Explore Solution Content Release Notes

Release notes for base-configuration solution content in Explore (models, liveboards, and answers).

Updating your content

To receive content updates, send Guidewire a request for re-onboarding of Explore and Data Studio (if relevant). If you used out-of-the-box content to create custom content, assess the changes and apply them to your custom content if applicable.

June 18, 2026

The following content has been updated in release version 2026.05:

  • Explore for Policy (EFP)
  • Explore Financial Insights (EFR) for Policy
  • Explore Financial Insights (EFR) for Claims

This release also includes updates to Data Platform Insurance Data Models. See Data Platform Content Release Notes in the Data Platform Release Notes.

What's new

Claim and exposure inventory history (EFR Claims)

New models, answers, and liveboards are available for claim inventory history and exposure inventory history. This content provides enhanced monthly historical analysis of claim volumes and status changes. Monthly claim activity is tracked, allowing users to view new, reopened, and closed claims for each calendar month. To learn more, see Explore for Claims: Operational content.

Models
  • GW - Claim Inventory History
  • GW - Exposure Inventory History
Liveboards
  • Claim Inventory History Analysis
  • Exposure Inventory History Analysis
Answers
  • Claim Inventory History Summary
  • Exposure Inventory History Summary

Improvements and resolved issues

ID Content Description
CDP-63584 EFP Enhanced the newbusinessflag logic in pc_job_curation in Data Studio. The flag now more accurately distinguishes new business from renewal business. Previously, the flag was based only on the individual transaction type, which could misclassify policies that had been renewed or rewritten. It now considers the policy's full history and reflects its true lifecycle stage:
  • Y – New business: The policy is still in its original term and has not yet been renewed.
  • N – Renewal business: The policy has been renewed at least once.
  • U – Unknown: No completed submission or renewal is available yet (for example, an in-progress transaction).
CDP-63863 EFP Added fields for underwriter user name, underwriter group name, underwriter user name public ID, and underwriter group public ID. Use these fields to filter by specific users and view only data relevant to you.
Changes in Data Studio
Added the fields to the following tables:
  • pc_uwissue_curation
  • pc_activity_efp
  • polperfinal
Changes in Explore
Added the fields to the following models, if they were missing:
  • GW - EfP Activity Workload Processing
  • GW - EfP Underwriting Issues
  • GW - EfP Submission Processing and Conversion
CDP-63863 EFP Added the STP Rate formula to the GW - EfP Submission Processing and Conversion model. This formula calculates the percentage of submissions that go from creation to quote/bind/issue without any manual intervention.
CDP-64425, CDP-65076 EFR Policy Fixed an issue where some policy numbers incorrectly showed as inforce after their policy period expired. This issue affected the Policy Financial Premium Calendar Year and Retention solutions. To fix this issue, updated the following datasets in Data Studio:
  • efr_fact_prem_calendaryear
  • efr_fact_retention
In both datasets, replaced pi.​cf_inforcestatus with cf_statuscode in the inforce premium CASE statements.

This fix is supported by another change in the Policy Insurance Data Model. See CDP-64425, CDP-65076 in the Data Platform Content Release Notes: Data Platform Release Notes
CDP-64729 EFR Claims Fixed an issue with duplicate amounts in the Profitability solution. Duplicates occurred because a column with changing values was used in a GROUP BY clause; fk_policyinfo_bkey sometimes changed from null to a valid value. To fix this issue, made the following changes in Data Studio:
  • efr_wrk_profitability_loss_calendaryear: Replaced fk_policyinfo_bkey with fk_policyid_bkey in the GROUP BY clauses.
  • efr_fact_profitability: Changed the FULL OUTER JOIN to a UNION ALL.

CDP-65215

 EFR Claims Loss location fields are now sourced from a claim dimension rather than a policy dimension. This change ensures that loss location data is accurate.
Changes in Data Studio
Added the following columns to efr_dim_claim:
  • tn_countryinternal
  • countyinternal
Changes in Explore
Updated GW - Claim Loss Financial - Calendar Year and GW - Claim Loss Financial - ITD models:
  • All loss location columns (city, country, county, state, and zip code) now use efr_dim_claim as the source table rather than efr_dim_region.
  • Removed efr_dim_region from the model joins because it's no longer used.

