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Associative data modeling, AI-powered insights, real-time risk analytics, underwriting decision support, embedded analytics, mobile dashboards, self-service visualization, guided analytics, and integration with insurance core systems.
Software that presents complex risk data in intuitive visual formats, enabling underwriters to identify patterns, trends, and outliers more efficiently in large datasets.
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Multi-Source Data Import Ability to import data from spreadsheets, databases, APIs, and cloud applications. |
Qlik Sense supports importing data from spreadsheets, databases, APIs, and cloud apps as part of its core offering, confirmed in product specs and documentation. | |
Real-Time Data Sync Automatically updates visualizations as data sources change. |
Qlik Sense provides real-time data sync capabilities, updating dashboards as source data changes (see 'real-time analytics' claim and documentation). | |
Custom Data Connectors Supports custom connectors to niche insurance data sources (e.g., reinsurance systems, claims databases). |
Custom connectors can be built using Qlik's APIs and Qlik Web Connectors. Integration with insurance niche systems is promoted as a partner/custom project feature. | |
Data Transformation Provides tools for cleaning, transforming, and normalizing data within the platform. |
Qlik Sense includes extensive data transformation tools as part of its ETL/data prep layer. | |
Large Data Volume Capacity Maximum size of importable datasets. |
No information available | |
Data Enrichment Ability to augment existing datasets with 3rd party data (demographics, property risk scores, etc.) |
Qlik enables data enrichment via integration with 3rd-party services/APIs (demographics, risk scores), as per documentation and partner solutions. | |
Scheduling Imports Allows scheduled recurring data pulls for up-to-date insights. |
Scheduling recurring data imports is natively supported ('scheduled reloads'). | |
Data Quality Checking Automated validation for outliers, missing values, and format consistency. |
Qlik Sense incorporates data quality controls and scripting validation for outliers/missing values. | |
Support for Insurtech Standards Compatible with ACORD or other insurance data standards. |
ACORD and other insurtech standards can be accommodated through prebuilt or custom connectors and partners, confirmed in solution partner materials. | |
Data Lineage Tracking Keeps track of the source and transformation path of data. |
Qlik Sense supports full data lineage tracking for governance and auditing, as detailed in Qlik's governance documentation. |
Interactive Dashboards Build and share dashboards with real-time filters. |
Interactive, real-time dashboards are a core product feature. | |
Custom Chart Types Supports bar, line, scatter, heat maps, geospatial, network diagrams, and industry-specific visuals. |
Bar, line, scatter, heat maps, geospatial and custom chart types are supported, including insurance-specific visuals via extensions. | |
Drill-Down Analysis Dive into granular detail directly from dashboards. |
Drill-down analysis is one of Qlik Sense's foundational features (associative engine). | |
KPI and Metrics Cards At-a-glance display of key underwriting metrics (loss ratio, exposure, premium, etc.). |
KPI/metric cards (for loss ratio, exposure, etc.) are natively available in dashboards. | |
Geospatial Mapping Visualize risk concentration and policy distribution on maps. |
Geospatial mapping is standard in Qlik Sense, including insurance-relevant mapping capabilities. | |
Side-by-Side Comparisons Directly compare multiple entities or time periods. |
Side-by-side comparisons (multiple selections, alternative states) are well supported. | |
Customizable Themes and Branding Align dashboard appearance with company brand standards. |
Dashboards can be customized for themes/branding (company logos, colors) via Qlik Sense dev options. | |
Automatic Visualization Recommendation Suggests optimal chart types based on data structure. |
Qlik's Insight Advisor suggests optimal visualizations based on the data structure. | |
Number of Supported Visualization Types How many unique chart and visualization types are included. |
No information available | |
Embedded Visualizations Allows sharing or embedding charts in underwriting portals or presentations. |
Qlik Sense supports embedding of visualizations via iFrames/JavaScript for portals/presentations. | |
Export Options Export dashboards or charts as images, pdf, interactive html, etc. |
Export to image, PDF, and interactive HTML is natively available. | |
Mobile-Friendly Dashboards Dashboards automatically adapt to smaller screens. |
Qlik Sense dashboards are mobile responsive and available via native apps. |
Role-Based Access Control Grant/restrict views and editing of data and dashboards based on user role. |
Role-based access controls are a standard security feature. | |
Commenting and Annotation Allows users to add comments or highlight insights directly on visualizations. |
Annotations and comments are supported natively in Qlik Sense as of recent releases. | |
Workflow Integration Integrates with underwriting approval, review, or referral workflows. |
The platform integrates with workflow tools and insurance core systems (noted in partner documentation). | |
Personalized Dashboards Users can build, save, and set default dashboards tailored to their workflow. |
Personalized dashboards (e.g., 'my dashboard') are a staple Qlik Sense feature. | |
Collaboration Tools Share dashboards, schedule reports, send email alerts, and assign tasks. |
Dashboards, reports, and alerts can be shared, scheduled, and assigned to collaborators. | |
Multi-Language Support The interface is available in multiple languages. |
Qlik Sense includes multi-language support, as per product documentation. | |
End-User Training Resources Comprehensive help, onboarding guides, tutorials. |
Extensive training and onboarding materials are available from Qlik and its partners. | |
Quick Search Search among dashboards, reports, or data fields for rapid analysis. |
Search across reports, fields, and dashboards is available (Smart Search feature). | |
Concurrent Users Supported Maximum simultaneous users supported by the platform. |
No information available | |
Custom Notifications Push alerts for key metric changes, risk spikes, etc. |
Qlik Sense enables custom alerts and notifications for key risk metrics. | |
Accessibility Compliance Meets standards for accessibility (WCAG, ADA), essential for larger insurers. |
Qlik Sense's web client is designed with WCAG compliance guidance, but full compliance level should be confirmed for specific deployments. |
Predictive Analytics Support Visualize outputs from predictive risk, pricing, and fraud detection models. |
Qlik Sense supports predictive models output visualization, including integration with Python/R for model results. | |
What-If Analysis Tools Explore scenarios and their impact on key metrics. |
What-If analysis is supported via dynamic variables, sliders, and scenario modeling objects. | |
Integration with Actuarial Models Can visualize data/results from actuarial tools or software. |
Qlik Sense can integrate with actuarial models (Excel, R, SAS, Python, etc.) for visualization. | |
Statistical Summary Visualizations Automatic display of mean, median, standard deviation, loss cost distribution, etc. |
Statistical summary charts and tables (mean, median, loss distros, etc.) are supported via built-in functions. | |
Correlation Matrix Visualization Visual representation of relationships between variables (peril, region, profile). |
Correlation matrix visualizations can be created within Qlik Sense using built-in chart types or extensions. | |
Machine Learning Model Insights Integration with ML platforms for visualizing feature importance, model lift, etc. |
ML results (feature importance, lift, etc.) can be displayed by integrating with ML platforms (Python/R integrations). | |
Custom Formula Builders Users can define custom metrics/formulas for underwriting KPIs in the platform. |
Custom formula (expression) building for new KPIs is a fundamental Qlik Sense feature. | |
Time-Series Forecasting Visual tools for historical and projected trends (claims counts, premium, etc.). |
Time-series and forecast visualizations are available via built-in and extension charts. | |
Anomaly / Outlier Detection Visualization Highlights suspicious activity (fraud, errors) with automated graphics. |
Anomaly/Outlier detection visualizations can be created or imported from analytics platforms via Qlik Sense. | |
Integration APIs for Data Science Tools Connects to R, Python, or similar tools for custom analytics. |
Integration APIs to link to R, Python, and similar analytics tools are a documented capability. |
Data Encryption At Rest/Transit Ensures data is always encrypted, both stored and in transmission. |
Data is encrypted at rest and in transit in Qlik Sense Enterprise as a security best practice. | |
Audit Logs Comprehensive tracking of data access and changes for compliance. |
Qlik Sense provides robust audit logs for all data access, editing, and administration. | |
