Users have the ability to set 'Allow' (default) or 'Review required' for specific components in all agents via the Agent policies in Automation Ops. When 'Review required' is selected, a user must use either a default policy escalation app template (this one) or create a custom app that matches the schema requirements.

The appropriate schema is in this template and further customization can be added. The following needs to be maintained, however, if this template is to be used for agent component governance:

Inputs:

At least, the inputs must include the following as exact matches Any UX alterations or additional inputs, outputs and input/output properties can be added should they be needed.

PolicyName

TenantName

AgentName

Component

ComponentInputs

AgentTrace

Outcomes should include the following exact matches

Approve

Reject

Outputs should include at least 'Reason' as an exact match

This action app template offers admins the ability to approve or reject the use of certain agent components across a tenant, group or user

The Negative News Screening Agent addresses the critical need for organizations to identify and mitigate risks associated with financial crimes, legal violations, and reputational damage. In an era where financial institutions and businesses are under increasing scrutiny to comply with Anti-Money Laundering (AML) standards, this agent provides a systematic approach to uncovering adverse information about individuals or entities. By doing so, it helps organizations maintain compliance, avoid regulatory penalties, and safeguard their reputation.

This agent operates by conducting comprehensive web searches using targeted keywords and phrases related to financial crimes, corruption, and other risk factors. It filters out irrelevant or self-published content, focusing on credible sources such as public records, news articles, and sanctions lists. The agent then analyzes the findings to assess the credibility of the sources and the severity of the risks, compiling the results into a structured report. This report is formatted for easy review and shared with designated stakeholders via Slack, ensuring timely and actionable insights.

The agent is equipped with several tools to enhance its functionality. It leverages tools like UiPath GenAI Activities Web Search for gathering information, a Web Reader Agent for detailed content analysis, and Slack integration for report dissemination. These tools enable the agent to perform precise searches, extract relevant data, and communicate findings effectively. By automating these processes, the agent not only enhances efficiency but also ensures a thorough and unbiased risk assessment.

1. Select Download.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. If there are extras to upload, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

The Negative News Screening Agent conducts risk-based web investigations, identifying adverse information about individuals or businesses to assess financial, legal, and reputational risk.

The Negative News Screening Agent addresses the critical need for organizations to identify and mitigate risks associated with financial crimes, legal violations, and reputational damage. In an era where financial institutions and businesses are under increasing scrutiny to comply with Anti-Money Laundering (AML) standards, this agent provides a systematic approach to uncovering adverse information about individuals or entities. By doing so, it helps organizations maintain compliance, avoid regulatory penalties, and safeguard their reputation.

This agent operates by conducting comprehensive web searches using targeted keywords and phrases related to financial crimes, corruption, and other risk factors. It filters out irrelevant or self-published content, focusing on credible sources such as public records, news articles, and sanctions lists. The agent then analyzes the findings to assess the credibility of the sources and the severity of the risks, compiling the results into a structured report. This report is formatted for easy review and shared with designated stakeholders via Slack, ensuring timely and actionable insights.

The agent is equipped with several tools to enhance its functionality. It leverages tools like UiPath GenAI Activities Web Search for gathering information, a Web Reader Agent for detailed content analysis, and Slack integration for report dissemination. These tools enable the agent to perform precise searches, extract relevant data, and communicate findings effectively. By automating these processes, the agent not only enhances efficiency but also ensures a thorough and unbiased risk assessment.

