Skills publiées

Chaque skill, étiquetée honnêtement.

Ce catalogue est généré à la compilation à partir du même manifeste que celui que la plateforme exécute. Chaque entrée indique si elle est adossée à un executor ou s'il s'agit d'un contrat advisory. Rien n'est listé que le code ne définisse.

762

Skills dans le manifeste

114

Avec executor

648

Advisory

21

Domaines

Ce que signifient les deux étiquettes

Avec executor

Une skill avec executor dispose d'un exécuteur côté serveur. Un POST vers sa route l'exécute sur les données du locataire et écrit une exécution gouvernée, étape par étape, dans le registre des exécutions d'agents. Seules ces skills effectuent un travail.

Advisory

Une skill advisory est un contrat de conseil : un prompt versionné dont la sortie est vérifiée par un schéma. Elle lit le matériau fourni par une personne et renvoie un résumé, une évaluation, un constat ou un brouillon. À elle seule, elle n'exécute rien, ne modifie aucun enregistrement et n'appelle aucun système : c'est une personne qui décide de la suite.

762 sur 762 affichées

Claims

219 / 219 · 57 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Claims Adjuster · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.claims-adjuster.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Claims Adjuster · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.claims-adjuster.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Claims Adjuster · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.claims-adjuster.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Claims Adjuster · Document SummarizerSortie: SummaryLecture seuleAgent: cx.claims-adjuster.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Claims Adjuster · Document SummarizerSortie: SummaryLecture seuleAgent: cx.claims-adjuster.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Claims Adjuster · Document SummarizerSortie: SummaryLecture seuleAgent: cx.claims-adjuster.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Claims Adjuster · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.claims-adjuster.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Claims Adjuster · Q&A AssistantSortie: Drafted responseProposeAgent: cx.claims-adjuster.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Claims Adjuster · Q&A AssistantSortie: Drafted responseProposeAgent: cx.claims-adjuster.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Claims Adjuster · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.claims-adjuster.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Claims Adjuster · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.claims-adjuster.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Claims Adjuster · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.claims-adjuster.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Claims Adjuster · Record ReviewSortie: SummaryLecture seuleAgent: cx.claims-adjuster.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Claims Adjuster · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.claims-adjuster.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Claims Adjuster · Record ReviewSortie: Risk assessmentProposeAgent: cx.claims-adjuster.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Claims Adjuster · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.claims-adjuster.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Claims Adjuster · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.claims-adjuster.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Claims Adjuster · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.claims-adjuster.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Claims Adjuster · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.claims-adjuster.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Claims Adjuster · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.claims-adjuster.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Claims Adjuster · Compliance CheckerSortie: Policy findingsProposeAgent: cx.claims-adjuster.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Claims Adjuster · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.claims-adjuster.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Claims Adjuster · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.claims-adjuster.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Claims Adjuster · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.claims-adjuster.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Claims Adjuster · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.claims-adjuster.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Claims Adjuster · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.claims-adjuster.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Claims Adjuster · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.claims-adjuster.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Claims Adjuster · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.claims-adjuster.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Claims Adjuster · Exception ReviewSortie: SummaryLecture seuleAgent: cx.claims-adjuster.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Claims Adjuster · Exception ReviewSortie: SummaryProposeAgent: cx.claims-adjuster.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Claims Adjuster · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.claims-adjuster.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Claims Adjuster · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.claims-adjuster.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Claims Adjuster · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.claims-adjuster.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Claims Adjuster · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.claims-adjuster.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Claims Adjuster · Decision SupportSortie: Drafted responseProposeAgent: cx.claims-adjuster.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Claims Adjuster · Decision SupportSortie: Drafted responseProposeAgent: cx.claims-adjuster.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Claims Adjuster · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.claims-adjuster.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Claims Adjuster · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.claims-adjuster.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Claims Adjuster · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.claims-adjuster.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Claims Adjuster · Trend BriefingSortie: Query resultLecture seuleAgent: cx.claims-adjuster.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Claims Adjuster · Trend BriefingSortie: SummaryLecture seuleAgent: cx.claims-adjuster.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Claims Adjuster · Trend BriefingSortie: SummaryLecture seuleAgent: cx.claims-adjuster.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Claims Adjuster · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.claims-adjuster.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Claims Adjuster · Onboarding GuideSortie: Drafted responseProposeAgent: cx.claims-adjuster.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Claims Adjuster · Onboarding GuideSortie: Drafted responseProposeAgent: cx.claims-adjuster.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Claims Adjuster · Feedback SummarySortie: SummaryLecture seuleAgent: cx.claims-adjuster.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Claims Adjuster · Feedback SummarySortie: SummaryLecture seuleAgent: cx.claims-adjuster.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Claims Adjuster · Feedback SummarySortie: SummaryLecture seuleAgent: cx.claims-adjuster.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Claims Adjuster · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.claims-adjuster.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Claims Adjuster · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.claims-adjuster.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Claims Adjuster · Research & DiscoverySortie: Drafted responseProposeAgent: cx.claims-adjuster.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Claims Adjuster · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.claims-adjuster.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Claims Adjuster · Process GuidanceSortie: SummaryLecture seuleAgent: cx.claims-adjuster.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Claims Adjuster · Process GuidanceSortie: Drafted responseProposeAgent: cx.claims-adjuster.process-guidance

    Advisory
  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Fraud Investigator · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.fraud-investigator.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Fraud Investigator · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.fraud-investigator.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Fraud Investigator · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.fraud-investigator.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Fraud Investigator · Document SummarizerSortie: SummaryLecture seuleAgent: cx.fraud-investigator.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Fraud Investigator · Document SummarizerSortie: SummaryLecture seuleAgent: cx.fraud-investigator.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Fraud Investigator · Document SummarizerSortie: SummaryLecture seuleAgent: cx.fraud-investigator.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Fraud Investigator · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.fraud-investigator.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Fraud Investigator · Q&A AssistantSortie: Drafted responseProposeAgent: cx.fraud-investigator.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Fraud Investigator · Q&A AssistantSortie: Drafted responseProposeAgent: cx.fraud-investigator.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Fraud Investigator · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.fraud-investigator.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Fraud Investigator · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.fraud-investigator.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Fraud Investigator · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.fraud-investigator.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Fraud Investigator · Record ReviewSortie: SummaryLecture seuleAgent: cx.fraud-investigator.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Fraud Investigator · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.fraud-investigator.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Fraud Investigator · Record ReviewSortie: Risk assessmentProposeAgent: cx.fraud-investigator.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Fraud Investigator · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.fraud-investigator.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Fraud Investigator · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.fraud-investigator.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Fraud Investigator · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.fraud-investigator.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Fraud Investigator · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.fraud-investigator.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Fraud Investigator · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.fraud-investigator.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Fraud Investigator · Compliance CheckerSortie: Policy findingsProposeAgent: cx.fraud-investigator.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Fraud Investigator · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.fraud-investigator.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Fraud Investigator · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.fraud-investigator.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Fraud Investigator · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.fraud-investigator.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Fraud Investigator · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.fraud-investigator.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Fraud Investigator · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.fraud-investigator.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Fraud Investigator · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.fraud-investigator.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Fraud Investigator · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.fraud-investigator.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Fraud Investigator · Exception ReviewSortie: SummaryLecture seuleAgent: cx.fraud-investigator.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Fraud Investigator · Exception ReviewSortie: SummaryProposeAgent: cx.fraud-investigator.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Fraud Investigator · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.fraud-investigator.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Fraud Investigator · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.fraud-investigator.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Fraud Investigator · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.fraud-investigator.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Fraud Investigator · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.fraud-investigator.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Fraud Investigator · Decision SupportSortie: Drafted responseProposeAgent: cx.fraud-investigator.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Fraud Investigator · Decision SupportSortie: Drafted responseProposeAgent: cx.fraud-investigator.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Fraud Investigator · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.fraud-investigator.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Fraud Investigator · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.fraud-investigator.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Fraud Investigator · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.fraud-investigator.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Fraud Investigator · Trend BriefingSortie: Query resultLecture seuleAgent: cx.fraud-investigator.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Fraud Investigator · Trend BriefingSortie: SummaryLecture seuleAgent: cx.fraud-investigator.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Fraud Investigator · Trend BriefingSortie: SummaryLecture seuleAgent: cx.fraud-investigator.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Fraud Investigator · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.fraud-investigator.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Fraud Investigator · Onboarding GuideSortie: Drafted responseProposeAgent: cx.fraud-investigator.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Fraud Investigator · Onboarding GuideSortie: Drafted responseProposeAgent: cx.fraud-investigator.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Fraud Investigator · Feedback SummarySortie: SummaryLecture seuleAgent: cx.fraud-investigator.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Fraud Investigator · Feedback SummarySortie: SummaryLecture seuleAgent: cx.fraud-investigator.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Fraud Investigator · Feedback SummarySortie: SummaryLecture seuleAgent: cx.fraud-investigator.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Fraud Investigator · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.fraud-investigator.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Fraud Investigator · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.fraud-investigator.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Fraud Investigator · Research & DiscoverySortie: Drafted responseProposeAgent: cx.fraud-investigator.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Fraud Investigator · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.fraud-investigator.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Fraud Investigator · Process GuidanceSortie: SummaryLecture seuleAgent: cx.fraud-investigator.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Fraud Investigator · Process GuidanceSortie: Drafted responseProposeAgent: cx.fraud-investigator.process-guidance

