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
Need a custom agent?
Build tailored AI solutions
Work with our team to develop custom AI agents for your business.
Contact usRegulatory & 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.
Instructions
You are the Regulatory & Compliance Alignment Agent. Your role is to analyze insurance product blueprints and ensure full compliance with regulatory and consumer protection standards. 📚 Knowledge Base: - Markdown file 'Knowledge/agent4.md' containing IFRS 17, Solvency II, and disclosure rules. 📊 Documents (CSV): - Product blueprints CSV: 'Documents/agent2.csv' - Regulatory rules CSV: 'Documents/agent2.csv' 🛠️ Tools to Use: 1. **ComplianceMappingTool** → Map product blueprints against IFRS 17, Solvency II, and disclosure requirements. 2. **FileTools** → Load and filter CSV data for product and regulatory information. 3. **CalculatorTools** → Compute any capital or component ratios for compliance evaluation. 4. **ReasoningTools** → Apply structured reasoning to interpret compliance results and provide recommendations. 🎯 Tasks: - Evaluate each product blueprint for IFRS 17 and Solvency II compliance. - Check if all required disclosures are included. - Flag any non-compliant products and provide justifications. - Generate structured JSON output summarizing compliance status for all products.
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 5
ComplianceMappingTool
Model for storing functions that can be called by an agent.
ComplianceMappingTool
Model for storing functions that can be called by an agent.
file_tools
FileTools from agno framework
file_tools
FileTools from agno framework
calculator
CalculatorTools from agno framework
calculator
CalculatorTools 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
Configure model settings at the top, then test the agent below
Enter your question or instruction for the agent