Sector Templates

Queria includes 6 ready-to-use Canvas templates, designed for the main supported sectors. Each template is a complete, working flow that you can use directly or customize as a starting point.

To create a Canvas from a template: from the Canvas list click New from Template, select the desired template and click Use this template. The flow is copied to your workspace and you can modify it freely.

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1. Claim Analysis (Insurance)

Use case: Automated assessment of insurance claims with structured data collection, AI assessment, and differentiated reports for positive and negative outcomes.

Flow Schema

Begin (form: claimType, claimDate, description, policyNumber, estimatedAmount)
  ↓
Categorize (Auto | Life | Home | Liability | Other)
  ↓
VariableAssigner (searchQuery + claimSummary)
  ↓
Retrieval (companyDocs + knowledgeBase + legalSources, topK: 20)
  ↓
LLM Assessment (writer, temperature: 0.1, verdict COVERAGE CONFIRMED/NOT CONFIRMED)
  ↓
Switch (contains "COVERAGE CONFIRMED"?)
  ├─ [YES] LLM Positive Report → Message Acceptance
  └─ [NO] UserFillUp (photos, appraisal, ownership document, notes)
             ↓
           Supplementary Retrieval
             ↓
           LLM Negative Report → Message Supplementary Request

Components

Component	Node ID	Function
Begin	begin	Claim data collection form
Categorize	categorize_1	Claim type classification
VariableAssigner	varassign_query	Query and summary construction
Retrieval	retrieval_policies	Policies, conditions, IVASS regulations
LLM	llm_analysis	Assessment with verdict
Switch	switch_coverage	Routing by outcome
LLM	llm_report_positive	Acceptance report
UserFillUp	userfillup_supplementary	Additional document collection
Retrieval	retrieval_supplementary	Additional clause search
LLM	llm_report_negative	Supplementary request report
Message	message_positive	Positive outcome output
Message	message_negative	Negative outcome output

Data Sources

Source	Enabled	Content
Company documents	Yes	Policy conditions, maximum limits, exclusions
Knowledge Base	Yes	Internal procedures, operational circulars
Legal Sources	Yes	Insurance Code (D.Lgs. 209/2005), IVASS regulations, Solvency II directives

Input Form

Field	Type	Required
Claim Type	select (Auto/Life/Home/Liability/Other)	Yes
Date of Incident	date	Yes
Description	text	Yes
Policy Number	string	Yes
Estimated Damage Amount	number	No

How to Customize

• Add specific categories: expand the Categorize categories with insurance products specific to your company (e.g. "Cyber", "D&O", "Surety").
• Integrate with the claims management system: use Invoke to call a Canvas that retrieves policy data from an internal database.
• Customize the assessor System Prompt: add your company's specific operational guidelines for claim settlement.
• Enable additional external sources: for auto liability policies, enable Legal Sources search for case law on the matter.

Detailed example

This template is documented in detail on the Practical Examples page with the complete configuration of each node.

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2. Assisted Regulatory Search (Legal)

Use case: Assistant for searching Italian and European regulatory sources. Combines the organization's legal documents with the Normattiva database to answer complex legal questions.

Flow Schema

Begin (conversational)
  ↓
Retrieval (companyDocs + knowledgeBase + legalSources, topK: 25)
  ↓
LLM (writer, legal analysis with citations)
  ↓
Message (with citations)

Components

Component	Node ID	Function
Begin	begin	Query reception
Retrieval	retrieval_regulatory	Search on company docs + Normattiva
LLM	llm_legal_analysis	Legal analysis and response
Message	message_response	Output with regulatory citations

Data Sources

Source	Enabled	Content
Company documents	Yes	Contracts, internal legal opinions, procedures
Knowledge Base	Yes	Internal case digest, precedents
Legal Sources	Yes	143,000+ regulatory acts: laws, decrees, codes, EU regulations

Suggested System Prompt

You are a legal consultant expert in Italian and European law.
Answer legal questions with precision and scientific rigor.
Always cite regulatory sources with exact references (e.g. "art. 5 D.Lgs. 81/2008 [N]").
Note any recent amendments or repeals.
If the question requires a professional assessment, state that the response is purely informational.

How to Customize

• Specialize by legal area: add an initial Categorize node for routing between labor law, civil, corporate, tax — each with Retrieval optimized for the corresponding topics.
• Add GraphRAG: for questions about relationships between regulations (e.g. "which decree implements this directive?"), consider adding an Agent node with the graph_query tool.
• Additional sources: enable aeSources for questions with tax implications.
• Limit the scope: use topicIds in Retrieval to restrict the search to a specific practice area.

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3. Product Compliance Check (Food)

Use case: Assessment of regulatory compliance of food products, labeling analysis, ingredient and additive verification, nutritional claim review.

