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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Finance
Monitoring & Continuous Improvement Agent
An AI agent specialized in monitoring and continuous improvement for actuarial operations. Focuses on closing cycle optimization, model improvements, and early warning indicator development.
Purpose
An AI agent specialized in monitoring and continuous improvement for actuarial operations. Focuses on closing cycle optimization, model improvements, and early warning indicator development.
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
Csv Tools
CsvTools from agno framework
Csv Tools
CsvTools from agno framework
Kpi Trend And Alerts
Model for storing functions that can be called by an agent.
Kpi Trend And Alerts
Model for storing functions that can be called by an agent.
@tool( name="kpi_trend_and_alerts", description="Compute simple trend(first→last) for KPIs and raise alerts on threshold breaches.", show_result=True, ) def kpi_trend_and_alerts( kpi_series: Dict[str, List[float]], alert_thresholds: Dict[str, float] ) -> Dict[str, Any]: """ Trend KPIs and compare last value to threshold. Args: kpi_series: {kpi_name: [v1, v2, ..., vn]} alert_thresholds: {kpi_name: threshold_max_allowed} (alert if last > threshold) Returns: Dict with trend per KPI and alert flags. """ output: Dict[str, Any] = {"kpis": {}} for name, series in kpi_series.items(): if not series: output["kpis"][name] = {"error": "Empty series."} continue first, last = series[0], series[-1] trend_abs = last - first trend_pct = (trend_abs / first) if first != 0 else 0.0 threshold = alert_thresholds.get(name, None) alert = (threshold is not None) and (last > threshold) output["kpis"][name] = { "first": round(first, 2), "last": round(last, 2), "trend_abs": round(trend_abs, 2), "trend_pct": round(trend_pct, 4), "threshold": threshold, "alert": alert } return output
Detect Model Drift Simple
Model for storing functions that can be called by an agent.
Detect Model Drift Simple
Model for storing functions that can be called by an agent.
@tool( name="detect_model_drift_simple", description="Compare baseline vs current model metrics; flag drift if relative change exceeds threshold.", show_result=True, ) def detect_model_drift_simple( baseline_metrics: Dict[str, float], current_metrics: Dict[str, float], drift_threshold: float = 0.1 ) -> Dict[str, Any]: """ Simple drift detector on scalar metrics(e.g., MAE, AUC). Args: baseline_metrics: {metric: value} current_metrics: {metric: value} drift_threshold: relative change(e.g., 0.1 for 10%) Returns: Dict with per-metric drift pct and alerts. """ results: Dict[str, Dict[str, Any]] = {} for m, base in baseline_metrics.items(): cur = current_metrics.get(m, base) if base == 0: drift = 0.0 if cur == 0 else float("inf") else: drift = (cur - base) / base results[m] = { "baseline": round(base, 6), "current": round(cur, 6), "drift_pct": (None if drift == float("inf") else round(drift, 6)), "alert": (abs(drift) > drift_threshold) if drift != float("inf") else True } return { "drift_threshold": drift_threshold, "metrics": results }
Build Dashboard Snapshot
Model for storing functions that can be called by an agent.
Build Dashboard Snapshot
Model for storing functions that can be called by an agent.
@tool( name="build_dashboard_snapshot", description="Assemble a dashboard snapshot from named sections(KPIs, Risks, Actions).", show_result=True, ) def build_dashboard_snapshot( sections: Dict[str, Dict[str, Any]] ) -> Dict[str, Any]: """ Package a simple dashboard payload for UI rendering/logging. Args: sections: {"KPIs": {...}, "Risks": {...}, "Actions": {...}, ...} Returns: Dict with normalized keys and counts for each section. """ normalized = {} counts = {} for sec, payload in sections.items(): normalized[sec] = payload counts[sec] = (len(payload) if isinstance(payload, dict) else 1) return { "snapshot": normalized, "section_counts": counts, "generated_at": datetime.utcnow().strftime("%Y-%m-%d %H:%M:%S UTC") }
Exa
ExaTools is a toolkit for interfacing with the Exa web search engine, providing
functionalities to perform categorized searches and retrieve structured results.
Args:
enable_search (bool): Enable search functionality. Default is True.
enable_get_contents (bool): Enable get contents functionality. Default is True.
enable_find_similar (bool): Enable find similar functionality. Default is True.
enable_answer (bool): Enable answer generation. Default is True.
enable_research (bool): Enable research tool functionality. Default is False.
all (bool): Enable all tools. Overrides individual flags when True. Default is False.
text (bool): Retrieve text content from results. Default is True.
text_length_limit (int): Max length of text content per result. Default is 1000.
api_key (Optional[str]): Exa API key. Retrieved from `EXA_API_KEY` env variable if not provided.
num_results (Optional[int]): Default number of search results. Overrides individual searches if set.
start_crawl_date (Optional[str]): Include results crawled on/after this date (`YYYY-MM-DD`).
end_crawl_date (Optional[str]): Include results crawled on/before this date (`YYYY-MM-DD`).
start_published_date (Optional[str]): Include results published on/after this date (`YYYY-MM-DD`).
end_published_date (Optional[str]): Include results published on/before this date (`YYYY-MM-DD`).
type (Optional[str]): Specify content type (e.g., article, blog, video).
category (Optional[str]): Filter results by category. Options are "company", "research paper", "news", "pdf", "github", "tweet", "personal site", "linkedin profile", "financial report".
include_domains (Optional[List[str]]): Restrict results to these domains.
exclude_domains (Optional[List[str]]): Exclude results from these domains.
show_results (bool): Log search results for debugging. Default is False.
model (Optional[str]): The search model to use. Options are 'exa' or 'exa-pro'.
timeout (int): Maximum time in seconds to wait for API responses. Default is 30 seconds.
Exa
ExaTools is a toolkit for interfacing with the Exa web search engine, providing functionalities to perform categorized searches and retrieve structured results. Args: enable_search (bool): Enable search functionality. Default is True. enable_get_contents (bool): Enable get contents functionality. Default is True. enable_find_similar (bool): Enable find similar functionality. Default is True. enable_answer (bool): Enable answer generation. Default is True. enable_research (bool): Enable research tool functionality. Default is False. all (bool): Enable all tools. Overrides individual flags when True. Default is False. text (bool): Retrieve text content from results. Default is True. text_length_limit (int): Max length of text content per result. Default is 1000. api_key (Optional[str]): Exa API key. Retrieved from `EXA_API_KEY` env variable if not provided. num_results (Optional[int]): Default number of search results. Overrides individual searches if set. start_crawl_date (Optional[str]): Include results crawled on/after this date (`YYYY-MM-DD`). end_crawl_date (Optional[str]): Include results crawled on/before this date (`YYYY-MM-DD`). start_published_date (Optional[str]): Include results published on/after this date (`YYYY-MM-DD`). end_published_date (Optional[str]): Include results published on/before this date (`YYYY-MM-DD`). type (Optional[str]): Specify content type (e.g., article, blog, video). category (Optional[str]): Filter results by category. Options are "company", "research paper", "news", "pdf", "github", "tweet", "personal site", "linkedin profile", "financial report". include_domains (Optional[List[str]]): Restrict results to these domains. exclude_domains (Optional[List[str]]): Exclude results from these domains. show_results (bool): Log search results for debugging. Default is False. model (Optional[str]): The search model to use. Options are 'exa' or 'exa-pro'. timeout (int): Maximum time in seconds to wait for API responses. Default is 30 seconds.
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
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Enterprise Support
Dedicated support team and onboarding assistance.
Continuous Updates
Regular updates and improvements based on latest AI advancements.
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