KCI Product Solutions
Along with our
consulting and integration services, KCI offers several
regulatory compliance, component-based software solutions for the life
insurance industry. These insurance
business components provide practical business results from innovative
techniques. They have resulted from a
combination of our advanced technology and subject matter (life insurance /
taxation) expertise. These products were
developed for a large
Our solutions generally require customization for a particular insurance company’s environment. We will sell our solutions in a manner suitable for your needs. We are open to a variety of arrangements, including the full transfer of intellectual property and source code.
Click on the product for more detailed information.
The KCI Tax ServerTM system is an insurance
software calculation engine that provides the rules and calculations for
individual policyholder tax compliance for the life insurance industry. The innovative architecture and design of
this product has been awarded a
The KCI Tax AdapterTM is a distributed software component that connects existing insurance policy administrative systems to the KCI Tax ServerTM software service. Consistent with a Service Oriented Architecture (SOA), this object oriented system manages a tax database and requests between the administrative system and the KCI Tax Server calculation engine.
The KCI Tax WorkstationTM system is a web browser-based application for performing inquiries and tax quotations on life insurance policies. It connects to administrative source systems to provide real-time policy information over the intranet or internet. This allows insurance companies to provide timely, accurate advice to their policyholders. Demonstration
The KCI Tax InterpretationTM is a 275+ page business specification detailing
methods & calculations for providing tax testing for life insurance
contracts. Product support for variable, universal, and traditional life
insurance and associated riders. Tax functionality includes Internal Revenue Code
Sections 72(e) (taxable gain/cost basis), 7702 (definition of life insurance
– Cash value accumulation testing, Guideline premium testing), 7702A (TAMRA /
MEC, 7-Pay, Necessary Premium testing, Material Change testing, etc.), and
1035 exchanges. Transaction support for all significant tax events (e.g.
premium payments, partial surrenders, loans, contract changes, etc.). Click
here for table
of contents. Click here for a sample section
of the document. We will license this
material on an
A list of all KCI Tax Server assets that make up the KCI Tax Server insurance tax compliance solution.
Tax Adapter Request Message excerpt (call or email)
Tax Adapter Reply Message.xml Example -- XML based
Tax Adapter Reply Message Example (pdf)
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Last updated: December 29, 2017