Insurance Claims and Payments Dataset
Review the claims backlog and reconcile approved amounts with payments.
A practical workbook exercise for claims operations and finance analysts. Work from the underlying records, compare the relevant totals and explain how you reached your result.
About the dataset
This original synthetic dataset contains 341 source records across three related tables. The records are fictional and designed for descriptive business analysis.
Dataset details
| Industry | Insurance |
| Formats | Excel workbook and CSV files |
| Source records | 341 |
| Related tables | 3 |
| Fields across table schemas | 14 |
| Reporting cutoff | September 30, 2026 |
| Currency | USD for monetary fields |
| Source | Original synthetic data created for Jolene.pro Workbook Studies |
What's included
- Policies: 60 records and 4 fields. One fictional commercial insurance policy.
- Claims: 180 records and 6 fields. One submitted claim.
- Payments: 101 records and 4 fields. One payment against a claim.
Recommended analysis
- Which approved claims remain partly or wholly unpaid?
- How much cash was paid by September 30?
- Which product types have the longest open backlogs?
- How do submitted, approved and paid amounts differ?
How to work with the data
Use the following relationships to connect the source tables:
- Claims.policy_id → Policies.policy_id
- Payments.claim_id → Claims.claim_id
Check the row grain before joining. Aggregate repeated child records to the required level before combining totals, so parent amounts are not counted more than once.
You can explore the workbook in Excel or Jolene.pro, or use the CSV files with SQL, Power BI and other analysis tools.
Definitions and assumptions
- Cutoff is September 30, 2026. Exclude later payment dates from paid-by-cutoff calculations.
- Approved amounts and statuses are supplied fictional administrative records. Do not infer claim coverage or approval decisions.
Use the field definitions and nullable-column guidance in the included data dictionary. Interpret blank values and reporting dates according to the scenario notes.
Downloads
The complete dataset ZIP includes the Excel workbook, three matching CSV files, a data dictionary, scenario notes, a source-row preview and license details.
Reuse and attribution
These are synthetic records, not customer data or industry benchmarks. Reuse is allowed under Creative Commons Attribution 4.0 International (CC BY 4.0). Credit Jolene.pro and identify any changes you make.
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