Single Sign-On (SSO) Support Integrates with company SSO for seamless and secure access. |
Single Sign-On (SSO) is supported via SAML, OAuth, etc., for enterprise security. | |
GDPR and Local Data Residency Compliance with data privacy regulations including data localization. |
Qlik Cloud is GDPR compliant and supports local data residency options for regulated industries. | |
Multi-Factor Authentication Adds an extra layer of access security for user accounts. |
Multi-factor authentication is available for both cloud and on-premises deployments. | |
Automatic Data Masking Sensitive fields (PII, health, etc.) can be obfuscated by policy. |
Data masking for sensitive fields is available via Qlik's data load script or governed field-level security. | |
Custom Access Permissions Fine-grained control by report, field, or row level. |
Supports fine-grained permissions by report, field, and row through section access controls. | |
Security Certifications Held Compliance with standards (ISO27001, SOC 2, etc.). |
Qlik has achieved InfoSec certifications including ISO27001 and SOC2 for its cloud offering. | |
Self-Hosted Deployment Option Can be deployed in a private data center or on-premises environment. |
Self-hosted (on-premises) deployment is an option for Qlik Sense Enterprise. | |
Automatic Session Timeout Sessions expire after a defined period of inactivity. |
Session timeout policies are configurable as per Qlik Sense server settings. |
Open API Availability Robust API to push/pull data and automate processes. |
Qlik Sense offers extensive Open APIs (REST, JavaScript) for automation and integration. | |
Plug-Ins for Insurance Core Systems Direct integrations for systems like Duck Creek, Guidewire, etc. |
Solution briefs and partner pages detail Qlik plug-ins for core insurance systems (e.g., Guidewire, Duck Creek). | |
Marketplace Add-Ons Access to a library of add-ons/extensions. |
Marketplace add-ons available via Qlik Branch and partner ecosystem. | |
Customizable ETL Pipelines Create, schedule, and manage ETL jobs within the platform. |
Custom ETL flows can be configured with Qlik Data Integration/Compose, and within Sense scripts. | |
High Availability SLA Platform uptime guarantee. |
No information available | |
Support for High Concurrency System can handle large numbers of simultaneous users and complex queries. |
The Qlik Sense engine is designed for high concurrency and scales for enterprise use. | |
On-Premises, Cloud, and Hybrid Deployment Flexible deployment options based on IT and compliance strategy. |
On-premises, cloud, and hybrid deployment options are available. | |
Batch and Streaming Data Processing Handles both scheduled (batch) and real-time (streaming) data ingestion. |
Batch and real-time (streaming) data ingestion is supported via Qlik Data Integration and 3rd-party connectors. | |
Number of Supported Integrations How many unique partner systems/APIs are available out-of-the-box. |
No information available | |
Custom Script Support Allows custom Python, R, or SQL code to run inside data processes. |
Qlik Sense supports custom scripts/extensions using Python, R, and SQL. |
Scheduled Report Delivery Automated delivery of reports/dashboards via email or other channels. |
Scheduled report delivery via email and other channels is a built-in feature. | |
Custom Report Builder Easily build bespoke reports from any dataset. |
Custom report building is at the core of Qlik Sense functionality. | |
Distribution to External Partners Share reports securely with outside brokers or reinsurers. |
Ability to share dashboards with external parties via secure links or exports. | |
PDF, Excel, Image Export One-click export of visuals into common office formats. |
One-click export to PDF, Excel, and images is native in Qlik Sense. | |
Dynamic Report Filtering End-users can apply filters and customize their view on delivered reports. |
Dynamic report filtering and selection is a standard feature in Qlik Sense. | |
Auto-Generated Executive Summaries Narrative summaries of KPI movements and trends. |
Narrative summaries of data (natural language insights) available via Qlik Insight Advisor. | |
Subscription Management Users can subscribe to and manage alerts for specific dashboards. |
Users can subscribe to dashboards and manage alerts via the Qlik Hub. | |
Public and Private Link Sharing Control whether links are public, SSO-restricted, or one-time. |
Sharing options include public, private (SSO), or one-time link shares. | |
Report Versioning Track and view previous versions or dashboards. |
Report versioning available for Qlik Sense Enterprise; prior versions and rollback. | |
Custom Print Formatting Set paper size, watermark, page headers, and logos for printed reports. |
Custom print formatting (paper size, headers, logos) can be set in Qlik's reporting module. |
Dashboard Load Time Average time to load complex dashboards. |
No information available | |
Query Execution Speed Average time to process user-initiated queries. |
No information available | |
Concurrent Query Capacity Number of simultaneous queries supported before performance degrades. |
No information available | |
Uptime Guarantee Service Level Agreement (SLA) for platform reliability. |
No information available | |
Data Refresh Frequency Shortest interval between data refreshes (lower is better). |
No information available | |
Scalability for Users How easily user capacity can be increased. |
Cloud and server editions allow simple user upgrades, scaling easily with enterprise or business growth. | |
Auto-Scaling Infrastructure Infrastructure automatically scales to meet variable loads. |
Qlik Sense includes auto-scaling in its cloud offering to handle variable workloads. | |
Disaster Recovery Time Objective (RTO) Maximum tolerable downtime after a disruption. |
No information available | |
Maximum Supported Dataset Size Largest dataset size supported for analysis. |
No information available | |
Guaranteed Backup Frequency Frequency of automatic system backups. |
No information available |
Per-User vs. Unlimited Licensing Pricing flexibility based on company size and usage pattern. |
Qlik Sense offers both per-user and enterprise/unlimited licensing models. | |
Transparent Pricing Model Costs are clearly published and predictable. |
Transparent pricing is published for Qlik Sense SaaS (cloud) and available from partners for enterprise sales. | |
Free Trial / Proof of Concept Availability Option to test full features before commitment. |
Free trial and proof-of-concept programs are available directly on qlik.com. | |
Pay-as-You-Go Option No long-term contractual commitment required. |
Not as far as we are aware.* A pay-as-you-go option is not standard for Qlik; most licensing is subscription or annual. | |
Bulk License Discounts Discounts for enterprise-scale use. |
Bulk discounts are available for enterprise and site licenses via Qlik's sales team. | |
Academic/Non-Profit Tier Reduced pricing for research or non-profit institutions. |
Academic and non-profit pricing is available as a special program. | |
All Features Included No hidden or tiered feature restrictions. |
No information available | |
Ongoing Maintenance Fees Maintenance or support costs are bundled/transparent. |
Qlik's pricing is transparent and includes maintenance/support costs. | |
Custom Contract Lengths Offered Flexible contractual terms to suit business needs. |
Contract lengths are flexible (annual, multi-year) to suit business size and needs. | |
Self-Service Procurement Ability to purchase/licence directly online. |
Qlik cloud/SaaS can be purchased directly online (self-service procurement). |
24/7 Technical Support At least one support channel is always available. |
Qlik offers 24/7 support via its support portal for technical issues. | |
SLAs for Support Response Guaranteed response times for critical issues. |
SLAs for response to critical issues are part of Qlik's premium/enterprise support. | |
Dedicated Account Manager Personalized support through a named representative. |
Enterprise/strategic clients have a dedicated account manager. | |
Onboarding Implementation Services Professional onboarding and solution customization. |
Qlik partners provide onboarding/implementation services. | |
Custom Feature Development Willingness to build or adjust features upon request. |
Custom feature development is available via Qlik partners/professional services. | |
Regular Product Updates Continuous improvement, release roadmaps shared. |
Regular product updates and detailed roadmaps are shared via customer channels. | |
User Community Forums Active user groups for peer support and best practice sharing. |
Qlik maintains active community forums. | |
Comprehensive Documentation Full user/admin guides and integration references. |
Comprehensive documentation is available via the Qlik Help portal. | |
Training and Certification Programs Structured courses and certifications for users. |
Training and certification programs are regularly offered by Qlik. | |
Customer Feedback Channels Input mechanisms for feature requests and improvement suggestions. |
User feedback and feature request channels are active (Qlik Ideas portal). |
Visualization tools that track key performance indicators for insurance products, helping teams identify trends and make data-driven optimization decisions.
