OKF bundles · Finance & crypto

50 listings on this page, in order of arrival. Each one has its own page with README, repository facts and source links.

1. Advisor Next Best Action Engine
   Detect money-in-motion signals across client_households and financial_accounts using BigQuery analytics_events and historical_metrics, score
2. Agent Commission Reconciliation Engine
   Reconcile every commission line in Guidewire BillingCenter's billing_accounts, premium_invoices, and payment_plans against the governing age
3. ASC 606 Contract Analyzer
   Gemini reads complex contract language and applies the 5-step ASC 606 model with cited guidance. Precedent matching ensures consistent treat
4. Advisory Fee Billing Anomaly Analyzer
   Recompute every financial_accounts record's expected advisory fee from its client_households' contracted breakpoint schedule and householdin
5. AP Aging Analyzer
   Auto-refreshed AP aging with DPO trending and vendor concentration analysis. Disputed invoices tracked with resolution timelines and working
6. Bill Dispute Resolution Agent
   Adjudicate each contested charge against billing_accounts, rated_events, and usage_records evidence and resolve it within roughly 1.5 days o
7. Bank Reconciliation Agent
   ML matching achieves 96% auto-reconciliation rate, reducing manual effort from 3 hours to 20 minutes of exception review. Gemini investigate
8. Knowledge
   Bundle OKF 0.1 · 4 conceitos · choisungwook/portfolio
9. Cash Flow Forecaster
   Automated multi-horizon forecasting with seasonal decomposition achieves 93% accuracy at 30-day horizon. Gemini incorporates qualitative bus
10. Customer Payment Predictor
    ML model predicts payment dates at the invoice level with +/- 3 day accuracy, enabling precise liquidity planning. Gemini interprets qualita
11. Collections Priority Engine
    ML scoring prioritizes by collection probability, not just amount -- a $50K receivable with 90% collection chance outranks a $200K one at 20
12. Credit Portfolio Concentration Monitor
    Continuously aggregate committed and outstanding exposure from nCino loan_applications, credit_memos, and covenant_records against board con
13. Card Dispute Chargeback Orchestrator
    Move the Chargeback win rate from 48% to 71% and hold network deadline misses at or below 0.5% by classifying disputes to the correct reason
14. Care Call Resolution Copilot Agent
    Give the Care Team Lead a single, CPNI-authenticated view of customer_interactions, queue_metrics, and Zendesk tickets/satisfaction_scores s
15. COGS Reconciliation Agent
    Automated extraction and alignment of CO and FI COGS data eliminates manual data gathering. Gemini traces breaks to source documents and gen
16. Credit Risk Scorer
    ML model combines 40+ features from multiple bureaus with internal payment behavior for a holistic credit score. Gemini reads financial fili
17. Cost Allocation Agent
    Activity-based costing with multiple driver comparison identifies the most equitable allocation method. Gemini interprets disputes and recom
18. Carrier Delivery SLA Analyzer
    Reconcile every carrier invoice against contracted rate cards and delivery scans captured in warehouse_orders and pick_tasks so the on-time
19. Commercial Credit Memo Drafting Agent
    Assemble borrower financial spreads, global exposure, and collateral positions from nCino Loan Origination's loan_applications and credit_me
20. Counterparty Credit Exposure Monitor
    Aggregate potential future exposure, collateral balances, and netting-set positions from Murex MX.3 trades, positions, and risk_measures int
21. Catastrophe Exposure Rollup Engine
    Aggregate the full in-force book daily against Verisk ISO ERC territory_factors and loss_cost_benchmarks in BigQuery so the Portfolio Manage
22. Duplicate Invoice Detector
    ML clustering detects near-duplicates across entities using fuzzy matching on multiple features. Gemini reads line items to distinguish true
23. Deposit Attrition Early Warning Monitor
    Score every core_accounts deposit relationship weekly against account_transactions balance velocity and standing_orders redirection patterns
24. Dunning Communication Drafter
    Gemini drafts context-aware communications -- a courtesy reminder to a long-term customer reads differently than a final notice to a high-ri
25. Duplicate Payment Detector
    ML clustering identifies duplicate patterns across time windows, legal entities, and invoice number variations. LLM reads line item descript
