Published skills

Every skill, labelled honestly.

This catalogue is generated at build time from the same manifest the platform runs. Each entry says whether it is backed by an executor or is an advisory contract. Nothing is listed that the codebase does not define.

762

Skills in the manifest

114

Executor-backed

648

Advisory

21

Domains

What the two labels mean

Executor-backed

An executor-backed skill has a server-side executor. A POST to its route runs it against the tenant's own records and writes a governed run, step by step, to the agent run ledger. Only these skills do work.

Advisory

An advisory skill is a guidance contract: a versioned prompt with a schema-checked output. It reads material a person supplies and returns a summary, an assessment, a finding or a draft. It does not, by itself, execute anything, change a record or call any system — a person decides what to do with the result.

Showing 762 of 762

Claims

219 / 219 · 57 executor-backed

  • Summarize supplied request context

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

    Claims Adjuster · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.claims-adjuster.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

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

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Claims Adjuster · Document SummarizerOutput: SummaryReads onlyAgent: cx.claims-adjuster.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Claims Adjuster · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.claims-adjuster.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Claims Adjuster · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.claims-adjuster.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Claims Adjuster · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: cx.claims-adjuster.qa-assistant

    Advisory

  • Draft from supplied context

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

    Claims Adjuster · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.claims-adjuster.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Claims Adjuster · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.claims-adjuster.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Claims Adjuster · Record ReviewOutput: Risk assessmentProposesAgent: cx.claims-adjuster.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Claims Adjuster · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.claims-adjuster.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Claims Adjuster · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.claims-adjuster.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Claims Adjuster · Compliance CheckerOutput: Policy findingsProposesAgent: cx.claims-adjuster.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Claims Adjuster · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.claims-adjuster.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Claims Adjuster · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.claims-adjuster.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Claims Adjuster · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.claims-adjuster.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Claims Adjuster · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.claims-adjuster.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Claims Adjuster · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.claims-adjuster.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Claims Adjuster · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.claims-adjuster.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Claims Adjuster · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.claims-adjuster.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Claims Adjuster · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.claims-adjuster.decision-support

    Advisory

  • Draft a recommended response

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

    Claims Adjuster · Decision SupportOutput: Drafted responseProposesAgent: cx.claims-adjuster.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Claims Adjuster · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.claims-adjuster.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Claims Adjuster · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.claims-adjuster.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Claims Adjuster · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.claims-adjuster.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Claims Adjuster · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.claims-adjuster.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Claims Adjuster · Trend BriefingOutput: SummaryReads onlyAgent: cx.claims-adjuster.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Claims Adjuster · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.claims-adjuster.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Claims Adjuster · Onboarding GuideOutput: Drafted responseProposesAgent: cx.claims-adjuster.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Claims Adjuster · Onboarding GuideOutput: Drafted responseProposesAgent: cx.claims-adjuster.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Claims Adjuster · Feedback SummaryOutput: SummaryReads onlyAgent: cx.claims-adjuster.feedback-summary

    Advisory

  • Surface recurring points

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

    Claims Adjuster · Feedback SummaryOutput: SummaryReads onlyAgent: cx.claims-adjuster.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Claims Adjuster · Feedback SummaryOutput: SummaryReads onlyAgent: cx.claims-adjuster.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Claims Adjuster · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.claims-adjuster.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Claims Adjuster · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: 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 & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.fraud-investigator.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

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

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Fraud Investigator · Document SummarizerOutput: SummaryReads onlyAgent: cx.fraud-investigator.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Fraud Investigator · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.fraud-investigator.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Fraud Investigator · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.fraud-investigator.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Fraud Investigator · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: cx.fraud-investigator.qa-assistant

    Advisory

  • Draft from supplied context

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

    Fraud Investigator · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.fraud-investigator.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Fraud Investigator · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.fraud-investigator.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Fraud Investigator · Record ReviewOutput: Risk assessmentProposesAgent: cx.fraud-investigator.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Fraud Investigator · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.fraud-investigator.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Fraud Investigator · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.fraud-investigator.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Fraud Investigator · Compliance CheckerOutput: Policy findingsProposesAgent: cx.fraud-investigator.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Fraud Investigator · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.fraud-investigator.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Fraud Investigator · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.fraud-investigator.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Fraud Investigator · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.fraud-investigator.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Fraud Investigator · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.fraud-investigator.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Fraud Investigator · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.fraud-investigator.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Fraud Investigator · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.fraud-investigator.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Fraud Investigator · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.fraud-investigator.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Fraud Investigator · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.fraud-investigator.decision-support

    Advisory

  • Draft a recommended response

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

    Fraud Investigator · Decision SupportOutput: Drafted responseProposesAgent: cx.fraud-investigator.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Fraud Investigator · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.fraud-investigator.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Fraud Investigator · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.fraud-investigator.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Fraud Investigator · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.fraud-investigator.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Fraud Investigator · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.fraud-investigator.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Fraud Investigator · Trend BriefingOutput: SummaryReads onlyAgent: cx.fraud-investigator.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Fraud Investigator · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.fraud-investigator.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Fraud Investigator · Onboarding GuideOutput: Drafted responseProposesAgent: cx.fraud-investigator.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Fraud Investigator · Onboarding GuideOutput: Drafted responseProposesAgent: cx.fraud-investigator.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Fraud Investigator · Feedback SummaryOutput: SummaryReads onlyAgent: cx.fraud-investigator.feedback-summary

    Advisory

  • Surface recurring points

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

    Fraud Investigator · Feedback SummaryOutput: SummaryReads onlyAgent: cx.fraud-investigator.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Fraud Investigator · Feedback SummaryOutput: SummaryReads onlyAgent: cx.fraud-investigator.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Fraud Investigator · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.fraud-investigator.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Fraud Investigator · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: 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 & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.subrogation-specialist.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

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

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Subrogation Specialist · Document SummarizerOutput: SummaryReads onlyAgent: cx.subrogation-specialist.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Subrogation Specialist · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.subrogation-specialist.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Subrogation Specialist · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.subrogation-specialist.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Subrogation Specialist · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: cx.subrogation-specialist.qa-assistant

    Advisory

  • Draft from supplied context

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

    Subrogation Specialist · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.subrogation-specialist.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Subrogation Specialist · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.subrogation-specialist.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Subrogation Specialist · Record ReviewOutput: Risk assessmentProposesAgent: cx.subrogation-specialist.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Subrogation Specialist · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.subrogation-specialist.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Subrogation Specialist · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.subrogation-specialist.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Subrogation Specialist · Compliance CheckerOutput: Policy findingsProposesAgent: cx.subrogation-specialist.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Subrogation Specialist · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.subrogation-specialist.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Subrogation Specialist · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.subrogation-specialist.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Subrogation Specialist · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.subrogation-specialist.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Subrogation Specialist · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.subrogation-specialist.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Subrogation Specialist · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.subrogation-specialist.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Subrogation Specialist · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.subrogation-specialist.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Subrogation Specialist · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.subrogation-specialist.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Subrogation Specialist · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.subrogation-specialist.decision-support

