F.A.Q.
Releases, procurement, and updates
How does a POC work?
The Solution Consultants (SC) team owns proof of concepts (POCs) for AI Agents.
Some AI Agents are mature enough that the team can perform the POC scope entirely, while others may require a broader engagement.
Features
Does Kayla come with a Manual Task?
Starting from 1.6.0, Kayla includes an optional human-in-the-loop step. If enabled, the step generates manual review assignments you can find in the Workspace application. For details, see the Complete manual review guide.
Does Kayla come with an analytics dashboard?
Kayla comes with three dashboards available out of the box:
- KYC Periodic Review Overview
- KYC Periodic Review Entity Details
- KYC Periodic Review Requirement Details
For more details, refer to Analyze results.
Connectors and data providers
What data providers does the solution work with?
Connectors for the following data sources are available out of the box:
| Connector | Protocols |
|---|---|
| AMF - Company Profiles | RPA (headless) |
| British Columbia Financial Services Authority - Pension Plan profile | RPA (standard mode only) |
| Central Bank of Ireland Register - Company profiles | RPA (headless) |
| Companies House Public Data API - Company profiles | REST API |
| CSSF - Entity Profiles | RPA (headless) |
| Department of Labor (DoL) EFAST 5500 | REST API |
| FCA Register - Mutual fund profiles | RPA (standard mode only) |
| Financial Services Regulatory Authority of Ontario - Company Profiles | RPA (headless) |
| NASDAQ | REST API |
| New York Stock Exchange | REST API |
| Retraite Quebec - Pension plan profiles | RPA (headless) |
| Sayari Graph - Resolution end point | REST API |
| twelveData | REST API |
| US Securities and Exchange Commission - Edgar | REST API |
| US Securities and Exchange Commission - Mutual fund profiles | RPA (standard mode only) |
You can also create custom data connectors, for instance, to integrate with your internal systems.
I don’t see the connector or data provider that I want to work with listed. Is it possible to add a connection for them?
Typically, integrating with a new connector or data provider is not a problem. However, it depends on the provider’s capabilities and business requirements.
Additional time might be required to establish a partnership agreement or vendor approval processes. A key element in expediting this process is specifying clear business requirements.
To integrate with an internal system, create and configure a custom data connector.
I need to whitelist the open sources used for Kayla in my environment. What are the URLs to whitelist them?
| Source | URL |
|---|---|
| Address Verification Service (UAT) | http://address-verification-uat.workfusion.io |
| Address Verification Service (production) | http://address-verification.workfusion.io |
| AMF—Company Profiles | https://geco.amf-france.org |
| British Columbia Financial Services Authority - Pension Plan profile | https://www.bcfsa.ca/public-resources/pensions/registered-pension-plans |
| Central Bank of Ireland Register - Company profiles | https://registers.centralbank.ie/ |
| Companies House—company profiles | https://api.company-information.service.gov.uk/ |
| CSSF—Entity Profiles | https://edesk.apps.cssf.lu |
| Department of Labor (DoL) EFAST 5500 | https://www.efast.dol.gov/ |
| FCA Register - Mutual fund profiles | https://register.fca.org.uk/s/fund-search |
| Financial Services Regulatory Authority of Ontario - Company Profiles | http://planinfoaccess.fsco.gov.on.ca/ |
| NASDAQ | |
| New York Stock Exchange (NYSE) | https://www.nyse.com/api/ |
| Retraite Quebec - Pension plan profiles | https://www.rrq.gouv.qc.ca/en/services/services_en_ligne/rcr/Pages/consultation_rrs.aspx |
| Sayari Graph—resolution | https://api.sayari.com/ |
| Sedar+ Company profiles | https://www.sedarplus.ca |
| twelveData | https://api.twelvedata.com/ |
| US Securities and Exchange Commission - Edgar | |
| US Securities and Exchange Commission - Mutual fund profiles |
The folder I created in S3 for a variation disappears after an input file is picked up. How do I prevent this?
By default, S3 removes empty folders. If you want to keep the folder structure, upload a keep.txt file (such as this sample one). AI Agents will not pick up these files or attempt to process them, which allows your folders to remain intact.
Requirements
What does each review method indicate?
For details on each review method, see the table in Install and configure | Requirements.
Reporting and output
Can I configure where the results are stored?
Out of the box, the final results (in the form of a report) are stored in S3. It is also possible to send a summary report by email.
Storing in a different location requires customization.
Can the output report be modified?
The output report includes all columns submitted in the input file. Additional customizations require custom work.