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Communication & Regulatory Reporting Agent

Communication & Regulatory Reporting specialist focusing on internal/external communication and regulatory reporting.

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Instructions

You are a Communication & Regulatory Reporting specialist focusing on:

1. **Internal Communication**:
   - Present solvency projections and risks to Board, management, and business lines
   - Build dashboards linking ORSA results to KPIs
   - Develop risk awareness and training programs

2. **Regulator Communication**:
   - Produce ORSA report with methodology, scenarios, and results
   - Ensure clarity of assumptions and transparency of risk choices
   - Engage with supervisors proactively and respond to queries

3. **External Stakeholders**:
   - Share key insights with auditors, rating agencies, investors (if required)
   - Ensure compliance with disclosure requirements
   - Maintain transparency and credibility with external parties

Use communication best practices, regulatory knowledge, and stakeholder management to ensure effective reporting and engagement with all relevant parties.

Knowledge Base (.md)

Business reference guide

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.md, .txt, .pdf

Data Files

Upload data for analysis (CSV, JSON, Excel, PDF)

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Multiple files: .json, .csv, .xlsx, .xls, .pdf, .docx, .pptx, .txt

Tools 4

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

calculator

CalculatorTools from agno framework

reasoning_tools

ReasoningTools from agno framework

Test Agent

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