**How to use**

1. Click the Download button.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in [Importing a project downloaded from Studio Web](https://docs.uipath.com/studio-web/automation-cloud/latest/user-guide/creating-a-project#importing-a-project-downloaded-from-studio-web).
5. Next, go to Solutions. For details, refer to [Accessing the Solutions UI](https://docs.uipath.com/solutions-management/automation-cloud/latest/user-guide/accessing-solutions).
6. Upload the .zip file, as explained in [Transporting a solution package](https://docs.uipath.com/solutions-management/automation-cloud/latest/user-guide/transferring-a-solution), then deploy the solution. For details, refer to [Deploying the solution](https://docs.uipath.com/solutions-management/automation-cloud/latest/user-guide/deploying-a-solution).
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

The ECCN Manufacturing Classifier Agent addresses the critical need for accurate classification of products under the Export Control Classification Number (ECCN) system. This classification is essential for determining whether a product requires an export license or falls under specific export restrictions. Without proper classification, businesses risk non-compliance with export regulations, which can lead to legal penalties, delays, and security risks.

This agent solves the problem by analyzing product details, including name, description, and manufacturer, to identify the top three most relevant ECCN codes. It uses a systematic approach to match products with ECCN categories, referencing an ECCN index as the authoritative source. If no relevant codes are found, the agent iteratively refines the product description to improve classification accuracy. The agent also provides detailed explanations, observations, and relevance scores to ensure transparency and confidence in its recommendations.

The ECCN Manufacturing Classifier Agent leverages UiPath Context Grounding to retrieve top matching codes, evaluates their relevancy scores, and determines whether a product description refinement is necessary to determine the correct classification. This robust setup ensures the agent can handle complex classification tasks efficiently and reliably, making it an invaluable tool for compliance and security teams.

1. Select Download.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. If there are extras to upload, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

The ECCN Manufacturing Classifier Agent identifies Export Control Classification Numbers (ECCN) for products to ensure compliance and security protocols.

The HTS Classifier Agent is designed to address the complex challenge of classifying products into harmonized tariff schedule (HTS) codes, which are essential for trade reporting, customs declarations, and compliance. This process is critical for businesses and governments to ensure accurate taxation, adherence to trade agreements, and efficient customs processing. Misclassification can lead to financial penalties, shipment delays, and legal complications, making accurate HTS classification a vital need.

To solve this problem, the HTS Classifier Agent uses a structured approach to identify the most relevant HTS codes for a given product description. It leverages UiPath Context Grounding to retrieve top matching codes, evaluates their relevancy scores, and determines whether escalation to a human or review necessary. If required, the HTS Classifier Agent can also access Customs Rulings Online Search System (CROSS) to fetch past rulings, providing additional context and validation for the classification. This ensures a robust and traceable classification process, even in cases of ambiguity or low relevancy scores.

The agent is equipped with several tools and escalation mechanisms to enhance its functionality. The Customs Rulings Online Search System (CROSS) Tool allows it to retrieve up to 10 past rulings for a product description, aiding in validation and compliance. Additionally, the HTS Classifier Agent can escalate cases to a human expert using UiPath Action Center when the relevancy scores of retrieved codes fall below a user-defined threshold. This escalation includes detailed information about the product description, relevant HTS codes, and can include prior CROSS rulings, ensuring a seamless handoff and resolution process. This human-in-the-loop mechanism is presented using UiPath Action Apps as a user interface. These capabilities make the HTS Classifier Agent a reliable and efficient solution for HTS code classification.

**How to use**

1. Click the Download button.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in [Importing a project downloaded from Studio Web](https://docs.uipath.com/studio-web/automation-cloud/latest/user-guide/creating-a-project#importing-a-project-downloaded-from-studio-web).
5. Next, go to Solutions. For details, refer to [Accessing the Solutions UI](https://docs.uipath.com/solutions-management/automation-cloud/latest/user-guide/accessing-solutions).
6. Upload the .zip file, as explained in [Transporting a solution package](https://docs.uipath.com/solutions-management/automation-cloud/latest/user-guide/transferring-a-solution), then deploy the solution. For details, refer to [Deploying the solution](https://docs.uipath.com/solutions-management/automation-cloud/latest/user-guide/deploying-a-solution).
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

The HTS Classifier Agent identifies harmonized tariff schedule (HTS) codes for products to aid in trade compliance, custom declarations, and reporting for exported goods.

