Business Overview

This end‑to‑end analytical solution empowers insurance stakeholders to measure processing efficiency and detect fraudulent patterns using synthetic data generated in R. It translates raw claims information into actionable business intelligence.

1.1 Core Deliverables

  • Full R analysis pipeline (Main code.R)
  • Synthetic data generator (Datos.R )
  • Interactive and static visualizations
  • Executive dashboard
  • Fraud risk scoring engine
  • Comprehensive data dictionary

2. Key Benefits

Dimension Impact
Operational Agility Uncovered 60‑day bottlenecks in Health claims, enabling process redesign
Risk Mitigation Isolated concentrated fraud patterns, focusing investigative resources
Predictive Clarity Validated severity as the primary driver of resolution time
Benchmarking Established comparative standards across insurance products
Early Warning Deployed a scoring system for proactive fraud detection

3. Project Objectives

  1. Quantify average resolution times for claims
  2. Identify anomalies and fraud indicators via statistical patterns
  3. Visualize critical performance metrics for decision‑making
  4. Define operational benchmarks per insurance type
  5. Implement a risk scoring framework
  6. Enable continuous monitoring capabilities

4. Repository Layout

insurance-claims-analysis/
│
├── data/
│   ├── policies.csv              # Policy master data
│   ├── clients.csv               # Client information
│   ├── claims.csv                # Claims transaction data
│   └── payments.csv              # Payment records
│
├── scripts/
│   ├── Datos.R                   # Synthetic data generation (R)
│   └── Main code.R               # Complete analysis pipeline
│
├── outputs/
│   ├── visuals/                  # Generated visualizations
│   │   ├── resolution_density_by_type.png
│   │   ├── resolution_boxplot_by_type.png
│   │   ├── resolution_by_severity_type.png
│   │   ├── monthly_resolution_trend.png
│   │   ├── top_20_suspicious_claims_heatmap.png
│   │   ├── fraud_score_by_severity.png
│   │   ├── client_resolution_efficiency.png
│   │   ├── claim_frequency_heatmap.png
│   │   └── claim_amount_heatmap.png
│   └── tables/
│       └── fraud_risk_executive_summary.html
│
├── infographic
├── .gitattributes
├── Presentation
├── LICENSE
├── README.md
└── .gitignore

5. Technology Infrastructure

Component Technology Purpose
Data Generation R Synthetic dataset creation
Analysis R Statistical modeling
Visualization ggplot2, plotly Interactive and static charts
Reporting gt, htmltools Automated report generation
Version Control Git, GitHub Code collaboration

Required R Packages

install.packages(c(
  "dplyr", "lubridate", "tidyverse", "ggplot2", "plotly",
  "knitr", "scales", "gt", "stringr", "htmltools"
))

6. Critical Insights

6.1 Time-to-Resolution Metrics

Category Finding Strategic Implication
Overall Mean: 38.3 days, Median: 35 days, SD: 19.5 days High variability indicates inconsistent processes
Health Claims Highest median (60 days) for medium severity Critical bottleneck requiring workflow audit
Life Claims Fastest resolution (25 days) for medium severity Benchmark for other segments
Severity Impact Clear monotonic relationship: severity ↑ → time ↑ Severity is a high‑importance predictor

6.2 Fraud Indicators

Indicator Detected Patterns Priority
Client Concentration Client #12: 6 claims, 40% of high‑risk flags Critical
Rapid Resolution 1‑day closure detected High
Severity Correlation 70% of high‑risk claims are high severity Medium
Portfolio Risk 93% claims healthy baseline; 1 critical case Low

6.3 High-Risk Segments

  • Young‑Life Segment: $297K exposure (200% above expected) – top investigation priority
  • Senior‑Health Segment: $211K exposure (250% above expected) – significant deviation
  • Age Gap Anomaly: No health claims under 41 despite high frequencies in older groups
  • Auto Claim Spike: 51‑60 age group shows concentrated activity
  • Life Claims Pattern: Only appears in 61‑80 age range

7. Getting Started

7.1 Initial Setup

  1. Clone the repository:
git clone https://github.com/yourusername/insurance-claims-analysis.git
cd insurance-claims-analysis
  1. Set working directory in R scripts:
# Modify base_path in Main code.R to your local path
base_path <- "C:/Your/Path/To/Insurance"

7.2 Generate Synthetic Data

source(" Datos.R ")

This creates four CSV files: policies.csv, clients.csv, claims.csv, and payments.csv.