    Advisory

  • Draft a recommended response

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

    Subrogation Specialist · Decision SupportOutput: Drafted responseProposesAgent: cx.subrogation-specialist.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Subrogation Specialist · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.subrogation-specialist.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Subrogation Specialist · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.subrogation-specialist.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Subrogation Specialist · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.subrogation-specialist.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Subrogation Specialist · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.subrogation-specialist.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Subrogation Specialist · Trend BriefingOutput: SummaryReads onlyAgent: cx.subrogation-specialist.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Subrogation Specialist · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.subrogation-specialist.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Subrogation Specialist · Onboarding GuideOutput: Drafted responseProposesAgent: cx.subrogation-specialist.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Subrogation Specialist · Onboarding GuideOutput: Drafted responseProposesAgent: cx.subrogation-specialist.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Subrogation Specialist · Feedback SummaryOutput: SummaryReads onlyAgent: cx.subrogation-specialist.feedback-summary

    Advisory

  • Surface recurring points

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

    Subrogation Specialist · Feedback SummaryOutput: SummaryReads onlyAgent: cx.subrogation-specialist.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Subrogation Specialist · Feedback SummaryOutput: SummaryReads onlyAgent: cx.subrogation-specialist.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Subrogation Specialist · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.subrogation-specialist.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Subrogation Specialist · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.subrogation-specialist.process-guidance

    Advisory

  • Auto-Adjudicate Claim

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

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

    Executor-backed

  • Adjuster Morning Briefing

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

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

    Executor-backed

  • Investigation Orchestration

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

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

    Executor-backed

  • AI Negotiation Coach

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

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

    Executor-backed

  • Total Loss Evaluation

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

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

    Executor-backed

  • Auto-Review Appeal

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

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

    Executor-backed

  • Authority Matrix Check

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

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

    Executor-backed

  • Beneficiary Split Calc

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

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

    Executor-backed

  • Beneficiary Verification

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

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

    Executor-backed

  • Benefit Calculation

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

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

    Executor-backed

  • Classify Catastrophe Event

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

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

    Executor-backed

  • Claim Closure

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

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

    Executor-backed

  • Triage New Claim

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

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

    Executor-backed

  • Correspondence Generator

    Correspondence backlog: drafts, acknowledgment gaps, template coverage

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

    Executor-backed

  • Detect Claims Leakage

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

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

    Executor-backed

  • Contestability Analysis

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

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

    Executor-backed

  • Complaint Resolution Engine

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

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

    Executor-backed

  • Claimant Experience Scoring

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

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

    Executor-backed

  • Death Certificate Verify

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

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

    Executor-backed

  • Document Completeness Audit

    Required-document completeness per LOB across open claims

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

    Executor-backed

  • AI Document Extraction

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

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

    Executor-backed

  • Exclusion Screening

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

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

    Executor-backed

  • Assess Fraud Flags

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

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

    Executor-backed

  • Workload Optimizer

    Caseload balance across handlers with rule-based reassignment plan

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

    Executor-backed

  • Large Loss Review

    Threshold selection and tail characterisation over settled claim severity

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

    Executor-backed

  • Late Interest Calculator

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

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

    Executor-backed

  • Litigation Case Strategy

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

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

    Executor-backed

  • Defense Counsel Coordination

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

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

    Executor-backed

  • Capacity Forecasting

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

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

    Executor-backed

  • Portfolio Intelligence

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

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

    Executor-backed

  • Regulatory Exam Readiness

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

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

    Executor-backed

  • Team Performance Analytics

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

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

    Executor-backed

  • IME Coordination Engine

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

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

    Executor-backed

  • Medical Peer Review

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

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

    Executor-backed

  • Medical Record AI Review

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

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

    Executor-backed

  • Payment Orchestration

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

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

    Executor-backed

  • Policy Eligibility Check

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

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

    Executor-backed

  • File Quality Audit

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

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

    Executor-backed

  • Claims Leakage Detection

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

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

    Executor-backed

  • Recovery Tracking

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

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

    Executor-backed

  • Regulatory Compliance Scan

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

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

    Executor-backed

  • Regulatory Report Gen

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

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

    Executor-backed

  • Reinsurance Recovery

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

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

    Executor-backed

  • Treaty Application Engine

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

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

    Executor-backed

  • Auto-Calculate Reserves

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

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

    Executor-backed

  • Settlement Assistant

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

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

    Executor-backed

  • Fraud Network Investigation

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

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

    Executor-backed

  • SIU Referral & Case

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

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

    Executor-backed

  • Surveillance Coordinator

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

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

    Executor-backed

  • SLA Breach Monitor

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

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

    Executor-backed

  • Identify Subrogation

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

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

    Executor-backed

  • Tax Withholding Calc

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

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

    Executor-backed

  • Preferred Vendor Network Optimizer

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

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

    Executor-backed

  • Vendor Compliance Monitor

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

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

    Executor-backed

  • Vendor Invoice Reconciliation Engine

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

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

    Executor-backed

  • Vendor Onboarding Automator

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

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

    Executor-backed

  • Vendor Performance Scorecard Generator

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

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

    Executor-backed

Underwriting

57 / 57 · 3 executor-backed

  • Summarize supplied request context

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

    Underwriter · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.underwriter.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

    Underwriter · Intake Review & TriageOutput: Risk assessmentProposesAgent: cx.underwriter.intake-review-triage

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Underwriter · Document SummarizerOutput: SummaryReads onlyAgent: cx.underwriter.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Underwriter · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.underwriter.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Underwriter · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.underwriter.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Underwriter · Q&A AssistantOutput: Drafted responseProposesAgent: cx.underwriter.qa-assistant

    Advisory

  • Prepare a review-ready answer

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

    Underwriter · Q&A AssistantOutput: Drafted responseProposesAgent: cx.underwriter.qa-assistant

    Advisory

  • Draft from supplied context

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

    Underwriter · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.underwriter.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Underwriter · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.underwriter.record-review

    Advisory

  • Assess possible risk

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

    Underwriter · Record ReviewOutput: Risk assessmentReads onlyAgent: cx.underwriter.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Underwriter · Record ReviewOutput: Risk assessmentProposesAgent: cx.underwriter.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Underwriter · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: cx.underwriter.data-query-summary

