Agentic Risk Data Workflows

Simplify unstructured risk and compliance data workflows with AI Agents and a few lines of SQL.

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Built by team from Snowflake, Meta, and Google. Trusted by leading organizations
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Empowering Mission Critical Flows.

Risk data workflow

Industries
E-commerce
BNPL
Payments

Trusted by F500 e-commerce, Top BNPL Risk Teams

AI Agents to collect high quality risk data from various unstructured sources about sellers and their products.

Agentic Market Data Collection

Industries
Financial Data Provider
Private Equity & VC
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Trusted by 10B+ AUM PE

Scan the websites, product offering, prices, geographic location, and competitors with a simple task description.

Agentic Compliance Rule Extraction

Industries
Custodian Bank
Asset Management

Trusted by Fortune 500 Custodian Bank

Identifies, evaluates and deduplicates natural language compliance terms from thousands of 200-page+ fund documents with 95%+ recall.

Why Roe?

Access to the world public data

Social Media, BBB, Trustpilot, Google Maps
Local laws enforcement policies
Government authority website including recalls
Any website

Customizable AI Agents

AI Agents that can natively work with web, documents, videos and text.
Cost-efficient caching features save 80% cost for building a workflow
Structured input and output enables AI Agents chaining.

Low-code multi-agents data workflows via SQL

Customize your own prompt and choose your own model
Choose to run the workflow daily, weekly or at your preference
Query the workflow with SQL API, REST API

Any data

Agentic ontology building & analytics

Document	Metadata	Risk Summary	Compliance Rule Validation 1	Compliance Rule Validation 2
Prospectus Fidelity	Management Fee...	Management risks...	...	...
Prospectus Blackrock	Management Fee...	Diversification risks...	...	...
Prospectus Fidelity	Management Fee...	Management risks...	...	...

Structured Compliance

Roe AI excels in processing large volumes of documents, including financial documents, prospectuses.

Roe AI agents can carry the compliance rules and intelligently screen on hefty documents like human, significantly accelerates the time to compliance review.

Document	Filling Date	NAIC	Insurance Type	ROC	Rates
GEICO Filings	Feb 10, 2024	35882	Auto	...	...
Progressive Filings	Mar 5, 2024	24260	Auto	...	...
AAA Filings	Jan 28, 2024	15539	Auto	...	...

Insurance Filings Analysis

By extracting quantitative structured and unstructured data like proposed rate adjustments, historical trends, and methodologies from insurance filings, Roe AI helps insurance companies keep up with the peer pricing competitive insights, approaching DOIs.

Website	Copy Infringement	Grammar Mistake	Offsite Transaction	Violate Rule X	Violate Rule Y
Tuppleware.com	False	None	False	False	False
Tupplewares.com	True	Medium	True	False	True
Tupplewareparty.com	True	High	True	True	True

Merchant Compliance Labeling

ROE AI enables risks team define custom criteria to extract the risk signals from businesses web presence, and consolidate the signals back to the risk modeling.

This dramatically accelerates time to high quality data labeling.

Document	Date	Location	Type	Summary	Risks
Call Transcript	Feb 10, 2024	123 Ave	Auto	...	...
Email	Mar 5, 2024	123 Ave	Auto	...	...
Call Transcript	Jan 28, 2024	123 Ave	Auto	...	...

Loss Data Analytics

ROE AI can analyze the emerging risks and trends from the unstructured loss data with AI Agents and data query.

This allows carriers to better determine the pricing model and lose less money.

Integrations

Ready-to-use AI Agent APIs

AI Agents customization

Enterprise-Grade Security

100% Unstructured Data Integration

Securely connect your data from anywhere, including the internet.

We do not save, store, or use your data for training LLM.

Customize AI Agents until you are satisifed.

Need tailor made agents? Even business team can customize AI Agents.

Advanced evaluation and fine-tuning available for engineers.

Enterprise-Grade Security

Roe AI is built with enterprise security measures.

SOC2 Type I

SOC2 Type II

Enterprise Data Security

Zero-day Data Retention

Roe AI v.s Chatbot Solutions

Roe AI

Transparency in everything

Interrogate documents in raw format in your own prompt so that the integrity of the documents is preserved.
The intermediate SQL results are easily accessible.
100% correct math based on SQL aggregation.

Scale without sacrificing quality

Takes < 1 min to process a 100+ page document, without pre-indexing.
Massive parallel processing architecture allows interrogation of 10000+ docs within minutes.
Produce qualitative and quantitative answers that can be aggregated into higher-order, accurate insights.

Chatbot Solutions

Blackbox in everything

Black box parsing documents into text loses the document integrity and discards tables, charts, and images.
Black box on how and which files are retrieved.
The math done by the chatbot cannot be trusted.

Quality degrades with more documents

Chatbots degrades with more documents. Poor in handling 100+ pages long documents.
Only < 5 files are allowed in the chat conversation. More files dramatically lower answer quality.
Only qualitative answers are produced, hard to be plugged into a financial model.

Roe introduced a solution that converted complex investment data, often locked in unstructured PDF formats, into structured datasets, which saved us 50% operations.

VP of Product

A leading portfolio analysis fintech