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Fintech

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Customer Onboarding Pre-triage

Customer Onboarding Pre-triage

Investment Portfolio Analysis

Investment Portfolio Analysis

Compliance and Regulatory Check

Compliance and Regulatory Check

Fraud Detection

Fraud Detection

Transaction Categorisation

Transaction Categorisation

Financial Product Recommendation

Financial Product Recommendation

News Article Summary

News Article Summary

Claims Processor

Claims Triage

This agentic task evaluates and categorises incoming insurance claims - a key component for claims processing agents. The task configuration specifies how to:

  • Calculate priority scores using severity, financial impact, and time-sensitivity metrics

  • Analyse claim details against policy parameters for accurate classification

  • Generate structured assessment summaries with recommended processing steps

  • Flag critical documentation gaps and incomplete submissions

  • Detect potential fraud indicators through pattern recognition


As a modular agentic task, it can be integrated into claims management workflows, enabling AI agents to execute automated triage within existing processes. The task specification includes outputs for severity assessment, priority calculation, documentation validation, and fraud detection protocols, adaptable to specific insurance products and regulatory requirements.

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Try this Task

Try this Task

Try this Task

Example outputs:

 "response": {
    "urgency": "High",
    "claim_type": "Property Damage",
    "priority_score": "9",
    "recommended_actions": [
      "Review the photos and surveyor's report provided by Ms Brown.",
      "Confirm policy coverage for alternative accommodation due to uninhabitable conditions.",
      "Assess the need for immediate mould remediation to prevent health risks.",
      "Coordinate with the neighbour's insurance to address shared responsibility for repairs.",
      "Approve reimbursement for the temporary roof repair cost of £500."
    ],
    "additional_info_needed": [
      "Clarification on policy coverage for alternative accommodation.",
      "Details on any shared insurance policies with the neighbour."

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Customer Onboarding Pre-triage

Customer Onboarding Pre-triage