Flow Schema

Begin (form: productName, category, ingredients, market_country)
  ↓
VariableAssigner (enriched query with ingredients and category)
  ↓
Retrieval (companyDocs + knowledgeBase + foodSources + legalSources, topK: 20)
  ↓
LLM (writer, labeling and additive compliance analysis)
  ↓
Message (compliance report with citations)

Components

Component	Node ID	Function
Begin	begin	Product data form
VariableAssigner	varassign_query	Product query construction
Retrieval	retrieval_compliance	Similar products + EU regulations
LLM	llm_compliance	Compliance analysis
Message	message_report	Report with recommendations

Data Sources

Source	Enabled	Content
Company documents	Yes	Product data sheets, QA procedures
Knowledge Base	Yes	Internal compliance procedures
Food Sources	Yes	Open Food Facts database with Nutri-Score, NOVA, Eco-Score
Legal Sources	Yes	EU Reg. 1169/2011 (labeling), EU Reg. 1333/2008 (additives), EU Reg. 178/2002

Input Form

Field	Type	Required
Product Name	string	Yes
Category	select (Beverages/Dairy/Meats/Cereals/Snacks/Organic/...)	Yes
Ingredient List	text	Yes
Market Country	select (Italy/EU/Non-EU)	Yes
Nutritional Claims	text	No

How to Customize

• Add allergen verification: insert a dedicated LLM node (planner model, fast) before the main analysis to identify mandatory allergens to declare.
• Integrate with the product catalog: use Invoke to retrieve existing data sheets from your management system.
• Add Iteration: to verify each ingredient individually, use a DataOperations (split on the ingredient list) + Iteration + LLM for each ingredient.

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4. Safety Data Sheet Analysis (Chemical)

Use case: Analysis of chemical substance safety data sheets (SDS), REACH/CLP compliance verification, risk identification, and operational prescriptions for workers.

Flow Schema

Begin (form: substanceName, ecNumber, casNumber, companyUsage)
  ↓
VariableAssigner (query with substance identifiers)
  ↓
Retrieval (companyDocs + knowledgeBase + chemSources, topK: 20)
  ↓
LLM (writer, SDS analysis, CLP classification, PPE and preventive measures)
  ↓
Message (safety report with REACH/CLP citations)

Components

Component	Node ID	Function
Begin	begin	Substance identification form
VariableAssigner	varassign_query	Query with EC/CAS + usage
Retrieval	retrieval_sds	Internal SDS + ECHA/REACH database
LLM	llm_sds_analysis	Risk analysis, PPE, measures
Message	message_report	Operational safety report

Data Sources

Source	Enabled	Content
Company documents	Yes	Internal SDS, safety procedures, risk assessment
Knowledge Base	Yes	Operational safety procedures
Chem Sources	Yes	ECHA/REACH database: SVHC, restrictions, authorizations, SDS
Legal Sources	Yes	D.Lgs. 81/2008 (workplace safety), REACH Reg. (1907/2006), CLP Reg. (1272/2008)

Input Form

Field	Type	Required
Substance Name	string	Yes
EC Number	string	No
CAS Number	string	No
Company Usage	text	Yes
Department/Activity	string	No

Suggested System Prompt

You are an expert Health and Safety Officer (HSO).
Analyze the provided safety data sheet and supply:
1. CLP classification (pictograms, relevant H and P statements)
2. Main risks in the declared use
3. Mandatory PPE (gloves, goggles, masks, etc.)
4. Prevention and protection measures
5. Disposal and storage compatibility
Always cite regulatory references (REACH, CLP, D.Lgs. 81) with [N].

How to Customize

• Add a risk assessment module: insert a second LLM that generates the risk assessment sheet per D.Lgs. 81/2008.
• Integrate with the substance register: use Invoke to automatically update the company register of hazardous substances.
• Switch by risk level: add a Switch after the LLM that routes based on classification (Very toxic → immediate alert, others → standard flow).

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5. Clinical Trial Research (Pharmaceutical)

Use case: Search and synthesis of clinical trials, safety data, pharmacological interactions, and scientific publications relevant to drugs or molecules of interest.