    Advisory

  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Underwriter · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.underwriter.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Underwriter · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.underwriter.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Underwriter · Compliance CheckerOutput: Policy findingsProposesAgent: cx.underwriter.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Underwriter · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.underwriter.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Underwriter · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.underwriter.risk-assessment

    Advisory

  • Recommend human review

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

    Underwriter · Risk AssessmentOutput: Risk assessmentProposesAgent: cx.underwriter.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Underwriter · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.underwriter.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Underwriter · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.underwriter.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Underwriter · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.underwriter.exception-review

    Advisory

  • Summarize the assessment

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

    Underwriter · Exception ReviewOutput: SummaryReads onlyAgent: cx.underwriter.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Underwriter · Exception ReviewOutput: SummaryProposesAgent: cx.underwriter.exception-review

    Advisory

  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Underwriter · On-demand Reporting & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.underwriter.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Underwriter · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.underwriter.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Underwriter · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.underwriter.decision-support

    Advisory

  • Draft a recommended response

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

    Underwriter · Decision SupportOutput: Drafted responseProposesAgent: cx.underwriter.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Underwriter · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.underwriter.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Underwriter · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.underwriter.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Underwriter · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.underwriter.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Underwriter · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.underwriter.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Underwriter · Trend BriefingOutput: SummaryReads onlyAgent: cx.underwriter.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Underwriter · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.underwriter.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Underwriter · Onboarding GuideOutput: Drafted responseProposesAgent: cx.underwriter.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Underwriter · Onboarding GuideOutput: Drafted responseProposesAgent: cx.underwriter.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Underwriter · Feedback SummaryOutput: SummaryReads onlyAgent: cx.underwriter.feedback-summary

    Advisory

  • Surface recurring points

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

    Underwriter · Feedback SummaryOutput: SummaryReads onlyAgent: cx.underwriter.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Underwriter · Feedback SummaryOutput: SummaryReads onlyAgent: cx.underwriter.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Underwriter · Research & DiscoveryOutput: Search hitsReads onlyAgent: cx.underwriter.research-discovery

    Advisory

  • Summarize supplied findings

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

    Underwriter · Research & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.underwriter.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Underwriter · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.underwriter.process-guidance

    Advisory

  • Exposure Aggregator

    TIV aggregation and concentration screening from the policy ledger

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

    Executor-backed

  • Portfolio Reviewer

    Book mix, growth and status review from the policy ledger

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

    Executor-backed

  • Submission Scorer

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

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

    Executor-backed

Policy administration

54 / 54 · 0 executor-backed

  • Summarize supplied request context

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

    Policy Servicing · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.policy-servicing.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

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

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Policy Servicing · Document SummarizerOutput: SummaryReads onlyAgent: cx.policy-servicing.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Policy Servicing · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.policy-servicing.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Policy Servicing · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.policy-servicing.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Policy Servicing · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: cx.policy-servicing.qa-assistant

    Advisory

  • Draft from supplied context

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

    Policy Servicing · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.policy-servicing.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Policy Servicing · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.policy-servicing.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Policy Servicing · Record ReviewOutput: Risk assessmentProposesAgent: cx.policy-servicing.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Policy Servicing · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.policy-servicing.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Policy Servicing · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.policy-servicing.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Policy Servicing · Compliance CheckerOutput: Policy findingsProposesAgent: cx.policy-servicing.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Policy Servicing · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.policy-servicing.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Policy Servicing · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.policy-servicing.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Policy Servicing · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.policy-servicing.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Policy Servicing · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.policy-servicing.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Policy Servicing · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.policy-servicing.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Policy Servicing · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.policy-servicing.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Policy Servicing · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.policy-servicing.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Policy Servicing · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.policy-servicing.decision-support

    Advisory

  • Draft a recommended response

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

    Policy Servicing · Decision SupportOutput: Drafted responseProposesAgent: cx.policy-servicing.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Policy Servicing · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.policy-servicing.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Policy Servicing · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.policy-servicing.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Policy Servicing · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.policy-servicing.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Policy Servicing · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.policy-servicing.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Policy Servicing · Trend BriefingOutput: SummaryReads onlyAgent: cx.policy-servicing.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Policy Servicing · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.policy-servicing.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Policy Servicing · Onboarding GuideOutput: Drafted responseProposesAgent: cx.policy-servicing.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Policy Servicing · Onboarding GuideOutput: Drafted responseProposesAgent: cx.policy-servicing.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Policy Servicing · Feedback SummaryOutput: SummaryReads onlyAgent: cx.policy-servicing.feedback-summary

    Advisory

  • Surface recurring points

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

    Policy Servicing · Feedback SummaryOutput: SummaryReads onlyAgent: cx.policy-servicing.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Policy Servicing · Feedback SummaryOutput: SummaryReads onlyAgent: cx.policy-servicing.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Policy Servicing · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.policy-servicing.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Policy Servicing · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.policy-servicing.process-guidance

    Advisory

Actuarial

57 / 57 · 3 executor-backed

  • Summarize supplied request context

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

    Actuary · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.actuary.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

    Actuary · Intake Review & TriageOutput: Risk assessmentProposesAgent: cx.actuary.intake-review-triage

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Actuary · Document SummarizerOutput: SummaryReads onlyAgent: cx.actuary.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Actuary · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.actuary.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Actuary · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.actuary.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Actuary · Q&A AssistantOutput: Drafted responseProposesAgent: cx.actuary.qa-assistant

    Advisory

  • Prepare a review-ready answer

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

    Actuary · Q&A AssistantOutput: Drafted responseProposesAgent: cx.actuary.qa-assistant

    Advisory

  • Draft from supplied context

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

    Actuary · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.actuary.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Actuary · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.actuary.record-review

    Advisory

  • Assess possible risk

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

    Actuary · Record ReviewOutput: Risk assessmentReads onlyAgent: cx.actuary.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Actuary · Record ReviewOutput: Risk assessmentProposesAgent: cx.actuary.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Actuary · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: cx.actuary.data-query-summary

    Advisory

  • Check supplied context against policy

    Test the supplied material against the policy given with it.

    Actuary · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.actuary.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Actuary · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.actuary.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Actuary · Compliance CheckerOutput: Policy findingsProposesAgent: cx.actuary.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Actuary · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.actuary.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Actuary · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.actuary.risk-assessment

    Advisory

  • Recommend human review

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

    Actuary · Risk AssessmentOutput: Risk assessmentProposesAgent: cx.actuary.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Actuary · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.actuary.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Actuary · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.actuary.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Actuary · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.actuary.exception-review

    Advisory

  • Summarize the assessment

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

    Actuary · Exception ReviewOutput: SummaryReads onlyAgent: cx.actuary.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Actuary · Exception ReviewOutput: SummaryProposesAgent: cx.actuary.exception-review

    Advisory

  • Run an on-demand read query

    Answer an ad-hoc question against the supplied data.