April 2, 2026

Improvements and resolved issues

The following content has been updated in release version 2026.03:

  • Explore Financial Insights (EFR) for Policy
  • Explore Financial Insights (EFR) for Billing
ID Content Description
CDP-62948 EFR Policy
Fixed an issue in efr_fact_retention where date calculations didn't account for leap years. Now, retention metrics that belong in February are correctly counted for February.
  • Changed instances of dateadd('year', -1, m.​monthenddate) to LAST_DAY(DATEADD('year', -1, m.​monthbegindate))
  • Changed instances of dateadd('year', 1, m.​monthenddate) to LAST_DAY(DATEADD('year', 1, m.​monthbegindate))
CDP-62279, CDP-62950, CDP-63414 EFR Billing

Fixed an issue with the Cash Balancing solution content. Previously, it included some calculated amounts that weren't directly impacted by cash, resulting in an incorrect representation of cash movement.

Changes to efr_fact_cash_balancing in Data Studio
  • Added the cf_commissionspayableamount_cr column because cash impacts it.
  • Removed the cf_collateralreserveamount_cr and cf_suspenseamount_cr columns because cash doesn't directly impact them.
  • Modified the WHERE clause to ensure that it includes all transaction subtypes that impact cash.
Changes to the GW - Cash Balancing model in Explore
  • Removed the cf_collateralreserveamount_cr and cf_suspenseamount_cr columns.
  • Updated the following formulas:
    • Producer Paid Amount
    • Cash Received
    • Cash Paid
  • Removed the Unapplied Ratio formula.
Changes to the Billing Analysis Cash Balancing liveboard in Explore
  • Removed the Unapplied Amount Trend and Collateral Trend charts.
Changes to ab_efr_fact_cash_balancing in Data Studio
  • Removed audits for amounts that aren't directly impacted by cash.

Documentation update

The Explore model data dictionaries are now in CSV format, making them more flexible and useful. You can:
  • Open the CSV dictionaries in any spreadsheet app, such as Google Sheets, Microsoft Excel, or Apple Numbers.
  • Find columns by searching and sorting the spreadsheet.
  • Edit the spreadsheet to add your own extensions and notes.
Download the dictionaries from Data dictionaries for Explore models.

April 1, 2026

What's new

Billing content is now generally available

The Billing Insurance Data Model and Explore for Billing solution content are now generally available. This content simplifies billing data preparation efforts, enables reporting and analysis, and provides financial insights dashboards and reports in Explore. To learn more, see:

March 12, 2026

The following content has been updated in release version 2025.02:

  • Explore Financial Insights (EFR) for Policy
  • Explore Financial Insights (EFR) for Claims
  • Explore Financial Insights (EFR) for Claims (Claims only)
  • Explore Financial Insights (EFR) for Billing (Early Access)

This release also includes updates to Data Platform Insurance Data Models. See Data Platform Content Release Notes in the Data Platform Release Notes.

What's new

Profitability solution content (EFR Claims)

A new profitability model, liveboard, and answer are available for Explore for Claims Financial Insights. The new content combines loss and earnings data to calculate expense ratios and loss ratios. Use it to monitor trends, identify areas of improvement, and analyze profitability over time. To learn more, see Explore for Claims: Financial Insights content.

Retention solution content (EFR Policy)

A new retention Explore model and liveboard are available for Explore for Policy Financial Insights. The new content compares policy counts and premium amounts from each accounting month to the same month in the prior year. Use it to visualize policy and premium retention over time. To learn more, see Explore for Policy: Financial Insights content.

AP and AR Transactions datasets (EFR Billing)

Note: This functionality is available only to customers who have signed up for our Financial Reporting Early Access (EA) program. Talk to your Guidewire representative to learn more about our eligibility criteria for EA programs. Note that EA capabilities may or may not become part of our future offerings.
New fact datasets in Data Studio provide transaction-level views of accounts payable (AP) and accounts receivable (AR) transactions:
  • efr_fact_payable_transaction
  • efr_fact_receivable_transaction
The datasets complement the existing Billing Financial Insights aggregate content; You can use them for detailed research and transaction listings. There are no base-configuration Explore models, liveboards, or answers for these datasets, but you can use them as a starting point to publish to Explore or other external applications.

Explore for Billing documentation (EFR Billing)

Additional documentation is now available for Explore for Billing solution content. See Explore for Billing: Financial Insights content.