    Advisory
  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Subrogation Specialist · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Subrogation Specialist · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.subrogation-specialist.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Subrogation Specialist · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.subrogation-specialist.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Subrogation Specialist · Document SummarizerSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Subrogation Specialist · Document SummarizerSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Subrogation Specialist · Document SummarizerSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Subrogation Specialist · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.subrogation-specialist.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Subrogation Specialist · Q&A AssistantSortie: Drafted responseProposeAgent: cx.subrogation-specialist.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Subrogation Specialist · Q&A AssistantSortie: Drafted responseProposeAgent: cx.subrogation-specialist.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Subrogation Specialist · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.subrogation-specialist.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Subrogation Specialist · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.subrogation-specialist.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Subrogation Specialist · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.subrogation-specialist.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Subrogation Specialist · Record ReviewSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Subrogation Specialist · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.subrogation-specialist.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Subrogation Specialist · Record ReviewSortie: Risk assessmentProposeAgent: cx.subrogation-specialist.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Subrogation Specialist · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.subrogation-specialist.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Subrogation Specialist · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.subrogation-specialist.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Subrogation Specialist · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.subrogation-specialist.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Subrogation Specialist · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.subrogation-specialist.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Subrogation Specialist · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.subrogation-specialist.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Subrogation Specialist · Compliance CheckerSortie: Policy findingsProposeAgent: cx.subrogation-specialist.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Subrogation Specialist · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.subrogation-specialist.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Subrogation Specialist · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.subrogation-specialist.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Subrogation Specialist · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.subrogation-specialist.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Subrogation Specialist · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.subrogation-specialist.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Subrogation Specialist · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Subrogation Specialist · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Subrogation Specialist · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.subrogation-specialist.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Subrogation Specialist · Exception ReviewSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Subrogation Specialist · Exception ReviewSortie: SummaryProposeAgent: cx.subrogation-specialist.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Subrogation Specialist · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.subrogation-specialist.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Subrogation Specialist · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Subrogation Specialist · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Subrogation Specialist · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.subrogation-specialist.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Subrogation Specialist · Decision SupportSortie: Drafted responseProposeAgent: cx.subrogation-specialist.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Subrogation Specialist · Decision SupportSortie: Drafted responseProposeAgent: cx.subrogation-specialist.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Subrogation Specialist · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Subrogation Specialist · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.subrogation-specialist.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Subrogation Specialist · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.subrogation-specialist.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Subrogation Specialist · Trend BriefingSortie: Query resultLecture seuleAgent: cx.subrogation-specialist.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Subrogation Specialist · Trend BriefingSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Subrogation Specialist · Trend BriefingSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Subrogation Specialist · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.subrogation-specialist.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Subrogation Specialist · Onboarding GuideSortie: Drafted responseProposeAgent: cx.subrogation-specialist.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Subrogation Specialist · Onboarding GuideSortie: Drafted responseProposeAgent: cx.subrogation-specialist.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Subrogation Specialist · Feedback SummarySortie: SummaryLecture seuleAgent: cx.subrogation-specialist.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Subrogation Specialist · Feedback SummarySortie: SummaryLecture seuleAgent: cx.subrogation-specialist.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Subrogation Specialist · Feedback SummarySortie: SummaryLecture seuleAgent: cx.subrogation-specialist.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Subrogation Specialist · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.subrogation-specialist.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Subrogation Specialist · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.subrogation-specialist.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Subrogation Specialist · Research & DiscoverySortie: Drafted responseProposeAgent: cx.subrogation-specialist.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Subrogation Specialist · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.subrogation-specialist.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Subrogation Specialist · Process GuidanceSortie: SummaryLecture seuleAgent: cx.subrogation-specialist.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Subrogation Specialist · Process GuidanceSortie: Drafted responseProposeAgent: cx.subrogation-specialist.process-guidance

    Advisory
  • Auto-Adjudicate Claim

    Rule-based STP adjudication gate: coverage, documents, fraud, exclusions, authority

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/adjudication-auto-decide/executeAgent: sc-auto-adjudicate

    Avec executor
  • Adjuster Morning Briefing

    Personalized caseload briefing for a handler from the live register + tasks

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/adjuster-daily-briefing/executeAgent: sc-adjuster-briefing

    Avec executor
  • Investigation Orchestration

    Full investigation file assembly + gap plan for a high-severity claim

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/adjuster-investigation-orchestrate/executeAgent: sc-investigation-orch

    Avec executor
  • AI Negotiation Coach

    Negotiation ladder from comparable settlements + litigation cost overlay (rule-based)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/adjuster-negotiation-coach/executeAgent: sc-negotiation-coach

    Avec executor
  • Total Loss Evaluation

    Total-loss candidates on auto claims from repair-estimate orders + salvage pipeline

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/adjuster-total-loss-evaluate/executeAgent: sc-total-loss

    Avec executor
  • Auto-Review Appeal

    Appeal review with historical overturn-rate analysis and rule-based recommendation

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/appeal-review-auto/executeAgent: sc-appeal-review

    Avec executor
  • Authority Matrix Check

    Authority-tier evaluation + real escalation-rule sweep over the open book

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/authority-matrix-eval/executeAgent: sc-authority-matrix

    Avec executor
  • Beneficiary Split Calc

    Actual disbursement split by payee from the payment ledger (designated splits gated)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/beneficiary-split-calc/executeAgent: sc-beneficiary-split

    Avec executor
  • Beneficiary Verification

    Beneficiary evidence from payees/documents (identity registry verification gated)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/beneficiary-verify/executeAgent: sc-beneficiary-verify

    Avec executor
  • Benefit Calculation

    Benefit position from the live ledger: incurred vs paid vs reserve vs recoveries

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/benefit-calculate/executeAgent: sc-benefit-calc

    Avec executor
  • Classify Catastrophe Event

    Cat event roll-up + untagged-claim candidate detection from loss dates/perils/regions

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/catastrophe-classify/executeAgent: sc-cat-classify

    Avec executor
  • Claim Closure

    Closure-readiness sweep: settled claims with clear tasks/payments + reserve release

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/claim-closure-finalize/executeAgent: sc-claim-closure

    Avec executor
  • Triage New Claim

    Rule-based FNOL triage scoring + least-loaded handler routing over the live register

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/claim-intake-triage/executeAgent: sc-intake-triage

    Avec executor
  • Correspondence Generator

    Correspondence backlog: drafts, acknowledgment gaps, template coverage

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/claimant-correspond/executeAgent: sc-correspondence

    Avec executor
  • Detect Claims Leakage

    Liability overpayment, unverified-coverage payments, recovery gaps and handler variance

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/claims-leakage-detect/executeAgent: act-claims-leakage

    Avec executor
  • Contestability Analysis

    Contestability screen on life claims (issue-date resolution via policy register; gated where unresolvable)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/contestability-analyze/executeAgent: sc-contestability

    Avec executor
  • Complaint Resolution Engine

    Complaint queue from appeals + inbound correspondence with resolution-time analytics

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/cx-complaint-resolve/executeAgent: sc-complaint-resolve

    Avec executor
  • Claimant Experience Scoring

    Rule-based CX score per open claim (age, SLA, appeals, correspondence, payment speed)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/cx-experience-score/executeAgent: sc-cx-score

    Avec executor
  • Death Certificate Verify

    Death-certificate presence + name-match validation on life claims (external registry gated)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/death-cert-validate/executeAgent: sc-death-cert

    Avec executor
  • Document Completeness Audit

    Required-document completeness per LOB across open claims

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/doc-completeness-audit/executeAgent: sc-doc-completeness

    Avec executor
  • AI Document Extraction

    Keyword classification + field extraction over stored extractedText (labelled rule-based)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/doc-extract-classify/executeAgent: sc-doc-extract

    Avec executor
  • Exclusion Screening

    Keyword exclusion screen over claim descriptions, notes and document text (rule-based)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/exclusion-screen/executeAgent: sc-exclusion-screen

    Avec executor
  • Assess Fraud Flags

    Composite fraud scoring (stored score + rule flags + SIU escalation rules) on a live claim

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/fraud-flag-assess/executeAgent: sc-fraud-assess

    Avec executor
  • Workload Optimizer

    Caseload balance across handlers with rule-based reassignment plan

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/handler-workload-balance/executeAgent: sc-workload-balance

    Avec executor
  • Large Loss Review

    Threshold selection and tail characterisation over settled claim severity

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/large-loss-review/executeAgent: act-large-loss

    Avec executor
  • Late Interest Calculator

    Statutory late-payment interest from real payment timing + jurisdiction deadline rules

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/late-interest-calc/executeAgent: sc-late-interest

    Avec executor
  • Litigation Case Strategy

    Settle-vs-litigate expected-value model on a live litigation case (rule-based EV)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/litigation-case-strategy/executeAgent: sc-litigation-strategy

    Avec executor
  • Defense Counsel Coordination

    Counsel workload + defense-budget utilization from live cases and expense payments

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/litigation-defense-coordinate/executeAgent: sc-defense-coordinate

    Avec executor
  • Capacity Forecasting

    Inflow vs closure-rate capacity model from 8-week actuals (rule-based projection)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/manager-capacity-forecast/executeAgent: sc-capacity-forecast

