Connect Corebridge and
Refinitiv with AI

Automate policy valuation with live market data, sync annuity performance with instrument pricing, and generate compliance reports across insurance operations and financial markets. Stop manually exporting policy data, matching securities, and reconciling valuations across disconnected systems.

No code required
Live in minutes
SOC 2 Type II

What you can automate today

Redbird gives your team ready-to-run workflows — just connect your accounts and go.

Enrich annuity portfolio valuations with real-time Refinitiv market pricing data

Automatically pull current pricing, yield curves, and instrument data from Refinitiv for securities underlying variable annuities and investment products in Corebridge. Update policy valuations in real time and flag material pricing changes for review.

Sync policy performance data to Refinitiv for institutional reporting and analytics

Push aggregated policy portfolio metrics, contribution flows, and product performance data from Corebridge into Refinitiv datasets. Enable investment teams to analyze retirement product trends alongside broader market data.

Alert compliance teams when market events impact policy reserve requirements

Monitor Refinitiv news feeds and market volatility indicators, automatically triggering Corebridge reserve recalculations when thresholds are breached. Route alerts to risk and compliance teams with pre-populated policy exposure reports.

Generate quarterly policy performance reports enriched with market benchmark data

Combine Corebridge annuity and retirement product performance with Refinitiv index returns, sector data, and peer benchmarks. Automatically build comparison reports showing how product portfolios performed against market conditions.

Automate daily reconciliation of policy holdings against Refinitiv reference data

Match security identifiers and holdings data from Corebridge variable annuity portfolios with Refinitiv reference data to detect mismatches, corporate actions, or delisted instruments. Flag discrepancies for operations teams with full audit trails.

Archive compliance-ready snapshots of policy data with market conditions at reporting dates

Capture point-in-time Corebridge policy data alongside corresponding Refinitiv market prices, rates, and indices at regulatory reporting deadlines. Store immutable records for audit and regulatory filings with complete market context.

Live in four steps

No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.

01

Connect your accounts

Authorize Corebridge and Refinitiv with OAuth or API credentials. Redbird never stores your data — it just passes through.

02

Describe what you want

Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.

03

Review and activate

Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.

04

Let it run — and iterate

Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.

Built for data-driven teams

Redbird understands Corebridge policy structures, annuity product hierarchies, and policyholder relationships alongside Refinitiv's market data schemas, instrument identifiers, and time-series pricing formats.

AI that maps insurance products to market instruments automatically

Redbird's AI interprets Corebridge policy tables, account values, and product allocations, then matches them to Refinitiv RICs, ISINs, and pricing datasets without manual mapping. It understands variable annuity sub-accounts, fixed product crediting structures, and how to join policy-level data with security-level pricing across different identifier systems. The platform recognizes when policy data needs corporate action adjustments or when market events require reserve recalculations.

Policy-to-instrument matching
Multi-identifier resolution
Corporate action handling
Time-series alignment
10×

faster than building custom API integrations between insurance and market data systems

No manual CUSIP-to-RIC mapping, no custom parser development for Refinitiv feeds, no ETL pipelines to maintain

Auto-generated reports

Redbird can pull from Corebridge and Refinitiv simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.

Trigger-based alerts

Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Corebridge or Refinitiv.

Enterprise-grade security

SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.

Bidirectional sync

Push data from Corebridge into Refinitiv, or from Refinitiv back into Corebridge. Resolve conflicts with configurable merge rules.

Full audit trail

Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.

Triggers & actions for every team

Start automations from any policy event in Corebridge or market data update in Refinitiv, then take action across both platforms.

Corebridge
Triggers & Actions
Trigger

New policy issued

Fires when a new insurance policy or annuity contract is created in Corebridge.

Trigger

Policy value threshold crossed

Triggers when an account value, cash surrender value, or benefit amount exceeds defined limits.

Trigger

Contribution or distribution recorded

Activates when premium payments, withdrawals, or retirement plan distributions are processed.

Action

Update policy valuation

Write updated account values, performance metrics, or market-adjusted valuations to policy records.

Action

Create compliance report

Generate regulatory or internal compliance reports with policy data and calculated reserves.

Action

Flag policy for review

Mark policies for underwriting, compliance, or risk team review based on market or performance triggers.

Refinitiv
Triggers & Actions
Trigger

Security price updated

Fires when Refinitiv publishes new pricing data for equities, bonds, or other financial instruments.

Trigger

Market index milestone reached

Triggers when major indices or benchmarks hit specific levels or volatility thresholds.

Trigger

Corporate action announced

Activates when Refinitiv captures dividends, splits, mergers, or other corporate events affecting holdings.

Action

Retrieve instrument pricing

Fetch current or historical prices, bid-ask spreads, and trading volumes for specific securities.

Action

Pull reference data

Get security identifiers, issuer details, classification codes, and instrument attributes from Refinitiv datasets.

Action

Query company fundamentals

Access financial statements, ownership data, analyst estimates, and company filings for issuers.

Corebridge
+
Refinitiv

Ready to connect your stack?

See how financial services teams use Redbird to connect Corebridge policy data with Refinitiv market intelligence, eliminating manual valuation updates and compliance reporting work.

Get started → Book a demo