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Agent templates

Start from one of 25 ready-made agents for investment operations, from NAV oversight to reconciliation breaks, instead of building one from scratch.

A template is a pre-built agent: it already has a model, instructions, tools and skills chosen for a particular job in investment operations. Starting from one is the fastest way to get a useful agent, and you can adjust everything afterward.

Open the template picker

  1. Open Agent Studio on its Agents page: Studio on the Ecosystem tab, or the Settings tab.
  2. Click the arrow next to the New button and choose From template.
AgentsAI agents, each with its own model, instructions and tools.NewReconciliation Break InvestigatorInvestigates open reconciliation breaksacross position, cash, trade, and…NGT Auto66NAV Oversight AnalystDaily NAV variance review for fundsupervisors. Identifies drivers of…NGT Auto1313Blank agentFrom templateAsk Solutions Engineer
Open the New menu and choose From template.

Choose a template

The Choose a template dialog (Start a new agent from a template.) lists the templates by group on the left. Type in the search box to filter them by name, description or tag; the button beside it folds or unfolds every group.

Select a template to read its details on the right: what it is for, its Model, its Skills, its Tools, its System prompt and Examples of requests. A template on automatic model selection shows its model as Auto · NGT router, which is NGT Auto.

Choose a templateStart a new agent from a template.Search...GeneralAgent BuilderWorkflow BuilderData AnalystEmail WriterTask ManagerNAV & ReconciliationFees & Performance Fees ReviewerCorporate Actions ProcessorNAV Oversight AnalystReconciliation Break InvestigatorException AnalystShadow NAV ReconcilerAnalytics & ResearchPortfolio Performance AnalystPortfolio Analytics AnalystLiquid Instrument Valuation ExpertRisk Metrics ExpertNAV Oversight AnalystDaily NAV variance review for fund supervisors. Identifies drivers ofvariance, opens oversight tasks for breaches, and surfaces operationalfailures in the NAV pipeline - but never strikes the NAV itself.ModelAuto · NGT routerSkillsNAV CalculationFund Accounting BasicsAs-Of Date Discipline and Bitemporal ModelingMaker-Checker (Four-Eyes)Audit Trail and ReproducibilityDaily Share Class NAV Oversight ReviewAdministrator NAV Pack ReviewNAV Error and Investment Breach Handling (CSSF 24/856)Price Challenge ReviewAdministrator NAV Release ChecksFair Value Decisions and Valuation CommitteeSwing Pricing ControlValuation Policy ReviewToolsSpark Read Data Object RecordsSpark Read TasksSpark Create TaskSpark Read FilesSpark Read File ContentSpark List Workflow DefinitionsSpark List Workflow ExecutionsSpark Create Data Object RecordSpark Read Workflow ExecutionSpark Run WorkflowSpark Manage CanvasesSpark Export Canvas PdfSpark Create FileCancelUse template
Browse by group, read what a template includes, then Use template.

The templates

The picker offers 25 templates in nine groups:

GroupTemplates
GeneralAgent Builder, Workflow Builder, Data Analyst, Email Writer, Task Manager
NAV & ReconciliationFees & Performance Fees Reviewer, Corporate Actions Processor, NAV Oversight Analyst, Reconciliation Break Investigator, Exception Analyst, Shadow NAV Reconciler
Analytics & ResearchPortfolio Performance Analyst, Portfolio Analytics Analyst, Liquid Instrument Valuation Expert, Risk Metrics Expert
Compliance & RegulatoryDelegate Oversight, Fund Structures & Regulations Expert, Mandate Compliance Monitor
Cash & LiquidityLiquidity & Cash Forecaster
Fund LifecycleFund Launch Coordinator, Private Fund Operations
Data ManagementData Onboarding Steward, Financial Data Expert
Investor ServicesInvestor Reporting Drafter
Internal OperationsOperational Incident Investigator
The picker is the source of truth for which templates exist: the list grows between releases.

Create the agent from a template

With a template selected, click Use template. This opens a new agent page filled in with the template's setup.

From here you can:

  • Rename the agent and rewrite its Description.
  • Adjust the Instructions to match your workspace.
  • Change the Model, or the Temperature, Thinking and Max steps under Advanced.
  • Add or remove Tools, Skills and Guardrails.
  • Pick a Vault if the agent uses connectors that need credentials, and a Memory store if it should remember across threads.

Try it in the Preview, then click Create agent. The saved agent is independent: later changes to the template do not affect it.

Ask an agent to use a template

Agents can create agents from templates too. Ask Spark, for example, for an agent that reviews NAV variances: it reads the templates with Spark Get Agent Template and makes the agent with Spark Create Agent From Template, which come with Spark Create Agent. The same goes for data objects: an agent can create them from the data object templates. See Tools and Data object templates.

Where to go next