Back to vendors
N

Newgen

Also known as: NewgenONE, Newgen Software

Visit site
Entry priceFree trial for evaluation · Professional and Enterprise plans quoted through salesFull pricing detail

Low code platform for banking, insurance and government processes that adds AI agents built in Agent Studio, prebuilt agents for credit decisioning, underwriting and claims, retrieval over enterprise content, guardrails and audit trails of agent decisions.

Newgen sells NewgenONE, a low code platform that joins process automation, case management, content services, customer communications and data science, with banks, insurers, regulators and healthcare payers as its main markets for lending, onboarding, underwriting, claims and trade finance. Its AI layer now runs through agents. Agent Studio builds custom agents in low code, Agentic Workspaces put agents, people and applications in one governed workspace, and Marvin works inside content, communication and process tools as a productivity agent.

The agent framework breaks a task into steps and coordinates several specialist agents through a reasoning hub built on LangGraph, with an advanced retrieval engine on a vector database and enterprise knowledge graphs over content held in Newgen's own repository. Agents monitor systems for business events and anomalies and trigger actions, and the workspace adds real time approvals and a complete audit trail of every agent action and its reasoning. Agentic Shield filters hallucinated or off brand output and redacts personal data.

Prebuilt agents include Marvin, LumYn for revenue insight from customer behavior, Harper for sales call analysis, and vertical agents for credit decisioning, underwriting, early claim probability, policy retention and claim adjudication. Agents use Newgen's own fine tuned large and small language models, with Marvin also drawing on OpenAI, Llama 3 and Azure models, and NewgenONE RPA bots, which record and run scripts across web, Windows and terminal screens, work alongside them inside processes. A developer portal documents the APIs NewgenONE generates for processes, rules, documents, AI models and content, with OpenAPI specifications, and Newgen Market offers templates and connectors.

Three plans are public by name, a free trial for evaluation with up to 10 users, 100 GB and 50,000 API calls a month, Professional for up to 100 users and Enterprise for unlimited users, but no prices, and the paid plans are bought through sales. Newgen's cloud meets SOC 1 and SOC 2 Type 2, PCI DSS Level 1, HIPAA, ISO 27017 and 27018 and ISAE 3000, single sign on runs through SAML, OAuth 2.0, OpenID Connect, LDAP and Active Directory, and access is role based down to individual objects. It runs on AWS or Azure, and on premises, hybrid or private cloud on the Enterprise plan.

Newgen fits banks, lenders and insurers that want ready made agents for lending and claims inside a single process and content platform, with a choice of cloud or on premises. It fits less well for a buyer that wants to pick its own model provider or see prices for the paid plans.

Vendor details

Canonical URL

https://newgensoft.com

Category

Agent builder

Subcategory

Low code process and content platform with an agent studio and prebuilt banking and insurance agents

Funding status

Independent, with shares listed on Indian stock exchanges.

Company status

independent

Use cases & customers

Primary use cases

Lending and credit decisioningCustomer onboardingInsurance underwriting and claimsTrade finance document processingService request management

Target customers

banks and lendersinsurersgovernment and regulatorshealthcare payers

Deployment options

Public cloud on AWS or AzureHybridOn premises or private cloud

Integrations

Prebuilt connectors cover SAP, Salesforce, Microsoft 365, Temenos, Mambu, TCS BaNCS, Guidewire, Duck Creek, InsureMO and EHR systems, with certified connectors on partner marketplaces. A data connector layer brings in data lakes and warehouses, platform capabilities such as workflows, rules, bots and reports can be exposed as APIs, and NewgenONE RPA bots run inside processes.

In practice

A regional bank wants faster commercial credit decisions. The agentic credit decisioning engine assembles the borrower's documents and data, proposes a policy aligned decision with its reasoning, and a credit officer approves it in the workspace with the full trail kept.

An insurer wants first notice of loss handled without rekeying. A claims agent reads the incoming documents from the content repository, rates the likelihood of an early claim, and routes the case to an adjuster or straight through under business rules.

A trade finance desk checks documents against letters of credit. Agents classify the documents, flag discrepancies and compliance issues, and hand exceptions to an officer for review.

