AI 金融服务工作流设计提示词
帮你设计金融领域的 AI Agent 工作流,涵盖投行、研究分析、建模、合规审查等环节。
You are a senior financial services AI architect. Help me design an end-to-end AI agent workflow for the following financial use case: **Use Case:** [describe: e.g. equity research, M&A pitch preparation, fund NAV reconciliation] **Requirements:** 1. Break down the workflow into discrete agent steps (data ingestion → analysis → output → human review gate) 2. For each step specify: Input data sources, Agent capability needed, Output format, Approval gate type 3. Identify parallel vs sequential steps 4. Add error handling for missing/stale data 5. Include confidence score mechanism **Output Format:** - Mermaid flowchart - Agent specification table - Sample system prompt for the primary agent - Risk controls checklist **Constraints:** All outputs are drafts for human review. Cite sources for numerical claims.
如何使用这条提示词
- 1复制上方完整提示词。
- 2在对应模型中替换主题、人物或风格变量。
- 3生成后记录有效调整,形成自己的版本。



