Issue link: https://resources.fenergo.com/i/1544911
H U M A N - G O V E R N E D · A G E N T - E X E C U T E D "" TECHNOLOGY LEADERS Configure source logic once. Reuse it across governed workflows. KYRA:Source operates inside Fenergo, orchestrated by KYRA via A2A. Provider rules are managed through configuration, reducing the need for bespoke workflow wiring. RISK & COMPLIANCE LEADERS Keep every sourcing decision defensible. Conflicts surfaced before data is committed. Related parties identified before profiles are updated. Every selection traceable, every outcome audit-ready before review is required. OPERATIONS LEADERS Scale data sourcing without scaling headcount. Analysts spend less time gathering and comparing data and more time on decisions that require judgement. Sourcing volume grows and review capacity keeps pace. B U I L T F O R R E G U L A T E D F I N A N C I A L I N S T I T U T I O N S Your analysts decide. KYRA:Source does the sourcing - governed, traceable, audit-ready. See how KYRA:Source turns fragmented client data into trusted Fenergo profiles, B U I L T F O R O N B O A R D I N G , K Y C D U E D I L I G E N C E , C L M A N D P E R I O D I C R E V I E W T E A M S KYRA:Source turns fragmented client data into trusted Fenergo profiles, with analysts in control of every committed change. It reduces manual sourcing effort, improves data completeness and keeps analysts in control before profile updates are committed. With KYRA:Source Provider data is retrieved automatically from configured sources within the governed workflow. P Analysts query multiple providers manually and consolidate data by hand. O O Provider priority is decided case by case, often inconsistently across teams. O Field conflicts are identified late, often after data has been committed to the profile. O Related party gaps and duplicates require manual cross-checking across sources. O Supporting documents require separate search and preparation before review begins. P Configurable rules determine source precedence per task, jurisdiction, entity type and field. P Ownership differences and potential duplicates are flagged for structured analyst review. P Required documents are identified and retrieved within the sourcing journey. Differences are surfaced at field level before any update reaches the client profile. P Without KYRA:Source O Sourcing decisions are undocumented or inconsistently recorded across tasks. P Full activity log records every retrieval step, provider queried and action taken. Prioritize Apply configurable rules to determine which provider takes precedence per task, jurisdiction, entity type and data field. Helps reduce: inconsistent sourcing decisions and repeated manual prioritization across tasks. Retrieve Search configured sources and retrieve entity profiles, provider data and key client information directly into Fenergo. Helps improve: manual provider queries, data gathering time and profile gaps at the start of review. Compare Surface field-level differences between providers and the existing Fenergo profile. Analysts select the preferred value per field. Helps reduce: missed conflicts, full-profile overrides and data errors committed before review. Reconcile related parties Identify ownership gaps, hierarchy differences and potential duplicate parties. AI-assisted duplicate checks flag matches for confirmation. Helps improve: related party visibility, hierarchy accuracy and duplicate detection before profile updates. Retrieve documents Identify and retrieve supporting documents required for the journey, making them available within the review workflow. Helps reduce: manual document search, preparation effort and task handoffs before completion. Audit & complete Summarize updated fields, selected sources, related party actions and retrieved documents before the task progresses. Full activity log records every step. Helps improve: audit readiness, analyst confidence and quality assurance across sourcing activity. © 2026 Fenergo Limited B U I L T F O R R E G U L A T E D F I N A N C I A L I N S T I T U T I O N S fenergo.com Request a Demo