    Actuary · On-demand Reporting & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.actuary.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Actuary · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.actuary.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Actuary · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.actuary.decision-support

    Advisory

  • Draft a recommended response

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

    Actuary · Decision SupportOutput: Drafted responseProposesAgent: cx.actuary.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Actuary · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.actuary.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Actuary · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.actuary.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Actuary · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.actuary.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Actuary · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.actuary.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Actuary · Trend BriefingOutput: SummaryReads onlyAgent: cx.actuary.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Actuary · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.actuary.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Actuary · Onboarding GuideOutput: Drafted responseProposesAgent: cx.actuary.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Actuary · Onboarding GuideOutput: Drafted responseProposesAgent: cx.actuary.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Actuary · Feedback SummaryOutput: SummaryReads onlyAgent: cx.actuary.feedback-summary

    Advisory

  • Surface recurring points

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

    Actuary · Feedback SummaryOutput: SummaryReads onlyAgent: cx.actuary.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Actuary · Feedback SummaryOutput: SummaryReads onlyAgent: cx.actuary.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Actuary · Research & DiscoveryOutput: Search hitsReads onlyAgent: cx.actuary.research-discovery

    Advisory

  • Summarize supplied findings

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

    Actuary · Research & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.actuary.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Actuary · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.actuary.process-guidance

    Advisory

  • Claims Portfolio Simulator

    Monte Carlo aggregate loss simulation fitted from the claims ledger

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

    Executor-backed

  • Loss Ratio Analyst

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

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

    Executor-backed

  • Reinsurance Program Optimizer

    Evaluate QS / XOL structures against the org loss distribution

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

    Executor-backed

Distribution & agency

54 / 54 · 0 executor-backed

  • Summarize supplied request context

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

    Broker Relations · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.broker-relations.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

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

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Broker Relations · Document SummarizerOutput: SummaryReads onlyAgent: cx.broker-relations.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Broker Relations · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.broker-relations.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Broker Relations · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.broker-relations.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Broker Relations · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: cx.broker-relations.qa-assistant

    Advisory

  • Draft from supplied context

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

    Broker Relations · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.broker-relations.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Broker Relations · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.broker-relations.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Broker Relations · Record ReviewOutput: Risk assessmentProposesAgent: cx.broker-relations.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Broker Relations · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.broker-relations.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Broker Relations · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.broker-relations.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Broker Relations · Compliance CheckerOutput: Policy findingsProposesAgent: cx.broker-relations.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Broker Relations · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.broker-relations.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Broker Relations · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.broker-relations.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Broker Relations · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.broker-relations.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Broker Relations · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.broker-relations.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Broker Relations · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.broker-relations.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Broker Relations · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.broker-relations.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Broker Relations · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.broker-relations.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Broker Relations · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.broker-relations.decision-support

    Advisory

  • Draft a recommended response

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

    Broker Relations · Decision SupportOutput: Drafted responseProposesAgent: cx.broker-relations.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Broker Relations · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.broker-relations.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Broker Relations · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.broker-relations.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Broker Relations · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.broker-relations.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Broker Relations · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.broker-relations.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Broker Relations · Trend BriefingOutput: SummaryReads onlyAgent: cx.broker-relations.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Broker Relations · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.broker-relations.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Broker Relations · Onboarding GuideOutput: Drafted responseProposesAgent: cx.broker-relations.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Broker Relations · Onboarding GuideOutput: Drafted responseProposesAgent: cx.broker-relations.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Broker Relations · Feedback SummaryOutput: SummaryReads onlyAgent: cx.broker-relations.feedback-summary

    Advisory

  • Surface recurring points

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

    Broker Relations · Feedback SummaryOutput: SummaryReads onlyAgent: cx.broker-relations.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Broker Relations · Feedback SummaryOutput: SummaryReads onlyAgent: cx.broker-relations.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Broker Relations · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.broker-relations.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Broker Relations · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.broker-relations.process-guidance

    Advisory

Customer 360

54 / 54 · 0 executor-backed

  • Summarize supplied request context

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

    Customer Service · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.customer-service.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

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

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Customer Service · Document SummarizerOutput: SummaryReads onlyAgent: cx.customer-service.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Customer Service · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.customer-service.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Customer Service · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.customer-service.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Customer Service · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: cx.customer-service.qa-assistant

    Advisory

  • Draft from supplied context

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

    Customer Service · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.customer-service.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Customer Service · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.customer-service.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Customer Service · Record ReviewOutput: Risk assessmentProposesAgent: cx.customer-service.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Customer Service · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.customer-service.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Customer Service · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.customer-service.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Customer Service · Compliance CheckerOutput: Policy findingsProposesAgent: cx.customer-service.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Customer Service · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.customer-service.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Customer Service · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.customer-service.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Customer Service · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.customer-service.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Customer Service · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.customer-service.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Customer Service · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.customer-service.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Customer Service · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.customer-service.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Customer Service · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.customer-service.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Customer Service · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.customer-service.decision-support

    Advisory

  • Draft a recommended response

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

    Customer Service · Decision SupportOutput: Drafted responseProposesAgent: cx.customer-service.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Customer Service · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.customer-service.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Customer Service · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.customer-service.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Customer Service · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.customer-service.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Customer Service · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.customer-service.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Customer Service · Trend BriefingOutput: SummaryReads onlyAgent: cx.customer-service.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Customer Service · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.customer-service.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Customer Service · Onboarding GuideOutput: Drafted responseProposesAgent: cx.customer-service.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Customer Service · Onboarding GuideOutput: Drafted responseProposesAgent: cx.customer-service.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Customer Service · Feedback SummaryOutput: SummaryReads onlyAgent: cx.customer-service.feedback-summary

    Advisory

  • Surface recurring points

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

    Customer Service · Feedback SummaryOutput: SummaryReads onlyAgent: cx.customer-service.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Customer Service · Feedback SummaryOutput: SummaryReads onlyAgent: cx.customer-service.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Customer Service · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.customer-service.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Customer Service · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.customer-service.process-guidance

    Advisory

Regulatory & compliance

54 / 54 · 0 executor-backed

  • Summarize supplied request context

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

    Compliance Officer · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.compliance-officer.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

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

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Compliance Officer · Document SummarizerOutput: SummaryReads onlyAgent: cx.compliance-officer.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Compliance Officer · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.compliance-officer.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Compliance Officer · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.compliance-officer.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Compliance Officer · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: cx.compliance-officer.qa-assistant