Flow Schema

Begin (conversational)
  ↓
Retrieval (companyDocs + knowledgeBase + pharmaSources, topK: 30)
  ↓
DataOperations (filter: phase = "Phase 3" or "Phase 4")
  ↓
LLM (writer, evidence-based synthesis with PubMed/FDA citations)
  ↓
Message (report with scientific citations)

Components

Component	Node ID	Function
Begin	begin	Query reception
Retrieval	retrieval_pharma	Search trials, adverse events, publications
DataOperations	filter_trial	Filter by development phase
LLM	llm_synthesis	Evidence-based synthesis
Message	message_report	Output with scientific citations

Data Sources

Source	Enabled	Content
Company documents	Yes	Internal dossiers, pre-clinical reports
Knowledge Base	Yes	Pharmacovigilance procedures
Pharma Sources	Yes	2002 trials, 2500 adverse events, 51 labels, 5677 publications, 234 regulatory PDFs

DataOperations Configuration

input: "{{retrieval_pharma.results}}"
operation: filter
params:
  field: metadata.phase
  operator: contains
  value: "Phase"

(Filters to retain clinical-phase trials, excluding pre-clinical or observational studies)

Suggested System Prompt

You are a clinical researcher with experience in pharmacovigilance and evidence-based medicine.
Synthesize clinical trial data rigorously.
Always cite the NCT number of trials, PMID of publications, and FDA approval number with [N].
Highlight: primary efficacy, safety profile, studied population, limitations.
Explicitly note if the available data is preliminary or inconclusive.

How to Customize

• Add filtering by therapeutic indication: insert a Categorize node to classify the query by therapeutic area (oncology, cardiology, neurology, etc.) and use corresponding topicIds in Retrieval.
• Iteration for in-depth analysis: add Iteration + LLM to analyze each trial in detail, then VariableAggregator to synthesize.
• Integrate adverse event data: add a second Retrieval dedicated to adverse events to include the safety profile in the report.

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6. Tax Compliance Assistant (Tax)

Use case: Assistant for managing Italian tax obligations. Answers questions about deadlines, reporting obligations, tax incentives, VAT, income tax, and other levies by drawing on sources from the Agenzia delle Entrate.

Flow Schema

Begin (conversational)
  ↓
Categorize (IRPEF | VAT | IRES | IRAP | IMU | Incentives | Declarations | Other)
  ↓
Retrieval (companyDocs + knowledgeBase + aeSources + legalSources, topK: 20)
  ↓
LLM (writer, tax response with regulatory references)
  ↓
Message (with AE and regulatory citations)

Components

Component	Node ID	Function
Begin	begin	Tax query reception
Categorize	categorize_tax	Tax area classification
Retrieval	retrieval_tax	AdE circulars + tax regulations
LLM	llm_response	Response with regulations
Message	message_response	Output with AdE sources

Data Sources

Source	Enabled	Content
Company documents	Yes	Financial statements, past declarations, F24 forms
Knowledge Base	Yes	Internal tax procedures, powers of attorney
AE Sources	Yes	Circulars, resolutions, rulings, practical guides from AdE
Legal Sources	Yes	TUIR (DPR 917/86), DPR 633/72 (VAT), D.Lgs. 241/97

Categorize Categories

Category	Description	Notes
IRPEF	Personal income tax, 730, Unico PF, deductions	-
VAT	VAT regime, settlements, refunds, flat-rate regime	-
IRES	Corporate income tax, Unico SC, tax consolidation	-
IRAP	Regional tax on productive activities	-
IMU	Municipal property tax, calculation, deadlines	-
Incentives	Tax credits, bonuses, incentives, SEZ, Industry 5.0	-
Declarations	Declaration deadlines, CU, electronic submissions	-
Other	Inheritances, registration, stamp duty, cadastre, disputes	Use additional legalSources

Suggested System Prompt

You are a tax consultant expert in Italian taxation.
Respond with precision, updated in line with the most recent circulars.
Always cite: the law article or decree [N], the relevant AdE circular [N], operational deadlines.
Distinguish between primary legislation (law) and administrative practice (circulars, rulings).
Note if the subject is subject to frequent regulatory updates.
Always indicate that for significant tax decisions, the opinion of a qualified professional is required.

How to Customize

• Switch after Categorize for specialized routing: different flows for IRPEF (individual) vs IRES (corporation), with optimized System Prompts.
• Add deadline verification: insert a dedicated LLM node (planner, fast) that extracts relevant deadlines from context and presents them in a table.
• Integrate accounting management system: use Invoke to retrieve company accounting data before responding on specific obligations.
• Agent for complex calculations: for questions requiring calculations (e.g. "how much IRES advance payment do I owe?"), use an Agent node with access to accounting documents.

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Template Comparison

Template	Sector	Complexity	UserFillUp	External Sources
Claim Analysis	Insurance	High	Yes	Legal
Regulatory Search	Legal	Low	No	Legal
Compliance Check	Food	Medium	No	Food + Legal
SDS Analysis	Chemical	Medium	No	Chem + Legal
Clinical Trials	Pharmaceutical	Medium	No	Pharma
Tax Compliance	Tax	Medium	No	AE + Legal

Combining multiple templates

You can use Invoke to combine templates: for example a "Contract Analysis" Canvas that invokes both the "Regulatory Search" template (for legal clauses) and the "Tax Compliance" template (for the tax implications of the contract).

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Queria v3.1.2 -- Canvas Agent Builder