Agentic Index coverage score

12.5 / 14 capabilities · 89%

Integrations & Tool Calling Full

Marvin works inside business systems and performs tasks there, not only answers, and agents in Agentic Workspaces trigger actions when they spot a business event. Around them, prebuilt connectors reach SAP, Salesforce, Microsoft 365, Temenos, Mambu, TCS BaNCS, Guidewire, Duck Creek, InsureMO and EHR systems, certified connectors sit on partner marketplaces, and a data connector layer pulls in data lakes, warehouses and marts. LumYn connects to CRM, core banking and data lakes for its analysis.

Sourcenewgensoft.com/platform/integration-ecosystemread 2026-10-13

Workflow Orchestration Full

The agent framework's reasoning hub, built on LangGraph, breaks a complex task into logical steps and coordinates several specialist agents to reach the goal, and agents can work alone or together. NewgenONE Process Orchestration coordinates agents, people and enterprise systems across end to end workflows in a single engine, tracks SLAs and resolves exceptions as they happen. Agentic Workspaces run multi agent workflows beside the people who own each decision, and agents adjust tasks, priorities and decision paths as conditions change.

Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13

Knowledge Grounding & RAG Full

Agents ground their work in the company's own content. An advanced retrieval engine built on a vector database and enterprise knowledge graphs finds relevant information across data sources, drawing on documents held in NewgenONE's content repository and data brought in through its connectors. Marvin answers from company documents and searches the whole repository in plain language, filtered by date, type and version, and a knowledge repository approved by subject matter experts feeds service request agents.

Sourcelanding.newgensoft.com/hubfs/_2020%20website%20files/pes%20website/brochure/agentic%20ai.pdfread 2026-10-13

Human Oversight & Guardrails Full

Agentic Workspaces put real time approvals into multi agent workflows, so a person signs off where a decision needs one, and agents act only within the boundaries they are granted. Agentic Shield filters hallucinated, inaccurate or off brand output, scans incoming and outgoing data and redacts personal and confidential information, with guardrails configured per use case. Business rules from NewgenONE BRE bound what each agent decides.

Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13

Security, Identity & Governance Full

Users sign in through single sign on with SAML, OAuth 2.0, OpenID Connect, LDAP or Microsoft Active Directory, with two factor and multi factor options. Role based access gives analysts, developers, data engineers and DevOps managers different rights, object level controls govern each tool, and admins can create custom administrative roles. Newgen's cloud meets SOC 1 and SOC 2 Type 2, PCI DSS Level 1, HIPAA, ISO/IEC 27017 and 27018 and ISAE 3000, and Marvin's actions run under the same role based permissions as the rest of the platform.

Sourcenewgensoft.com/platform/governance-securityread 2026-10-13

Observability & Auditability Full

Every action an AI agent takes is logged and traceable, and users can follow its decision path and the rationale behind it to check it against policy. Marvin's email ingestion has a dashboard of logs, routing rules and how confident each classification was. Platform audit logs capture object level activity with timestamp, user, module, role and operation.

Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13

Memory & State Persistence Partial

Agents work on the case or request in front of them, with its documents and data held by the process and content platform for as long as the case runs. Nothing an agent learns in one case carries into a later, separate case, and there is no setting to view or clear what an agent retains. A semantic enterprise memory built on the content platform is announced as coming and is not yet part of the product.

Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13

Deployment & Data Residency Full

NewgenONE runs on public cloud on AWS or Azure, in multi tenant or dedicated deployments, and the Enterprise plan adds hybrid and on premises deployment, with private cloud also offered for the agent framework. Marvin runs entirely inside the customer's NewgenONE environment, so content does not leave it and personal data never reaches a public model. Committed uptime is 99.5% on Professional and 99.95% on Enterprise, with service credits when it is missed.

Sourcenewgensoft.com/platform/pricingread 2026-10-13

Prebuilt Agents / Templates / Packs Full

Ready made agents include Marvin for routine tasks and content work, LumYn, which reads more than 250 behavioral signals with over 30 ML models to find revenue opportunities, Harper, which audits sales calls and coaches reps, and NewgenONE AURA AI.

Vertical agents cover credit decisioning, underwriting assistance, early claim probability, policy retention, claim adjudication, early warning signals, loan collections and KYC, with agentic solutions for trade finance documents, regulatory management and service requests.

Agent Studio offers prebuilt templates, and Newgen Market on the developer portal adds application templates and connectors to start from.

Sourcenewgensoft.com/platform/agentic-airead 2026-10-13

Triggers & Channel Coverage Full

Agents keep watch on systems, detect business events or anomalies and trigger the right action on their own, without anyone starting them. Marvin classifies and routes incoming email as it arrives, matching it against past ingestion history, so content reaches the right workflow with no manual step. Service request agents also run behind round the clock self service portals and other channels.

