- Ingresos de jubilación y estrategia de retiradas
- Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
- Planificación patrimonial, de seguros y transfronteriza
- Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
21.500+ skills y agentes. Todos gobernados.
5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.
21,511 plantillas de biblioteca en la matriz del catálogo
Empieza por una colección curada.
Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.
- Atención, ventas y customer success
- Service desk de TI, RR. HH. y operaciones financieras
- Recepción legal, compras y operaciones de campo
- Riesgo y cumplimiento
- Triaje de bandeja de entrada y redacción de correos
- Preparación de reuniones, notas y seguimiento
- Agenda inteligente y resumen diario
- Orquestación de asistente ejecutivo
- Siniestros inteligentes, actuarial y AML
- Auditoría, GRC e informes ESG
- ITAM / ITSM y operaciones de seguridad
- Entornos de datos y analítica
Encuentra la habilidad que tu equipo necesita.
Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.
21.386 resultados
Product Performance Review
Review product performance: profitability, growth, retention, competitive position, and enhancement opportunities.
P&L Attribution Analysis
Decompose daily P&L into risk factor contributions using Taylor expansion and full repricing. Identifies unexplained P&L and validates risk model accuracy.
Privacy Breach Notification Manager
Manage privacy breach notification process from detection to resolution. Assesses breach severity, determines notification obligations by jurisdiction, drafts notifications, and tracks regulatory submissions.
Data Protection Impact Assessment
Conduct Data Protection Impact Assessments (DPIAs) for high-risk processing activities. Identifies privacy risks, evaluates necessity and proportionality, proposes mitigations, and generates regulator-ready DPIA reports.
Data Subject Request Processor
Process data subject requests (access, deletion, portability, correction) across systems. Verifies identity, locates personal data, executes the request, and generates compliance records within statutory timelines.
Privacy-by-Design Review
Conduct privacy-by-design reviews for new products, features, and systems. Evaluates data minimization, purpose limitation, consent mechanisms, and technical safeguards before launch.
Policy Eligibility Verification
Comprehensive policy eligibility verification for claims. Checks policy status, premium history, waiting periods, reinstatement terms, and rider applicability.
Regulatory Impact Assessment
Assess the impact of new or updated regulations on business operations. Parses regulation text, maps to existing controls, identifies gaps, estimates implementation effort, and generates a remediation roadmap.
Value Policy Liabilities
Value policy liabilities under IFRS 17 / ASPE with CSM calculation. Computes fulfilment cash flows, risk adjustment, and contractual service margin for insurance contract groups.
Policy Library Maintenance
Maintain a centralized policy library with version control, review scheduling, approval workflows, and gap detection against regulatory requirements.
Manage Policy Lifecycle
Track policies from draft to approval to retirement. Version control, owner assignment, review scheduling.
Review Policy Portfolio
Comprehensive portfolio review analyzing mix, growth, retention, rate adequacy, and concentration across all lines of business. Produces executive summary with strategic recommendations.
Review Policy Wording
AI-assisted review of policy wording for coverage gaps, ambiguities, and regulatory compliance.
Post-Incident Review & Learning
Facilitates blameless post-incident reviews by assembling timeline data, identifying contributing factors, extracting lessons learned, and tracking follow-up actions.
Blameless Post-Mortem Generator
Generates blameless post-mortem reports from incident timelines, communications, and resolution data. Structures findings using contributing factors framework.
Build Pricing Model
Construct an insurance pricing model using GLM, credibility weighting, experience rating, or ILF curves. Outputs rate indications by class.
Privacy Impact Assessment
Conduct Data Protection Impact Assessment (DPIA) for new projects or system changes. Evaluates data flows, identifies privacy risks, and recommends mitigations per GDPR/PIPEDA/CCPA.
Problem Review Board Preparation
Prepares problem review board meeting packs including open problem summary, aging analysis, root cause status, workaround effectiveness, and recommended closures.
Incident Cluster Root Cause Analysis
Correlates recurring incidents to identify underlying problems. Analyzes CMDB dependencies, detects common failure patterns, and generates known error records with workarounds.
Procurement Request Workflow Engine
Automates the procurement request workflow from requisition to approval to PO creation. Enforces budget checks, approval chains, and preferred vendor routing.
Run Profit Test
Run profit testing models for new and existing products. Projects statutory and GAAP profits, calculates IRR, NPV, and profit margin metrics by product and distribution channel.
A/B Evaluate Prompts
Run controlled A/B evaluations of prompt variants using blind scoring, inter-rater agreement, and statistical significance testing to select the optimal prompt.
Design Prompt Chain
Design and validate multi-step prompt chains with branching logic, variable passing, and fallback strategies. Supports chain-of-thought, tree-of-thought, and ReAct patterns.
Harden Prompt Against Injection
Analyze and harden prompts against injection attacks, jailbreaks, and data exfiltration attempts. Applies defense-in-depth with input sanitization, output filtering, and canary tokens.
Instalar es lo fácil. La gobernanza viene incluida.
Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.
Elige en el catálogo
Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.
Conéctalo a tu stack
Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.
Cada ejecución pasa por los controles
Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.
¿No encuentras la habilidad que necesitas?
El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.