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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。

4 views5/6/2026

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.