    Advisory

  • Draft from supplied context

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

    Compliance Officer · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.compliance-officer.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Compliance Officer · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.compliance-officer.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Compliance Officer · Record ReviewOutput: Risk assessmentProposesAgent: cx.compliance-officer.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Compliance Officer · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.compliance-officer.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Compliance Officer · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.compliance-officer.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Compliance Officer · Compliance CheckerOutput: Policy findingsProposesAgent: cx.compliance-officer.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Compliance Officer · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.compliance-officer.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Compliance Officer · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.compliance-officer.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Compliance Officer · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.compliance-officer.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Compliance Officer · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.compliance-officer.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Compliance Officer · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.compliance-officer.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Compliance Officer · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.compliance-officer.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Compliance Officer · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.compliance-officer.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Compliance Officer · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.compliance-officer.decision-support

    Advisory

  • Draft a recommended response

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

    Compliance Officer · Decision SupportOutput: Drafted responseProposesAgent: cx.compliance-officer.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Compliance Officer · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.compliance-officer.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Compliance Officer · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.compliance-officer.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Compliance Officer · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.compliance-officer.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Compliance Officer · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.compliance-officer.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Compliance Officer · Trend BriefingOutput: SummaryReads onlyAgent: cx.compliance-officer.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Compliance Officer · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.compliance-officer.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Compliance Officer · Onboarding GuideOutput: Drafted responseProposesAgent: cx.compliance-officer.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Compliance Officer · Onboarding GuideOutput: Drafted responseProposesAgent: cx.compliance-officer.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Compliance Officer · Feedback SummaryOutput: SummaryReads onlyAgent: cx.compliance-officer.feedback-summary

    Advisory

  • Surface recurring points

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

    Compliance Officer · Feedback SummaryOutput: SummaryReads onlyAgent: cx.compliance-officer.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Compliance Officer · Feedback SummaryOutput: SummaryReads onlyAgent: cx.compliance-officer.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Compliance Officer · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.compliance-officer.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Compliance Officer · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.compliance-officer.process-guidance

    Advisory

Reinsurance

61 / 61 · 7 executor-backed

  • Summarize supplied request context

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

    Reinsurance Analyst · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.reinsurance-analyst.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

    Reinsurance Analyst · Intake Review & TriageOutput: Risk assessmentProposesAgent: cx.reinsurance-analyst.intake-review-triage

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Reinsurance Analyst · Document SummarizerOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Reinsurance Analyst · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Reinsurance Analyst · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.reinsurance-analyst.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Reinsurance Analyst · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: cx.reinsurance-analyst.qa-assistant

    Advisory

  • Draft from supplied context

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

    Reinsurance Analyst · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.reinsurance-analyst.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Reinsurance Analyst · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.reinsurance-analyst.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Reinsurance Analyst · Record ReviewOutput: Risk assessmentProposesAgent: cx.reinsurance-analyst.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Reinsurance Analyst · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.reinsurance-analyst.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Reinsurance Analyst · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.reinsurance-analyst.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Reinsurance Analyst · Compliance CheckerOutput: Policy findingsProposesAgent: cx.reinsurance-analyst.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Reinsurance Analyst · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.reinsurance-analyst.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Reinsurance Analyst · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.reinsurance-analyst.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Reinsurance Analyst · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.reinsurance-analyst.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Reinsurance Analyst · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Reinsurance Analyst · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Reinsurance Analyst · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Reinsurance Analyst · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Reinsurance Analyst · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.reinsurance-analyst.decision-support

    Advisory

  • Draft a recommended response

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

    Reinsurance Analyst · Decision SupportOutput: Drafted responseProposesAgent: cx.reinsurance-analyst.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Reinsurance Analyst · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Reinsurance Analyst · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.reinsurance-analyst.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Reinsurance Analyst · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.reinsurance-analyst.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Reinsurance Analyst · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Reinsurance Analyst · Trend BriefingOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Reinsurance Analyst · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.reinsurance-analyst.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Reinsurance Analyst · Onboarding GuideOutput: Drafted responseProposesAgent: cx.reinsurance-analyst.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Reinsurance Analyst · Onboarding GuideOutput: Drafted responseProposesAgent: cx.reinsurance-analyst.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Reinsurance Analyst · Feedback SummaryOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.feedback-summary

    Advisory

  • Surface recurring points

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

    Reinsurance Analyst · Feedback SummaryOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Reinsurance Analyst · Feedback SummaryOutput: SummaryReads onlyAgent: cx.reinsurance-analyst.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Reinsurance Analyst · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.reinsurance-analyst.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Reinsurance Analyst · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.reinsurance-analyst.process-guidance

    Advisory

  • Reconcile Bordereaux

    Reconcile submitted bordereau headers against recorded cessions, per treaty

    Output: Governed runRoute: POST /api/actuarial/agent/skills/bordereaux-reconcile/executeAgent: act-bordereaux-recon

    Executor-backed

  • Ceded Reserve Calculator

    Ceded vs net on the claim ledger under a QS + XOL program (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/ceded-reserve-calc/executeAgent: act-ceded-reserve

    Executor-backed

  • Analyze Commutation

    Present value of future ceded recoveries against an offered commutation price

    Output: Governed runRoute: POST /api/actuarial/agent/skills/commutation-analyze/executeAgent: act-commutation

    Executor-backed

  • Reinsurance Claims Reporting

    Recoveries due by layer on settled claims, reconciled against what has been notified

    Output: Governed runRoute: POST /api/actuarial/agent/skills/reins-claims-bordereau/executeAgent: act-reins-claims-bx

    Executor-backed

  • Retrocession Analyzer

    Net-net retention after a retro layer on top of the reinsured book (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/retrocession-analyze/executeAgent: act-retrocession

    Executor-backed

  • Treaty Optimizer

    Rank candidate reinsurance structures by net-tail reduction per ceded dollar (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/treaty-optimize/executeAgent: act-treaty-optimize

    Executor-backed

  • Analyze Treaty Placement

    Per-layer recovery, rate on line vs loss on line, and cost efficiency of the placement

    Output: Governed runRoute: POST /api/actuarial/agent/skills/treaty-placement-analyze/executeAgent: act-treaty-placement

    Executor-backed

Loss control

54 / 54 · 0 executor-backed

  • Summarize supplied request context

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

    Loss Control Engineer · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.loss-control-engineer.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

    Loss Control Engineer · Intake Review & TriageOutput: Risk assessmentProposesAgent: cx.loss-control-engineer.intake-review-triage