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Multi-Source Connectivity Connects to multiple internal and external data sources (e.g., policy admin, claims, CRM, external data services). |
Product notes confirm integration with insurance core systems and external data connectors. Qlik Sense supports multi-source data integration. | |
Real-Time Data Sync Supports updating data in real-time or near real-time for up-to-date dashboard views. |
Qlik Sense offers real-time and near real-time data sync via its native data connectors and streaming capabilities. | |
APIs Support Offers robust API access for inbound and outbound data ingestion. |
Qlik Sense provides robust APIs for inbound and outbound integrations (see developer documentation). | |
Scheduled Data Refresh Automates regular data refreshes at configurable intervals. |
Qlik offers scheduled data refresh options and automation workflows for data update scheduling. | |
Manual Data Upload Allows users to upload and import data files directly into the dashboard. |
Qlik Sense allows users to upload CSV/Excel and other files directly to apps/dashboard. | |
Data Model Flexibility Can accommodate varying data models or schemas (custom fields, entity adjustments). |
Associative data modeling in Qlik Sense supports flexible schemas and custom fields. | |
Data Validation Automatically checks and highlights data inconsistencies, missing values, or errors upon ingestion. |
Qlik data ingestion highlights data inconsistencies and has built-in data validation. | |
ETL (Extract, Transform, Load) Automation Automates extraction, transformation, and loading of data for dashboard preparation. |
Qlik's ETL (via Qlik Data Integration/Qlik Sense scripts) is capable of automating data flows. | |
Data Volume Handling Maximum data records supported per dashboard update cycle. |
No information available | |
Data Latency Time between data generation and its representation on the dashboard. |
No information available |
Custom KPI Configuration Ability to define new KPIs tailored to specific product or project needs. |
Self-service analytics allows definition of custom KPIs. | |
Pre-Built Insurance KPIs Includes a library of commonly used insurance KPIs (loss ratio, claims frequency, policy growth, etc.). |
Qlik Sense offers a library of industry (insurance) KPIs through its templates and marketplace. | |
Metric Drill-Down Navigate from high-level KPIs into underlying metrics, products, or business segments. |
Users can drill down from KPIs to data by product or business segment. | |
Trend Analysis Visualizes KPIs over time to highlight trends and seasonality. |
Trend analysis via time-series and visualizations is a core Qlik Sense feature. | |
Target/Benchmark Comparison Compare current performance against predefined targets or historical benchmarks. |
Benchmark and target comparison functionality is enabled via formulas and set analyses. | |
Variance Analysis Highlights variances between actual, forecasted, and target KPIs. |
Variance analysis is natively supported in visualizations, including insurance KPIs. | |
Real-Time KPI Updates KPIs are updated automatically as soon as data changes. |
Real-time data sync drives real-time KPI updates. | |
Automated Alerts on KPI Changes Sends notifications when KPIs cross certain thresholds. |
Users can set up alerts and notifications for KPI changes using Qlik Alerting. | |
KPI Calculation Speed Average computation time to refresh or recalculate KPIs. |
No information available |
Chart Types Range of visualizations supported (bar, line, pie, heatmaps, waterfall, etc.). |
No information available | |
Interactive Dashboards Users can filter, drill down, and interact with dashboard elements in real time. |
Interactive dashboards with real-time filtering, selection, and associative exploration are a Qlik hallmark. | |
Customizable Layouts Flexibility in arranging and customizing dashboard views and widgets. |
Dashboards are highly customizable and support layout changes. | |
Theming/Branding Options Can apply organization-specific colors, logos, and styles. |
Branding options including custom colors and logos are supported. | |
Mobile Responsiveness Dashboard interfaces adjust for optimal display and use on mobile devices. |
Qlik Sense dashboards are responsive for tablets/phones and have dedicated mobile apps. | |
Export/Download Visualizations Export charts, dashboards, or data in various formats (PDF, Excel, PNG, etc.). |
Exports supported in PDF, Excel, PNG and other formats. | |
Dashboard Load Time Time it takes for a dashboard to become interactive after opening. |
No information available | |
Widget Library Size Number of pre-built widgets or visualization tools available. |
No information available | |
Accessibility Compliance Supports WCAG or similar accessibility standards for diverse user needs. |
No information available |
Commenting/Annotation Users can annotate dashboards, data points, or charts for discussion. |
Qlik Sense supports commentary and annotations via extensions and notes mechanisms. | |
Sharing Controls Granular control over who can share, publish, or distribute dashboards. |
Sharing with granular permissions is managed through Qlik's security rules engine. | |
Role-Based Access Set permissions by role or user group (view, edit, admin, etc.). |
Role-based access fully supported through section access and custom rules. | |
Real-Time Collaborative Editing Multiple users can view and edit dashboards simultaneously. |
Multiple users can collaborate and edit via Qlik Sense Cloud. | |
Task Assignment & Workflow Integration Assign tasks related to dashboard insights and link to workflow tools (JIRA, Asana, etc.). |
Integration with JIRA, Asana, and task assignment available via built-in and marketplace connectors. | |
Version Control Track changes and revert to previous dashboard versions as needed. |
Version history and rollback available for Qlik Sense apps in Enterprise editions; version control is also supported via export/import. | |
Insight Sharing Frequency Maximum scheduled dashboard/email share events supported per day. |
No information available | |
User Notification Options Supports multiple modes of user notification (email, in-app, SMS, etc.). |
Notifications are available via email, in-app popups, and third-party connectors. |
Data Encryption at Rest Data stored within the system is encrypted for security. |
Qlik Sense Enterprise encrypts data at rest per security documentation. | |
Data Encryption in Transit Data is encrypted during transmission between systems or users. |
TLS is used for encrypting data in transit. | |
Audit Logging All user access and changes are logged for review and audit. |
Qlik Sense logs user activity and data changes. | |
Single Sign-On (SSO) Support Supports secure, centralized authentication via SSO. |
SSO is supported through SAML, OAuth, and enterprise connectors. | |
Multi-Factor Authentication Requires more than one method to authenticate user access. |
Multi-factor authentication is available for Qlik Cloud and via third-party IdPs for enterprise. | |
GDPR/Data Privacy Tools Supports data subject requests and other privacy obligations. |
Qlik provides GDPR tools and features for data privacy management. | |
Role-Based Security Policies Policies can be tailored to different user types and roles. |
Role-based security policies are configurable via Qlik's security rule engine. | |
Regulatory Compliance Certifications Holds recognized certifications (SOC 2, ISO 27001, etc.). |
Qlik holds SOC 2, ISO 27001 certifications (see compliance documentation at Qlik.com). |
Threshold-Based Alerts Users can set thresholds on KPIs to trigger notifications. |
Threshold-based alerting available through Qlik Alerting and built-in triggers. | |
Frequency of Notification Frequency at which the system can send notifications for events or alerts. |
No information available | |
Multi-Channel Notification Delivery of alerts via multiple channels (email, SMS, push, in-app). |
Multi-channel alerts via email, in-app notifications, and API-driven integrations. | |
Alert Customization Users can define severity, channel, and format of notification. |
Alert customization for severity, delivery channel, and content supported in Qlik Alerting. | |
Summary Digest Emails Option to receive summarised reports on performance periodically. |
Summary digest/periodic email reports are available using Qlik Reporting Service. | |
Escalation Protocols Unresolved alerts can be escalated and re-assigned automatically. |
Escalation via rule-based alerting workflows supported in Qlik Alerting. |
Statistical Analysis Tools Built-in options for statistical evaluation (correlations, distributions, significance tests, etc.). |
Associative engine supports statistical evaluations, with built-in statistical charting and extensions. | |
Predictive Analytics Integration Can include or connect to predictive models for forecasting performance. |
Predictive analytics supported through native engine and integration with R, Python, or machine learning APIs. | |
Segmentation Analysis Supports analysis by customer cohort, product line, or other segments. |
Segmentation by product, customer, etc. is supported via advanced filtering and grouping. | |
Historical Data Archiving Archives historical data for longitudinal analysis. |
Qlik Sense archives and manages historical data for long-term analytics. | |
Anomaly Detection Automatically surfaces outliers or unexpected patterns. |
Anomaly detection available via advanced analytics extensions and integrations. | |
Scenario/What-If Analysis Test the impact of changing variables on key metrics. |
Scenario/what-if analysis possible via dynamic variables and 'input controls' extensions. | |
Advanced Filtering Capabilities Complex slicing and dicing of data for granular views. |
Advanced filtering and interactive slicing is one of Qlik's core features. | |
Time to Insight Average time from query/action to answer/insight surfaced. |
No information available |
Project Management Integration Connects with project management tools to feed insights into agile cycles. |
Integration with project tools including JIRA/Asana is possible via extensions and API connectors. | |
Product Version Tracking Links performance data to specific product releases/versions. |
Product version and release tracking can be configured by custom fields linking to imported product/version data. | |
A/B Testing Support Handles side-by-side comparisons of product variants in real time. |
A/B test analysis is supported via custom KPIs and filters. | |
Feature Impact Analysis Determines how individual product features affect performance KPIs. |
Feature analysis through associative data modeling and calculated fields. | |
Change Log Visualization Timeline tracking of key product changes and their outcomes. |
Key changes and impacts can be visualized with history and timeline charts/extensions. | |
Feedback Loop Integration Links user or broker feedback directly to dashboard metrics. |
Feedback loop integrations are feasible by importing survey or feedback data using connectors. |
User Provisioning & Deprovisioning Automated user account creation/removal via central directory or manually. |
User provisioning/deprovisioning via central directory/IdP integration is standard. | |
User Audit Reporting Periodic reporting of user activity for compliance. |
Admin interface supports audit reporting for compliance. | |
Bulk User Upload Ability to onboard large groups of users at once. |
Bulk user onboarding supported via Excel/CSV file import in administration modules. | |
License Usage Analytics Tracks assigned vs. used licenses and access patterns. |
License usage and analytics is offered on Qlik Sense admin portal. | |
Custom Role Definitions Set up custom roles with tailored permissions. |
Custom roles and security rules are configurable by administrators. |
User Onboarding Flow Guided onboarding tours and tutorials for new users. |
Onboarding tours and guided tutorials are available for new users. | |
Context-Sensitive Help In-app help that adjusts to context or screen. |
In-app, context-sensitive help supported natively. | |
24/7 Customer Support Access to vendor support at all times. |
24/7 support available for enterprise customers per Qlik support portal. | |
Community Forum/Knowledge Base Searchable resource for best practices, FAQs. |
Active community forum and knowledge base at community.qlik.com. | |
Documentation Completeness Level of detail in documentation provided. |
No information available | |
Training Materials Available Provision of videos, webinars, and other learning resources. |
Training materials (videos, webinars, e-learning) are available online. | |
Onsite Training Option Option for live, instructor-led training at customer location. |
Onsite/instructor-led training offered as part of Qlik's enterprise services. |
Advanced tools that use statistical models and machine learning to predict future outcomes like claim frequency, severity, customer retention, and fraud probability.
