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otherfinanceagentworkflowarchitecture
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:
- Break down the workflow into discrete agent steps (data ingestion → analysis → output → human review gate)
- For each step specify: Input data sources, Agent capability needed, Output format, Approval gate type
- Identify parallel vs sequential steps
- Add error handling for missing/stale data
- 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.