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Loss Control Engineer · Document SummarizerOutput: SummaryReads onlyAgent: cx.loss-control-engineer.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Loss Control Engineer · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.loss-control-engineer.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Loss Control Engineer · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.loss-control-engineer.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Loss Control Engineer · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.loss-control-engineer.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Loss Control Engineer · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.loss-control-engineer.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Loss Control Engineer · Record ReviewOutput: Risk assessmentProposesAgent: cx.loss-control-engineer.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Loss Control Engineer · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.loss-control-engineer.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Loss Control Engineer · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.loss-control-engineer.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Loss Control Engineer · Compliance CheckerOutput: Policy findingsProposesAgent: cx.loss-control-engineer.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Loss Control Engineer · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.loss-control-engineer.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Loss Control Engineer · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.loss-control-engineer.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Loss Control Engineer · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.loss-control-engineer.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Loss Control Engineer · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.loss-control-engineer.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Loss Control Engineer · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.loss-control-engineer.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Loss Control Engineer · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.loss-control-engineer.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Loss Control Engineer · Decision SupportOutput: Risk assessmentReads onlyAgent: 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 SupportOutput: Drafted responseProposesAgent: cx.loss-control-engineer.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Loss Control Engineer · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.loss-control-engineer.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Loss Control Engineer · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.loss-control-engineer.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Loss Control Engineer · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.loss-control-engineer.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Loss Control Engineer · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.loss-control-engineer.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Loss Control Engineer · Trend BriefingOutput: SummaryReads onlyAgent: cx.loss-control-engineer.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Loss Control Engineer · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.loss-control-engineer.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Loss Control Engineer · Onboarding GuideOutput: Drafted responseProposesAgent: 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 GuideOutput: Drafted responseProposesAgent: cx.loss-control-engineer.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Loss Control Engineer · Feedback SummaryOutput: SummaryReads onlyAgent: cx.loss-control-engineer.feedback-summary

    Advisory

  • Surface recurring points

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

    Loss Control Engineer · Feedback SummaryOutput: SummaryReads onlyAgent: cx.loss-control-engineer.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Loss Control Engineer · Feedback SummaryOutput: SummaryReads onlyAgent: cx.loss-control-engineer.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Loss Control Engineer · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: 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 GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.loss-control-engineer.process-guidance

    Advisory

Billing & collections

54 / 54 · 0 executor-backed

  • Summarize supplied request context

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

    Billing Specialist · Intake Review & TriageOutput: SummaryReads onlyAgent: 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 & TriageOutput: Risk assessmentReads onlyAgent: cx.billing-specialist.intake-review-triage

    Advisory

  • Recommend a review priority

    Produce a queue position, not an assessment.

    Billing Specialist · Intake Review & TriageOutput: Risk assessmentProposesAgent: cx.billing-specialist.intake-review-triage

    Advisory

  • Condense supplied content

    Compress while preserving meaning.

    Billing Specialist · Document SummarizerOutput: SummaryReads onlyAgent: cx.billing-specialist.document-summarizer

    Advisory

  • Surface key points

    Extraction rather than compression.

    Billing Specialist · Document SummarizerOutput: SummaryReads onlyAgent: 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 SummarizerOutput: SummaryReads onlyAgent: cx.billing-specialist.document-summarizer

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Billing Specialist · Q&A AssistantOutput: Search hitsReads onlyAgent: cx.billing-specialist.qa-assistant

    Advisory

  • Draft a grounded response

    Answer using only what the supplied material supports.

    Billing Specialist · Q&A AssistantOutput: Drafted responseProposesAgent: 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 AssistantOutput: Drafted responseProposesAgent: cx.billing-specialist.qa-assistant

    Advisory

  • Draft from supplied context

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

    Billing Specialist · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 & GenerationOutput: Drafted responseProposesAgent: cx.billing-specialist.drafting-generation

    Advisory

  • Prepare copy for revision

    A first draft meant to be edited, not sent.

    Billing Specialist · Drafting & GenerationOutput: Drafted responseProposesAgent: 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 ReviewOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: cx.billing-specialist.record-review

    Advisory

  • Flag items for human review

    Decide referral, not risk.

    Billing Specialist · Record ReviewOutput: Risk assessmentProposesAgent: cx.billing-specialist.record-review

    Advisory

  • Run a parameterized read query

    Read-only retrieval against the supplied parameters.

    Billing Specialist · Data Query & SummaryOutput: Query resultReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 & SummaryOutput: SummaryReads onlyAgent: 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 CheckerOutput: Policy findingsReads onlyAgent: cx.billing-specialist.compliance-checker

    Advisory

  • Surface potential policy issues

    Raise what merits a second look, including the uncertain.

    Billing Specialist · Compliance CheckerOutput: Policy findingsReads onlyAgent: cx.billing-specialist.compliance-checker

    Advisory

  • Recommend review items

    Turn findings into a work list.

    Billing Specialist · Compliance CheckerOutput: Policy findingsProposesAgent: cx.billing-specialist.compliance-checker

    Advisory

  • Assess supplied risk context

    A considered risk judgement on the material as given.

    Billing Specialist · Risk AssessmentOutput: Risk assessmentReads onlyAgent: cx.billing-specialist.risk-assessment

    Advisory

  • Explain assessment drivers

    Explain the reasoning, not the verdict.

    Billing Specialist · Risk AssessmentOutput: Risk assessmentReads onlyAgent: 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 AssessmentOutput: Risk assessmentProposesAgent: cx.billing-specialist.risk-assessment

    Advisory

  • Query supplied record data

    Retrieve the records needed to compare two sources.

    Billing Specialist · Reconciliation BriefOutput: Query resultReads onlyAgent: cx.billing-specialist.reconciliation-brief

    Advisory

  • Summarize potential discrepancies

    Report where sources disagree.

    Billing Specialist · Reconciliation BriefOutput: SummaryReads onlyAgent: cx.billing-specialist.reconciliation-brief

    Advisory

  • Prepare a reconciliation brief

    Brief someone who must resolve the differences.

    Billing Specialist · Reconciliation BriefOutput: SummaryReads onlyAgent: 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 ReviewOutput: Risk assessmentReads onlyAgent: 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 ReviewOutput: SummaryReads onlyAgent: cx.billing-specialist.exception-review

    Advisory

  • Recommend follow-up review

    Say what happens next.

    Billing Specialist · Exception ReviewOutput: SummaryProposesAgent: 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 & InsightsOutput: Query resultReads onlyAgent: 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 & InsightsOutput: SummaryReads onlyAgent: cx.billing-specialist.on-demand-reporting-insights

    Advisory

  • Highlight supplied exceptions

    Report only what departs from the norm.

    Billing Specialist · On-demand Reporting & InsightsOutput: SummaryReads onlyAgent: cx.billing-specialist.on-demand-reporting-insights

    Advisory

  • Assess supplied context

    Assess in service of a pending decision.

