AI Financial Agent

Controlled AI assistance with read-only default posture and policy-gated actions.

Source: docs/03_primitives.md

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AI Financial Agent

Provides controlled AI assistance across the financial platform.

Responsibilities:

Transaction explanation
Merchant support assistance
Reconciliation summaries
Risk investigation support
Product setup guidance
Back-office workflow assistance
Anomaly detection support

The AI financial agent should be read-only by default. Any action that mutates financial state must require policy controls, role-based authorization, and audit logging.

Typical events:

ai.agent.query.received
ai.agent.action.proposed
ai.agent.action.approved
ai.agent.action.executed
ai.agent.action.rejected