Improvements and resolved issues

ID Content Description
CDP-61384 EFR Policy Fixed performance issues by removing windowed functions. Updated the following datasets in Data Studio:
  • efr_fact_prem_calendaryear
  • Removed efr_wrk_prem_earned_agg and replaced it with two new datasets: efr_wrk_prem_earned_agg_mtd and efr_wrk_prem_earned_agg_itd
CDP-59583 EFR Claims Fixed an issue with a join in efr_dim_claim in Data Studio. The join to dd_loss_user_trv now uses fk_assigneduserid_skey instead of fk_assignedbyuserid_skey.
CDP-61386 EFR Claims Fixed performance issues by removing windowed functions. Updated the following datasets in Data Studio:
  • efr_fact_loss_calendaryear
  • Removed efr_wrk_loss_cy_agg and replaced it with four new datasets: 
    efr_wrk_loss_cy_agg_extended
efr_wrk_loss_cy_agg_mtd
efr_wrk_loss_cy_agg_ytd
efr_wrk_loss_cy_agg_periods
CDP-60557 EFR Billing Fixed an issue with efr_fact_receivable_transaction in Data Studio to ensure accurate transaction bucketing.
CDP-62078 EFR Billing Added an audit and balancing dataset for cash balancing in Data Studio: ab_efr_fact_cash_balancing
CDP-62080 EFR Billing Added an audit and balancing dataset for AR balancing in Data Studio: ab_efr_fact_bill_receivablebalance
CDP-61782 EFR Billing Updated decimal scales in efr_dim_bill_commissionsubplan in Data Studio so that they match the scale in the Claims Insurance Data Model.
...
cast(null as decimal(38, 6)) as percentagetoearn,
 cast(null as decimal(38, 6)) as percentagetounearn,
...
CDP-62213 EFR Billing Fixed a spelling error in efr_fact_cash_balancing in Data Studio: Changed agencybillmoneyrecievedtxn to agencybillmoneyreceivedtxn.

February 20, 2026

What's new

Explore for Billing data dictionaries (Early Access)

Data dictionaries for Explore for Billing models are now available on the documentation site. See Data dictionaries for Explore models.
Note: Explore for Billing is available only to customers who have signed up for our Financial Reporting Early Access (EA) program. Talk to your Guidewire representative to learn more about our eligibility criteria for EA programs. Note that EA capabilities may or may not become part of our future offerings.

February 11, 2026

Improvements and resolved issues

ID Content Description
CDP-60808 Explore Financial Insights (EFR) for Claims

Fixed an issue where the ITD Net Incurred column in the GW - Claim Loss Financial - ITD Explore model calculated overstated inception-to-date net incurred metrics. The actual changes are to the following formulas in the model, which impact the ITD Net Incurred column. These are the updated formulas:

Outstanding Loss Expense Recovery Reserves

cf_recoveryreserveexpenseamount 
+ cf_recoveryreserveexpensesalvageamount 
+ cf_recoveryreserveexpensesubroamount
Outstanding Loss Recovery Reserves
cf_recoveryreserveindemnityamount 
+ cf_recoveryreservedeductibleamount 
+ cf_recoveryreservesalvageamount 
+ cf_recoveryreservesubroamount
Outstanding Net Loss Reserve Change
Outstanding Loss Reserves - Outstanding Loss Recovery Reserves

November 17, 2025

The following content has been updated in release version 2025.10:

  • Explore Financial Insights (EFR) for Policy
  • Explore Financial Insights (EFR) for Claims

This release also includes updates to Data Platform Insurance Data Models. See Data Platform Content Release Notes in the Data Platform Release Notes.

What's new

Explore for Claims Financial Insights for ClaimCenter-only customers

Guidewire can now implement Explore for Claims Financial Insights content for customers that have ClaimCenter without PolicyCenter. Previously, implementations required data from PolicyCenter and ClaimCenter to populate the dimension datasets. Now, for ClaimCenter-only implementations, the dimension datasets only use ClaimCenter data. The PolicyCenter-related dimension columns remain in the schema, but there’s no data:
  • If an attribute doesn’t exist in ClaimCenter, the value is NULL.
  • If a key attribute doesn’t exist in ClaimCenter, the null value is replaced with ?. This prevents issues that can occur with null keys, such as incorrect joins or misrepresented financial data.

New policy aggregate dimension (EFR Policy and Claims)

You can now get streamlined information about policy attributes as of the month-end of the policy term. A new Policy Info dimension replaces the Policy Period dimension in all of the following Explore Financial Insights solution content. Since the new dimension has fewer rows, publication to Explore is more efficient.