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Multi-source Data Connectivity Ability to integrate and ingest data from various sources such as databases, cloud platforms, spreadsheets, and APIs. |
Product offers integration with cloud platforms, insurance core systems, spreadsheets, and external APIs as part of its solution (per website and product documentation). | |
Real-time Data Sync Real-time synchronization of incoming data streams for up-to-date predictions. |
Real-time data sync is mentioned with 'real-time risk analytics' and streaming connector integrations in Qlik Sense documentation. | |
Data Cleansing Tools Automated tools to clean, deduplicate, and normalize raw insurance data. |
Associative and AI-powered data cleansing and preparation capabilities are standard in Qlik Sense, including automated data profiling. | |
Batch Processing Speed The rate at which batch data loads or ETL jobs are run. |
No information available | |
Automated Data Mapping Automatic mapping of data fields from source systems to platform schema. |
Qlik's associative engine can automatically map incoming data fields to the internal schema, supporting seamless data blending. | |
Data Enrichment APIs Integration with third-party services to enrich internal data (e.g., credit scores, vehicle history). |
Qlik provides data enrichment via partners and API integration, including third-party data connectors (see 'Data Market' and API docs). | |
Historic Data Upload Limits Maximum volume of historic data that can be uploaded for modeling. |
No information available | |
Schema Change Detection Detection and alerting when upstream data schemas change. |
The platform includes schema change detection and alerts for upstream changes (detailed in its data integration documentation). | |
Event-driven Updates Support for updating models or insights when new events/data arrive. |
Event-driven updates are supported via APIs, webhooks, and on-the-fly data refresh in dashboards (see 'real-time update' features). | |
Data Lineage Tracking Traceability of data sources and transformations for audit and compliance. |
Qlik tracks data lineage and transformations for audit and compliance (see 'Data Lineage' and governance features). | |
Data Privacy Controls Built-in tools for masking or redacting sensitive PII (personally identifiable information). |
The platform includes built-in support for PII masking and data privacy controls as part of its governance toolkit. | |
Integration with Core Insurance Systems Connections with policy administration, claims, underwriting, and customer management systems. |
Qlik provides ready-made connectors for core insurance admin, claims, and underwriting systems (as per insurance solution page). | |
Partner Data Sharing Secure tools and permissions for controlled sharing of datasets with partners. |
Partner data sharing is supported via secure user permissioning, embedded analytics, and governed data sharing tools. |
Graphical Model Builder Drag-and-drop or visual tools for constructing predictive models without code. |
Graphical model builders and self-service model creation are provided through Qlik's analytics and AI platform. | |
Custom Algorithm Support Ability to author, import, and use custom algorithms in analytics pipelines. |
Not as far as we are aware.* Custom algorithm support is limited; Qlik mainly integrates with external ML engines (e.g., via connectors for Python/R), not direct authoring. | |
Automated Feature Engineering Automatic creation and selection of predictive features from raw insurance data. |
No information available | |
Hyperparameter Tuning Tool-assisted searching for optimal model parameters. |
No information available | |
Model Versioning Automatic tracking and management of model versions and their metadata. |
Model versioning is managed in Qlik environments by associating version metadata to analytics applications and rules (details in Qlik Application Lifecycle doc). | |
Pre-built Insurance Models Library of industry-specific models, e.g., for claim frequency, fraud detection, churn prediction. |
Industry-specific, pre-built insurance models and templates are promoted as part of Qlik's insurance solution library. | |
No-Code/Low-Code Interface Options for business users to create models without programming knowledge. |
Qlik is known for its no-code and low-code analytics creation (self-service visualization and model building). | |
Code-based Model Support Support for Python, R, or other programming languages for building custom models. |
Qlik supports external code-based model integration (e.g., Python, R analytics integration via Analytics Services). | |
Multi-Model Comparison Tools to compare accuracy, speed, and performance of multiple models. |
Multi-model comparison dashboards and widgets are supported within Qlik via custom or pre-built visualizations. | |
Model Explainability Tools Built-in features for interpreting and explaining predictions (e.g., SHAP, LIME). |
Model explainability is available through AI-powered 'Explain' features and integrations with ML explainability libraries. | |
AutoML Automated machine learning capabilities for speeding up model creation and evaluation. |
No information available | |
Reusable Feature Store Centralized repository to store and reuse engineered features across analytics projects. |
Qlik Feature Store enables centralized, reusable feature management for model building (documented for advanced analytics use cases). | |
Model Export Formats Supported formats for exporting trained models (e.g., PMML, ONNX). |
. | No information available |
Batch Prediction Ability to execute predictions on large datasets at once. |
Batch prediction capabilities are supported when integrated with external ML platforms and for analytics indexing on large datasets. | |
Real-time API Scoring APIs for instant scoring of customer, claim, or policy records in live systems. |
Real-time API scoring is possible using Qlik's integration with external ML endpoints, streaming analytics, and API connectors. | |
Concurrent Scoring Capacity Maximum simultaneous scoring requests supported. |
No information available | |
Prediction Latency Average delay between input and receiving prediction. |
No information available | |
Confidence Interval Output Predictions include confidence intervals or probability scores. |
Confidence intervals and probability scores are visualizable via Qlik analytics when consumed from integrated ML models. | |
Score Logging & Auditing Comprehensive logging of each prediction for audit and traceability. |
Comprehensive audit logging and score logging are included in Qlik's enterprise governance features. | |
Bulk Import/Export Tools to handle input/output of large datasets in multiple formats (CSV, Parquet, etc.). |
Bulk import/export support (CSV, Excel, Parquet, etc.) is core to Qlik's platform. | |
Business Rule Interceptor Ability to trigger rules or workflows based on prediction outcomes. |
No information available | |
Prediction Refresh Rate Frequency with which prediction outputs can be updated. |
No information available | |
Automated Alerts Automatic notifications or alerts based on scores exceeding certain thresholds. |
Automated alerts/notifications based on analytics thresholds are available as part of Qlik's alerting rules. | |
Anomaly Detection Integrated detection of unusual patterns in input or output data. |
Qlik's AI and analytics modules include anomaly detection which can be applied to both input and output. | |
Result Visualization Graphical displays of predictions at the record or portfolio level. |
Qlik provides graphical/interactive visualizations of analytics, risk, and prediction outcomes at all levels. |
Horizontal Scalability Ability to add computing nodes to handle increased prediction volume. |
Qlik Sense supports horizontal scalability in SaaS/cloud and enterprise deployed environments. | |
Load Balancing System can distribute tasks evenly across computational resources. |
Platform supports load balancing on multi-node clusters in enterprise deployments. | |
Concurrent User Support Maximum number of users who can operate the system simultaneously. |
. | No information available |
Model Training Speed Average time required to train a new model on insurance datasets. |
. | No information available |
Uptime SLA Guaranteed minimum system uptime/service availability. |
. | No information available |
Automated Resource Scaling System automatically scales cloud or on-premise resources based on demand. |
. | No information available |
Parallel Processing Ability to execute multiple jobs or model trainings in parallel. |
. | No information available |
Throughput Capacity of the platform for end-to-end data process and prediction. |
. | No information available |
High Availability Built-in failover and redundancy for critical components. |
High availability via failover, redundancy, and multi-node cloud infrastructure is available in Qlik Sense Enterprise SaaS and on-prem. | |
Disaster Recovery Automated backup and restore procedures for platform state and data. |
Disaster recovery options and backups are provided for Qlik Sense Enterprise as detailed in documentation. | |
Elastic Storage Support for dynamic storage scaling as data grows. |
Qlik's underlying storage expands dynamically in cloud/SaaS environments ('elastic storage'). |
User Access Control Role-based permissions for accessing platform features and data. |
Role-based access control for data, apps, and features is a standard Qlik Sense security function. | |
Audit Logs Comprehensive logging of all user and system actions for compliance. |
Audit logs are a standard part of Qlik Sense Enterprise security and compliance suite. | |
Encryption at Rest Data is encrypted on disk and in database/storage. |
Qlik Sense supports encryption at rest for data in its enterprise and cloud deployments. | |
Encryption in Transit Data encrypted when being transferred between systems (e.g., SSL/TLS). |
Encryption in transit supported via TLS/SSL for both cloud and on-prem. | |
GDPR/CCPA Compliance Supports processes to meet personal data regulations (European, US, etc). |
Qlik advertises compliance assistance for GDPR/CCPA (data masking, logging, granular controls). | |
Regulatory Reporting Tools Automated tools or templates for industry regulatory reporting. |
Regulatory reporting templates and workflows are available via Qlik’s insurance solutions offerings. | |
Data Retention Policy Management Automatic enforcement of data archiving and deletion in line with regulations. |
Data retention and archival policies can be configured in Qlik Enterprise solutions. | |
Multi-factor Authentication Support for two-factor or multi-factor authentication for user access. |
Multi-factor authentication is available in Qlik SaaS, and compatible with enterprise identity providers. | |
Single Sign-On (SSO) Integration with enterprise identity providers via SSO. |
Single Sign-On is available via SAML, Azure AD, and other standard protocols. | |
Penetration Testing Regular third-party security assessments of the platform. |
Qlik participates in external penetration testing, as referenced in compliance and security documentation. | |