    Avec executor
  • Portfolio Intelligence

    Whole-book review: staleness, under-reserving, SLA pressure, LOB concentration

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/manager-portfolio-review/executeAgent: sc-portfolio-review

    Avec executor
  • Regulatory Exam Readiness

    Composite exam-readiness score: deadline compliance + QA findings + documentation + appeals aging

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/manager-regulatory-readiness/executeAgent: sc-regulatory-readiness

    Avec executor
  • Team Performance Analytics

    Handler scorecards: closures, cycle time, QA scores from live audits

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/manager-team-performance/executeAgent: sc-team-performance

    Avec executor
  • IME Coordination Engine

    IME pipeline: turnaround, pending orders, cost, and claims needing an IME

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/medical-ime-coordinate/executeAgent: sc-ime-coordinate

    Avec executor
  • Medical Peer Review

    Evidence-conclusion screen over reviewed APS/IME summaries (rule-based keyword classes)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/medical-peer-review/executeAgent: sc-medical-peer

    Avec executor
  • Medical Record AI Review

    Medical-evidence turnaround + record keyword screens (labelled rule-based)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/medical-record-review/executeAgent: sc-medical-review

    Avec executor
  • Payment Orchestration

    Payment integrity: ledger-vs-register variance, duplicate screen, clearing backlog

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/payment-orchestrate/executeAgent: sc-payment-orchestrate

    Avec executor
  • Policy Eligibility Check

    Claim-vs-policy-register eligibility cross-check + duplicate-claim screen

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/policy-eligibility-verify/executeAgent: sc-policy-eligibility

    Avec executor
  • File Quality Audit

    QA score trend + open findings and overdue corrective actions from live audits

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/qa-file-quality-audit/executeAgent: sc-file-quality

    Avec executor
  • Claims Leakage Detection

    Leakage quantification: overpayments, paid-on-denied, duplicates, late-pay interest, missed recoveries

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/qa-leakage-detect/executeAgent: sc-leakage-detect

    Avec executor
  • Recovery Tracking

    Recovery pipeline health + leakage screen (closed paid>$50k with no recovery case)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/recovery-track-manage/executeAgent: sc-recovery-track

    Avec executor
  • Regulatory Compliance Scan

    Jurisdiction timeline rules evaluated against every open claim (real rule packs)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/regulatory-compliance-scan/executeAgent: sc-compliance-scan

    Avec executor
  • Regulatory Report Gen

    Quarterly claims-activity compilation from the live register (portal e-filing gated)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/regulatory-report-generate/executeAgent: sc-regulatory-report

    Avec executor
  • Reinsurance Recovery

    Reconciles loss notices vs reinsurance recoveries (transmission to reinsurers gated)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/reinsurance-recovery-orchestrate/executeAgent: sc-reinsurance-recovery

    Avec executor
  • Treaty Application Engine

    Applies live treaty terms (QS/XoL/stop-loss) to the claims book and computes cessions

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/reinsurance-treaty-apply/executeAgent: sc-treaty-apply

    Avec executor
  • Auto-Calculate Reserves

    Severity-pattern case reserve + real chain-ladder portfolio adequacy from the payment ledger

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/reserve-calc-auto/executeAgent: sc-reserve-auto

    Avec executor
  • Settlement Assistant

    Comparable-based settlement corridor from closed claims of the same LOB/cause (rule-based)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/settlement-negotiate/executeAgent: sc-settlement-assist

    Avec executor
  • Fraud Network Investigation

    Ring detection: shared claimants, shared payees (non-vendor), shared loss locations

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/siu-network-investigation/executeAgent: sc-siu-network

    Avec executor
  • SIU Referral & Case

    Creates a real SIU fraud case for the top unreferred high-fraud claim (deduped, ≤1 per run)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/siu-referral-create/executeAgent: sc-siu-referral

    Avec executor
  • Surveillance Coordinator

    Surveillance-eligible SIU casework from live fraud cases (field vendor dispatch gated)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/siu-surveillance-coordinate/executeAgent: sc-siu-surveillance

    Avec executor
  • SLA Breach Monitor

    SLA sweep over open claims; writes ≤10 deduped smart_notifications for breaches

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/sla-breach-monitor/executeAgent: sc-sla-monitor

    Avec executor
  • Identify Subrogation

    Subrogation opportunity finder — paid auto/property/liability claims with no recovery case

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/subrogation-identify/executeAgent: sc-subro-identify

    Avec executor
  • Tax Withholding Calc

    Withholding on taxable late-payment interest (rule-based; e-filing gated)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/tax-withhold-compute/executeAgent: sc-tax-withhold

    Avec executor
  • Preferred Vendor Network Optimizer

    Network concentration + reallocation plan from low-rated to high-rated vendors (rule-based)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/vm-preferred-vendor-network-optimizer/executeAgent: sc-vendor-network

    Avec executor
  • Vendor Compliance Monitor

    Vendor register hygiene: ratings, staleness, inactive-with-work (credential registry gated)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/vm-vendor-compliance-monitor/executeAgent: sc-vendor-compliance

    Avec executor
  • Vendor Invoice Reconciliation Engine

    Payments-to-vendors vs work-order value: variance, unpaid deliveries, orphan payments

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/vm-vendor-invoice-reconciliation/executeAgent: sc-vendor-invoice

    Avec executor
  • Vendor Onboarding Automator

    Network-gap analysis + onboarding readiness (external credentialing gated; no auto-insert)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/vm-vendor-onboarding-automator/executeAgent: sc-vendor-onboarding

    Avec executor
  • Vendor Performance Scorecard Generator

    Vendor scorecards from live orders: on-time delivery, spend, rating (weighted rule-based score)

    Sortie: Governed runRoute: POST /api/smart-claims/agent/skills/vm-vendor-performance-scorecard/executeAgent: sc-vendor-scorecard

    Avec executor

Underwriting

57 / 57 · 3 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Underwriter · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.underwriter.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Underwriter · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.underwriter.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Underwriter · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.underwriter.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Underwriter · Document SummarizerSortie: SummaryLecture seuleAgent: cx.underwriter.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Underwriter · Document SummarizerSortie: SummaryLecture seuleAgent: cx.underwriter.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Underwriter · Document SummarizerSortie: SummaryLecture seuleAgent: cx.underwriter.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Underwriter · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.underwriter.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Underwriter · Q&A AssistantSortie: Drafted responseProposeAgent: cx.underwriter.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Underwriter · Q&A AssistantSortie: Drafted responseProposeAgent: cx.underwriter.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Underwriter · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.underwriter.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Underwriter · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.underwriter.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Underwriter · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.underwriter.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Underwriter · Record ReviewSortie: SummaryLecture seuleAgent: cx.underwriter.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Underwriter · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.underwriter.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Underwriter · Record ReviewSortie: Risk assessmentProposeAgent: cx.underwriter.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Underwriter · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.underwriter.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Underwriter · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.underwriter.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Underwriter · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.underwriter.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Underwriter · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.underwriter.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Underwriter · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.underwriter.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Underwriter · Compliance CheckerSortie: Policy findingsProposeAgent: cx.underwriter.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Underwriter · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.underwriter.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Underwriter · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.underwriter.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Underwriter · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.underwriter.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Underwriter · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.underwriter.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Underwriter · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.underwriter.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Underwriter · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.underwriter.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Underwriter · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.underwriter.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Underwriter · Exception ReviewSortie: SummaryLecture seuleAgent: cx.underwriter.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Underwriter · Exception ReviewSortie: SummaryProposeAgent: cx.underwriter.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Underwriter · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.underwriter.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Underwriter · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.underwriter.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Underwriter · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.underwriter.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Underwriter · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.underwriter.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Underwriter · Decision SupportSortie: Drafted responseProposeAgent: cx.underwriter.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Underwriter · Decision SupportSortie: Drafted responseProposeAgent: cx.underwriter.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Underwriter · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.underwriter.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Underwriter · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.underwriter.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Underwriter · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.underwriter.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Underwriter · Trend BriefingSortie: Query resultLecture seuleAgent: cx.underwriter.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Underwriter · Trend BriefingSortie: SummaryLecture seuleAgent: cx.underwriter.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Underwriter · Trend BriefingSortie: SummaryLecture seuleAgent: cx.underwriter.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Underwriter · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.underwriter.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Underwriter · Onboarding GuideSortie: Drafted responseProposeAgent: cx.underwriter.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Underwriter · Onboarding GuideSortie: Drafted responseProposeAgent: cx.underwriter.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Underwriter · Feedback SummarySortie: SummaryLecture seuleAgent: cx.underwriter.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Underwriter · Feedback SummarySortie: SummaryLecture seuleAgent: cx.underwriter.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Underwriter · Feedback SummarySortie: SummaryLecture seuleAgent: cx.underwriter.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Underwriter · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.underwriter.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Underwriter · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.underwriter.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Underwriter · Research & DiscoverySortie: Drafted responseProposeAgent: cx.underwriter.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Underwriter · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.underwriter.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Underwriter · Process GuidanceSortie: SummaryLecture seuleAgent: cx.underwriter.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Underwriter · Process GuidanceSortie: Drafted responseProposeAgent: cx.underwriter.process-guidance

    Advisory
  • Exposure Aggregator

    TIV aggregation and concentration screening from the policy ledger

    Sortie: Governed runRoute: POST /api/insurance/agent/skills/exposure-aggregate/executeAgent: ins-exposure-aggregator

