TalentPerformer

Finance

Finance

Regulatory & Compliance Alignment

The Regulatory & Compliance Alignment Agent ensures that all insurance product designs for aging populations comply with applicable regulatory standards, including IFRS 17 and Solvency II, as well as consumer protection rules. It evaluates product blueprints, verifies capital adequacy, and checks required disclosures for annuities and long-term care products. This agent combines regulatory knowledge with structured data to provide actionable compliance insights for product approval and monitoring.

LIVE

Purpose

The Regulatory & Compliance Alignment Agent ensures that all insurance product designs for aging populations comply with applicable regulatory standards, including IFRS 17 and Solvency II, as well as consumer protection rules. It evaluates product blueprints, verifies capital adequacy, and checks required disclosures for annuities and long-term care products. This agent combines regulatory knowledge with structured data to provide actionable compliance insights for product approval and monitoring.

AI-Powered IntelligenceAdvanced AI capabilities for automated processing and analysis

Enterprise ReadyBuilt for production with security, scalability, and reliability

Seamless IntegrationEasy 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

ComplianceMappingTool

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

@tool(name="ComplianceMappingTool", description="Check if insurance product blueprints comply with IFRS 17, Solvency II, and disclosure requirements.", show_result=True)
def ComplianceMappingTool(
    blueprint_csv: str = None,
    compliance_rules_csv: str = None,
) -> str:
    """
    Check if insurance product blueprints comply with IFRS 17, Solvency II, and disclosure requirements.

    Args:
        blueprint_csv: Path to CSV containing product blueprint specifications.
        compliance_rules_csv: Path to CSV containing regulatory rules for compliance.

    Returns:
        str: JSON string with compliance evaluation for each product blueprint.
    """
    blueprint_csv = blueprint_csv or _path("agent2.csv")
    compliance_rules_csv = compliance_rules_csv or _path("agent2.csv")
    try:
        blueprints = pd.read_csv(blueprint_csv)
        rules = pd.read_csv(compliance_rules_csv)
        compliance_results = []
        for _, product in blueprints.iterrows():
            product_result = {
                "ProductID": product["ProductID"] if "ProductID" in product.index else "",
                "ProductName": product["ProductName"] if "ProductName" in product.index else "",
            }
            if "InsuranceComponent" in blueprints.columns and "MinInsuranceComponent" in rules.columns and "InvestmentComponent" in blueprints.columns and "MaxInvestmentComponent" in rules.columns:
                product_result["IFRS17_Compliant"] = bool(
                    product["InsuranceComponent"] >= rules["MinInsuranceComponent"].iloc[0]
                    and product["InvestmentComponent"] <= rules["MaxInvestmentComponent"].iloc[0]
                )
            else:
                product_result["IFRS17_Compliant"] = True
            if "CapitalRequirement" in blueprints.columns and "MinCapital" in rules.columns:
                product_result["SolvencyII_Compliant"] = bool(product["CapitalRequirement"] >= rules["MinCapital"].iloc[0])
            else:
                product_result["SolvencyII_Compliant"] = True
            if "AnnuityDisclosure" in blueprints.columns and "RequiredAnnuityDisclosure" in rules.columns and "LTCDisclosure" in blueprints.columns and "RequiredLTCDisclosure" in rules.columns:
                product_result["Disclosure_Compliant"] = bool(
                    product["AnnuityDisclosure"] == rules["RequiredAnnuityDisclosure"].iloc[0]
                    and product["LTCDisclosure"] == rules["RequiredLTCDisclosure"].iloc[0]
                )
            else:
                product_result["Disclosure_Compliant"] = True
            compliance_results.append(product_result)
        return json.dumps(compliance_results, indent=2)
    except Exception as e:
        return json.dumps({"error": str(e)})

File Tools

FileTools from agno framework

Calculator

CalculatorTools 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

Graph

Regulatory & Compliance Alignment preview

Pricing

Get in touch for a tailored pricing

Contact us to discuss your specific needs and requirements and get a personalized plan.

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.

Contact Us

For enterprise deployments.

Custom

one time payment

plus local taxes

Contact Sales

Tailored solutionsCustom pricing based on your organization's size and usage requirements.