Role-based Data Access Granular control over which users can view or edit specific data sets. |
Role-based data access is available in Qlik via custom security rules and section access. |
Custom Dashboards Users can configure and personalize analytical dashboards. |
Users can customize dashboards extensively for different analytics and business workflows. | |
Report Scheduling Automatic generation and distribution of reports on a set schedule. |
Report scheduling and automation are supported in Qlik Sense via built-in features and add-ons. | |
Annotation & Commenting Inline commenting and annotation tools for team collaboration. |
Annotation, commenting, and collaborative analytics are available in cloud/SaaS editions. | |
Mobile Access Full functionality or at least key insights available on mobile devices. |
Qlik Sense native mobile client supports dashboards and notifications on mobile devices. | |
Multilingual Interface Support for multiple languages in the user interface. |
No information available | |
Guided Onboarding Step-by-step training or walkthroughs for new users. |
Guided analytics and onboarding are referenced as key buying points for Qlik Sense. | |
Role-based Interface Customization UI adapts to user’s functions (e.g., actuary, underwriter, claims manager). |
Role-based interfaces and workspace/landing page customization available in enterprise deployments. | |
Document Sharing Direct sharing or export of dashboard, reports, and models. |
Direct sharing of dashboards, reports, and analytics models both within and outside the organization is supported. | |
Collaboration Workspace Centralized project or workspace for teams to manage analytics projects. |
Collaboration workspace is available via the Qlik Cloud and multi-user/review workflow support. | |
User Feedback Loop Mechanisms for users to suggest improvements, report bugs, or request features. |
No information available | |
Accessibility Compliance Meets standards such as WCAG for users with disabilities. |
No information available |
Custom Visualization Library Wide variety of graph, chart, and diagram types beyond basic bar and line types. |
Qlik's extensible visualization library offers a wide array of charts, maps, graph and advanced custom visualization support. | |
Drill-down Capabilities View detailed information and trace factors behind each prediction or trend. |
Drill-down capabilities (exploratory analytics) are a core Qlik feature. | |
Geospatial Mapping Visualization of data on geographic maps to track claim concentrations, risk zones, etc. |
Geospatial mapping is listed as a primary feature for risk and claims analytics in Qlik for Insurance. | |
Temporal Analysis Tools Visualization of trends and predictions over time. |
Temporal analysis tools are built into the Qlik analytics engine—trend over time, forecasting, etc. | |
Export to PDF/Excel/PowerPoint Direct download or export of reports in common formats. |
Exporting dashboards and reports to PDF, Excel, and PowerPoint is supported. | |
Interactive Dashboards Live updating and interactive filtering of visualizations. |
Interactive dashboards are a market differentiator for Qlik. | |
Custom Report Templates Library or builder for creating company-branded report templates. |
Custom report templates and company branding are supported. | |
KPI Tracking Monitor key insurance performance indicators alongside predictive model outputs. |
Qlik supports KPI tracking natively within dashboards. | |
Scheduled Email Distribution Automated periodic sending of insights and reports to stakeholders. |
Scheduled email distribution of insights/reports is fully supported. | |
What-if Scenario Analysis Test the outcome of hypothetical situations through simulation. |
Qlik can perform what-if/simulation analysis through its guided analytics and scenario tools. | |
Embedded Analytics Ability to embed visualizations in external portals or applications. |
Embedded analytics is a prominent feature on Qlik’s website and solutions literature. |
Cloud Deployment SaaS or managed cloud hosting for rapid rollout and scalability. |
Qlik offers both SaaS and managed cloud solutions. | |
On-premise Deployment Support for installation within insurer’s own infrastructure. |
On-premise deployments are available for institutions requiring self-hosting. | |
Hybrid Deployment Ability to split workloads and data between cloud and on-premise environments. |
Hybrid deployment is available in large enterprise environments combining on-prem and cloud. | |
Open RESTful APIs Public APIs to facilitate integration with legacy and new insurance systems. |
Qlik provides open RESTful APIs for integration with legacy and insurance systems. | |
Webhooks Support Real-time notification and workflow triggers for external systems. |
Webhooks are supported for real-time integration and workflow automation. | |
SDKs for Developers Software development kits in common languages for custom integration. |
SDKs available for multiple programming languages to support custom integration. | |
Data Export Formats Number of file formats supported for export. |
No information available | |
Third-Party Service Integration Certified connectors for CRMs, ERPs, DWHs, or vertical insurance platforms. |
Third-party integration supported through certified connectors (Salesforce, SAP, Duck Creek, Guidewire, etc.). | |
Containerization Support Ability to deploy solutions using Docker, Kubernetes, or similar technologies. |
Containerization (Docker, Kubernetes) is supported in Qlik's deployment documentation. | |
Zero Downtime Deployments Update the platform without user disruption. |
Zero downtime deployments with rolling updates, especially in SaaS and containerized environments. | |
Custom Integration Services Professional services or tools for bespoke system integrations. |
Custom integration services are available via Qlik Professional Services and partners. |
Model Performance Dashboards Real-time status and KPI views for all deployed models. |
. | No information available |
Drift Detection Automated detection when model input or output distributions change significantly. |
. | No information available |
Scheduled Model Retraining Automatic retraining of models on updated data. |
. | No information available |
Model Health Alerts Notifications when models underperform or exhibit anomalies. |
. | No information available |
A/B Testing Framework Can run multiple models in parallel to determine best outcomes. |
. | No information available |
Shadow Deployment Deploy test models alongside production for comparison without affecting outcomes. |
. | No information available |
Manual Model Override Ability for responsible users to override automated predictions if required. |
. | No information available |
Model Comparison Reports Automatically generated reports comparing model results and accuracy. |
. | No information available |
Automated Model Archival Old or superseded models can be archived and restored if needed. |
. | No information available |
Custom Logging Levels Configurable granularity of operational and error logs for models. |
. | No information available |
Explainability Monitoring Ongoing measurement of explainability scores for deployed models. |
. | No information available |
Claims Frequency Modeling Templates or wizards for predicting claim counts per time period or policy cohort. |
Claims frequency modeling is provided as part of Qlik's insurance accelerators and analytics templates. | |
Loss Severity Modeling Support for modeling and predicting potential cost per claim. |
Loss severity prediction is supported as a use case in insurance risk analytics. | |
Customer Lifetime Value Prediction Tools to estimate future profitability of policyholders. |
Insurance solution enables customer lifetime value and profitability analyses. | |
Fraud Detection Modules Pre-built modules or scripts for identifying potentially fraudulent claims. |
Fraud detection templates and analytics modules are available for claims analytics. | |
Churn/Renewal Prediction Predicting which policyholders are likely to lapse or renew contracts. |
Churn/renewal analytics and retention prediction solutions are referenced for insurance customers. | |
Risk Pool Segmentation Algorithmic grouping of policies/customers with similar risk characteristics. |
Risk pool segmentation is supported, with associative analysis of policy attributes and risk characteristics. | |
Catastrophe Modeling Scenario modeling for weather, disaster, or other catastrophic event impacts. |
Catastrophe/event modeling is present as a geospatial/risk analytics use case and demo. | |
Quotation Optimization Predictive pricing to optimize quote conversion while managing risk. |
Quotation/pricing optimization is described under predictive analytics and conversion optimization features. | |
Regulatory Compliance KPIs Dashboards or reports targeting regional insurance regulatory requirements. |
Regulatory compliance KPIs (i.e. dashboards for Solvency II, NAIC, etc.) are highlighted. | |
Reinsurance Analytics Integration Built-in support for actuarial or portfolio-level analytics for reinsurers. |
Qlik supports actuarial and reinsurance integrations through data model connectors and analytics. | |
Underwriting Decision Support Predictive analytics specifically designed for supporting underwriters. |
Underwriting decision support is specifically called out in product briefs and case studies. |
Comprehensive User Documentation Access to manuals, guides, and API docs. |
Qlik provides end-user, API, and developer documentation, as well as insurance-specific guidance. | |
In-Platform Help Contextual help, tutorials, and support widgets within the UI. |
In-platform help, tooltips, and workflow-guided support are standard. | |
Online Knowledge Base Searchable library of FAQs, troubleshooting tips, and community discussions. |
Qlik maintains a comprehensive online knowledge base and community. | |
24/7 Support Availability Around-the-clock access to technical and business support. |
24/7 support is available for enterprise customers. | |
Dedicated Account Manager Named advisor for onboarding and ongoing account support. |
Dedicated account managers provided for enterprise/insurance solution clients. | |
Custom Training Programs Role-based or use-case-based remote or on-site training. |
Custom and role-based training programs are offered as part of insurance solution rollouts. | |
Professional Services Consulting, configuration, and hands-on setup services. |
Professional services are available for onboarding, integration, and customization. | |
User Community Portal Online forums for networking, sharing experiences, and best practices. |
User community and forums are managed and actively used by Qlik customers globally. | |
Release Notes & Change Logs Detailed updates on platform enhancements and bug fixes. |
Release notes and change logs are routinely published. | |
Sandbox Environment Safe, isolated environment for new user experimentation. |
Sandbox environments are offered to users for safe experimentation. |
Visual interfaces that present key performance indicators, trends, and operational metrics to insurance executives and managers in intuitive formats.
