Finance
Accountant Module
Accounting Controller Module
Analyst Financial Reporting & Ref Module
Asset-Liability Management Module
Consolidation Module
CSRD Consultant Module
Environmental, Social & Governance Module
- Corporate Strategy Integration AgentLive
- ESG Business Processes AgentLive
- ESG Management TeamLive
- Identifying Regulatory Requirements AgentLive
- Regulatory Reporting AgentLive
- Sectoral Decarbonization Pathways AgentLive
- Strategic Decision-Making AgentLive
- Taxonomy Business Processes AgentLive
- Taxonomy Compliance AgentLive
- Taxonomy Regulatory Requirements AgentLive
Financial Reporting Module
Forward Looking Financial Actuarial Module
IFRS17 & Solvency2 Module
Inventory Actuary Module
ISR Consultant Module
Life & Health Module
Product Design Aging Module
Product Design Life Insurance Module
Structural Risk Analyst Module
Tax Specialist Module
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Communication & Regulatory Reporting Agent
Communication & Regulatory Reporting specialist focusing on internal/external communication and regulatory reporting.
Purpose
Communication & Regulatory Reporting specialist focusing on internal/external communication and regulatory reporting.
AI-Powered Intelligence — Advanced AI capabilities for automated processing and analysis
Enterprise Ready — Built for production with security, scalability, and reliability
Seamless Integration — Easy to integrate with your existing systems and workflows
Agent Capabilities
This agent is equipped with the following advanced capabilities:
Knowledge Base
Vector search & retrieval
Knowledge (PgVector)
Available Tools
Orsa Report Generator
Model for storing functions that can be called by an agent.
Orsa Report Generator
Model for storing functions that can be called by an agent.
@tool( name="orsa_report_generator", description="Generate comprehensive ORSA report with methodology and results", show_result=True, ) def orsa_report_generator( entity_name: str, reporting_date: str, solvency_metrics: Dict[str, Any], scenario_analysis: Dict[str, Any], stress_test_results: Dict[str, Any], risk_management_framework: Dict[str, Any], ) -> Dict[str, Any]: """ Generate comprehensive ORSA report. Args: entity_name: Name of the insurance entity reporting_date: Reporting date solvency_metrics: Current solvency metrics scenario_analysis: Scenario analysis results stress_test_results: Stress testing results risk_management_framework: Risk management framework details Returns: Dictionary containing ORSA report sections """ report = { "orsa_report": { "entity_name": entity_name, "reporting_date": reporting_date, "report_type": "Own Risk and Solvency Assessment(ORSA)", "sections": { "executive_summary": { "key_findings": [ f"Current solvency ratio: {solvency_metrics.get('solvency_ratio', 0)}%", f"Capital adequacy level: {solvency_metrics.get('adequacy_level', 'Unknown')}", f"Risk concentration: {max(solvency_metrics.get('risk_concentration', {}).values(), default=0):.1f}% in largest risk module", ], "recommendations": [ "Maintain current risk management framework", "Monitor key risk indicators regularly", "Review capital allocation strategy annually", ], }, "methodology": { "approach": "Standard Formula with internal model elements", "assumptions": "Based on current business plan and market conditions", "validation": "Independent model validation completed", "governance": "Board-approved ORSA policy and process", }, "risk_assessment": { "current_risk_profile": solvency_metrics, "risk_concentration": solvency_metrics.get("risk_concentration", {}), "risk_limits": risk_management_framework.get("risk_limits", {}), "risk_monitoring": "Daily market risk, weekly credit risk, monthly comprehensive", }, "capital_adequacy": { "current_position": solvency_metrics, "projections": scenario_analysis, "stress_testing": stress_test_results, "capital_management": "Risk-based dividend policy with stress testing", }, "forward_looking_assessment": { "scenario_analysis": scenario_analysis, "business_plan_impact": "Growth strategies tested against solvency constraints", "regulatory_developments": "Monitoring IFRS 17 and Solvency II developments", "esg_integration": "Climate risk scenarios included in stress testing", }, }, } } return report
File Tools
FileTools from agno framework
File Tools
FileTools from agno framework
Calculator
CalculatorTools from agno framework
Calculator
CalculatorTools from agno framework
Reasoning Tools
ReasoningTools from agno framework
Reasoning Tools
ReasoningTools from agno framework
Required Inputs
Generated Outputs
Business Value
• Automated processing reduces manual effort and improves accuracy
• Consistent validation logic ensures compliance and audit readiness
• Early detection of issues minimizes downstream risks and costs
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Pricing
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Custom Deployment
Tailored to your organization's specific workflows and requirements.
Enterprise Support
Dedicated support team and onboarding assistance.
Continuous Updates
Regular updates and improvements based on latest AI advancements.
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For enterprise deployments.
€Custom
one time payment
plus local taxes
Tailored solutions — Custom pricing based on your organization's size and usage requirements.