Governance you can measure.
Capital you can calibrate.

Behavior-Based Capital Optimization (BBCO) is an open-source framework for measuring governance behavior within captive risk management.

It operates as telematics for governance. Just as auto insurers use driving data to refine pricing without predicting a specific crash, BBCO measures how an organization actually handles operational stress, how issues escalate, where they are contained, and how consistently responses align with defined boundaries.

The outputs integrate with existing actuarial models as behavioral loading factors: structured evidence that refines volatility assumptions where demonstrated governance discipline warrants it. Over time, governance behavior becomes inspectable, comparable, and auditable.

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The Captive Premise

When a company forms a captive, it is making a deliberate choice about who understands its risk best and who should stand behind it. In the commercial market, carriers price from the outside looking in. They must assume a degree of opacity and build margin around what they cannot fully see. A captive rearranges that dynamic. The organization steps inside the risk it already lives with every day and funds it with its own capital, informed by operational detail that never leaves the building.

That shift reflects a view that our governance, our controls, and our tolerance for volatility are sufficiently mature to justify keeping more of the economics in-house. Every piece of operational evidence serves the same side of the table, and capital is allocated on the strength of how we actually perform under pressure. Prudence remains essential, applied with clarity about the behavior and discipline already in place across the enterprise.

The Evidentiary Gap

If the captive premise is self-knowledge, the question becomes: how do we structure that knowledge into evidence?

Why This Exists

In captive insurance programs, loss data is sparse, lagging, or noisy. Near-misses resolve quietly. Governance quality is discussed in boardrooms, yet it is rarely evidenced in a form that can be examined, compared, or tracked over time.

Actuaries price uncertainty, boards approve retention, and reinsurers set attachment points, yet the behavioral evidence that should inform those decisions is seldom structured or measurable. Professional judgment fills the gap, applied to incomplete signals.

At the same time, organizations generate thousands of routine communications that already reflect how risk moves: who escalated, how quickly, across which boundaries, and where it stopped. The information exists. It just lacks usable structure.

BBCO addresses this gap upstream of modeling and capital debate. The community develops open methods to extract communications, link them into coherent issue paths, and construct traversable graphs that reveal escalation depth, containment consistency, and resolution patterns. From these structures, variance can be measured and behavioral stability demonstrated with mathematical clarity.

The work is foundational: extraction, linkage, representation. When that layer is sound, downstream capital decisions rest on observable evidence rather than assumption.

Where Capital Moves

When governance stability is observable, capital allocations can respond to evidence rather than assumption. Four dimensions shift:

Volatility Loading

Consistent escalation depth compresses the variance assumptions that drive capital buffers. Lower observed dispersion means tighter confidence intervals.

Retention Confidence

Boards can justify higher retention where containment stability is empirically demonstrated, reducing premium leakage to layers that the organization already absorbs well.

Reinsurance Attachment

Attachment points can be set against observed escalation bounds rather than conservative estimates, aligning reinsurance spend with evidenced tail behavior.

Correlation Clarity

Structural overlap between issue classes reveals which risk towers share governance pathways. Entangled towers get modeled jointly; independent ones stop subsidizing each other.

From Behavior to Evidence

Observable governance patterns, structured into measurable inputs.

What We Build Together

Open, shared foundations that make governance behavior observable while leaving interpretation to the professionals who carry that authority.

  • Message Extraction and Normalization

    Converting raw communications into normalized, auditable records. Email, chat, tickets, and related artifacts linked into clean, consistent structure.

  • Cross-Message Linkage

    Connecting messages into issue paths using structural relationships, timestamps, and organizational adjacency rather than subjective content interpretation.

  • Graph-Based Representations

    Canonical ways to represent handoffs, domain crossings, and termination points. Readable code that can be examined, reused, and challenged.

  • Longitudinal Observability

    Stable representations that allow behavior to be compared over time, rather than inferred from isolated events.

Who Participates

Technical Contributors

Engineers, data scientists, and applied researchers who build extraction pipelines, define schemas, and care about reproducibility and traceability.

For contributors, BBCO.org is a working technical project. The reward is clarity.

Observing Professionals

Risk managers, actuaries, captive boards, and advisors who follow the evolution of these techniques, test them against experience, and look for new ways to complement traditional loss data.

For observers, BBCO.org is a place to study methods without being asked to adopt conclusions.

Areas of Focus

BBCO is most informative for risk classes where the financial outcome depends on the quality and consistency of the organizational response. These are the classes where governance behavior is the variable that drives cost.

Errors & Omissions

Judgment-driven resolution paths that vary by severity, producing meaningful depth variance across escalation shapes.

Directors & Officers

Board-level escalation and regulatory disclosure create multi-cluster cascades. The governance response is the liability surface.

Product Liability

Quality failures route through Engineering, Legal, Regulatory, and Operations. Resolution depth depends on containment discipline.

Recall & Warranty

A routine field replacement that resolves at the service desk looks nothing like a defect pattern that pulls in Engineering, Legal, and the supply chain. That variance in governance depth across warranty events is itself the distribution of outcomes that constitutes insurable risk.

Cyber Incident Response

Cross-functional by nature. The difference between containment and cascading breach is the consistency of the escalation path.

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Scope and Boundaries

BBCO builds shared infrastructure for observing governance behavior. It produces evidence, extractable, auditable, repeatable, that professionals can integrate into their own capital and risk decisions. The community maintains a strict separation between method and interpretation: ratings, regulatory conclusions, and capital formulas remain where they belong, with boards, actuaries, and regulators.

For full scope details, see About BBCO.org.