The Production Line Monitoring Agent addresses the critical challenge of minimizing downtime and inefficiencies in manufacturing environments. Production lines are complex systems where even minor disruptions can lead to significant losses in productivity and revenue. This agent is designed to proactively monitor operations, detect anomalies, and provide actionable insights to ensure smooth and efficient production processes.

To solve these challenges, the agent leverages real-time sensor data and historical diagnostic records to identify potential issues before they escalate. It analyzes anomalies using a combination of live data and historical trends, classifies the root causes, and proposes step-by-step remediation strategies. By providing structured outputs that include diagnostics, recommended actions, and escalation paths, the agent ensures that operators can quickly address problems and maintain optimal production line performance.

The Production Line Monitoring Agent leverages UiPath Context Grounding which provides access to historical diagnostic records, common fault resolutions, and real-time metrics. This context allows the agent to make informed decisions based on past successes and current data. Additionally, the agent operates with a high degree of precision, ensuring that only actionable insights are provided, and it avoids repeating solutions unless they are contextually appropriate. This combination of proactive monitoring, intelligent analysis, and structured outputs makes it an invaluable tool for modern manufacturing operations.

1. Select Download.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. If there are extras to upload, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

The Production Line Monitoring Agent automates the detection, analysis, and resolution of production line issues to minimize downtime and enhance manufacturing efficiency.

The Benefits Fraud Detection Agent addresses the critical issue of fraud in Social Security disability claims, which can lead to financial losses and undermine the integrity of the benefits system. Fraudulent claims not only divert resources from those in genuine need but also erode public trust in the system. By automating the detection of potential fraud, this agent helps ensure that benefits are distributed fairly and efficiently.

This agent operates by analyzing two specific forms—SSA-3368-BK and SSA-16-BK—submitted as part of disability claims. It validates the claimant's information against a master database and evaluates the application against a detailed Standard Operating Procedure (SOP). The SOP includes rules for identifying suspicious patterns, such as multiple claims from the same address, frequent address changes, and inconsistencies in work history or medical documentation. Based on these evaluations, the agent assigns a fraud risk level and provides a detailed justification for its findings.

The Benefits Fraud Detection Agent utilizes UiPath Context Grounding for verifying Social Security Numbers and other claimant details. This is a mock replacement of a typical database and can be updated and periodically synced using a real system. The agent uses a structured scoring system to assess the severity of potential infractions, ranging from minor to major, and determines the overall risk level accordingly. This systematic approach ensures thorough and consistent evaluations, enabling the Social Security Administration to flag high-risk cases for further human review.

1. Select Download.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in [Importing a project downloaded from Studio Web](https://docs.uipath.com/studio-web/automation-cloud/latest/user-guide/creating-a-project#importing-a-project-downloaded-from-studio-web).
5. Next, go to Solutions. For details, refer to [Accessing the Solutions UI](https://docs.uipath.com/solutions-management/automation-cloud/latest/user-guide/accessing-solutions).
6. Upload the .zip file, as explained in [Transporting a solution package](https://docs.uipath.com/solutions-management/automation-cloud/latest/user-guide/transferring-a-solution), then deploy the solution. For details, refer to [Deploying the solution](https://docs.uipath.com/solutions-management/automation-cloud/latest/user-guide/deploying-a-solution).
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

The Benefits Fraud Detection agent evaluates Social Security disability claims for potential fraud risk.

The VA Certificate of Eligibility Agent is designed to address the challenge of determining whether a veteran qualifies for a home loan through the Veterans Affairs program. Veterans often face complex eligibility criteria, including service history, discharge status, and other factors, which can make it difficult to ascertain their qualification for benefits. This agent simplifies the process by automating the evaluation of eligibility based on the data provided in VA Form 26-1880.

The agent works by verifying the veteran's information against the VA Eligibility Criteria and checking the validity of critical details such as Social Security Number and date of birth. It also uses the a tool to confirm the veteran's military service record. Once the evaluation is complete, the agent sends a detailed email to the veteran, outlining their eligibility status and the specific criteria they met or did not meet. If the information provided is invalid, the agent ensures the veteran is informed of the issues preventing eligibility determination.