7.3 Run the Full Pipeline

source("scripts/Main code.R")

The script automatically executes:

  • Initialization
  • Data preprocessing
  • Merging (creates claims_full)
  • Descriptive analysis
  • Resolution time analysis
  • Visualization generation
  • Anomaly detection
  • Fraud scoring
  • Executive summary

8. Visual Analytics

8.1 Resolution Distribution

Multi‑panel analysis reveals:

  • Health claims: widest spread and longest tail
  • Auto claims: narrowest, most consistent window
  • Severity as the clear driver
  • Outlier concentration in high‑severity claims

8.2 Monthly Trend

  • Cyclical patterns identified
  • Peaks consistently exceeding the 35‑day benchmark
  • Smoothed trend line indicates process health
  • Early warning signals for proactive intervention

8.3 Fraud Risk Heatmap

  • Client concentration patterns
  • Score distribution by severity (low: ~21, medium: ~24, high: ~38)
  • Priority targets highlighted
  • Heteroscedasticity: variance increases with severity

8.4 Demographic Heatmaps

  • Exposure hotspots by age and insurance type
  • Statistical deviations from expected patterns
  • Risk concentration visualisation

9. Data Dictionary

9.1 Policies Table

Field Type Description
policy_idintUnique policy identifier
type_insurancestringAuto, Life, Health, Home
modalitystringMonthly, Annual, Quarterly
id_clientintForeign key to clients
issue_datedatePolicy issue date
start_datedatePolicy start date
end_datedatePolicy end date
policy_statusstringActive, Canceled, Expired, Suspended, Renewed
premium_monthlynumericMonthly premium amount
premium_annualnumericAnnual premium amount
insured_amountnumericTotal insured value
deductiblenumericDeductible amount

9.2 Claims Table

Field Type Description
id_claimintUnique claim identifier
id_clientintForeign key to clients
id_policyintForeign key to policies
claim_datedateDate of occurrence
notification_datedateDate reported
closure_datedateDate closed
claim_typestringAccident, Theft, Fire, Liability, Other
severityfactorLow, Medium, High
claimed_amountnumericAmount claimed
approved_amountnumericAmount approved
paid_amountnumericAmount paid
claim_statusstringRegistered, In Process, Closed, Rejected, Under Investigation
resolution_daysnumericDays from claim to closure

9.3 Clients Table

Field Type Description
id_clientintUnique client identifier
genderstringMale, Female, Other
age_groupstring20-30, 31-40, 41-50, 51-60, 61-70, 71-80
income_levelstringLow, Medium, High
occupationsstringProfessional, Technical, Worker, Retired, Unemployed, Other

9.4 Payments Table

Field Type Description
id_paymentintUnique payment identifier
id_policyintForeign key to policies
payment_datedateDate of payment
payment_amountnumericPayment amount
payment_methodstringDebit, Card, Bank Transfer, Cash
payment_statusstringPaid, Pending, Overdue, Rejected
days_overduenumericDays payment is overdue

10. Methodology

10.1 Statistical Toolkit

  • Descriptives: Mean, median, SD for resolution times
  • Distributions: Density plots, boxplots by category
  • Time Series: Monthly trend with smoothing
  • Outlier Detection: IQR and percentile thresholds
  • Heteroscedasticity: Variance analysis across segments

10.2 Fraud Detection Protocol

  1. Rapid Resolution: Claims closed <5 days (25 points)
  2. High Frequency: >5 claims per client in 30 days (25 points)
  3. Extreme Amounts: >95th percentile claimed (20 points)
  4. Disparity: Claimed >80% of insured value (20 points)
  5. Severity Flags: High severity claims (10 points)

10.3 Risk Scoring

  • Per indicator: 5‑25 points
  • Total score: 0‑100
  • Tiers:
    • Critical: >45
    • High: 35‑44
    • Medium: 25‑34
    • Low: <25

11. Strategic Recommendations

11.1 Immediate Steps

  1. Investigate Client #12: Account‑level review of 6 claims within 30 days
  2. Audit Health Claims: Root‑cause analysis for 60‑day median
  3. Implement Early Warning: Monitor when resolution times approach 35‑day threshold
  4. Review High‑Severity Cases: Focus on Auto and Life outliers

11.2 Strategic Roadmap

  1. Segment‑Based Workflows: Differentiate processes by severity
  2. Predictive Modeling: Use severity as a key feature
  3. Recurring Monitoring: Weekly review of resolution and fraud scores
  4. Client‑Level Scoring: Aggregate fraud scores per client
  5. Network Analysis: Identify connected fraud patterns

12. Contributing

Contributions are welcome! Follow these steps:

  1. Fork the repository
  2. Create a feature branch (git checkout -b feature/amazing-feature)
  3. Commit changes (git commit -m 'Add amazing feature')
  4. Push to branch (git push origin feature/amazing-feature)
  5. Open a Pull Request

Coding Standards

  • Follow tidyverse style guide
  • Document functions with roxygen2
  • Add comments for complex logic
  • Maintain consistent naming conventions

13. License

This project is licensed under the MIT License – see the LICENSE file for details.


Additional References


Contact & Support

For questions, suggestions, or collaboration, please open an issue or contact the project maintainer.


Last Updated: August 2026
Status: Completed – Ready for Review


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