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Underwriting appetite referral agent

Build a submission agent that compares a broker packet with a dated appetite guide and sends exceptions to an underwriter.

Workflow AutomationHosted by Vera

What you are building

Build a submission agent that compares a broker packet with a dated appetite guide and sends exceptions to an underwriter.

Guide G2 refers battery storage above 10 MWh. Submission S4 states 12 MWh. Broker asks for immediate terms.

Prepare a referral citing S4 and G2. Leave price and binding authority unset.

Submit a working local tool, setup instructions, and the output for the starter case. Include a second case with incomplete or changed inputs.

Rules

Use fictional records only. Do not bind coverage, issue payments, contact customers, or present exercise rates as market prices.

How work is evaluated

Evaluation

Prepare a referral citing S4 and G2. Leave price and binding authority unset.

Submission format

Submit a working local tool, setup instructions, and the output for the starter case. Include a second case with incomplete or changed inputs.

Datasets

Public datasets, plus the private datasets you have access to.

Learning goals

  • Build a submission agent that compares a broker packet with a dated appetite guide and sends exceptions to an underwriter.

  • Prepare a referral citing S4 and G2. Leave price and binding authority unset.

Resources

Dataset notes

Fictional starter case: Guide G2 refers battery storage above 10 MWh. Submission S4 states 12 MWh. Broker asks for immediate terms.

Challenge setup

Challenge input

Input details are not configured.

Agent execution

No agent tool is listed for this challenge.

Evaluated output

No output checks are configured.

Evaluation checks
  • No evaluation checks are configured.
Configured evaluation evidence
  • 1 public reference case
Configured runtime
  • No runtime settings are configured.

Shows the first task, up to three tools, and up to three evidence items.

View technical recipe

Configured tools

No tool records are attached.

Evaluation contract

  • No evaluation checks are configured.

Reference cases

  • 1 public reference case

Workflow tasks

No workflow tasks are configured.

Recipe freeze marker

No recipe freeze time is recorded.

Frequently Asked Questions about Underwriting appetite referral agent