Changes in Data Studio
  • A new solution dimension dataset was created in Data Studio: efr_dim_policyinfo. It's derived from a new Insurance Data Model dataset: dd_plcy_policyinfo_trv. For more information about Insurance Data Model update, see New policy aggregate dimension in the Data Platform Content Release Notes: Data Platform Release Notes.
  • efr_dim_policyinfo replaces efr_dim_policyperiod in all of these fact datasets:
    • efr_fact_prem_calendaryear
    • efr_fact_prem_itd
    • efr_fact_loss_calendaryear
    • efr_fact_loss_itd
Changes in Explore
efr_dim_policyinfo replaces efr_dim_policyperiod in all of the Explore models:
  • GW - Policy Financial Premium - Calendar Year
  • GW - Policy Financial Premium ITD
  • GW - Claim Loss Financial - Calendar Year
  • GW - Claim Loss Financial - ITD

Renamed in-force status values (EFR Policy)

In-force status column values are now named active and inactive, rather than in-force, expired, and cancelled. The new values better reflect that fact that a policy is either in force or not.

Changes in Data Studio
Any Explore for Policy Financial Insights solution datasets (efr_) that referenced the cf_statuscode column now use a new column name, cf_inforcestatus. This column now derives the new value names, active and inactive.
Changes in Explore
The GW - Policy Financial Premium - Calendar Year and GW - Policy Financial Premium ITD models have the following changes:
  • The Inforce Status model column uses the new source column name, cf_inforcestatus.
  • Removed the Policy Status column because it’s unused and now the Inforce Status column is more accurate.
The following visualizations in the Policy Premium Analysis liveboard have been updated to use the renamed values:
  • Inforce Premium by Policy Effective Date
  • Inforce Policy Count by Policy Effective Date

Improvements and resolved issues

ID Content Description
CDP-54565 EFR Policy Fixed an issue to more accurately reflect the earned and unearned premium for future-dated transactions:
  • In efr_wrk_prem_earned_agg in Data Studio, updated the join logic to account for fixes in the Insurance Data Model datasets. For those fixes, see CDP-54565 in the Data Platform Content Release Notes: Data Platform Release Notes
N/A EFR Policy Added the Policy Base State column to the GW - Claim Loss Financial - ITD and GW - Policy Premium ITD models. The models already include the State column from the efr_dim_region dimension, but it was sometimes unreliable; If a transaction doesn't link to a policy location it has a region of nokey. You can now choose between Policy Base State and State, depending on your use case.
N/A EFR Policy Simplified the filter expression used in the GW - Policy Premium ITD model to make the query more efficient. Previously it was >= 12/31/9000 < 01/01/9001. Now, it's >= 12/30/9000.
N/A EFR Claims Added the ITD Deductible Recovery column to the GW - Claim Loss Financial - ITD model. This column is useful for lines of business that recover deductible amounts.
N/A EFR Claims Updated the GW - Claim Loss Financial - ITD model in order to ensure change data is excluded:
  • Added the expiration date column from each dimension that contains change data. For the list of columns, see Model: GW - Claim Loss Financial - ITD.
  • Created filters on those columns. The filter expression is >= 12/30/9000.
  • Hid those columns because they aren't useful for reporting. The column property is Hidden = Yes.
N/A EFR Claims Added and removed columns from the GW - Claim Loss Financial - Calendar Year and GW - Claim Loss Financial - ITD models, to support future features:
  • Added to both:
    • Claim Assigned Group Name
    • Claim Assigned Group PublicID
    • Claim Assigned User Name
    • Claim Assigned User PublicID
    • Exposure Assigned Group Name
    • Exposure Assigned Group PublicID
    • Exposure Assigned User Name
    • Exposure Assigned User PublicID
  • Removed from the Calendar Year model:
    • Effective date
    • Exposure assigned user
  • Removed from the ITD model:
    • Assigned User

September 12, 2025

What's new

Submission business impact monitoring

If you use Guidewire Predict, a new business impact monitoring (BIM) liveboard is now available in Explore. The Submission BIM Liveboard analyzes how a submission prioritization predictive model impacts KPIs for bound policies. This helps underwriting executives, managers, and actuaries prove that the predictive model leads to more efficient and profitable underwriting, or discover where the model needs improvement. To learn more, see Predict business impact monitoring content.

August 8, 2025

What's new

Financial Insights solutions are generally available

The following content is now generally available:
Explore Financial Insights
Financial Insights solution content is available for Explore for Policy and Explore for Claims. Guidewire built these datasets using additional curation on top of the Insurance Data Models. In the Guidewire Explore application, they're used to create reports and dashboards. For more information, see Explore for Claims: Financial Insights content and Explore for Policy: Financial Insights content.