26. Dormant Account Remediation Agent
    Classify every core_accounts record crossing its state-specific dormancy trigger, reconcile account_transactions and standing_orders activit
27. Early Payment Discount Agent
    Daily scan identifies all discount-eligible invoices with annualized return calculation. Only captures discounts where APR exceeds WACC — en
28. eSIM Activation Orchestrator
    Reconcile HSS, entitlement, and billing state for every eSIM activation order moving through Netcracker Service Orchestration so the eSIM ac
29. Early Delinquency Outreach Orchestrator
    Cut the roll rate from 30 to 60 days past due from 28% toward the 16% target by nightly segmenting loan_applications by cure probability in
30. Equity Participant Communicator
    Personalized equity portfolio dashboards with interactive vesting timelines. Automated vesting and exercise window notifications with action
31. Fraud Rule Tuning Analyzer
    Cut Alert volume per $1M protected from 310 to 140 while lifting the fraud detection rate from 61% to 78% by weekly backtesting NICE Actimiz
32. Fraud Detection Engine
    Continuous monitoring with Benford's Law and behavioral analytics detects anomalies in real-time. Network analysis uncovers hidden relations
33. Fraud Alert Triage Agent
    Triage NICE Actimize fraud_alerts and transaction_risk_scores against BigQuery historical baselines and analytics_events so the Fraud Operat
34. IT OKR & KPI Dashboard
    Gemini generates weekly performance narratives that explain why KPIs moved, not just that they moved. Cross-metric correlation reveals leadi
35. Invoice Processing & Matching
    Match an invoice to purchase order and goods receipt, resolve matching exceptions via Gemini, post to SAP, and document all decisions with s
36. Intercompany Netting Agent
    Multi-currency netting optimization reduces 120 payments to 15 net settlements, cutting bank fees and processing time by 85%. Gemini interpr
37. Invoice Data Extraction
    Extract invoice fields via OCR with LLM fallback for non-standard formats, resolve vendor identity against SAP master, validate against PO,
38. Intraday Liquidity Forecasting Engine
    Forecast each currency's intraday cash position from Murex MX.3 trades, positions, and risk_measures settlement ladders reconciled against B
39. Investment Portfolio Optimizer
    Weekly optimization across yield, liquidity, and risk dimensions captures 130bps additional yield on the investment portfolio. Gemini interp
40. Loss Ratio Trend Monitor
    Detect deteriorating state/class/tier cells in loss_cost_benchmarks and analytics_events within 3 weeks of onset - down from the current 4-6
41. Loan Documentation Exception Clearing Agent
    Classify and clear every open documentation exception in nCino Loan Origination's loan_applications, credit_memos, and covenant_records the
42. Liquidity Dashboard
    Real-time cash position aggregation replaces morning manual assembly, providing intraday visibility across 45+ accounts. Gemini generates ac
43. Overdraft Fee Dispute Triage Agent
    Reconstruct the posting sequence from Temenos Transact account_transactions and standing_orders, score each overdraft-fee ticket in ServiceN
44. Payment Plan Recommendation Agent
    Rank viable installment payment plans for policyholders in real time by re-pricing billing_accounts, premium_invoices, and payment_plans rec
45. Premium Leakage Detection Analyzer
    Continuously cross-reference risk_reports, mvr_records, and prefill_datasets against BigQuery historical_metrics, analytics_events, and cach
46. Purchase Order Auto-Generation
    Integration layer auto-matches requisitions to contracts with best price, nearest warehouse, and available capacity. LLM interprets non-stan
47. Product Profitability Analyzer
    Fully-loaded product P&L assembled automatically from SAP CO and SD data on close day. Gemini decomposes margin changes into price, volume,
48. Payment Optimization Agent
    Dynamic discounting engine evaluates early pay discount APR vs. company cost of capital for every invoice. Resolves edge cases: '2/10 Net 30
49. Portfolio Review Preparation Agent
    Cut portfolio review prep time from 2.5 hours to 15 minutes per client_households record by assembling a performance-versus-benchmark, alloc
50. Portfolio Prioritization Engine
    Gemini reads all project proposals in natural language and identifies initiative overlap with estimated savings from consolidation. Monte Ca