---
title: SecurFinancial Advanced preset updates to support AEP Agent Orchestrator
slug: docs/securfinancial-advanced-preset-updates-to-support-aep-agent-orchestrator
docTags: 
createdAt: 2026-02-18T09:09:58.949Z
---

## Goal

To support **AEP agentic services prompts**.

## Overview

As part of **Quick Setup**, updates will be made across profile schema, data types, audiences, and journeys to enable agentic service prompt functionality within AEP.

Follow here to know more [CX Enterprise Coworker Chat (CitiSignal)](docId:-11qQhy-TyPznfWI0lazl) 

## Profile Schema Update

- Profile Schema should have all the field groups
-

::Image[]{src="https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/E8098X9a2Hl5eKsFyt7vq-20260218-092233.png" size="100" width="1886" height="1362" position="center" showCaption="false" indent="2"}

![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/1w5Y0Sw5w82mcpSOY6sHW-20260218-092353.png)

![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/YpDCWdfxByeqAgjjOD-Km-20260218-092547.png)

## Audiences

- Required **audiences will be created** based on the updated profile attributes and new data type. 
- Refer to the attached screenshot for the list
-

![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/7Y9qZCs00FpI7U2R6F1in_image.png)



![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/fypL6t6-q-2onCy5B4DJx_image.png)



![](https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/1JD9MfBJe_aw7WTKpEXCN_image.png)

## Journey

- A new **journey** will be created to support the **Reporting Journey NV1.0** use case. 
- The journey leverages **batch audiences** for audience qualification and entry. 
-

::Image[]{src="https://api.archbee.com/api/optimize/bAgVaanSi1tFmfc8PghaH/tKha0D0qAyhPqf3H-cKXj-20260218-092748.png" size="100" width="2072" height="634" position="center" showCaption="false" indent="2"}

### Important Note

- **Wait for at least one day before activating the journey**, as it relies on batch audiences that require time to be evaluated and populated.

## Support

For any data-related questions or support, please reach out to us on **#Demo-system-next** Slack channel.