August 6, 2025

Improvements and resolved issues

  • Fixed an issue in some Explore models where the Accounting Period formula added additional spaces between the month and year. The formula is now updated in the GW - Claim Loss Financial - Calendar Year and GW - Policy Financial Premium - Calendar Year models. The new formula is:
    if ( strpos ( monthname , ' ' ) > 0 ) then concat ( substr ( monthname , 0 , strpos ( monthname , ' ' ) - 1 ) , ' ' , yearid ) else concat ( monthname , ' ' , yearid )
    If you created your own models based on these models, you can update them with the new formula.
  • Added the Policy Base State column to the GW - Claim Loss Financial - Calendar Year and GW - Policy Financial Premium - Calendar Year models. If you created your own models based on these models, you can update them with the new column.
    Model column name Description Source table name Source column name
    Policy Base State State location where the policy period is based. efr_dim_policyperiod tn_basestate

    The models already include the State column from the efr_dim_region dimension, but it was sometimes unreliable; If a transaction doesn't link to a policy location it has a region of nokey. You can now choose between Policy Base State and State, depending on your use case.

  • Updated the YTD Written Premium by Policy State chart in the Policy Premium Analysis Liveboard. It now uses the Policy Base State column instead of the State column. If you created your own Liveboard based on this Liveboard, you can update it with the new column.

July 18, 2025

What's new

Annualized Inforce Premium Trending report

Explore for Policy Financial Reporting (Early Access) now includes a report about current year (CY) and prior year (PY) development of annualized inforce written and estimate premium. Look for the Annualized Inforce Premium Trending Answer in Explore.

To create the Answer, Guidewire added the following columns to the GW - Policy Financial Premium - Calendar Year model and its efr_fact_prem_calendaryear source table:
Model column name Description Source column name
Inforce Annualized Written Premium Aggregate of annualized written premium amounts whose transaction effective period includes the accounting period. cf_inforceannualizedwrittenpremium
Inforce Annualized Estimate Premium Aggregate of annualized estimate premium amounts whose transaction effective period includes the accounting period. cf_inforceannualizedestimatepremium

July 10, 2025

Documentation update

Documentation about the Explore for Claims Financial Reporting Liveboards, Answers, and models (Early Access) is now available. See Explore for Claims: Financial Insights content.

The Explore for Claims data dictionaries now include the source table and source column for each model column. If the column is a formula, the formula expression is also included. There are now separate PDFs for each model.

July 1, 2025

Documentation update

The Explore for Policy data dictionaries now include the source table and source column for each model column. If the column is a formula, the formula expression is also included. There are now separate PDFs for each model.

Dec 6, 2024

What's new

Embed a Liveboard in the ClaimCenter Team tab

You can embed a Liveboard called Explore for Claims into the ClaimCenter Team tab, so that users can use analytics insights in their everyday work. Users can interact with the embedded Liveboard just as they could in Explore. They don’t need access to Explore to use the embedded Liveboard.

To learn how, see Embed an Explore liveboard into ClaimCenter.

December 2, 2024

What's new

Monitor the impact of Predict models on InsuranceSuite KPIs

If you use Guidewire Predict, you can now use Explore Liveboards to visualize and monitor how your predictive models impact business key performance indicators (KPIs). These business impact monitoring (BIM) Liveboards can help you prove the value of the models or discover where they need improvement. For example, to quantify the value of a claims model, you could monitor the average amount paid on claims before and after the model was implemented.

Explore has a pre-configured BIM Liveboard for claims, which you can request from Guidewire. You can also create your own BIM Liveboards.

October 15, 2024

What's new

Public IDs for group and user data

The following public IDs from the ClaimCenter database are now included in Explore's pre-configured claims worksheets. Public IDs are unique, generated IDs that aren’t human-readable. They’re useful when you don’t want to reveal personally identifiable information (PII).

Worksheet Field
GW - EfC Activity Workload Processing
  • Activity Assigned Group PublicID
  • Activity Assigned User PublicID
  • Activity Assigned By User PublicID
  • Activity Previous User PublicID
GW - EfC Claim Inventory
  • Claim Assigned Group PublicID
  • Claim Previous Group PublicID
  • Claim Assigned User PublicID
  • Claim Assigned By User PublicID
  • Claim Previous User PublicID
GW - EfC Exposure Inventory
  • Claim Assigned Group PublicID
  • Claim Previous Group PublicID
  • Claim Assigned User PublicID
  • Claim Assigned By User PublicID
  • Claim Previous User PublicID
  • Exposure Assigned Group PublicID
  • Exposure Previous Group PublicID
  • Exposure Assigned User PublicID
  • Exposure Assigned By User PublicID
  • Exposure Previous User PublicID