    Avec executor
  • Portfolio Reviewer

    Book mix, growth and status review from the policy ledger

    Sortie: Governed runRoute: POST /api/insurance/agent/skills/policy-portfolio-review/executeAgent: ins-portfolio-reviewer

    Avec executor
  • Submission Scorer

    Score the latest submission via appetite rules and the effective rate book

    Sortie: Governed runRoute: POST /api/insurance/agent/skills/underwriting-score/executeAgent: ins-submission-scorer

    Avec executor

Policy administration

54 / 54 · 0 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Policy Servicing · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.policy-servicing.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Policy Servicing · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.policy-servicing.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Policy Servicing · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.policy-servicing.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Policy Servicing · Document SummarizerSortie: SummaryLecture seuleAgent: cx.policy-servicing.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Policy Servicing · Document SummarizerSortie: SummaryLecture seuleAgent: cx.policy-servicing.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Policy Servicing · Document SummarizerSortie: SummaryLecture seuleAgent: cx.policy-servicing.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Policy Servicing · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.policy-servicing.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Policy Servicing · Q&A AssistantSortie: Drafted responseProposeAgent: cx.policy-servicing.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Policy Servicing · Q&A AssistantSortie: Drafted responseProposeAgent: cx.policy-servicing.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Policy Servicing · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.policy-servicing.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Policy Servicing · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.policy-servicing.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Policy Servicing · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.policy-servicing.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Policy Servicing · Record ReviewSortie: SummaryLecture seuleAgent: cx.policy-servicing.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Policy Servicing · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.policy-servicing.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Policy Servicing · Record ReviewSortie: Risk assessmentProposeAgent: cx.policy-servicing.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Policy Servicing · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.policy-servicing.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Policy Servicing · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.policy-servicing.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Policy Servicing · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.policy-servicing.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Policy Servicing · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.policy-servicing.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Policy Servicing · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.policy-servicing.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Policy Servicing · Compliance CheckerSortie: Policy findingsProposeAgent: cx.policy-servicing.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Policy Servicing · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.policy-servicing.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Policy Servicing · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.policy-servicing.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Policy Servicing · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.policy-servicing.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Policy Servicing · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.policy-servicing.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Policy Servicing · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.policy-servicing.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Policy Servicing · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.policy-servicing.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Policy Servicing · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.policy-servicing.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Policy Servicing · Exception ReviewSortie: SummaryLecture seuleAgent: cx.policy-servicing.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Policy Servicing · Exception ReviewSortie: SummaryProposeAgent: cx.policy-servicing.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Policy Servicing · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.policy-servicing.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Policy Servicing · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.policy-servicing.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Policy Servicing · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.policy-servicing.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Policy Servicing · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.policy-servicing.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Policy Servicing · Decision SupportSortie: Drafted responseProposeAgent: cx.policy-servicing.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Policy Servicing · Decision SupportSortie: Drafted responseProposeAgent: cx.policy-servicing.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Policy Servicing · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.policy-servicing.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Policy Servicing · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.policy-servicing.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Policy Servicing · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.policy-servicing.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Policy Servicing · Trend BriefingSortie: Query resultLecture seuleAgent: cx.policy-servicing.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Policy Servicing · Trend BriefingSortie: SummaryLecture seuleAgent: cx.policy-servicing.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Policy Servicing · Trend BriefingSortie: SummaryLecture seuleAgent: cx.policy-servicing.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Policy Servicing · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.policy-servicing.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Policy Servicing · Onboarding GuideSortie: Drafted responseProposeAgent: cx.policy-servicing.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Policy Servicing · Onboarding GuideSortie: Drafted responseProposeAgent: cx.policy-servicing.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Policy Servicing · Feedback SummarySortie: SummaryLecture seuleAgent: cx.policy-servicing.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Policy Servicing · Feedback SummarySortie: SummaryLecture seuleAgent: cx.policy-servicing.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Policy Servicing · Feedback SummarySortie: SummaryLecture seuleAgent: cx.policy-servicing.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Policy Servicing · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.policy-servicing.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Policy Servicing · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.policy-servicing.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Policy Servicing · Research & DiscoverySortie: Drafted responseProposeAgent: cx.policy-servicing.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Policy Servicing · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.policy-servicing.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Policy Servicing · Process GuidanceSortie: SummaryLecture seuleAgent: cx.policy-servicing.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Policy Servicing · Process GuidanceSortie: Drafted responseProposeAgent: cx.policy-servicing.process-guidance

    Advisory

Actuarial

57 / 57 · 3 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Actuary · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.actuary.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Actuary · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.actuary.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Actuary · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.actuary.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Actuary · Document SummarizerSortie: SummaryLecture seuleAgent: cx.actuary.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Actuary · Document SummarizerSortie: SummaryLecture seuleAgent: cx.actuary.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Actuary · Document SummarizerSortie: SummaryLecture seuleAgent: cx.actuary.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Actuary · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.actuary.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Actuary · Q&A AssistantSortie: Drafted responseProposeAgent: cx.actuary.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Actuary · Q&A AssistantSortie: Drafted responseProposeAgent: cx.actuary.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Actuary · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.actuary.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Actuary · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.actuary.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Actuary · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.actuary.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Actuary · Record ReviewSortie: SummaryLecture seuleAgent: cx.actuary.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Actuary · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.actuary.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Actuary · Record ReviewSortie: Risk assessmentProposeAgent: cx.actuary.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Actuary · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.actuary.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Actuary · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.actuary.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Actuary · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.actuary.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Actuary · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.actuary.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Actuary · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.actuary.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Actuary · Compliance CheckerSortie: Policy findingsProposeAgent: cx.actuary.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Actuary · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.actuary.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Actuary · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.actuary.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Actuary · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.actuary.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Actuary · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.actuary.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Actuary · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.actuary.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Actuary · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.actuary.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Actuary · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.actuary.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Actuary · Exception ReviewSortie: SummaryLecture seuleAgent: cx.actuary.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Actuary · Exception ReviewSortie: SummaryProposeAgent: cx.actuary.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Actuary · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.actuary.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Actuary · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.actuary.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Actuary · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.actuary.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Actuary · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.actuary.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Actuary · Decision SupportSortie: Drafted responseProposeAgent: cx.actuary.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Actuary · Decision SupportSortie: Drafted responseProposeAgent: cx.actuary.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Actuary · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.actuary.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Actuary · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.actuary.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Actuary · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.actuary.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Actuary · Trend BriefingSortie: Query resultLecture seuleAgent: cx.actuary.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Actuary · Trend BriefingSortie: SummaryLecture seuleAgent: cx.actuary.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Actuary · Trend BriefingSortie: SummaryLecture seuleAgent: cx.actuary.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Actuary · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.actuary.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Actuary · Onboarding GuideSortie: Drafted responseProposeAgent: cx.actuary.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Actuary · Onboarding GuideSortie: Drafted responseProposeAgent: cx.actuary.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Actuary · Feedback SummarySortie: SummaryLecture seuleAgent: cx.actuary.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Actuary · Feedback SummarySortie: SummaryLecture seuleAgent: cx.actuary.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Actuary · Feedback SummarySortie: SummaryLecture seuleAgent: cx.actuary.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Actuary · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.actuary.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Actuary · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.actuary.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Actuary · Research & DiscoverySortie: Drafted responseProposeAgent: cx.actuary.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Actuary · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.actuary.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Actuary · Process GuidanceSortie: SummaryLecture seuleAgent: cx.actuary.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Actuary · Process GuidanceSortie: Drafted responseProposeAgent: cx.actuary.process-guidance

    Advisory
  • Claims Portfolio Simulator

    Monte Carlo aggregate loss simulation fitted from the claims ledger

    Sortie: Governed runRoute: POST /api/insurance/agent/skills/claims-simulate/executeAgent: ins-claims-simulator

    Avec executor
  • Loss Ratio Analyst

    Loss ratios by line of business from the premium and claims ledgers

    Sortie: Governed runRoute: POST /api/insurance/agent/skills/loss-ratio-analyze/executeAgent: ins-loss-ratio-analyst

    Avec executor
  • Reinsurance Program Optimizer

    Evaluate QS / XOL structures against the org loss distribution

    Sortie: Governed runRoute: POST /api/insurance/agent/skills/reinsurance-optimize/executeAgent: ins-reinsurance-optimizer