    Billing Specialist · Decision SupportOutput: Risk assessmentReads onlyAgent: cx.billing-specialist.decision-support

    Advisory

  • Draft a recommended response

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

    Billing Specialist · Decision SupportOutput: Drafted responseProposesAgent: cx.billing-specialist.decision-support

    Advisory

  • Prepare rationale for review

    Document why, for a reader who may disagree.

    Billing Specialist · Decision SupportOutput: Drafted responseProposesAgent: 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 AdvisorOutput: SummaryReads onlyAgent: cx.billing-specialist.routing-advisor

    Advisory

  • Assess priority and risk

    Rank this item against a queue it will join.

    Billing Specialist · Routing AdvisorOutput: Risk assessmentReads onlyAgent: cx.billing-specialist.routing-advisor

    Advisory

  • Recommend a routing decision

    Name a destination.

    Billing Specialist · Routing AdvisorOutput: Risk assessmentProposesAgent: cx.billing-specialist.routing-advisor

    Advisory

  • Query supplied historical data

    Retrieve a time series suitable for comparison.

    Billing Specialist · Trend BriefingOutput: Query resultReads onlyAgent: 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 BriefingOutput: SummaryReads onlyAgent: cx.billing-specialist.trend-briefing

    Advisory

  • Prepare questions for forecast review

    Produce the questions a forecast review should ask.

    Billing Specialist · Trend BriefingOutput: SummaryReads onlyAgent: cx.billing-specialist.trend-briefing

    Advisory

  • Search approved onboarding knowledge

    Retrieve onboarding material that answers a newcomer's question.

    Billing Specialist · Onboarding GuideOutput: Search hitsReads onlyAgent: cx.billing-specialist.onboarding-guide

    Advisory

  • Draft step-by-step guidance

    Write ordered, followable steps.

    Billing Specialist · Onboarding GuideOutput: Drafted responseProposesAgent: cx.billing-specialist.onboarding-guide

    Advisory

  • Prepare a review checklist

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

    Billing Specialist · Onboarding GuideOutput: Drafted responseProposesAgent: cx.billing-specialist.onboarding-guide

    Advisory

  • Summarize supplied feedback

    Represent what respondents actually said, including the minority view.

    Billing Specialist · Feedback SummaryOutput: SummaryReads onlyAgent: cx.billing-specialist.feedback-summary

    Advisory

  • Surface recurring points

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

    Billing Specialist · Feedback SummaryOutput: SummaryReads onlyAgent: cx.billing-specialist.feedback-summary

    Advisory

  • Prepare follow-up questions

    Produce the questions this feedback leaves open.

    Billing Specialist · Feedback SummaryOutput: SummaryReads onlyAgent: cx.billing-specialist.feedback-summary

    Advisory

  • Search approved knowledge

    Retrieve, do not answer.

    Billing Specialist · Research & DiscoveryOutput: Search hitsReads onlyAgent: 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 & DiscoveryOutput: SummaryReads onlyAgent: 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 & DiscoveryOutput: Drafted responseProposesAgent: cx.billing-specialist.research-discovery

    Advisory

  • Search approved process knowledge

    Retrieve the passage that governs the process being asked about.

    Billing Specialist · Process GuidanceOutput: Search hitsReads onlyAgent: 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 GuidanceOutput: SummaryReads onlyAgent: 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 GuidanceOutput: Drafted responseProposesAgent: cx.billing-specialist.process-guidance

    Advisory

Asset-liability management

1 / 1 · 1 executor-backed

  • ALM Duration Matcher

    Macaulay/modified duration, convexity and dollar-duration immunization gap (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/alm-duration-match/executeAgent: act-alm-duration

    Executor-backed

Analytics

4 / 4 · 4 executor-backed

  • Competitive Position Analyzer

    Carrier rate vs market by segment — percentile, gap, logistic win proxy (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/competitive-position-analyze/executeAgent: act-competitive-position

    Executor-backed

  • Loss Cost Trend Analyzer

    Loglinear OLS trend on the 12-month loss-cost series by accident year (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/loss-cost-trend/executeAgent: act-loss-cost-trend

    Executor-backed

  • Model Lift Analyzer

    Gini / decile lift of the fitted rating model vs actual loss (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/model-lift-analyze/executeAgent: act-model-lift

    Executor-backed

  • Telematics Score Developer

    UBI telematics risk score and its lift on realized loss (real engine, labelled reference feed)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/telematics-score-develop/executeAgent: act-telematics

    Executor-backed

Capital

5 / 5 · 5 executor-backed

  • Capital Adequacy Calculator

    NAIC RBC capital adequacy from ledger reserve/premium risk + reference asset structure

    Output: Governed runRoute: POST /api/actuarial/agent/skills/capital-adequacy-calc/executeAgent: act-capital-adequacy

    Executor-backed

  • Economic Capital Model

    RBC required capital plus a stochastic CTE(95) overlay

    Output: Governed runRoute: POST /api/actuarial/agent/skills/economic-capital-model/executeAgent: act-economic-capital

    Executor-backed

  • Capital Ratio Calculator

    Capital ratio + action level via the RBC engine

    Output: Governed runRoute: POST /api/actuarial/agent/skills/licat-ratio-compute/executeAgent: act-licat-ratio

    Executor-backed

  • Optimize Regulatory Capital

    Rank capital actions by RBC ratio gained per unit of annual cost

    Output: Governed runRoute: POST /api/actuarial/agent/skills/regulatory-capital-optimize/executeAgent: act-capital-optimize

    Executor-backed

  • Stochastic Model Runner

    Monte Carlo aggregate-loss distribution with VaR/TVaR (fixed-seed, reproducible)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/stochastic-model-run/executeAgent: act-stochastic

    Executor-backed

Catastrophe

1 / 1 · 1 executor-backed

  • Catastrophe Model Runner

    Exposure accumulation (HHI) + modelled frequency/severity PML curve (AEP/OEP)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/cat-model-run/executeAgent: act-cat-model

    Executor-backed

Actuarial governance

4 / 4 · 4 executor-backed

  • Assumption Validator

    Validate the approved assumption set against reasonableness bounds

    Output: Governed runRoute: POST /api/actuarial/agent/skills/assumption-validate/executeAgent: act-assumption-validate

    Executor-backed

  • Committee Pack Generator

    Assemble the reserve/capital/pricing committee pack from real engine results

    Output: Governed runRoute: POST /api/actuarial/agent/skills/committee-pack-generate/executeAgent: act-committee-pack

    Executor-backed

  • Data Reconciliation

    Reconcile reserving-triangle totals against the claim ledger (variance analysis)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/data-recon-execute/executeAgent: act-data-recon

