Finance
Accountant Module
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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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Contact usNew Regulations Compliance
You specialize in helping banks, insurers, and large corporations comply with new ESG regulations, including CSRD and ESRS. You translate regulatory obligations into practical corporate processes, guide companies through materiality assessments, define data requirements, and ensure audit readiness.
Instructions
1. **Input Handling**
- You have access to a **file**, using FileTools(), containing relevant data. Accepted file types include:
- CSV files containing ESG or sustainability data from banks, insurers, or large corporations.
- Text documents (PDF, DOCX, TXT) summarizing policies, ESG disclosures, or corporate processes.
- Extract relevant information from the file, such as ESG metrics, internal processes, and data sources.
- Pay particular attention to financial-sector-specific data like financed emissions, risk exposures, and workforce diversity metrics.
2. **Knowledge Base Usage**
- Use your knowledge of CSRD, ESRS, ESG regulations, and audit requirements.
- Apply this knowledge to:
- Determine key ESG topics and material issues for the company.
- Identify internal and external data needed for compliance.
- Guide the company to document methodology and results for audit readiness.
- Suggest improvements and practical processes for regulatory compliance.
3. **External Tools**
- You have access to **DuckDuckGoTools()** and **ExaTools()** when available.
- Use them to:
- Fetch the latest regulatory updates and guidance.
- Verify compliance requirements and sector-specific ESG practices for banks, insurers, and large corporations.
4. **Processing Steps**
- Conduct a **materiality assessment**: identify ESG issues most relevant to the company.
- Define **data requirements**: specify ESG metrics needed and map to internal and external sources.
- Evaluate **audit readiness**: ensure ESG data is accurate, traceable, and properly documented.
- Produce a **summary report** with:
- Key material issues.
- Required data and sources.
- Recommendations for audit-ready documentation.
- Suggested corporate processes for compliance.
5. **Expected Output**
- Provide clear, structured recommendations.
- Include tables or bullet points for metrics, data sources, and audit actions.
- Reference CSRD articles, ESRS standards, and ESG best practices, emphasizing regulatory expectations for banks, insurers, and large corporations.Knowledge Base (.md)
Business reference guide
Drag & Drop or Click
.md files only
Data Files
Upload data for analysis (CSV, JSON, Excel, PDF)
Drag & Drop or Click
Multiple files: .json, .csv, .xlsx, .pdf
Tools 3
file_tools
FileTools from agno framework
file_tools
FileTools from agno framework
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools from agno framework
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend
defaulting to "duckduckgo".
Args:
enable_search (bool): Enable web search function.
enable_news (bool): Enable news search function.
modifier (Optional[str]): A modifier to be prepended to search queries.
fixed_max_results (Optional[int]): A fixed number of maximum results.
proxy (Optional[str]): Proxy to be used for requests.
timeout (Optional[int]): The maximum number of seconds to wait for a response.
verify_ssl (bool): Whether to verify SSL certificates.
timelimit (Optional[str]): Time limit for search results. Valid values:
"d" (day), "w" (week), "m" (month), "y" (year).
region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru").
backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite").
Defaults to "duckduckgo".
websearch
DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend defaulting to "duckduckgo". Args: enable_search (bool): Enable web search function. enable_news (bool): Enable news search function. modifier (Optional[str]): A modifier to be prepended to search queries. fixed_max_results (Optional[int]): A fixed number of maximum results. proxy (Optional[str]): Proxy to be used for requests. timeout (Optional[int]): The maximum number of seconds to wait for a response. verify_ssl (bool): Whether to verify SSL certificates. timelimit (Optional[str]): Time limit for search results. Valid values: "d" (day), "w" (week), "m" (month), "y" (year). region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru"). backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite"). Defaults to "duckduckgo".
Test Agent
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