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Docs/App Roadmap

App Roadmap

A structured plan for the actuarial tools to build, organised by complexity tier. Tier 1 tools use only what this stack already provides. Each subsequent tier introduces one new concept — external data, authentication, sharing — keeping each step manageable.

Tier 1 — Fundamentals

Self-contained computations. No external calls, no shared state. Build these first.

Lapse Rate Stress TesterLow

Apply BaFin / EIOPA lapse stress (Type 1 additive or Type 2 multiplicative) to a policy block and project in-force movement over the duration of the portfolio.

New concept Core contract-first pattern. Introduces min/max capping, running products, and dual-scenario comparison.
SCR Market Risk (Simplified)Medium

Estimate the Solvency Capital Requirement for equity and interest rate risk using the Solvency II standard formula shocks: equity -39% (Type 1), interest rate ±relative shock by maturity.

New concept Introduces aggregation via correlation matrix (simple version: SQRT(SCR_eq² + SCR_ir² + 2·ρ·SCR_eq·SCR_ir)).
Yield Curve BootstrapperMedium

Bootstrap a zero-coupon yield curve from par swap rates using sequential discounting. Essential for Solvency II technical provisions, IFRS 17 discount rates, and pension liability valuation.

New concept Introduces scipy.interpolate for curve interpolation between bootstrapped maturities.

Tier 2 — External Data

Introduces async HTTP calls inside function.py. Models become live rather than static.

EIOPA Risk-Free Rate FetcherMedium

Fetch and visualise the EIOPA monthly risk-free rate curve for Solvency II technical provisions. Supports EUR, GBP, and CHF with and without the Volatility Adjustment.

New concept Introduces httpx.AsyncClient for async HTTP inside function.py. The function becomes a live data connector.
Benchmark ComparatorHigh

Compare internal model SCR assumptions against published EIOPA or industry benchmarks. Flag deviations beyond a configurable tolerance band.

New concept Introduces multi-source data fusion: fetching two datasets and computing a relative comparison.

Tier 3 — Collaborative Features

Introduces authentication, sharing, and export. This is the production-grade platform.

Run Sharing via PermalinkLow

GET /runs/{id} already exists. Add a "Copy link" button to the results panel. Anyone with the URL sees the exact inputs and outputs — not a screenshot, the live result.

New concept Frontend-only change. No backend work required. Demonstrates that GET /runs/{id} is already a shareable URL.
PDF Export of ResultsLow

Add a print-optimised CSS stylesheet and a "Download PDF" button that calls window.print(). The result is a professional, branded one-pager with the inputs, chart, and table.

New concept Introduces @media print CSS and browser-native PDF generation. No server-side rendering required.
Multi-User with JWT AuthenticationHigh

Add a login flow, JWT tokens issued by FastAPI, and user-scoped run history. Each actuary sees only their own runs. The admin can see all.

New concept Introduces FastAPI security (OAuth2PasswordBearer), bcrypt password hashing, and JWT token validation middleware.
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