    Executor-backed

  • Peer Review Router

    Compute a peer-review checklist over a reserving run and route for sign-off

    Output: Governed runRoute: POST /api/actuarial/agent/skills/peer-review-route/executeAgent: act-peer-review

    Executor-backed

IFRS 17

1 / 1 · 1 executor-backed

  • IFRS 17 Transition Engine

    GMM/BBA measurement (FCF, CSM, loss component) + CSM roll-forward (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/ifrs17-transition/executeAgent: act-ifrs17-transition

    Executor-backed

Mortality & experience

4 / 4 · 4 executor-backed

  • Assumption Drift Detector

    Flag mortality experience drifting from the valuation assumption (A/E vs 1.0)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/drift-detect/executeAgent: act-drift-detect

    Executor-backed

  • Experience Study Runner

    Actual-to-expected mortality study with limited-fluctuation credibility (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/experience-study-run/executeAgent: act-experience-study

    Executor-backed

  • Mortality Model Calibrator

    Bühlmann credibility calibration of experience q_x to the base table by age band

    Output: Governed runRoute: POST /api/actuarial/agent/skills/mortality-model-calibrate/executeAgent: act-mortality-calibrate

    Executor-backed

  • Mortality Table Updater

    Project a base table forward on an improvement scale, then credibility-blend to experience

    Output: Governed runRoute: POST /api/actuarial/agent/skills/mortality-table-update/executeAgent: act-mortality-table-update

    Executor-backed

Pricing

6 / 6 · 6 executor-backed

  • Experience Rating Calculator

    Credibility-weighted experience modification from ledger loss ratios

    Output: Governed runRoute: POST /api/actuarial/agent/skills/experience-rating-calc/executeAgent: act-experience-rating

    Executor-backed

  • GLM Rating Model Builder

    Frequency/severity GLM fitted on real ledger cells (lob × state)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/glm-rating-build/executeAgent: act-glm-rating

    Executor-backed

  • Pricing Model Builder

    Frequency/severity GLM fitted on ledger cells (lob × state)

    Output: Governed runRoute: POST /api/insurance/agent/skills/pricing-model/executeAgent: ins-pricing-modeler

    Executor-backed

  • Rate Filing Preparer

    Assemble a rate-filing memorandum around the computed indication

    Output: Governed runRoute: POST /api/actuarial/agent/skills/rate-filing-prepare/executeAgent: act-rate-filing

    Executor-backed

  • Rate Indication Calculator

    Indicated rate change from ledger loss ratio + trend + expense/profit provisions

    Output: Governed runRoute: POST /api/actuarial/agent/skills/rate-indication-calc/executeAgent: act-rate-indication

    Executor-backed

  • Renewal Pricing Engine

    Indicated change, expected retention and projected renewal premium for the in-force book

    Output: Governed runRoute: POST /api/actuarial/agent/skills/renewal-pricing-engine/executeAgent: act-renewal-pricing

    Executor-backed

Reserving

6 / 6 · 6 executor-backed

  • Appointed Actuary Report

    Assemble the actuarial report supporting the SAO — reserves, range, capital (gated)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/appointed-actuary-report/executeAgent: act-appointed-actuary

    Executor-backed

  • IBNR Estimator

    IBNR by method with a bootstrap-style range (real reserving engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/ibnr-estimate-refine/executeAgent: act-ibnr-refine

    Executor-backed

  • Loss Triangle Analyzer

    Chain-ladder / BF / ELR development on a paid triangle (real reserving engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/loss-triangle-analyze/executeAgent: act-loss-triangle

    Executor-backed

  • Reserve Adequacy Tester

    Best-estimate vs carried reserve adequacy (real reserving engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/reserve-adequacy-test/executeAgent: act-reserve-adequacy

    Executor-backed

  • Reserve Opinion Drafter

    Statement of Actuarial Opinion draft from the reserving engine (gated)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/reserve-opinion-draft/executeAgent: act-reserve-opinion

    Executor-backed

  • Reserve Range Calculator

    Reserve range at key percentiles via lognormal fit around the method spread

    Output: Governed runRoute: POST /api/actuarial/agent/skills/reserve-range-compute/executeAgent: act-reserve-range

    Executor-backed

Risk & ORSA

7 / 7 · 7 executor-backed

  • Dynamic Capital Adequacy Testing

    DCAT plausible adverse scenarios on capital adequacy (real stress engine, gated)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/dcat-scenario-execute/executeAgent: act-dcat

    Executor-backed

  • ERM Dashboard Generator

    Composite ERM view — RBC adequacy, diversified capital, worst stress (real engines)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/erm-dashboard-generate/executeAgent: act-erm-dashboard

    Executor-backed

  • Financial Condition Testing

    FCT adverse scenarios vs base solvency (real stress engine, gated)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/fct-scenario-run/executeAgent: act-fct

    Executor-backed

  • ORSA Report Generator

    Own Risk & Solvency Assessment assembly — RBC, economic capital, stress (gated)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/orsa-report-generate/executeAgent: act-orsa

    Executor-backed

  • Risk Appetite Calibrator

    Correlated economic-capital aggregation vs appetite thresholds (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/risk-appetite-calibrate/executeAgent: act-risk-appetite

    Executor-backed

  • Sensitivity Analyzer

    Tornado sensitivity of best-estimate reserves to key drivers (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/sensitivity-run/executeAgent: act-sensitivity

    Executor-backed

  • Stress Test Designer

    Multi-factor balance-sheet stress with coverage-ratio breach flags (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/stress-test-design/executeAgent: act-stress-test

    Executor-backed

Valuation

5 / 5 · 5 executor-backed

  • Cash Flow Projector

    Run-off projection of the in-force life book — survivors, premiums, benefits, net CF

    Output: Governed runRoute: POST /api/actuarial/agent/skills/cash-flow-projection/executeAgent: act-cash-flow-projection

    Executor-backed

  • DAC Amortization Calculator

    DAC amortization over expected gross profits (real valuation engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/dac-amortization-calc/executeAgent: act-dac-amortization

    Executor-backed

  • Embedded Value Calculator

    PV of future profits less frictional cost of required capital (real valuation engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/embedded-value-calc/executeAgent: act-embedded-value

    Executor-backed

  • Policy Liability Valuer

    Gross-premium reserve vs carried statutory reserve (real valuation engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/policy-liability-value/executeAgent: act-policy-liability

    Executor-backed

  • Profit Testing Engine

    Profit signature, PV(profits), margin and IRR on the in-force book (real engine)

    Output: Governed runRoute: POST /api/actuarial/agent/skills/profit-testing/executeAgent: act-profit-testing

    Executor-backed

Machine-readable

The same manifest is served without authentication at GET /api/public/skills, cached for five minutes, and carries no tenant data.

Published skills | AegisNow Insurance