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Legal Citation Validation

Legal Citation Validation

Legal Language Simplification and Explanation

Legal Language Simplification and Explanation

B2B Terms Summarisation

B2B Terms Summarisation

Risk Assessment for Business Proposals

Risk Assessment for Business Proposals

Regulatory Update Impact Assessment

Regulatory Update Impact Assessment

Organisational Risk Tolerance Analysis for Contracts and Policies

Organisational Risk Tolerance Analysis for Contracts and Policies

Legal Document Summary

Legal Document Summary

Contract Clause Categorisation

Contract Clause Categorisation

Compliance Analyst

Customer Onboarding Pre-triage

This agentic task pre-screens customer-provided documentation during onboarding - essential for compliance verification and onboarding agents. The task configuration outlines how to:

  • Analyse identification documents for authenticity and completeness

  • Validate alignment between personal information and submitted documentation

  • Detect discrepancies and inconsistencies in application data

  • Evaluate submission suitability for verification processes

  • Generate structured assessment reports with actionable recommendations


As a modular agentic task, it integrates with CRM systems and verification platforms, enabling AI agents to execute systematic pre-screening within existing onboarding workflows. The task specification includes frameworks for identity verification, compliance checking, and feedback generation, adaptable across banking, insurance, and fintech requirements.

Try this Task

Try this Task

Try this Task

Try this Task

Example outputs:

"response": {
    "output_format": {
      "document_valid": false,
      "verification_status": "Rejected",
      "issues_detected": [
        "Document expired",
        "Passport number format incorrect"
      ],
      "missing_information": [],
      "fraud_indicators": [],
      "next_steps": [
        "Submit a valid, unexpired passport",
        "Ensure passport number follows correct format"
      ],
      "confidence_score": "High",
      "user_feedback": "The submitted passport is expired as of 01 May 2015. Please provide a current, valid passport. Additionally, verify that the passport number is correctly formatted according to official guidelines."

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Legal Citation Validation

Legal Citation Validation