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
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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
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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
5,834 件の結果 · エージェント
Banking & Capital Markets: Loan Officer Routing Advisor
Routing Advisor template for Loan Officer teams in Banking & Capital Markets. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. 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 Trend Briefing
Trend Briefing template for Loan Officer teams in Banking & Capital Markets. Summarizes supplied historical data and query results; it does not run a forecasting model. 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 Onboarding Guide
Onboarding Guide template for Loan Officer teams in Banking & Capital Markets. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. 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 Feedback Summary
Working supplied-feedback summary for Loan Officer 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: Loan Officer Research & Discovery
Research & Discovery template for Loan Officer teams in Banking & Capital Markets. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. 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 Process Guidance
Process Guidance template for Loan Officer teams in Banking & Capital Markets. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. 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 Intake Review & Triage
Intake Review & Triage template for AML Analyst teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work. 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 Document Summarizer
Working supplied-content summarizer for AML Analyst 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: AML Analyst Q&A Assistant
Q&A Assistant template for AML Analyst teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review. 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 Drafting & Generation
Drafting & Generation template for AML Analyst teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review. 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 Record Review
Record Review template for AML Analyst teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. 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 Data Query & Summary
Data Query & Summary template for AML Analyst teams in Banking & Capital Markets. Runs a governed read query and summarizes the returned records; it does not write source data. 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 Compliance Checker
Compliance Checker template for AML Analyst teams in Banking & Capital Markets. Evaluates supplied context against applicable policy and prepares review findings. 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: AML Analyst Reconciliation Brief
Reconciliation Brief template for AML Analyst teams in Banking & Capital Markets. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. 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 Exception Review
Exception Review template for AML Analyst teams in Banking & Capital Markets. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. 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 On-demand Reporting & Insights
On-demand Reporting & Insights template for AML Analyst teams in Banking & Capital Markets. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. 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 Decision Support
Decision Support template for AML Analyst teams in Banking & Capital Markets. Assesses supplied context and drafts a recommendation for a person to review. 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 Routing Advisor
Routing Advisor template for AML Analyst teams in Banking & Capital Markets. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. 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 Trend Briefing
Trend Briefing template for AML Analyst teams in Banking & Capital Markets. Summarizes supplied historical data and query results; it does not run a forecasting model. 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 Onboarding Guide
Onboarding Guide template for AML Analyst teams in Banking & Capital Markets. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. 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 Feedback Summary
Working supplied-feedback summary for AML Analyst 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: AML Analyst Research & Discovery
Research & Discovery template for AML Analyst teams in Banking & Capital Markets. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. 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 Process Guidance
Process Guidance template for AML Analyst teams in Banking & Capital Markets. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. 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.
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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。
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