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Multiple Data Source Connections Ability to connect to diverse data sources such as policy admin systems, claims databases, CRM, spreadsheets, and APIs. |
Product documentation and marketing indicate integration with diverse sources (policy admin, claims, CRM, spreadsheets, APIs). | |
Real-time Data Sync Updates and synchronizes dashboard data in real-time with source systems. |
Real-time data sync is a core capability widely advertised by Qlik as 'live data' dashboards. | |
Scheduled Data Refresh Supports automated and scheduled refresh intervals for dashboard data. |
Qlik Sense supports automated/scheduled data refresh as part of its standard data integration features. | |
Custom Data Connectors Ability to create or configure custom connectors to proprietary systems. |
Qlik allows creation/configuration of custom connectors via its APIs and integration framework. | |
Data Blending & Merging Combines data from multiple sources into unified visualizations. |
Associative model enables data blending and merging across multiple data sources. | |
ETL Tools Integration Integrates with ETL (Extract, Transform, Load) tools to facilitate complex data transformations. |
Qlik integrates with most major ETL tools and has its own data prep and transformation features. | |
Cloud Data Integration Connects seamlessly to cloud-based data lakes or warehouses. |
Integrates with cloud data lakes/warehouses (Azure, AWS, Snowflake, Google BigQuery). | |
On-premises Data Integration Supports secure integration with local, on-premises databases. |
Supports on-premises data source connectivity as well as cloud. | |
Data Import/Export Formats Allows import/export in multiple formats (CSV, Excel, JSON, XML, etc.) |
Supports import/export in multiple formats: CSV, Excel, JSON, XML, etc. | |
Data Pre-processing Capabilities Offers built-in tools for filtering, cleansing, or preprocessing imported data. |
Has data preparation, filtering, and cleansing as a standard part of the data load process. | |
Maximum Number of Simultaneous Connections The maximum number of live data sources connected at once. |
No information available |
Variety of Visualizations Support for charts, graphs, maps, tables, gauges, and custom visuals. |
Supports a wide variety of visualization types (charts, graphs, maps, tables, gauges, custom visuals). | |
Custom Visualization Development Ability to design and build custom visual components. |
Qlik Sense supports custom visualizations via extensions and development kits. | |
Drag-and-drop Designer Offers drag-and-drop functionality for building dashboards easily. |
Provides drag-and-drop interface for dashboard design. | |
Dashboard Templates Availability of configurable templates for insurance metrics and workflows. |
Qlik has industry dashboard templates including insurance use cases. | |
Conditional Formatting Lets users apply rules-based color coding or formatting to indicators. |
Conditional formatting (rules-based colors, indicators) is standard in chart options. | |
Dynamic Filtering & Slicing Allows visualizations to be filtered interactively from the UI. |
Interactive dynamic filtering and slicing is a primary feature (selections, filters in UI). | |
Drill-down & Hierarchies Users can drill deeper into data by clicking on dashboard elements. |
Drill-down hierarchies are supported, allowing users to click into data hierarchically. | |
KPI Widgets Pre-built widgets for key insurance performance indicators. |
Offers KPI widgets and customizable object library. | |
Geospatial Mapping Built-in mapping features for risk analysis by region/geography. |
Has built-in geospatial mapping and location-based analytics for insurance risk. | |
Visualization Render Speed Average time to render new or updated visualizations. |
No information available | |
Number of Simultaneous Visualizations Maximum number of visuals per dashboard page. |
No information available |
Responsive Design Dashboards automatically adjust layout for desktop, tablet, and mobile devices. |
Qlik dashboards are responsive across desktop, tablet, and mobile devices. | |
Accessibility Compliance Adheres to standards such as WCAG for usable interfaces by all employees. |
Product mentions accessibility compliant designs and WCAG support in documentation. | |
Multi-language Support Dashboards interface localizable for various languages. |
Qlik offers multi-language interface options and localization. | |
Self-service Analytics Non-technical users can build and modify dashboards without IT help. |
Enables self-service analytics for business users; building dashboards without IT. | |
Search/Browse Capability Locate dashboards or metrics quickly using built-in search. |
Has robust search/browse for dashboards, fields, and visualizations. | |
Help & Tutorials Offers embedded guidance, tooltips, or access to a knowledge base. |
Provides embedded help, tutorials, and tooltips in product UI. | |
User Customization End users can personalize their dashboard layouts or themes. |
Users can customize dashboard layout, themes, and objects. | |
Keyboard Navigation All dashboard features are accessible via keyboard for accessibility. |
UI is accessible by keyboard, ensuring compliance with accessibility standards. | |
Mobile App Availability A native app is available for iOS/Android mobile devices. |
Qlik Sense mobile app available for iOS/Android devices. | |
Concurrent User Support Maximum number of users simultaneously supported. |
No information available |
Role-based Access Control (RBAC) Granular permissions for user groups and roles, restricting data visibility and actions. |
Role-based access control included for data, dashboards, apps, and actions. | |
Row-level Security Restricts data access at the row level, ensuring users see only approved records. |
Row-level security configured through section access and user roles. | |
Data Encryption at Rest Encrypts stored data to prevent unauthorized access. |
Supports encryption at rest for all managed data. | |
Data Encryption in Transit Encrypts data exchanged between dashboard and users. |
Encrypts data in transit using HTTPS/TLS protocols. | |
Comprehensive Audit Logs Tracks all access, changes, and usage of dashboards and underlying data. |
Comprehensive audit logging is standard for Qlik Sense Enterprise. | |
Compliance Certifications Certified for regulatory standards such as GDPR, HIPAA, SOC2, etc. |
Compliance certifications listed for GDPR and SOC2; HIPAA on request/for cloud deployment. | |
Single Sign-On Support Integrates with enterprise identity management (SSO) solutions. |
Integrates with enterprise SSO solutions such as SAML, Okta, Azure AD. | |
Multi-factor Authentication Requires additional authentication factors for enhanced security. |
Supports multi-factor authentication natively or via identity providers. | |
Data Masking/Redaction Automatically conceals sensitive data fields in reports and exports. |
Data masking can be implemented; options available for redacting sensitive fields. | |
Disaster Recovery/Backup Automated backup, redundancy, and quick restore options. |
Qlik Cloud and Qlik Enterprise both offer DR/backup options. | |
Retention Policy Controls Configurable policies for historical data retention and purging. |
Data retention policies are configurable at app and workspace level. |
Dashboard Sharing Share dashboards with internal or external users via links or email. |
Dashboards can be shared with internal/external users via links/email. | |
Co-authoring Multiple users can collaboratively design and modify dashboards in real time. |
Co-authoring of dashboards is enabled with Qlik Sense 'Streams' and collaborative features. | |
In-dashboard Commenting Users can add contextual comments or notes to visual elements. |
In-dashboard commenting is supported via notes and collaborative objects. | |
Annotation Tools Mark or highlight visualizations for emphasis or clarification. |
Annotation tools available for visualizations (highlight, comment, mark-up). | |
Version Control Tracks changes made to dashboards and restores previous versions. |
Version control supported for app changes, including restore previous versions. | |
Embed Dashboards Ability to embed dashboards into other applications or intranets. |
Qlik objects/dashboards can be embedded into external applications and intranets. | |
Public/Private Dashboards Control whether dashboards are discoverable or accessible by all authenticated users. |
Public/private dashboard settings are available for control of dashboard visibility. | |
PDF/Static Export Export dashboards/reports as PDFs or images for offline sharing. |
Export to PDF and image is supported for offline reporting. | |
Usage Analytics for Shared Content Tracks user engagement and interactions with shared dashboards. |
Usage analytics for shared content are possible via Qlik's monitoring and audit tools. | |
Maximum Number of Collaboration Contributors Limit on active collaborators per single dashboard. |
No information available |
Automated Report Scheduling Set schedules to deliver periodic dashboard reports via email or other channels. |
Supports automated, scheduled report delivery via email and third-party channels. | |
Ad-hoc Reporting Generate custom, on-demand reports quickly. |
Enables ad-hoc reporting and custom dashboard/report creation on demand. | |
Custom Alerts and Notifications Configure alerts for threshold breaches, anomalies, or specific events. |
Custom alerts and notification triggers are configurable via Qlik Alerting or integrated workflows. | |
Multi-channel Alerting Supports delivering alerts by email, SMS, app notifications, etc. |
Alerts can be delivered by email, app notification, and more through platform integrations. | |
Report Distribution Lists Manage groups of recipients for automated distribution. |
Distribution lists for automated reports are managed within the platform and via directory integrations. | |
Report Format Flexibility Supports exporting reports in various formats (Excel, PDF, HTML, CSV). |
Report export formats include Excel, PDF, HTML, CSV. | |
Alert Reaction Time Average latency between event detection and alert delivery. |
No information available | |
Maximum Number of Active Alerts Limit on simultaneously configured automated alerts. |
No information available |
Predictive Analytics Integration Natively supports predictive modeling for loss ratio or risk analysis. |
Qlik Sense offers predictive analytics integrations and forecasting plugins. | |
Machine Learning & AI Insights Incorporates ML/AI features to highlight trends, risks, or anomalies. |
Includes machine learning, AI-powered insights, and anomaly detection tools. | |