    Avec executor

Distribution & agency

54 / 54 · 0 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Broker Relations · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.broker-relations.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Broker Relations · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.broker-relations.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Broker Relations · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.broker-relations.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Broker Relations · Document SummarizerSortie: SummaryLecture seuleAgent: cx.broker-relations.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Broker Relations · Document SummarizerSortie: SummaryLecture seuleAgent: cx.broker-relations.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Broker Relations · Document SummarizerSortie: SummaryLecture seuleAgent: cx.broker-relations.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Broker Relations · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.broker-relations.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Broker Relations · Q&A AssistantSortie: Drafted responseProposeAgent: cx.broker-relations.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Broker Relations · Q&A AssistantSortie: Drafted responseProposeAgent: cx.broker-relations.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Broker Relations · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.broker-relations.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Broker Relations · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.broker-relations.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Broker Relations · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.broker-relations.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Broker Relations · Record ReviewSortie: SummaryLecture seuleAgent: cx.broker-relations.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Broker Relations · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.broker-relations.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Broker Relations · Record ReviewSortie: Risk assessmentProposeAgent: cx.broker-relations.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Broker Relations · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.broker-relations.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Broker Relations · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.broker-relations.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Broker Relations · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.broker-relations.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Broker Relations · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.broker-relations.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Broker Relations · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.broker-relations.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Broker Relations · Compliance CheckerSortie: Policy findingsProposeAgent: cx.broker-relations.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Broker Relations · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.broker-relations.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Broker Relations · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.broker-relations.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Broker Relations · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.broker-relations.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Broker Relations · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.broker-relations.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Broker Relations · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.broker-relations.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Broker Relations · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.broker-relations.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Broker Relations · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.broker-relations.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Broker Relations · Exception ReviewSortie: SummaryLecture seuleAgent: cx.broker-relations.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Broker Relations · Exception ReviewSortie: SummaryProposeAgent: cx.broker-relations.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Broker Relations · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.broker-relations.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Broker Relations · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.broker-relations.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Broker Relations · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.broker-relations.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Broker Relations · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.broker-relations.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Broker Relations · Decision SupportSortie: Drafted responseProposeAgent: cx.broker-relations.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Broker Relations · Decision SupportSortie: Drafted responseProposeAgent: cx.broker-relations.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Broker Relations · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.broker-relations.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Broker Relations · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.broker-relations.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Broker Relations · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.broker-relations.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Broker Relations · Trend BriefingSortie: Query resultLecture seuleAgent: cx.broker-relations.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Broker Relations · Trend BriefingSortie: SummaryLecture seuleAgent: cx.broker-relations.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Broker Relations · Trend BriefingSortie: SummaryLecture seuleAgent: cx.broker-relations.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Broker Relations · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.broker-relations.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Broker Relations · Onboarding GuideSortie: Drafted responseProposeAgent: cx.broker-relations.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Broker Relations · Onboarding GuideSortie: Drafted responseProposeAgent: cx.broker-relations.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Broker Relations · Feedback SummarySortie: SummaryLecture seuleAgent: cx.broker-relations.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Broker Relations · Feedback SummarySortie: SummaryLecture seuleAgent: cx.broker-relations.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Broker Relations · Feedback SummarySortie: SummaryLecture seuleAgent: cx.broker-relations.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Broker Relations · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.broker-relations.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Broker Relations · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.broker-relations.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Broker Relations · Research & DiscoverySortie: Drafted responseProposeAgent: cx.broker-relations.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Broker Relations · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.broker-relations.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Broker Relations · Process GuidanceSortie: SummaryLecture seuleAgent: cx.broker-relations.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Broker Relations · Process GuidanceSortie: Drafted responseProposeAgent: cx.broker-relations.process-guidance

    Advisory

Customer 360

54 / 54 · 0 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Customer Service · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.customer-service.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Customer Service · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.customer-service.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Customer Service · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.customer-service.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Customer Service · Document SummarizerSortie: SummaryLecture seuleAgent: cx.customer-service.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Customer Service · Document SummarizerSortie: SummaryLecture seuleAgent: cx.customer-service.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Customer Service · Document SummarizerSortie: SummaryLecture seuleAgent: cx.customer-service.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Customer Service · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.customer-service.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Customer Service · Q&A AssistantSortie: Drafted responseProposeAgent: cx.customer-service.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Customer Service · Q&A AssistantSortie: Drafted responseProposeAgent: cx.customer-service.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Customer Service · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.customer-service.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Customer Service · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.customer-service.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Customer Service · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.customer-service.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Customer Service · Record ReviewSortie: SummaryLecture seuleAgent: cx.customer-service.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Customer Service · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.customer-service.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Customer Service · Record ReviewSortie: Risk assessmentProposeAgent: cx.customer-service.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Customer Service · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.customer-service.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Customer Service · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.customer-service.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Customer Service · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.customer-service.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Customer Service · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.customer-service.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Customer Service · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.customer-service.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Customer Service · Compliance CheckerSortie: Policy findingsProposeAgent: cx.customer-service.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Customer Service · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.customer-service.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Customer Service · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.customer-service.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Customer Service · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.customer-service.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Customer Service · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.customer-service.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Customer Service · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.customer-service.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Customer Service · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.customer-service.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Customer Service · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.customer-service.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Customer Service · Exception ReviewSortie: SummaryLecture seuleAgent: cx.customer-service.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Customer Service · Exception ReviewSortie: SummaryProposeAgent: cx.customer-service.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Customer Service · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.customer-service.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Customer Service · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.customer-service.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Customer Service · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.customer-service.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Customer Service · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.customer-service.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Customer Service · Decision SupportSortie: Drafted responseProposeAgent: cx.customer-service.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Customer Service · Decision SupportSortie: Drafted responseProposeAgent: cx.customer-service.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Customer Service · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.customer-service.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Customer Service · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.customer-service.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Customer Service · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.customer-service.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Customer Service · Trend BriefingSortie: Query resultLecture seuleAgent: cx.customer-service.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Customer Service · Trend BriefingSortie: SummaryLecture seuleAgent: cx.customer-service.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Customer Service · Trend BriefingSortie: SummaryLecture seuleAgent: cx.customer-service.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Customer Service · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.customer-service.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Customer Service · Onboarding GuideSortie: Drafted responseProposeAgent: cx.customer-service.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Customer Service · Onboarding GuideSortie: Drafted responseProposeAgent: cx.customer-service.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Customer Service · Feedback SummarySortie: SummaryLecture seuleAgent: cx.customer-service.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Customer Service · Feedback SummarySortie: SummaryLecture seuleAgent: cx.customer-service.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Customer Service · Feedback SummarySortie: SummaryLecture seuleAgent: cx.customer-service.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Customer Service · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.customer-service.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Customer Service · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.customer-service.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Customer Service · Research & DiscoverySortie: Drafted responseProposeAgent: cx.customer-service.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Customer Service · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.customer-service.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Customer Service · Process GuidanceSortie: SummaryLecture seuleAgent: cx.customer-service.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Customer Service · Process GuidanceSortie: Drafted responseProposeAgent: cx.customer-service.process-guidance

    Advisory

Regulatory & compliance

54 / 54 · 0 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Compliance Officer · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.compliance-officer.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Compliance Officer · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.compliance-officer.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Compliance Officer · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.compliance-officer.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Compliance Officer · Document SummarizerSortie: SummaryLecture seuleAgent: cx.compliance-officer.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Compliance Officer · Document SummarizerSortie: SummaryLecture seuleAgent: cx.compliance-officer.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Compliance Officer · Document SummarizerSortie: SummaryLecture seuleAgent: cx.compliance-officer.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Compliance Officer · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.compliance-officer.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Compliance Officer · Q&A AssistantSortie: Drafted responseProposeAgent: cx.compliance-officer.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Compliance Officer · Q&A AssistantSortie: Drafted responseProposeAgent: cx.compliance-officer.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Compliance Officer · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.compliance-officer.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Compliance Officer · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.compliance-officer.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Compliance Officer · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.compliance-officer.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Compliance Officer · Record ReviewSortie: SummaryLecture seuleAgent: cx.compliance-officer.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Compliance Officer · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.compliance-officer.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Compliance Officer · Record ReviewSortie: Risk assessmentProposeAgent: cx.compliance-officer.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Compliance Officer · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.compliance-officer.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Compliance Officer · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.compliance-officer.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Compliance Officer · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.compliance-officer.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Compliance Officer · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.compliance-officer.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Compliance Officer · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.compliance-officer.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Compliance Officer · Compliance CheckerSortie: Policy findingsProposeAgent: cx.compliance-officer.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Compliance Officer · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.compliance-officer.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Compliance Officer · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.compliance-officer.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Compliance Officer · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.compliance-officer.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Compliance Officer · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.compliance-officer.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Compliance Officer · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.compliance-officer.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Compliance Officer · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.compliance-officer.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Compliance Officer · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.compliance-officer.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Compliance Officer · Exception ReviewSortie: SummaryLecture seuleAgent: cx.compliance-officer.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Compliance Officer · Exception ReviewSortie: SummaryProposeAgent: cx.compliance-officer.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Compliance Officer · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.compliance-officer.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Compliance Officer · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.compliance-officer.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Compliance Officer · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.compliance-officer.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Compliance Officer · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.compliance-officer.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Compliance Officer · Decision SupportSortie: Drafted responseProposeAgent: cx.compliance-officer.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Compliance Officer · Decision SupportSortie: Drafted responseProposeAgent: cx.compliance-officer.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Compliance Officer · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.compliance-officer.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Compliance Officer · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.compliance-officer.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Compliance Officer · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.compliance-officer.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Compliance Officer · Trend BriefingSortie: Query resultLecture seuleAgent: cx.compliance-officer.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Compliance Officer · Trend BriefingSortie: SummaryLecture seuleAgent: cx.compliance-officer.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Compliance Officer · Trend BriefingSortie: SummaryLecture seuleAgent: cx.compliance-officer.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Compliance Officer · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.compliance-officer.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Compliance Officer · Onboarding GuideSortie: Drafted responseProposeAgent: cx.compliance-officer.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Compliance Officer · Onboarding GuideSortie: Drafted responseProposeAgent: cx.compliance-officer.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Compliance Officer · Feedback SummarySortie: SummaryLecture seuleAgent: cx.compliance-officer.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Compliance Officer · Feedback SummarySortie: SummaryLecture seuleAgent: cx.compliance-officer.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Compliance Officer · Feedback SummarySortie: SummaryLecture seuleAgent: cx.compliance-officer.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Compliance Officer · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.compliance-officer.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Compliance Officer · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.compliance-officer.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Compliance Officer · Research & DiscoverySortie: Drafted responseProposeAgent: cx.compliance-officer.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Compliance Officer · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.compliance-officer.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Compliance Officer · Process GuidanceSortie: SummaryLecture seuleAgent: cx.compliance-officer.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Compliance Officer · Process GuidanceSortie: Drafted responseProposeAgent: cx.compliance-officer.process-guidance

