- Revenus de retraite et stratégie de décaissement
- Fiscalité : Roth/RRSP, récolte de pertes, évolutions réglementaires
- Succession, assurance et planification transfrontalière
- Outils du conseiller : préparation des rendez-vous, pré-contrôle de conformité
21 500+ compétences et agents. Tous gouvernés.
5,814 agents prêts à l'emploi et 15,654 compétences de bibliothèque couvrant 24 secteurs et 12 métiers par secteur — installables depuis le catalogue, connectés à vos systèmes et exécutés à travers la même chaîne de contrôles en échec fermé que tout le reste sur Cortex.
21,511 modèles de bibliothèque dans la matrice du catalogue
Partez d'une collection sélectionnée.
Des suites conçues à la main pour les tâches que les entreprises automatisent en premier — chaque collection est livrée gouvernée, politiques et audit inclus.
- Service, ventes et customer success
- Service desk IT, RH et finance ops
- Réception juridique, achats et opérations terrain
- Risque et conformité
- Tri de la boîte de réception et rédaction d'e-mails
- Préparation de réunions, notes et suivi
- Planification intelligente et briefing quotidien
- Orchestration d'assistant de direction
- Sinistres intelligents, actuariat et AML
- Audit, GRC et reporting ESG
- ITAM / ITSM et opérations de sécurité
- Ateliers data et analytics
Trouvez la compétence dont votre équipe a besoin.
Recherchez parmi 21,500+ compétences et agents gouvernés, ou filtrez par secteur et par type : chaque résultat s'installe depuis le catalogue et franchit les mêmes points de contrôle.
402 résultats · Agents · “HR”
Banking & Capital Markets: Relationship Manager Risk Assessment
Risk Assessment template for Relationship Manager teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Credit Analyst Risk Assessment
Risk Assessment template for Credit Analyst teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Loan Officer Risk Assessment
Risk Assessment template for Loan Officer teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: AML Analyst Risk Assessment
Risk Assessment template for AML Analyst teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: KYC Specialist Risk Assessment
Risk Assessment template for KYC Specialist teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Branch Operations Risk Assessment
Risk Assessment template for Branch Operations teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Treasury Analyst Risk Assessment
Risk Assessment template for Treasury Analyst teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Fraud Analyst Risk Assessment
Risk Assessment template for Fraud Analyst teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Wealth Advisor Risk Assessment
Risk Assessment template for Wealth Advisor teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Collections Specialist Risk Assessment
Risk Assessment template for Collections Specialist teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Compliance Officer Risk Assessment
Risk Assessment template for Compliance Officer teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Banking & Capital Markets: Trade Operations Risk Assessment
Risk Assessment template for Trade Operations teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.
Healthcare & Hospital Admin: Patient Access Risk Assessment
Risk Assessment template for Patient Access teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Medical Coder Risk Assessment
Risk Assessment template for Medical Coder teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Care Coordinator Risk Assessment
Risk Assessment template for Care Coordinator teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Revenue Cycle Analyst Risk Assessment
Risk Assessment template for Revenue Cycle Analyst teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Prior Authorization Risk Assessment
Risk Assessment template for Prior Authorization teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Claims Specialist Risk Assessment
Risk Assessment template for Claims Specialist teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Clinical Documentation Risk Assessment
Risk Assessment template for Clinical Documentation teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Scheduling Coordinator Risk Assessment
Risk Assessment template for Scheduling Coordinator teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Compliance Officer Risk Assessment
Risk Assessment template for Compliance Officer teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Case Manager Risk Assessment
Risk Assessment template for Case Manager teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Pharmacy Liaison Risk Assessment
Risk Assessment template for Pharmacy Liaison teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
Healthcare & Hospital Admin: Quality Analyst Risk Assessment
Risk Assessment template for Quality Analyst teams in Healthcare & Hospital Admin. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include Epic, Cerner, athenahealth.
L'installation est la partie facile. La gouvernance vient avec.
Les agents de la bibliothèque ne sont pas des scripts — ce sont des identités gouvernées. En installer un l'enregistre avec un propriétaire, un budget, des modèles et des actions autorisés, et une place dans le registre d'audit.
Choisissez dans le catalogue
Filtrez par secteur et par rôle ; chaque élément indique les systèmes auxquels il se connecte et les compétences qu'il invoque.
Reliez-le à votre stack
Connecteurs, serveurs MCP et imports OpenAPI — cadrés par des listes d'autorisation et le DLP au niveau de la passerelle.
Chaque exécution passe les verrous
Identité, budget, garde-fous, registre, Control Tower, exécution, garde-fou de sortie — puis un reçu signé dans le Trust Ledger. Sur toutes les formules.
Vous ne trouvez pas la compétence qu'il vous faut ?
Le générateur visuel de compétences livre de nouvelles compétences sans code — ou dites-nous ce qui manque et nous vous orienterons vers le modèle gouverné le plus proche.