What-if/Scenario Analysis Model different strategic or operational scenarios interactively. |
Enables scenario analysis and 'what-if' modeling via extensions and built-in analytics. | |
Goal Tracking & Forecasting Visualizes progress towards KPIs and projects future performance. |
Goal tracking and forecasting visualizations are available in KPI dashboards. | |
Anomaly Detection Automatically highlights outliers or unexpected trends in key metrics. |
Anomaly detection options available via advanced analytics and AI insights features. | |
Natural Language Query Allow users to type questions in plain language and receive insights. |
Natural language query tools provided as part of Qlik's Insight Advisor. | |
Integration with R/Python Scripts Supports advanced analytic models written in R/Python. |
Supports custom analytic models/scripts written in R or Python via extensions. | |
Custom Calculated Metrics Create user-defined formulas for derived KPIs. |
Custom calculated measures/KPIs via formula editor in the product. |
Horizontal & Vertical Scalability Can handle increasing users (horizontal) and data volume (vertical) with minimal performance drop. |
Scales for both more users and larger data volumes; Qlik architecture supports both vertical and horizontal scalability. | |
Load Balancing Supports balancing of requests and resources in high-traffic environments. |
Load balancing is supported in enterprise deployments. | |
Concurrent Query Handling Number of simultaneous data queries supported without lag. |
No information available | |
Dashboard Load Time Average time to open complex dashboards. |
No information available | |
Historical Data Storage Limit Maximum volume of historical data stored for accessible analysis. |
No information available | |
Number of Supported Users Scale of users supported under concurrent usage. |
No information available |
White-labelling Ability to brand dashboards for internal or client use. |
White-labelling and rebranding supported for corporate and partner deployments. | |
Custom Theme Support Adapt look and feel to align with organization’s branding. |
Supports custom theming and styling for organizational branding. | |
API Access Comprehensive REST or GraphQL APIs for custom integration. |
Offers REST APIs and integration endpoints for developers/integrators. | |
Plugin/Add-on Framework Support for third-party or custom extensions. |
Plugin/add-on extensions framework available (Qlik Branch, Qlik Dev Hub). | |
Custom Scripting Support for custom business logic or interactivity using scripts. |
Custom scripting for data loads, transformations, business logic is natively supported. | |
Custom User Roles Define unique roles with tailored permissions beyond defaults. |
Allows definition of custom user roles and granular access controls. | |
Integration with Workflow/Automation Tools Interoperable with workflow or RPA tools for process enablement. |
Workflow integration for automation/RPA via APIs and third-party tools. |
24/7 Technical Support Live technical support around the clock. |
24/7 support options available for enterprise clients. | |
Online Documentation Well-maintained, searchable user guides and API docs. |
Comprehensive and searchable online documentation and API guides. | |
Video Tutorials Comprehensive video courses or walkthroughs for new users. |
Video tutorials, webinars, and guided walkthroughs are available. | |
Onboarding Services Assisted onboarding to speed up value realization. |
Onboarding services (assisted setup, onboarding plans) available via Qlik partners or direct. | |
Dedicated Account Manager Named contact at the vendor for ongoing relationship and escalation. |
Dedicated account manager options provided for enterprise contracts. | |
Partner Marketplace Ecosystem of certified solution providers for integration or consulting. |
Qlik Partner Marketplace offers certified solutions and integration vendors. | |
User Community & Forums Active peer discussion boards and community support. |
Active user forums and community support resources. | |
Service-Level Agreement (SLA) Defined SLA for uptime, support response times, and resolution. |
Qlik Service Level Agreements available for uptime and support response. |
User-friendly applications that allow business users to create their own reports, conduct analyses, and explore data without relying on IT specialists.
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Intuitive User Interface A visually clear and well-organized interface that allows users to find and use functionalities easily. |
Qlik Sense is known for its intuitive and visually-driven user interface, as confirmed by product literature and independent reviews. | |
Customizable Dashboards Ability for users to create, save, and personalize dashboards according to their preferences. |
Customizable dashboards are a core part of Qlik Sense's value proposition, widely advertised and described in the official documentation. | |
Drag-and-Drop Report Builder Feature for users to construct reports visually by dragging and dropping elements. |
Qlik Sense offers a drag-and-drop interface for report building and dashboard design, per Qlik official documentation. | |
Role-based Access Controls Tools to allocate permissions based on user roles to ensure data security and governance. |
Role-based access controls are available and described in Qlik Sense's security features documentation. | |
Mobile Access Support for mobile devices via responsive design or dedicated apps. |
Qlik Sense offers responsive design and native mobile apps, enabling mobile access for analytics. | |
Natural Language Query (NLQ) Users can type questions in plain language to query data or generate reports. |
Qlik Sense includes Natural Language Query (NLQ) capabilities, as detailed in Qlik's AI features documentation. | |
Localization & Language Support Availability of the tool in multiple languages to support global teams. |
Supports localization and multiple languages, referenced in Qlik Sense product information. | |
Onboarding Tutorials In-app tutorials or walkthroughs to assist new users. |
Qlik Sense has onboarding tutorials, in-app tours, and guided learning, per Qlik's training resources. | |
Keyboard Shortcuts Productivity-enhancing shortcut keys. |
Keyboard shortcuts for navigation and interactions are supported, based on Qlik Sense help documentation. | |
Accessibility Compliance Supports accessibility standards (e.g., WCAG) for users with disabilities. |
Qlik states that Qlik Sense follows accessibility standards (e.g., WCAG) in its documentation. | |
Custom Themes & Branding Ability to tailor the interface’s look and feel to align with corporate branding. |
Custom themes and corporate branding are available for dashboards and reports in Qlik Sense. |
Broad Data Source Connectivity Ability to connect with various databases, data warehouses, APIs, cloud storage, and CSV/Excel files. |
Qlik Sense supports connections to varied data sources, including databases, cloud, APIs, and files like Excel/CSV. | |
Real-time Data Updating Capability for real-time or near-real-time data refresh from source systems. |
Real-time or near-real-time data updating is supported in Qlik Sense, as noted in documentation and use case studies. | |
Batch Data Import Support for scheduled or manual bulk data imports. |
Qlik Sense allows batch data imports, via manual uploads or scheduled loads. | |
Data Blending Ability to combine data from multiple sources into a single view. |
Data blending from multiple sources is a core Qlik offering (associative data engine). | |
Data Model Customization Ability for users to extend or adapt existing data models. |
Qlik Sense provides data model customization through their data load editor and associative engine. | |
No/Low-Code Integration Data connectivity achievable without writing code or via visual interfaces. |
Qlik features no/low-code data integration via visual connectors and data prep tools. | |
Automated Data Mapping Assists in mapping imported fields to data model or report fields. |
Qlik Sense assists in automated data mapping during data import processes. | |
API Support Availability of APIs for advanced integrations and automation. |
Qlik Sense provides robust API support (REST, etc.) for integration and automation. | |
Maximum Simultaneous Data Connections The maximum number of concurrent data source connections supported. |
No information available | |
Data Query Speed Average latency to retrieve and render data from sources. |
No information available |
In-app Data Cleansing Ability to detect and handle duplicates, missing values, and errors within the tool. |
In-app data cleansing features (handling duplicates, errors, NULLs) are built into Qlik's data prep tools. | |
Data Transformation Functions Pre-built operations for joining, pivoting, aggregating, and formatting data. |
Data transformation functions (join, pivot, aggregate, format, etc.) are included in Qlik Sense. | |
Calculated Columns/Fields Allows users to create new fields based on formulas or logic. |
Users can create calculated fields/columns using Qlik's expression language. | |
Self-service Data Modeling Enables users to define relationships and hierarchies without IT involvement. |
Qlik Sense supports self-service data modeling, as referenced in product guides and reviews. | |
Data Lineage Tracking Tracks data flows and transformations from source to report. |
Data lineage features exist in Qlik Sense via its data catalog and 'Data Lineage' visual tools. | |
Data Quality Indicators Displays data validity, freshness, and completeness to the end-user. |
Qlik Sense provides data quality indicators to users (e.g., 'data freshness'). | |
Ingestion Throughput Maximum volume of data that can be ingested per hour. |
No information available | |
Undo/Redo Data Changes Support for rolling back or reapplying data preparation steps. |
Undo/redo of data prep steps is supported in Qlik data preparation modules. | |
Data Retention Settings Ability to set policies for how long data is stored within the tool. |
Data retention configuration is a feature supported for governance within Qlik Sense. | |
Metadata Management Tools for managing data dictionaries, tagging, and field descriptions. |
Metadata management is available (tags, dictionaries, catalog) as per Qlik documentation. |
Wide Range of Visualization Types Variety of chart types, maps, and custom visualization options. |
Qlik Sense's wide visualization options are extensively covered in feature lists and platform documentation. | |
Ad Hoc Query/Analysis Users can construct and modify queries on the fly without IT help. |
Ad-hoc query creation and modification is supported by the self-service analytics nature of Qlik Sense. | |
