Orchestrator Agent

Orchestrator Agents coordinate Agentic Fraud Reasoning for selected document types.

Use this page as a reference for the Orchestrator Agents area in the dashboard. For first-time setup, see the Quick start guide.


Orchestrator Agents page

The Orchestrator Agents page shows the orchestrators available in your workspace.

From this page, admins can:

  • view existing orchestrators
  • see which orchestrators are active
  • review assigned document types
  • review assigned Fraud Analysis Agents
  • test an orchestrator
  • configure an orchestrator
  • delete an orchestrator

Overview metrics

The top of the Orchestrator Agents page can show summary metrics for the workspace.

MetricDescription
Total OrchestratorsTotal number of orchestrators in the workspace.
Active OrchestratorsNumber of orchestrators currently active.
Avg Coordination TimeAverage time used to coordinate an analysis.
Pool UtilizationCurrent utilization of the orchestrator pool.

These metrics help admins understand the overall state and usage of orchestrators in the workspace.


Orchestrator card

Each orchestrator is displayed as a card.

An orchestrator card can show:

FieldDescription
NameThe orchestrator name.
DescriptionA short explanation of what the orchestrator is designed to do.
StatusWhether the orchestrator is active or inactive.
StrategyThe coordination strategy used by the orchestrator.
CapacityThe current or configured capacity shown for the orchestrator.
AgentsThe number of Fraud Analysis Agents connected to the orchestrator.
Document TypesThe document types assigned to the orchestrator.
Assigned AgentsA preview of the Fraud Analysis Agents connected to the orchestrator.

The card gives admins a quick overview of what the orchestrator is used for and whether it is ready to analyze matching documents.


Document types

Document type tags show which documents the orchestrator can analyze.

For example, an orchestrator may be assigned to document types such as:

  • Passport
  • ID Card
  • Driver License
  • Bank Statement
  • Invoice

When a submitted document matches one of the assigned document types, the orchestrator can be used for Agentic Fraud Reasoning.

Use document type assignments to make sure each document is analyzed by an orchestrator designed for that type of document.


Assigned Fraud Analysis Agents

An orchestrator works with one or more Fraud Analysis Agents.

Fraud Analysis Agents perform specific analysis roles. The orchestrator coordinates their findings and combines them into the final fraud reasoning result.

The assigned agents shown on an orchestrator help admins understand which specialized agents may contribute to the analysis.

For example, an orchestrator may include agents with roles such as:

  • searcher
  • crawler
  • analyzer
  • validator
  • enricher
  • aggregator

The available agent types depend on the workspace configuration.

Detailed agent setup is covered in the Fraud Analysis Agents guide.


Orchestrator actions

Each orchestrator card can include actions such as:

ActionDescription
TestRuns a test of the orchestrator configuration, if available.
ConfigureOpens the orchestrator configuration flow.
DeleteDeletes the orchestrator from the workspace.

The available actions may depend on the orchestrator status, workspace configuration, and user permissions.


Test

Use Test to check that an orchestrator is configured correctly before relying on it for live document review.

Testing is useful when:

  • the orchestrator has just been created
  • document types have been changed
  • Fraud Analysis Agents have been added or removed
  • the orchestrator configuration has been updated
  • re-running an already reasoned document

Configure

Use Configure to update an existing orchestrator.

The configuration flow can include:

  • Describe
  • Review Prompt
  • Doc Types
  • Access
  • Select Agents
  • Customize

Use this flow to update what the orchestrator does, which document types it applies to, which agents it uses, whether it is private or public, and how it appears in the dashboard.

For the full first-time setup flow, see the Quick start guide.


Delete

Use Delete to remove an orchestrator from the workspace.

Before deleting an orchestrator, check whether it is assigned to document types currently used in your fraud reasoning setup.

Deleting an orchestrator may prevent Agentic Fraud Reasoning from running for document types that depended on it, unless another orchestrator is configured for those document types.


Access levels

Orchestrators can be configured as Private or Public.

Access levelDescription
PrivateOnly visible to you and your organization.
PublicAvailable in the global agent marketplace, where other organizations can discover and use it.

Use Private for orchestrators that are specific to your organization, internal review process, or custom fraud analysis setup.

Use Public when the orchestrator is designed for a broader fraud detection use case and may be useful to other organizations. Sharing high-quality orchestrators in the marketplace can help improve fraud prevention across similar document review workflows.


Customization

The Customize step controls how the orchestrator appears in the dashboard.

You can configure:

  • Orchestrator Name
  • Icon
  • Color
  • Coordination Strategy

The preview shows how the orchestrator will appear after it is saved.