> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/ai-workbench-qore/console/integrations-hub/compliance-and-analytics.md).
# Compliance & Analytics
Connect your account to regulatory compliance services, risk management platforms, and data analytics tools.
{% hint style="info" %}
Start in [Integrations Hub](/ai-workbench-qore/console/integrations-hub.md) and review [Connect Methods](/ai-workbench-qore/console/integrations-hub/connect-methods.md) before setup.
{% endhint %}
Browse other categories: [AI and Utilities](/ai-workbench-qore/console/integrations-hub/ai-and-utilities.md), [Banking and Finance](/ai-workbench-qore/console/integrations-hub/banking-and-finance.md), [CRM and Marketing](/ai-workbench-qore/console/integrations-hub/crm-and-marketing.md), and [Productivity and Collaboration](/ai-workbench-qore/console/integrations-hub/productivity-and-collaboration.md).
| Integration | Description | Available in | Connect |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------- | ---------------------------------------- |
| Dun & Bradstreet | D\&B Direct+ Identity Resolution and Search: cleanse-match, cleanse-match with fraud risk signals, extended match (match + append attributes) for businesses. | — | Connect via UDG (not yet available) |
| Socure RiskOS | Unified identity decisioning platform with evaluation submission, KYC/KYB, and identity verification tools. | — | Connect via UDG (not yet available) |
| CoreLogic | Property data, flood zone determination, and collateral risk intelligence for real estate lending. | — | Connect via UDG (not yet available) |
| Cotality | Property intelligence, valuation, and collateral analytics for lending and risk assessment. | — | Connect via UDG (not yet available) |
| FEMA | Federal flood hazard data and maps for property risk validation and regulatory compliance. | — | Connect via UDG (not yet available) |
| First American | Title insurance, property data, and settlement services for mortgage and real estate transactions. | — | Connect via UDG (not yet available) |
| Fiserv (Compliance) | Compliance, fraud, and risk management solutions for financial institutions and payment providers. | — | Connect via UDG (not yet available) |
| Internal Revenue Service (IRS) | Tax transcript verification, income validation, and regulatory compliance for lending workflows. | — | Connect via UDG (not yet available) |
| LexisNexis Risk Solutions | Identity verification, fraud prevention, and risk intelligence for KYC, KYB, and compliance workflows. | — | Connect via UDG (not yet available) |
| NCUA APIs | National Credit Union Administration data and regulatory APIs for compliance and reporting. | — | Connect via UDG (not yet available) |
| Small Business Administration (SBA) | SBA loan program eligibility, guaranty verification, and government-backed lending compliance. | — | Connect via UDG (not yet available) |
| Thomson Reuters | Regulatory intelligence, tax compliance, and legal research for financial institution compliance. | — | Connect via UDG (not yet available) |
| Verafin (Nasdaq) | Fraud detection and AML compliance platform for financial crime monitoring and regulatory reporting. | — | Connect via UDG (not yet available) |
| doola | Form US companies (LLC / C-Corp) for your customers, retrieve formation documents, and look up reference data via the doola Partner API. | App Builder, Agent Builder | Connect (sandbox; production on request) |
***
### Analytics
Data analytics, business intelligence, and performance reporting platforms.
| Integration | Description | Available in | Connect |
| ----------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------- | ----------------------------------- |
| Google Analytics | Run GA4 reports for traffic, user behavior, campaigns, and period comparisons on a selected property. | App Builder, Agent Builder | Connect |
| AnalyticsPro | Credit union analytics and performance reporting for lending, deposits, and member growth. | — | Connect via UDG (not yet available) |
| Larky | Rewards-based marketing platform driving member engagement through personalized incentives. | — | Connect via UDG (not yet available) |
| Medallia | Experience management and customer feedback platform for measuring and improving member satisfaction. | — | Connect via UDG (not yet available) |
| Moody's | Financial statement spreading, credit analysis, and commercial lending analytics for underwriting. | — | Connect via UDG (not yet available) |
| Onovative | Marketing automation and member engagement analytics for credit unions and community banks. | — | Connect via UDG (not yet available) |
| Qualtrics | Experience management platform for surveys, feedback, and customer insights across digital channels. | — | Connect via UDG (not yet available) |
| Snowflake | Cloud data platform for analytics, data sharing, and enterprise reporting across financial data. | — | Connect via UDG (not yet available) |
| Trellance / OnApproach | Data analytics and business intelligence for credit unions including data warehousing and reporting. | — | Connect via UDG (not yet available) |
| Databricks | Run SQL against Unity Catalog tables, orchestrate jobs and workflows, manage clusters and SQL warehouses, and query model serving endpoints using Databricks OAuth 2.0 (U2M). | App Builder, Agent Builder | Connect |
| Windsor.ai Google Analytics 4 (GA4) | Pull GA4 traffic and conversion data and blend it with other sources via Windsor.ai. | App Builder, Agent Builder | Connect |
Use cases
| Integration | In App Builder | In Agent Builder |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Google Analytics | Build a marketing analytics dashboard with traffic, conversions, and campaign performance.; Create a product usage reporting app for monitoring user engagement and drop-offs. | AI agent that summarizes website performance and highlights key changes.; AI assistant that detects traffic anomalies and recommends next actions. |
| Databricks | Build a data analytics/BI app querying governed tables via Databricks SQL Warehouses.; Create a data pipeline monitoring dashboard that tracks job runs and cluster status. | AI agent that answers natural-language questions by generating and running SQL against Unity Catalog tables.; AI assistant that triggers and monitors Databricks jobs/workflows and reports on run status or failures. |
### Market data
Market and company data services.
| Integration | Description | Available in | Connect |
| ------------- | -------------------------------------------------------------------------------------------------------------------------------- | -------------------------- | ------- |
| Alpha Vantage | Retrieve historical stock, forex, and crypto data, technical indicators, fundamentals, and news sentiment. | App Builder, Agent Builder | Connect |
| Crunchbase | Research companies and people, retrieve funding rounds and investors, track acquisitions, and pull news signals from Crunchbase. | App Builder, Agent Builder | Connect |
Use cases
| Integration | In App Builder | In Agent Builder |
| ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Alpha Vantage | Build stock market dashboards with realtime price tracking and analytics.; Create portfolio monitoring and financial trend analysis applications. | AI agent that tracks market movements and summarizes investment insights.; AI assistant that detects unusual market activity and provides trading or risk alerts. |
| Crunchbase | Build an investor research and due-diligence tool.; Create a market intelligence dashboard for target accounts. | AI agent that alerts on funding events for watchlisted companies.; AI assistant that compiles company briefs before sales calls. |
***
{% columns %}
{% column width="83.33333333333334%" %}
Maintained by Abhishek Paul
AI-assisted, human-approved
{% endcolumn %}
{% column width="16.666666666666664%" %}
{% endcolumn %}
{% endcolumns %}
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.
Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:
```
GET https://docs.uptiq.ai/ai-workbench-qore/console/integrations-hub/compliance-and-analytics.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