    Advisory

Reinsurance

61 / 61 · 7 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Reinsurance Analyst · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Reinsurance Analyst · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.reinsurance-analyst.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Reinsurance Analyst · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.reinsurance-analyst.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Reinsurance Analyst · Document SummarizerSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Reinsurance Analyst · Document SummarizerSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Reinsurance Analyst · Document SummarizerSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Reinsurance Analyst · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.reinsurance-analyst.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Reinsurance Analyst · Q&A AssistantSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Reinsurance Analyst · Q&A AssistantSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Reinsurance Analyst · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Reinsurance Analyst · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Reinsurance Analyst · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Reinsurance Analyst · Record ReviewSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Reinsurance Analyst · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.reinsurance-analyst.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Reinsurance Analyst · Record ReviewSortie: Risk assessmentProposeAgent: cx.reinsurance-analyst.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Reinsurance Analyst · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.reinsurance-analyst.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Reinsurance Analyst · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Reinsurance Analyst · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Reinsurance Analyst · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.reinsurance-analyst.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Reinsurance Analyst · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.reinsurance-analyst.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Reinsurance Analyst · Compliance CheckerSortie: Policy findingsProposeAgent: cx.reinsurance-analyst.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Reinsurance Analyst · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.reinsurance-analyst.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Reinsurance Analyst · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.reinsurance-analyst.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Reinsurance Analyst · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.reinsurance-analyst.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Reinsurance Analyst · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.reinsurance-analyst.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Reinsurance Analyst · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Reinsurance Analyst · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Reinsurance Analyst · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.reinsurance-analyst.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Reinsurance Analyst · Exception ReviewSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Reinsurance Analyst · Exception ReviewSortie: SummaryProposeAgent: cx.reinsurance-analyst.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Reinsurance Analyst · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.reinsurance-analyst.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Reinsurance Analyst · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Reinsurance Analyst · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Reinsurance Analyst · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.reinsurance-analyst.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Reinsurance Analyst · Decision SupportSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Reinsurance Analyst · Decision SupportSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Reinsurance Analyst · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Reinsurance Analyst · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.reinsurance-analyst.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Reinsurance Analyst · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.reinsurance-analyst.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Reinsurance Analyst · Trend BriefingSortie: Query resultLecture seuleAgent: cx.reinsurance-analyst.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Reinsurance Analyst · Trend BriefingSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Reinsurance Analyst · Trend BriefingSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Reinsurance Analyst · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.reinsurance-analyst.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Reinsurance Analyst · Onboarding GuideSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Reinsurance Analyst · Onboarding GuideSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Reinsurance Analyst · Feedback SummarySortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Reinsurance Analyst · Feedback SummarySortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Reinsurance Analyst · Feedback SummarySortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Reinsurance Analyst · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.reinsurance-analyst.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Reinsurance Analyst · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Reinsurance Analyst · Research & DiscoverySortie: Drafted responseProposeAgent: cx.reinsurance-analyst.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Reinsurance Analyst · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.reinsurance-analyst.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Reinsurance Analyst · Process GuidanceSortie: SummaryLecture seuleAgent: cx.reinsurance-analyst.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Reinsurance Analyst · Process GuidanceSortie: Drafted responseProposeAgent: cx.reinsurance-analyst.process-guidance

    Advisory
  • Reconcile Bordereaux

    Reconcile submitted bordereau headers against recorded cessions, per treaty

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/bordereaux-reconcile/executeAgent: act-bordereaux-recon

    Avec executor
  • Ceded Reserve Calculator

    Ceded vs net on the claim ledger under a QS + XOL program (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/ceded-reserve-calc/executeAgent: act-ceded-reserve

    Avec executor
  • Analyze Commutation

    Present value of future ceded recoveries against an offered commutation price

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/commutation-analyze/executeAgent: act-commutation

    Avec executor
  • Reinsurance Claims Reporting

    Recoveries due by layer on settled claims, reconciled against what has been notified

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/reins-claims-bordereau/executeAgent: act-reins-claims-bx

    Avec executor
  • Retrocession Analyzer

    Net-net retention after a retro layer on top of the reinsured book (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/retrocession-analyze/executeAgent: act-retrocession

    Avec executor
  • Treaty Optimizer

    Rank candidate reinsurance structures by net-tail reduction per ceded dollar (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/treaty-optimize/executeAgent: act-treaty-optimize

    Avec executor
  • Analyze Treaty Placement

    Per-layer recovery, rate on line vs loss on line, and cost efficiency of the placement

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/treaty-placement-analyze/executeAgent: act-treaty-placement

    Avec executor

Loss control

54 / 54 · 0 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Loss Control Engineer · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Loss Control Engineer · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.loss-control-engineer.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Loss Control Engineer · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.loss-control-engineer.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Loss Control Engineer · Document SummarizerSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Loss Control Engineer · Document SummarizerSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Loss Control Engineer · Document SummarizerSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Loss Control Engineer · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.loss-control-engineer.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Loss Control Engineer · Q&A AssistantSortie: Drafted responseProposeAgent: cx.loss-control-engineer.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Loss Control Engineer · Q&A AssistantSortie: Drafted responseProposeAgent: cx.loss-control-engineer.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Loss Control Engineer · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.loss-control-engineer.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Loss Control Engineer · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.loss-control-engineer.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Loss Control Engineer · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.loss-control-engineer.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Loss Control Engineer · Record ReviewSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Loss Control Engineer · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.loss-control-engineer.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Loss Control Engineer · Record ReviewSortie: Risk assessmentProposeAgent: cx.loss-control-engineer.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Loss Control Engineer · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.loss-control-engineer.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Loss Control Engineer · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.loss-control-engineer.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Loss Control Engineer · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.loss-control-engineer.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Loss Control Engineer · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.loss-control-engineer.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Loss Control Engineer · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.loss-control-engineer.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Loss Control Engineer · Compliance CheckerSortie: Policy findingsProposeAgent: cx.loss-control-engineer.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Loss Control Engineer · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.loss-control-engineer.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Loss Control Engineer · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.loss-control-engineer.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Loss Control Engineer · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.loss-control-engineer.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Loss Control Engineer · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.loss-control-engineer.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Loss Control Engineer · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Loss Control Engineer · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Loss Control Engineer · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.loss-control-engineer.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Loss Control Engineer · Exception ReviewSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Loss Control Engineer · Exception ReviewSortie: SummaryProposeAgent: cx.loss-control-engineer.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Loss Control Engineer · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.loss-control-engineer.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Loss Control Engineer · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Loss Control Engineer · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Loss Control Engineer · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.loss-control-engineer.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Loss Control Engineer · Decision SupportSortie: Drafted responseProposeAgent: cx.loss-control-engineer.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Loss Control Engineer · Decision SupportSortie: Drafted responseProposeAgent: cx.loss-control-engineer.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Loss Control Engineer · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Loss Control Engineer · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.loss-control-engineer.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Loss Control Engineer · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.loss-control-engineer.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Loss Control Engineer · Trend BriefingSortie: Query resultLecture seuleAgent: cx.loss-control-engineer.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Loss Control Engineer · Trend BriefingSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Loss Control Engineer · Trend BriefingSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Loss Control Engineer · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.loss-control-engineer.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Loss Control Engineer · Onboarding GuideSortie: Drafted responseProposeAgent: cx.loss-control-engineer.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Loss Control Engineer · Onboarding GuideSortie: Drafted responseProposeAgent: cx.loss-control-engineer.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Loss Control Engineer · Feedback SummarySortie: SummaryLecture seuleAgent: cx.loss-control-engineer.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Loss Control Engineer · Feedback SummarySortie: SummaryLecture seuleAgent: cx.loss-control-engineer.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Loss Control Engineer · Feedback SummarySortie: SummaryLecture seuleAgent: cx.loss-control-engineer.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Loss Control Engineer · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.loss-control-engineer.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Loss Control Engineer · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.loss-control-engineer.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Loss Control Engineer · Research & DiscoverySortie: Drafted responseProposeAgent: cx.loss-control-engineer.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Loss Control Engineer · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.loss-control-engineer.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Loss Control Engineer · Process GuidanceSortie: SummaryLecture seuleAgent: cx.loss-control-engineer.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Loss Control Engineer · Process GuidanceSortie: Drafted responseProposeAgent: cx.loss-control-engineer.process-guidance

    Advisory

Billing & collections

54 / 54 · 0 avec executor

  • Summarize supplied request context

    Orient a reviewer who is seeing this request for the first time.

