ウェルス＆リタイアメント · 121 スキル
- 退職後の収入と取り崩し戦略
- 税務: Roth/RRSP、損出し、ルール変更
- 相続・保険・クロスボーダーのプランニング
- アドバイザー向けツール: 面談準備、コンプライアンス事前チェック
Agent Library
21,500+ のスキルとエージェント。すべてガバナンス付き。
24 の業種と業種あたり 12 のロールにわたる、5,814 の既製エージェントと 15,654 のライブラリスキル。カタログからインストールし、お客様のシステムに接続し、Cortex 上の他のすべてと同じフェイルクローズのゲートチェーンを通して実行されます。
カタログマトリクス全体で 21,511 のライブラリテンプレート
Agent Studio
スキル
KB を検索チケット作成メール送信 追加
公開済みv4 · 信頼性 96
注文 #4471 はどこですか？
発送済みです。木曜日に到着予定です。ツール: KB を検索 · $0.004
studio ▸ 構築 → 公開 → チャットでテスト
コレクション
厳選されたコレクションから始める。
企業が最初に自動化する業務のために手作りしたスイート。すべてのコレクションはガバナンス付きで提供され、ポリシーと監査が最初から組み込まれています。
Enterprise Role Packs · 11 職種
- サービス、セールス、カスタマーサクセス
- IT サービスデスク、人事、財務オペレーション
- 法務受付、調達、現場オペレーション
- リスクとコンプライアンス
Productivity Pack · 9 エージェント
- 受信トレイのトリアージとメール下書き
- 会議の準備、議事メモ、フォローアップ
- スマートな日程調整とデイリーブリーフ
- エグゼクティブアシスタントのオーケストレーション
Gene コレクション · 630 エージェント
- スマートクレーム、アクチュアリー、AML
- 監査、GRC、ESG レポーティング
- ITAM / ITSM とセキュリティオペレーション
- データ・アナリティクスのワークベンチ
ライブラリを見る
チームに必要なスキルを見つける。
21,500+ のガバナンス済みスキルとエージェントを検索、または業種と種別で絞り込めます。どの結果もカタログからインストールでき、同じゲートを通過します。
すべての業種InsuranceBanking & Capital MarketsHealthcare & Hospital AdminLegal ServicesIT Service ManagementHuman ResourcesFinance & AccountingSalesMarketingCustomer SupportSupply Chain & LogisticsManufacturingRetail & E-commerceReal EstateEducationGovernment & Public SectorEnergy & UtilitiesTelecommunicationsPharmaceutical & Life SciencesHospitality & TravelConstruction & EngineeringAutomotiveCybersecurityProfessional Services
216 件の結果 · Banking & Capital Markets · エージェント
Banking & Capital Markets: KYC Specialist Intake Review & Triage
Intake Review & Triage for KYC Specialist teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Document Summarizer
Working supplied-content summarizer for KYC Specialist teams in Banking & Capital Markets. Paste the material to summarize when you run it; no external system connection is included or required.
Banking & Capital Markets: KYC Specialist Q&A Assistant
Q&A Assistant for KYC Specialist teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Drafting & Generation
Drafting & Generation for KYC Specialist teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Record Review
Record Review for KYC Specialist teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Data Query & Summary
Data Query & Summary for KYC Specialist teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Banking & Capital Markets: KYC Specialist Compliance Checker
Compliance Checker for KYC Specialist teams in Banking & Capital Markets. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Risk Assessment
Risk Assessment for KYC Specialist teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Reconciliation Brief
Reconciliation Brief for KYC Specialist teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Banking & Capital Markets: KYC Specialist Exception Review
Exception Review for KYC Specialist teams in Banking & Capital Markets. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist On-demand Reporting & Insights
On-demand Reporting & Insights for KYC Specialist teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Banking & Capital Markets: KYC Specialist Decision Support
Decision Support for KYC Specialist teams in Banking & Capital Markets. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Routing Advisor
Routing Advisor for KYC Specialist teams in Banking & Capital Markets. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Trend Briefing
Trend Briefing for KYC Specialist teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
Banking & Capital Markets: KYC Specialist Onboarding Guide
Onboarding Guide for KYC Specialist teams in Banking & Capital Markets. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Feedback Summary
Working supplied-feedback summary for KYC Specialist teams in Banking & Capital Markets. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.
Banking & Capital Markets: KYC Specialist Research & Discovery
Research & Discovery for KYC Specialist teams in Banking & Capital Markets. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: KYC Specialist Process Guidance
Process Guidance for KYC Specialist teams in Banking & Capital Markets. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Intake Review & Triage
Intake Review & Triage for Branch Operations teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Document Summarizer
Working supplied-content summarizer for Branch Operations teams in Banking & Capital Markets. Paste the material to summarize when you run it; no external system connection is included or required.
Banking & Capital Markets: Branch Operations Q&A Assistant
Q&A Assistant for Branch Operations teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Drafting & Generation
Drafting & Generation for Branch Operations teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Record Review
Record Review for Branch Operations teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Branch Operations Data Query & Summary
Data Query & Summary for Branch Operations teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.
既定でガバナンス付き
導入は簡単な部分。ガバナンスも一緒に付いてくる。
ライブラリのエージェントはスクリプトではなく、ガバナンス付きのアイデンティティです。インストールすると、オーナー、予算、許可されたモデルとアクション、そして監査台帳上の位置とともに登録されます。
カタログから選ぶ
業種と役割で絞り込み。各項目には、接続先のシステムと呼び出すスキルが明記されています。
自社スタックに接続する
コネクタ、MCP サーバー、OpenAPI インポート——ゲートウェイでの許可リストと DLP によってスコープを限定。
すべての実行はゲートを通る
アイデンティティ、予算、ガードレール、レジストリ、Control Tower、実行、出力ガード——そして Trust Ledger に署名付きレシート。すべてのプランで。
必要なスキルが見つかりませんか。
ビジュアルなスキルビルダーなら、コードなしで新しいスキルを出せます。足りないものをお知らせいただければ、最も近いガバナンス付きパターンをご案内します。