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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

Financial Analysis

Transaction Categorisation

This agentic task categorises financial transactions - vital for financial analysis agents. The task configuration outlines how to:

  • Classify transactions into primary and secondary categories

  • Generate confidence scores for category assignments

  • Apply contextual tags and business indicators

  • Analyse merchant patterns and transaction characteristics

  • Produce structured categorisation reports with insights


As a modular agentic task, it integrates with banking systems and budgeting platforms, enabling AI agents to execute systematic transaction categorisation within existing financial management workflows. The task specification includes frameworks for pattern recognition, category mapping, and context analysis, adaptable across personal and business finance applications.

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Example outputs:

"response": {
    "main_category": "Health & Fitness",
    "sub_category": "Gym Membership",
    "suggested_tags": [
      "fitness",
      "gym",
      "membership"
    ],
    "confidence_level": "High"

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Fraud Detection

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Financial Product Recommendation

Financial Product Recommendation