11 posts tagged with "Digital Agents"

This release introduces the Policy Agent, a new Fenergo Digital Agent that automates the analysis of policy documents. Analysts can upload a PDF policy document, review AI-extracted requirements classified by entity type, field type, and confidence level, and compare them against existing Fenergo Policy configuration — all within a single, auditable workflow. Results from the Extracted Policy Requirements and Policy Comparison screens can be exported to Excel for offline review or internal sign-off.

Note: The Policy Agent can only be enabled on one tenant at a time. Contact your Fenergo representative to have it enabled on your tenant.

User Guide Reference: Policy Agent User Guide

This enhancement increases the global metadata extraction page limit for Intelligent Document Processing (IDP) from 5 pages to 10 pages, allowing metadata values such as signatures, certification dates, and expiry dates that appear beyond page 5 to be correctly extracted. The document classification page limit remains unchanged at 5 pages, with both limits now configured independently of each other.

User Guide Reference: Using the Document Agent — Additional Considerations

This release introduces Hierarchy Comparison Insights within the Related Party step of the External Data – Entity Enrichment task. This summary highlights missing entities, missing associations and other differences and supports the user in making informed decisions on whether to retain, update or remove associations.

The Screening Agent's hit adjudication logic has been updated to improve consistency and accuracy across entity types.

The Screening Agent now supports AI-powered summarisation of articles linked within the Sources tab of a screening match. Analysts can generate structured per-source summaries and a consolidated overview to review key information more efficiently.

This release introduces AI Assist for the External Data – Entity Enrichment task in the Entity Details and Related Parties steps. When enabled, AI Assist supports enrichment by assisting with data resolution and deduplication, while providing transparency and insights.

This release introduces enhanced configuration control for document retrieval within the External Data – Entity Enrichment task. This allows users flexibility to determine whether documents are retrieved during task execution and from which providers.

The Data Sourcing Agent now supports the use of OpenAI as a Data Provider. Clients who have subscribed to Flow Studio and the Data Sourcing Agent can now configure OpenAI as a 3rd Party Data Provider in the External Data Entity Enrichment Task.

The Significance Agent Results task now supports configurable autocompletion, allowing tasks to automatically complete when all returned results meet defined significance criteria. This enables greater automation and allows Significance Agent outputs to drive downstream journey logic via the Significance Engine.

Autocompletion is optional and controlled through Central Agent Configuration, ensuring tasks can remain manual where review is required.

Fenergo’s Screening Agent is now available for Ongoing Screening, in addition to On Demand Screening.