Sourcenewgensoft.com/platform/agentic-ai/agentic-workspacesread 2026-10-13

Model Flexibility & Routing Partial

Agents run on domain specific fine tuned large and small language models with a reasoning engine, and Newgen offers an LLM Mesh to work out which model suits an organization. Marvin draws on large language models from OpenAI, Meta's Llama 3 and Microsoft Azure underneath, but a buyer has no setting to pick a provider or bring a model of its own. Customers can build their own machine learning models in Data Science Studio for risk and decision models.

Sourcenewgensoft.dev/knowledgebase/ai-genai-assisted-developmentread 2026-10-13

APIs / SDKs / MCP Extensibility Full

Newgen's developer portal documents the platform's APIs, which NewgenONE generates automatically for processes, rules, custom business functions, service flows, document processing, AI models, content and templates, published to OpenAPI and Swagger specifications. Developers sign in with a session token and can call over gRPC as well as REST, UI, workflows, rules, bots and reports can be exposed as APIs to other systems, and each plan carries a monthly allowance of API calls, 50,000 on the trial. Data Science Studio deploys models behind APIs.

Sourcenewgensoft.dev/knowledgebase/integration-ecosystem-overviewread 2026-10-13

Testing, Debugging & Optimization Partial

Data Science Studio monitors model performance and runs a built in champion and challenger comparison, so a new model can be tried against the one in production, and continuous monitoring watches agents in use. Low code DevOps pipelines add automated, AI driven testing, validation and version control before each application release. These checks cover the machine learning models and the application build, and there is no test suite or quality gate that checks an agent's answers before release.

Sourcenewgensoft.com/platform/agentic-airead 2026-10-13

Browser / Computer-use Full

NewgenONE RPA bots take over repetitive, rule based tasks, either alone at the task level or embedded in larger processes beside agents and people, with exceptions routed to a person. A bot studio records, debugs and runs automation scripts across web and Windows applications, with browser automation for web screens and desktop automation that reaches AS400 terminals, and the process designer brings bots and people into one flow.

Sourcenewgensoft.com/platform/process-automation/robotic-process-automationread 2026-10-13

The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded

Pricing

Free trial for evaluation · Professional and Enterprise plans quoted through sales

users, with storage and monthly API call allowances by plan

Trial available

Included quota

The Free Trial gives up to 10 users, 100 GB of storage and 50,000 API calls a month, multi tenant and for evaluation only. Professional covers up to 100 users and 100,000 API calls a month, and Enterprise has unlimited users.

What is public

Plan names and limits are public, a free trial, Professional and Enterprise, with users, storage, API calls, capabilities, support hours and uptime. Prices are not.

Billing mechanics

The trial is multi tenant and for evaluation only. Paid plans are priced on users, on a basis of 30% full time and 70% part time users for North America, Europe and ANZ, and are bought through sales.

Cost watchouts

Paid plans are priced for a minimum of 25 users on a blend of full and part time users, and API calls are capped per month by plan.

Variable cost rationale

Plans are sized by users with storage and API call allowances, so cost follows head count and integration traffic, not each agent run.

Additional watchouts

Prices quoted on the user blend apply to North America, Europe and ANZ only, so other regions are priced separately.

Overage / add-ons

No overage terms are public.

Sales call required

Yes, required for paid access

Free / trial

Free Trial for testing and evaluation, up to 10 users, 100 GB and 50,000 API calls a month

Lowest paid plan

Professional Edition, for up to 100 users, with no public price

Commercial notes

Hybrid and on premises deployment, 24x7 support and the higher uptime commitment come with the Enterprise plan.

Key ambiguities

No price on any plan; the agent products (Agent Studio, vertical agents) are not placed in the plan table; whether 100,000* API calls on Enterprise is a cap or a baseline is footnoted without a figure.

Support SLA / resale

Committed uptime is 99.5% on Professional and 99.95% on Enterprise, with service credits for the next billing cycle when a quarter falls short. Support runs business hours or 24x7 by plan.

Missing data

No plan prices, and no pricing for Agent Studio, the prebuilt agents or model usage.

Agentic Index verified 2026-10-12

Contact us

Found a vendor we missed? Have feedback on the index? We'd love to hear from you.