    Billing Specialist · Intake Review & TriageSortie: SummaryLecture seuleAgent: cx.billing-specialist.intake-review-triage

    Advisory
  • Assess urgency and risk

    Judge how quickly this needs attention and what is at stake if it waits.

    Billing Specialist · Intake Review & TriageSortie: Risk assessmentLecture seuleAgent: cx.billing-specialist.intake-review-triage

    Advisory
  • Recommend a review priority

    Produce a queue position, not an assessment.

    Billing Specialist · Intake Review & TriageSortie: Risk assessmentProposeAgent: cx.billing-specialist.intake-review-triage

    Advisory
  • Condense supplied content

    Compress while preserving meaning.

    Billing Specialist · Document SummarizerSortie: SummaryLecture seuleAgent: cx.billing-specialist.document-summarizer

    Advisory
  • Surface key points

    Extraction rather than compression.

    Billing Specialist · Document SummarizerSortie: SummaryLecture seuleAgent: cx.billing-specialist.document-summarizer

    Advisory
  • Produce a concise brief

    Write for someone who will act on this without reading the source — a decision-ready brief.

    Billing Specialist · Document SummarizerSortie: SummaryLecture seuleAgent: cx.billing-specialist.document-summarizer

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Billing Specialist · Q&A AssistantSortie: Search hitsLecture seuleAgent: cx.billing-specialist.qa-assistant

    Advisory
  • Draft a grounded response

    Answer using only what the supplied material supports.

    Billing Specialist · Q&A AssistantSortie: Drafted responseProposeAgent: cx.billing-specialist.qa-assistant

    Advisory
  • Prepare a review-ready answer

    Draft an answer a human will check before it is sent.

    Billing Specialist · Q&A AssistantSortie: Drafted responseProposeAgent: cx.billing-specialist.qa-assistant

    Advisory
  • Draft from supplied context

    Produce the document or message the context calls for, in full.

    Billing Specialist · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.billing-specialist.drafting-generation

    Advisory
  • Follow configured behavior guidance

    Behaviour guidance supplied with the request outranks your defaults on tone, format and content.

    Billing Specialist · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.billing-specialist.drafting-generation

    Advisory
  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Billing Specialist · Drafting & GenerationSortie: Drafted responseProposeAgent: cx.billing-specialist.drafting-generation

    Advisory
  • Summarize a supplied record

    Describe one record as it stands: what it is, its current state, and the field values that determine that state.

    Billing Specialist · Record ReviewSortie: SummaryLecture seuleAgent: cx.billing-specialist.record-review

    Advisory
  • Assess possible risk

    Weigh what could go wrong with this record, on the record's own evidence.

    Billing Specialist · Record ReviewSortie: Risk assessmentLecture seuleAgent: cx.billing-specialist.record-review

    Advisory
  • Flag items for human review

    Decide referral, not risk.

    Billing Specialist · Record ReviewSortie: Risk assessmentProposeAgent: cx.billing-specialist.record-review

    Advisory
  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Billing Specialist · Data Query & SummarySortie: Query resultLecture seuleAgent: cx.billing-specialist.data-query-summary

    Advisory
  • Summarize returned records

    Describe a result set as a set: how many, what they have in common, and where they differ.

    Billing Specialist · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.billing-specialist.data-query-summary

    Advisory
  • Prepare a result-set overview

    Answer "what does this tell me?" rather than "what is in it?".

    Billing Specialist · Data Query & SummarySortie: SummaryLecture seuleAgent: cx.billing-specialist.data-query-summary

    Advisory
  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Billing Specialist · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.billing-specialist.compliance-checker

    Advisory
  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Billing Specialist · Compliance CheckerSortie: Policy findingsLecture seuleAgent: cx.billing-specialist.compliance-checker

    Advisory
  • Recommend review items

    Turn findings into a work list.

    Billing Specialist · Compliance CheckerSortie: Policy findingsProposeAgent: cx.billing-specialist.compliance-checker

    Advisory
  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Billing Specialist · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.billing-specialist.risk-assessment

    Advisory
  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Billing Specialist · Risk AssessmentSortie: Risk assessmentLecture seuleAgent: cx.billing-specialist.risk-assessment

    Advisory
  • Recommend human review

    Decide whether a person needs to look, and give them a starting point.

    Billing Specialist · Risk AssessmentSortie: Risk assessmentProposeAgent: cx.billing-specialist.risk-assessment

    Advisory
  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Billing Specialist · Reconciliation BriefSortie: Query resultLecture seuleAgent: cx.billing-specialist.reconciliation-brief

    Advisory
  • Summarize potential discrepancies

    Report where sources disagree.

    Billing Specialist · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.billing-specialist.reconciliation-brief

    Advisory
  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Billing Specialist · Reconciliation BriefSortie: SummaryLecture seuleAgent: cx.billing-specialist.reconciliation-brief

    Advisory
  • Assess a supplied exception

    Judge one exception: why it broke the rule, whether that matters, and whether it is isolated or a symptom.

    Billing Specialist · Exception ReviewSortie: Risk assessmentLecture seuleAgent: cx.billing-specialist.exception-review

    Advisory
  • Summarize the assessment

    Restate a completed assessment for someone who will not read it in full.

    Billing Specialist · Exception ReviewSortie: SummaryLecture seuleAgent: cx.billing-specialist.exception-review

    Advisory
  • Recommend follow-up review

    Say what happens next.

    Billing Specialist · Exception ReviewSortie: SummaryProposeAgent: cx.billing-specialist.exception-review

    Advisory
  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Billing Specialist · On-demand Reporting & InsightsSortie: Query resultLecture seuleAgent: cx.billing-specialist.on-demand-reporting-insights

    Advisory
  • Summarize query results

    Turn a result set into an answer to the question that produced it.

    Billing Specialist · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.billing-specialist.on-demand-reporting-insights

    Advisory
  • Highlight supplied exceptions

    Report only what departs from the norm.

    Billing Specialist · On-demand Reporting & InsightsSortie: SummaryLecture seuleAgent: cx.billing-specialist.on-demand-reporting-insights

    Advisory
  • Assess supplied context

    Assess in service of a pending decision.

    Billing Specialist · Decision SupportSortie: Risk assessmentLecture seuleAgent: cx.billing-specialist.decision-support

    Advisory
  • Draft a recommended response

    Write the response the assessment implies, ready to go out.

    Billing Specialist · Decision SupportSortie: Drafted responseProposeAgent: cx.billing-specialist.decision-support

    Advisory
  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Billing Specialist · Decision SupportSortie: Drafted responseProposeAgent: cx.billing-specialist.decision-support

    Advisory
  • Summarize supplied work

    Describe a work item so it can be routed: what it is, what it needs, and what skill or authority its handler requires.

    Billing Specialist · Routing AdvisorSortie: SummaryLecture seuleAgent: cx.billing-specialist.routing-advisor

    Advisory
  • Assess priority and risk

    Rank this item against a queue it will join.

    Billing Specialist · Routing AdvisorSortie: Risk assessmentLecture seuleAgent: cx.billing-specialist.routing-advisor

    Advisory
  • Recommend a routing decision

    Name a destination.

    Billing Specialist · Routing AdvisorSortie: Risk assessmentProposeAgent: cx.billing-specialist.routing-advisor

    Advisory
  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Billing Specialist · Trend BriefingSortie: Query resultLecture seuleAgent: cx.billing-specialist.trend-briefing

    Advisory
  • Summarize observed trends

    Report direction, size and duration of change, distinguishing a trend from a single-period move.

    Billing Specialist · Trend BriefingSortie: SummaryLecture seuleAgent: cx.billing-specialist.trend-briefing

    Advisory
  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Billing Specialist · Trend BriefingSortie: SummaryLecture seuleAgent: cx.billing-specialist.trend-briefing

    Advisory
  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Billing Specialist · Onboarding GuideSortie: Search hitsLecture seuleAgent: cx.billing-specialist.onboarding-guide

    Advisory
  • Draft step-by-step guidance

    Write ordered, followable steps.

    Billing Specialist · Onboarding GuideSortie: Drafted responseProposeAgent: cx.billing-specialist.onboarding-guide

    Advisory
  • Prepare a review checklist

    Produce checkable items, each independently verifiable as done or not done.

    Billing Specialist · Onboarding GuideSortie: Drafted responseProposeAgent: cx.billing-specialist.onboarding-guide

    Advisory
  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Billing Specialist · Feedback SummarySortie: SummaryLecture seuleAgent: cx.billing-specialist.feedback-summary

    Advisory
  • Surface recurring points

    Report what came up more than once, with how often.

    Billing Specialist · Feedback SummarySortie: SummaryLecture seuleAgent: cx.billing-specialist.feedback-summary

    Advisory
  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Billing Specialist · Feedback SummarySortie: SummaryLecture seuleAgent: cx.billing-specialist.feedback-summary

    Advisory
  • Search approved knowledge

    Retrieve, do not answer.

    Billing Specialist · Research & DiscoverySortie: Search hitsLecture seuleAgent: cx.billing-specialist.research-discovery

    Advisory
  • Summarize supplied findings

    Consolidate findings across sources, keeping their strength intact — a tentative finding stays tentative.

    Billing Specialist · Research & DiscoverySortie: SummaryLecture seuleAgent: cx.billing-specialist.research-discovery

    Advisory
  • Draft a research brief

    Write a brief that stands alone: question, what was found, what it means, what remains open.