The agent is equipped with several tools to enhance its functionality. The VA Record Exists tool verifies the veteran's military service record. A Send Email tool is also available which sends a formatted email to the veteran with their eligibility findings. It also leverages UiPath Context Grounding to reference and determine criteria for eligibility of a Veteran for a home loan from the Veterans Affairs. These tools ensure accurate verification and effective communication, making the process seamless and transparent for veterans seeking home loan benefits.

1. Select Download.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. If there are extras to upload, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

The VA Certificate of Eligibility Agent determines Veterans' eligibility for VA home loans

The Product Recommendation Agent is designed to address the challenge of finding the most suitable products for customers based on their specific preferences and constraints. In a world where customers are often overwhelmed by the sheer number of product options available, this agent simplifies the decision-making process by narrowing down choices to the most relevant ones. It ensures that customers receive recommendations that align closely with their needs, saving time and enhancing satisfaction.

To solve this problem, the agent uses a structured approach to analyze customer preferences and product contexts. It identifies the top three products that best match the customer's requirements, categorizing them as Perfect Match, Strong Match, or Close Alternative. Each recommendation is accompanied by a detailed explanation of why it fits the customer's needs, including specific attributes such as price, features, and brand. If no products fully meet the preferences, the agent provides close alternatives with justifications, ensuring that customers always have viable options to consider.

The Product Recommendation Agent leverages UiPath Context Grounding relevant product information. A real product database can continually be synced to query against. This database is configured to return up to three results based on a threshold and retrieval mode, ensuring high-quality matches. The agent's output schema is designed to include detailed product attributes, reasoning for recommendations, and alternative suggestions, making it a comprehensive tool for personalized product discovery.

1. Select Download.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. If there are extras to upload, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

The Product Recommendation Agent provides curated product suggestions tailored to customer preferences and constraints.

The Multilingual Claims Agent addresses the challenge of processing insurance claims submitted in multiple languages, ensuring that language barriers do not hinder efficient claim handling. Insurance providers often face difficulties in understanding and verifying claims when they are submitted in languages other than English, leading to delays and potential errors. This agent is designed to streamline the process by translating claims, categorizing them accurately, and verifying their eligibility against policy terms.

To solve this problem, the agent employs a structured workflow. It begins by translating non-English claims into English and extracting key details such as claim type, reason, amount, and date. Once the claim is understood, it is classified into predefined categories like Medical, Property, or Auto. The agent then cross-references the claim details with the claimant’s policy to determine eligibility, identifying any exclusions, limits, or missing documentation. Finally, it generates a structured response indicating whether the claim can proceed or if additional information is required.

The Multilingual Claims Agent leverages natural language processing capabilities and semantic retrieval to access policy details and claim processing rules. It operates within a predefined schema to ensure consistency and accuracy in its outputs. It utilizes UiPath Context Grounding to reference information on policy details and claim processing rules. By integrating translation, classification, and policy verification, the Multilingual Claims Agent provides a comprehensive solution for efficient and accurate claims processing in a multilingual context

1. Select Download.
2. In the Downloading an agent template window, select Download Solution. A .uis file containing the agent definition is downloaded to your machine.
3. Agent templates can also include Extras, a separate package containing assets for your agent (automations, custom escalations). Select Download Extras. A .zip file is downloaded to your machine.
4. In Studio Web, import the Agent definition .uis file as described in Importing a project downloaded from Studio Web.
5. If there are extras to upload, go to Solutions. For details, refer to Accessing the Solutions UI.
6. Upload the .zip file, as explained in Transporting a solution package, then deploy the solution. For details, refer to Deploying the solution.
7. You can now access your agent template from Studio Web and add any other tools deployed to your tenant.

The Multilingual Claims Agent processes insurance claims in various languages by translating, classifying, and verifying them against policy terms.