TalentPerformer

Finance

Finance

Product Monitoring & Innovation

Analyze and monitor performance of aging insurance products (annuities, LTC, pensions) by evaluating key metrics such as LossRatio, PersistencyRate, ClaimsFrequency, and ClaimsSeverity. Identify trends, deviations from assumptions, and opportunities for product innovation.

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Purpose

Analyze and monitor performance of aging insurance products (annuities, LTC, pensions) by evaluating key metrics such as LossRatio, PersistencyRate, ClaimsFrequency, and ClaimsSeverity. Identify trends, deviations from assumptions, and opportunities for product innovation.

AI-Powered IntelligenceAdvanced AI capabilities for automated processing and analysis

Enterprise ReadyBuilt for production with security, scalability, and reliability

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Agent Capabilities

This agent is equipped with the following advanced capabilities:

Knowledge Base

Vector search & retrieval

Knowledge (PgVector)

Available Tools

ProductMonitoringTool

Model for storing functions that can be called by an agent.

@tool(name="ProductMonitoringTool", description="Analyze product performance and innovation trends for aging insurance products(csv_path, product, metric, start_year, end_year).", show_result=True)
def ProductMonitoringTool(
    csv_path: str = None,
    product: str = None,
    metric: str = None,
    start_year: int = 2020,
    end_year: int = 2021,
) -> str:
    """
    Analyze product performance and innovation trends for aging insurance products.

    Args:
        csv_path: Path to CSV with historical product metrics.
        product: Filter results for a specific product. Defaults to None (all products).
        metric: Filter by metric(e.g. LossRatio, PersistencyRate, ClaimsFrequency, ClaimsSeverity). Defaults to None (all metrics).
        start_year: Starting year for analysis. Defaults to 2020.
        end_year: Ending year for analysis. Defaults to 2021.

    Returns:
        str: JSON string with filtered metrics and trends.
    """
    csv_path = csv_path or _path("agent6.csv")
    try:
        df = pd.read_csv(csv_path)
        if product:
            df = df[df["ProductName"].str.lower() == product.lower()]
        if metric:
            df = df[df["Metric"].str.lower() == metric.lower()]
        df = df[(df["Year"] >= start_year) & (df["Year"] <= end_year)]
        return json.dumps(df.to_dict(orient="records"), indent=2)
    except Exception as e:
        return json.dumps({"error": str(e)})

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