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01 · Analytics application · Power BI · Personal project

Claims Performance Hub

Turning governed Power BI analytics into operational action.

Power BI · Semantic model · Lovable · PostgreSQL · RLS · Application logic

Claims Performance Hub Executive Overview showing governed KPIs, monthly claims and SLA trends, regional performance and the current exception worklist.
Executive Overview — governed Power BI measures remain the analytical source, while the application adds benchmarks, movement and a current operational worklist.

The challenge

The design question behind Claims Performance Hub was straightforward: how can a governed BI semantic model be extended beyond reporting so that analytical signals lead directly to operational action? A dashboard can reveal that performance is outside tolerance, but the next steps often happen somewhere else — in messages, spreadsheets or disconnected task lists. That separation weakens ownership and makes it harder to see whether an exception is being addressed.

The starting point was my existing personal Haven Warranty Analytics project and its governed claims semantic model. That model already defined the measures and dimensions needed to understand claims performance. Claims Performance Hub explores what can be added around that trusted analytical foundation without rebuilding it or creating a competing version of the numbers.

Why not simply build another dashboard?

Power BI remains the governed analytical layer. Its role is to hold the claims measures, business definitions and dimensional context used for reporting. Reproducing those measures in another technology would introduce duplication and the risk that two implementations of the same metric would drift apart.

The objective was therefore not to recreate the Power BI report as an application. It was to add capabilities better suited to operational work: detecting exceptions, creating persistent cases, assigning ownership, setting priorities and target dates, moving work through statuses, and recording notes. The application reads the governed measures live, interprets them against explicit rules, and provides a place for action to continue after the analytical view has changed.

Architecture

The design separates analytical governance, application intelligence and operational state. Each layer has a distinct responsibility rather than allowing the application database to become a second analytics platform.

Power BI semantic model

Holds governed claims measures and business definitions across regions, builders, cover types, defects and time dimensions. The application queries these measures live. Claims analytics are not copied into the application database.

Claims Performance Hub

Adds peer benchmarking, period-on-period calculations, exception detection and severity scoring, then presents the resulting signals through an operational workflow.

Application backend

Provides authentication, Claims Manager and Executive roles, and persistent records for exception cases, owners, statuses, target dates and notes.

This boundary matters. Analytical selections such as period and region can change as a user investigates performance, while an operational case must remain stable, traceable and available to the people responsible for resolving it.

Metric provenance

The interface deliberately distinguishes between Power BI measure and App calculated. A Power BI measure is a governed value read from the semantic model. App-calculated values include peer benchmarks, comparisons, exception scores and other interpretations produced by application logic.

These provenance labels appear directly alongside metrics and sections in the interface. The distinction makes it clear which values come from the governed model and which are derived for the application's operational purpose. It also prevents a polished interface from obscuring where a number was defined.

Claims Performance Hub Defect Analysis showing governed defect measures, application-calculated emerging-defect signals, a volume trend and regional concentration.
Defect Analysis — governed measures provide the portfolio view; application-calculated quarter-on-quarter signals identify emerging patterns for attention.

From insight to exception

London provides a concrete demonstration. The governed Power BI measures report SLA compliance of 79.7% against a governed 95.0% target. Those values originate in the semantic model. The application applies its detection rule, identifies the breach, calculates a severity score and creates an operational exception.

This is the transition from observation to action. The governed result is not altered, and the application does not claim ownership of the underlying measure. It adds an explicit, inspectable interpretation: this result falls below the agreed threshold and should enter a managed workflow. All values shown in this project are synthetic demonstration data and do not represent a real organisation.

Claims Performance Hub Exceptions and Actions page showing case counts, a persistent worklist, filters and exception detection rules.
Exceptions & Actions — analytical breaches become persistent cases, scored and prioritised as a worklist rather than left as transient dashboard observations.

Operational workflow

Once detected, an exception becomes a persistent case. A Claims Manager can take ownership, set its priority and target date, move it through the available statuses, and add remediation notes. That record remains available independently of the analytical period and region filters used elsewhere in the application.

Persistence changes the nature of the experience. A user is no longer only reviewing a snapshot; they can see what has been acknowledged, who owns the response, what is due and what action has already been recorded. Re-running the exception scan updates the analytical assessment without discarding the operational history attached to an existing case.

Claims Performance Hub London SLA case detail showing detection evidence, status, priority, owner, target date and remediation notes.
Case detail — the governed observation and application-derived severity remain visible beside ownership, status, target date and a persistent remediation record.

Role-based access

The demonstration has two provisioned roles. A Claims Manager can access the analytical views, run exception scans and manage case actions. An Executivecan review the same analytics and operational position with read-only case access.

Authorization is enforced in the backend and database rather than relying only on disabled controls in the interface. This means the rules governing who can change an owner, status, priority, target date or note remain effective even if a request does not originate from the visible application controls.

Security and governance

Security hardening included least-privilege database access and row-level security. Users cannot promote themselves to Claims Manager, read another user's personal profile or email data, or access cases unless they are provisioned for the application. Privileged database routines are restricted to the roles that require them.

Dependency vulnerabilities were scanned and remediated. The final security scan reported no active issues, with one documented and accepted SECURITY DEFINER warning for tightly scoped authorization and name lookup. The final dependency scan reported zero known issues. These controls strengthen the demonstration, but they are not presented as formal production certification.

Outcome

Claims Performance Hub demonstrates a practical pattern for extending governed enterprise BI into an operational tool without replacing or duplicating the semantic layer. Power BI remains responsible for trusted claims measures. Application logic turns those measures into transparent benchmarks and exceptions. Persistent workflow gives those exceptions owners, priorities, dates and a record of action.

The project connects the disciplines behind executive reporting and operational delivery: governed analytics → application intelligence → operational action.

View live demo ↗

Scope

A personal portfolio project, not a client engagement. The live application is an internal demonstration using synthetic claims data, and access is controlled. It is not presented as a formally certified production system or as evidence of claims-domain expertise.