Lineage + golden values
Deterministic consensus over encrypted observations. Every observation, every recon decision, every golden-value pick is hash-linked back through the chain. Auditors verify the trace end-to-end without touching raw data.
An agent built on a weak trust layer is worse than no agent — it gives bad answers confidently. We already ship the load-bearing primitives every finance AI roadmap needs.
Layer 3 produces signed proposals — never direct mutations. Layer 2 makes the data understandable. Layer 1 makes every claim verifiable.
Six primitives, all in production. They are the reason the agents work.
Deterministic consensus over encrypted observations. Every observation, every recon decision, every golden-value pick is hash-linked back through the chain. Auditors verify the trace end-to-end without touching raw data.
Every connector is tracked for uptime, bucketed into reliability tiers (canonical / fallback / advisory), with cache-fallback semantics on disconnect. Brokers are canonical; market data sources are explicit opt-in fallbacks.
Integrity, cross-source comparator, continuity, dataset-health, predictive freshness. Every rule lives in a catalogue (foreign_key, sums_to, value_in_set, non_null_streak, monotone, range) — readable, auditable, deterministically enforced.
Walks the resolved-incident history with Jaccard similarity plus a small feature blender. Grounds the inbox detail panel — operators see what happened last time before they decide what to do this time.
Header pattern + value type + user pick history. Proposes column purposes; the operator confirms; the confirmation feeds the next round. The accept/reject log grows into a per-tenant model with zero ML magic.
External LLM clients (Claude Desktop, Claude Code, Cursor) connect via Model Context Protocol. Tools: lineage trace, dataset list / describe / query, incident list / get, finding list, source health, runbooks list.
Three lines shape every release. They are how this product earns the word "trust" in its name.
LLMs propose, deterministic engines enforce. Every LLM proposal lands as a reviewable artifact — never a direct mutation. The audit chain only records deterministic actions.
PII / cell-value redaction before any LLM send. BYO key as a default. Per-org credentials, rotation, revocation. Tenant isolation verified on every retrieval.
Every agent answers 'what evidence supports this claim?' by pointing at lineage rows. A proposal without a citation is a bug.
The trust layer is what makes the copilots safe to ship in a regulated environment.