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To deploy and run the ABBYY Know Your Customer (KYC) Agent, make sure the following platforms, accounts, and connections are in place.

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Platforms and accounts

  • ABBYY Vantage (Document AI)
    • An active ABBYY Vantage account with rights to create and deploy Document Skills.
    • API access enabled (OAuth 2.0) and the environment base URL, for example https://vantage-<region>.abbyy.com.
  • IBM watsonx Orchestrate
    • An active IBM watsonx Orchestrate account and environment.
    • The runtime environment variables required by the watsonx Orchestrate ADK.
  • ABBYY Timeline (Process AI)
    • An active ABBYY Timeline account.
    • A Personal Access Token (PAT) and Project ID for data ingestion through the API.
  • Microsoft Azure
    • An Azure AD app registration with a Client ID, Client Secret, and refresh token.
    • The required Microsoft Graph API scopes: Mail.Send and Files.ReadWrite.All (adjust as needed).

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IBM watsonx Orchestrate connections

The KYC Agent uses two IBM watsonx Orchestrate connections. Populate both with the values you gather while setting up ABBYY Vantage and ABBYY Timeline.
In the connection names, the _e073d849 suffix is specific to the IBM watsonx Orchestrate environment in these examples. Your environment uses its own suffix.

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ABBYY Vantage OAuth 2.0 connection

Connection abbyy_vantage_oauth_abbyy_e073d849, type OAuth2 Client Credentials.

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ABBYY Timeline key-value connection

Connection abbyy_key_value_abbyy_e073d849, type Key-Value pair.

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Next steps

Continue to Set up ABBYY Vantage (Document AI), which explains how to obtain each value and populate these connections.