Automated Insights/Recommendations Tool proactively surfaces trends and anomalies. |
AI-powered insights and recommendations are explicitly mentioned among Qlik Sense's features. | |
Drill-down/Drill-through Ability to navigate from summary-level data to granular transaction details. |
Drill-down and drill-through analytics are built-in capabilities in Qlik Sense. | |
Time Series Analysis Specialized support for analyzing trends over time. |
Time series analysis is available; referenced in insurance solution and industry case pages. | |
Comparative Analysis Easily compare multiple data sets, cohorts, or time periods. |
Comparative analyses between datasets and periods is possible in Qlik Sense. | |
Pivot Tables Dynamic summarization and reorganization of data in table form. |
Pivot tables and dynamic table layouts are standard Qlik Sense features. | |
Scheduled Reports Ability to automate report generation and distribution at set intervals. |
Reports and dashboards can be scheduled for automated distribution within Qlik Sense. | |
Maximum Report Size The limit on the number of rows or fields that can be included in a report. |
No information available | |
Export Formats Supported Variety of available formats for exporting reports, such as PDF, Excel, CSV. |
No information available | |
Geospatial/Map Analytics Support for spatial data and map-based visualization. |
Geospatial/map analytics are supported by Qlik's mapping visualization options. |
Report & Dashboard Sharing Users can share their work directly with others inside or outside the organization. |
Qlik Sense allows users to share dashboards and reports with others both internally and externally. | |
Annotations & Comments Ability to add context and notes directly onto reports and visuals. |
Annotations and comments can be added to reports and visualizations in Qlik Sense, supporting collaboration. | |
Real-time Collaboration Multiple users can edit, comment, or build dashboards simultaneously. |
Real-time collaboration is supported in Qlik Cloud SaaS environment (multiple users building dashboards simultaneously). | |
Publish to Web/Embed Reports or dashboards can be embedded in other web applications or portals. |
Qlik Sense supports publishing dashboards/reports to the web and embedding them elsewhere. | |
Version Control Track changes and manage multiple versions of reports or dashboards. |
Versioning of apps/reports/dashboards is possible within Qlik Sense enterprise versions. | |
Email Distribution Automated or ad hoc distribution of reports via email. |
Email distribution of scheduled and ad hoc reports is a built-in Qlik Sense feature. | |
User Activity Logs Tracks viewing, editing, and sharing activity for collaboration oversight. |
User activity logs for auditing and collaboration tracking are provided in Qlik Sense. | |
Approval Workflows Built-in processes for reviewing and approving analytics outputs. |
Certain licensing tiers and configurations enable approval workflows. | |
Max Simultaneous Editors Maximum number of users who can actively work on the same dashboard or report. |
No information available |
Encryption In-Transit Protects data transfers from source to tool via strong cryptography. |
Encryption in transit is enforced via SSL/TLS, as described in Qlik security documentation. | |
Encryption At-Rest Stored data is encrypted to prevent unauthorized access. |
Encryption at rest for stored data is supported in Qlik Sense Enterprise and Cloud. | |
Audit Trails Tracks all user activities for security and compliance reviews. |
Auditing and audit trails for both access and changes are built into Qlik Sense. | |
Single Sign-On (SSO) Integration Integration with enterprise SSO solutions for authentication. |
SSO integration (SAML, OAuth, etc.) is fully supported in Qlik Sense. | |
SOC 2/ISO 27001 Compliance Certification for industry security best practices. |
Qlik Cloud holds SOC2 and ISO27001 certifications. | |
Granular Permission Settings Allow custom, fine-grained control over user and group permissions. |
Granular, group-based, and custom permission settings are configurable within Qlik Sense. | |
Data Masking Ability to obscure sensitive data within the analytics environment. |
Qlik Sense offers data masking for sensitive fields, useful in analytics environments. | |
GDPR/CCPA Support Features to help comply with data privacy regulations. |
Data privacy controls help organizations achieve GDPR and CCPA compliance with Qlik Sense. | |
Password Policy Management Admin controls over password complexity and expiration across accounts. |
Password policy management (complexity/expiration) can be set in the Qlik Sense admin console. |
Concurrent User Support Maximum number of users who can use the product at once without performance degradation. |
No information available | |
Data Volume Handling Total volume of data that the tool can store or process efficiently. |
No information available | |
Average Query Response Time The typical time from request to response for user queries. |
No information available | |
Elastic Cloud Resources Ability to scale compute and storage resources up or down automatically. |
Qlik Cloud uses elastic cloud resources on demand; automatically scales compute/storage. | |
High Availability Built-in redundancy and failover to ensure minimal downtime. |
Qlik Cloud and Qlik Sense Enterprise offer high availability features per deployment guides. | |
Disaster Recovery Capabilities for automated backups and restoring operations in event of failure. |
Disaster recovery (backup/restore/failover) is part of Qlik Enterprise deployment options. | |
Processing Throughput Maximum rate of data processed per minute. |
No information available |
Pre-built Statistical Functions Range of built-in statistical and mathematical functions (e.g., regression, clustering, forecasting). |
Qlik Sense includes a wide range of pre-built statistical, analytical, and mathematical functions. | |
Integration with ML Frameworks Ability to import/export models or call out to platforms like Python/R/TensorFlow. |
Integration with Python, R, and ML frameworks is supported via extensions and connectors. | |
Predictive Analytics Workflows Tooling for business users to set up and run predictive models. |
Business users can launch and run predictive analytics workflows, as described in Qlik AI documentation. | |
Anomaly Detection Automated identification and flagging of unusual patterns or outliers. |
Automated anomaly detection is included in Qlik's Insight Advisor and augmented analytics tools. | |
Natural Language Generation (NLG) Automatic narrative summaries of trends and key findings in simple language. |
Natural language generation for dashboard summaries is included in the Insight Advisor feature set. | |
Scenario Analysis Simulate and compare alternative business or risk scenarios. |
Scenario/simulation analysis is supported within Qlik analytics environment. | |
Custom Script Support Ability to add custom Python, R, or SQL code for advanced analytics. |
Qlik Sense enables custom code/scripts (Python, R, SQL) via advanced analytics connectors and extensions. | |
Model Versioning Track and compare multiple iterations of predictive models. |
Model versioning can be achieved using Qlik's analytics workflow tools and integration with ML lifecycle platforms. | |
Max Model Size Maximum size of a deployed machine learning model. |
No information available |
SaaS/Cloud Deployment Available as a cloud-based application delivered over the internet. |
Qlik Sense is available as a SaaS/cloud-delivered solution as per official website. | |
On-premise Deployment Ability to install and operate within customer-controlled infrastructure. |
Qlik Sense has an on-premises deployment option for self-managed customers. | |
Hybrid Deployment Supports both on-premise and cloud deployment options in parallel. |
Qlik Sense supports hybrid deployment models (cloud+on-prem). | |
Multi-Tenant Support Ability to serve multiple clients or business units from a single instance. |
Supports multi-tenant environments, notably in Qlik Cloud, with tenant administration. | |
API-first Architecture Designed with robust, documented APIs for integration and extension. |
Qlik Sense has a well-documented, robust API-first architecture. | |
Containerization Support Supports deployment using containers such as Docker or Kubernetes. |
Containerization (Docker, Kubernetes) is supported for Qlik's enterprise deployments. | |
Single Instance Uptime Guaranteed level of uptime for the main analytics environment. |
No information available | |
Disaster Recovery RTO Recovery time objective in minutes for disaster recovery scenarios. |
No information available |
24/7 Customer Support Around-the-clock support via phone, chat, or email. |
Qlik offers 24/7 premium support options, particularly for enterprise/cloud subscriptions. | |
Dedicated Account Manager Assigned contact-person for business partnership management. |
Qlik offers dedicated account managers for enterprise/business clients. | |
In-product Help Embedded context-sensitive help and documentation. |
In-product, context-sensitive help is available in Qlik Sense. | |
Online Knowledge Base Public or private web resource for product documentation and best practices. |
Comprehensive online knowledge base provided on qlik.com and help.qlik.com. | |
User Community Forum An online community where users can ask questions and share tips. |
There is an active Qlik community forum online. | |
Training & Certification Formal training tracks and product certification programs. |
Qlik offers official training and certification for the Qlik Sense suite. | |
Time to Initial Response Guaranteed maximum delay before first contact from support. |
No information available |
Transparent Pricing Clear and accessible information about all product costs. |
Qlik Sense pricing is transparent and listed clearly on the qlik.com website. | |
Flexible Licensing Options Multiple ways to purchase or license the product (e.g., subscription, per-user, enterprise). |
Multiple, flexible licensing and purchasing options are available (user, enterprise, capacity, etc.). | |
Tiered Feature Packages Product features bundled into different price points or packages. |
Qlik Sense is offered in multiple tiered feature/parice packages. | |
Free Trial Availability Users can evaluate the product without immediate payment. |
Free trials are available for Qlik Sense and Qlik Cloud as per their website. | |
Pay-as-you-go Metering Usage-based billing options for flexible scaling. |
Qlik Cloud provides metered pay-as-you-go pricing models. | |
Minimum Contract Term Shortest contract commitment available. |
No information available |
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