    Billing Specialist · Research & DiscoverySortie: Drafted responseProposeAgent: cx.billing-specialist.research-discovery

    Advisory
  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Billing Specialist · Process GuidanceSortie: Search hitsLecture seuleAgent: cx.billing-specialist.process-guidance

    Advisory
  • Summarize supplied process context

    Describe where a process currently stands: the step reached, what completed it, and what the next step waits on.

    Billing Specialist · Process GuidanceSortie: SummaryLecture seuleAgent: cx.billing-specialist.process-guidance

    Advisory
  • Draft next-step guidance

    Tell the reader what to do next in this specific case, not how the process works in general.

    Billing Specialist · Process GuidanceSortie: Drafted responseProposeAgent: cx.billing-specialist.process-guidance

    Advisory

Asset-liability management

1 / 1 · 1 avec executor

  • ALM Duration Matcher

    Macaulay/modified duration, convexity and dollar-duration immunization gap (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/alm-duration-match/executeAgent: act-alm-duration

    Avec executor

Analytics

4 / 4 · 4 avec executor

  • Competitive Position Analyzer

    Carrier rate vs market by segment — percentile, gap, logistic win proxy (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/competitive-position-analyze/executeAgent: act-competitive-position

    Avec executor
  • Loss Cost Trend Analyzer

    Loglinear OLS trend on the 12-month loss-cost series by accident year (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/loss-cost-trend/executeAgent: act-loss-cost-trend

    Avec executor
  • Model Lift Analyzer

    Gini / decile lift of the fitted rating model vs actual loss (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/model-lift-analyze/executeAgent: act-model-lift

    Avec executor
  • Telematics Score Developer

    UBI telematics risk score and its lift on realized loss (real engine, labelled reference feed)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/telematics-score-develop/executeAgent: act-telematics

    Avec executor

Capital

5 / 5 · 5 avec executor

  • Capital Adequacy Calculator

    NAIC RBC capital adequacy from ledger reserve/premium risk + reference asset structure

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/capital-adequacy-calc/executeAgent: act-capital-adequacy

    Avec executor
  • Economic Capital Model

    RBC required capital plus a stochastic CTE(95) overlay

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/economic-capital-model/executeAgent: act-economic-capital

    Avec executor
  • Capital Ratio Calculator

    Capital ratio + action level via the RBC engine

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/licat-ratio-compute/executeAgent: act-licat-ratio

    Avec executor
  • Optimize Regulatory Capital

    Rank capital actions by RBC ratio gained per unit of annual cost

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/regulatory-capital-optimize/executeAgent: act-capital-optimize

    Avec executor
  • Stochastic Model Runner

    Monte Carlo aggregate-loss distribution with VaR/TVaR (fixed-seed, reproducible)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/stochastic-model-run/executeAgent: act-stochastic

    Avec executor

Catastrophe

1 / 1 · 1 avec executor

  • Catastrophe Model Runner

    Exposure accumulation (HHI) + modelled frequency/severity PML curve (AEP/OEP)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/cat-model-run/executeAgent: act-cat-model

    Avec executor

Actuarial governance

4 / 4 · 4 avec executor

  • Assumption Validator

    Validate the approved assumption set against reasonableness bounds

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/assumption-validate/executeAgent: act-assumption-validate

    Avec executor
  • Committee Pack Generator

    Assemble the reserve/capital/pricing committee pack from real engine results

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/committee-pack-generate/executeAgent: act-committee-pack

    Avec executor
  • Data Reconciliation

    Reconcile reserving-triangle totals against the claim ledger (variance analysis)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/data-recon-execute/executeAgent: act-data-recon

    Avec executor
  • Peer Review Router

    Compute a peer-review checklist over a reserving run and route for sign-off

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/peer-review-route/executeAgent: act-peer-review

    Avec executor

IFRS 17

1 / 1 · 1 avec executor

  • IFRS 17 Transition Engine

    GMM/BBA measurement (FCF, CSM, loss component) + CSM roll-forward (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/ifrs17-transition/executeAgent: act-ifrs17-transition

    Avec executor

Mortality & experience

4 / 4 · 4 avec executor

  • Assumption Drift Detector

    Flag mortality experience drifting from the valuation assumption (A/E vs 1.0)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/drift-detect/executeAgent: act-drift-detect

    Avec executor
  • Experience Study Runner

    Actual-to-expected mortality study with limited-fluctuation credibility (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/experience-study-run/executeAgent: act-experience-study

    Avec executor
  • Mortality Model Calibrator

    Bühlmann credibility calibration of experience q_x to the base table by age band

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/mortality-model-calibrate/executeAgent: act-mortality-calibrate

    Avec executor
  • Mortality Table Updater

    Project a base table forward on an improvement scale, then credibility-blend to experience

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/mortality-table-update/executeAgent: act-mortality-table-update

    Avec executor

Pricing

6 / 6 · 6 avec executor

  • Experience Rating Calculator

    Credibility-weighted experience modification from ledger loss ratios

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/experience-rating-calc/executeAgent: act-experience-rating

    Avec executor
  • GLM Rating Model Builder

    Frequency/severity GLM fitted on real ledger cells (lob × state)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/glm-rating-build/executeAgent: act-glm-rating

    Avec executor
  • Pricing Model Builder

    Frequency/severity GLM fitted on ledger cells (lob × state)

    Sortie: Governed runRoute: POST /api/insurance/agent/skills/pricing-model/executeAgent: ins-pricing-modeler

    Avec executor
  • Rate Filing Preparer

    Assemble a rate-filing memorandum around the computed indication

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/rate-filing-prepare/executeAgent: act-rate-filing

    Avec executor
  • Rate Indication Calculator

    Indicated rate change from ledger loss ratio + trend + expense/profit provisions

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/rate-indication-calc/executeAgent: act-rate-indication

    Avec executor
  • Renewal Pricing Engine

    Indicated change, expected retention and projected renewal premium for the in-force book

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/renewal-pricing-engine/executeAgent: act-renewal-pricing

    Avec executor

Reserving

6 / 6 · 6 avec executor

  • Appointed Actuary Report

    Assemble the actuarial report supporting the SAO — reserves, range, capital (gated)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/appointed-actuary-report/executeAgent: act-appointed-actuary

    Avec executor
  • IBNR Estimator

    IBNR by method with a bootstrap-style range (real reserving engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/ibnr-estimate-refine/executeAgent: act-ibnr-refine

    Avec executor
  • Loss Triangle Analyzer

    Chain-ladder / BF / ELR development on a paid triangle (real reserving engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/loss-triangle-analyze/executeAgent: act-loss-triangle

    Avec executor
  • Reserve Adequacy Tester

    Best-estimate vs carried reserve adequacy (real reserving engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/reserve-adequacy-test/executeAgent: act-reserve-adequacy

    Avec executor
  • Reserve Opinion Drafter

    Statement of Actuarial Opinion draft from the reserving engine (gated)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/reserve-opinion-draft/executeAgent: act-reserve-opinion

    Avec executor
  • Reserve Range Calculator

    Reserve range at key percentiles via lognormal fit around the method spread

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/reserve-range-compute/executeAgent: act-reserve-range

    Avec executor

Risk & ORSA

7 / 7 · 7 avec executor

  • Dynamic Capital Adequacy Testing

    DCAT plausible adverse scenarios on capital adequacy (real stress engine, gated)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/dcat-scenario-execute/executeAgent: act-dcat

    Avec executor
  • ERM Dashboard Generator

    Composite ERM view — RBC adequacy, diversified capital, worst stress (real engines)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/erm-dashboard-generate/executeAgent: act-erm-dashboard

    Avec executor
  • Financial Condition Testing

    FCT adverse scenarios vs base solvency (real stress engine, gated)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/fct-scenario-run/executeAgent: act-fct

    Avec executor
  • ORSA Report Generator

    Own Risk & Solvency Assessment assembly — RBC, economic capital, stress (gated)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/orsa-report-generate/executeAgent: act-orsa

    Avec executor
  • Risk Appetite Calibrator

    Correlated economic-capital aggregation vs appetite thresholds (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/risk-appetite-calibrate/executeAgent: act-risk-appetite

    Avec executor
  • Sensitivity Analyzer

    Tornado sensitivity of best-estimate reserves to key drivers (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/sensitivity-run/executeAgent: act-sensitivity

    Avec executor
  • Stress Test Designer

    Multi-factor balance-sheet stress with coverage-ratio breach flags (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/stress-test-design/executeAgent: act-stress-test

    Avec executor

Valuation

5 / 5 · 5 avec executor

  • Cash Flow Projector

    Run-off projection of the in-force life book — survivors, premiums, benefits, net CF

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/cash-flow-projection/executeAgent: act-cash-flow-projection

    Avec executor
  • DAC Amortization Calculator

    DAC amortization over expected gross profits (real valuation engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/dac-amortization-calc/executeAgent: act-dac-amortization

    Avec executor
  • Embedded Value Calculator

    PV of future profits less frictional cost of required capital (real valuation engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/embedded-value-calc/executeAgent: act-embedded-value

    Avec executor
  • Policy Liability Valuer

    Gross-premium reserve vs carried statutory reserve (real valuation engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/policy-liability-value/executeAgent: act-policy-liability

    Avec executor
  • Profit Testing Engine

    Profit signature, PV(profits), margin and IRR on the in-force book (real engine)

    Sortie: Governed runRoute: POST /api/actuarial/agent/skills/profit-testing/executeAgent: act-profit-testing

    Avec executor

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Skills publiées | AegisNow Insurance