From 9254d5ea9b5140a118f2380a426fd20925fc02e1 Mon Sep 17 00:00:00 2001 From: Ahmed Burney Date: Wed, 28 Jan 2026 21:10:07 +0500 Subject: [PATCH] changes to config to create separate agents --- .../credit_risk_case_copilot/config.yaml | 151 ++++++++---------- 1 file changed, 67 insertions(+), 84 deletions(-) diff --git a/demos/use_cases/credit_risk_case_copilot/config.yaml b/demos/use_cases/credit_risk_case_copilot/config.yaml index 273119c7..f74a14d4 100644 --- a/demos/use_cases/credit_risk_case_copilot/config.yaml +++ b/demos/use_cases/credit_risk_case_copilot/config.yaml @@ -1,10 +1,19 @@ version: v0.3.0 -# Define the Risk Crew Agent service +# Define the standalone credit risk agents agents: - - id: risk_crew_agent - #url: http://localhost:10530/v1/chat/completions - url: http://host.docker.internal:10530/v1/chat/completions + - id: loan_intake_agent + #url: http://localhost:10530/v1/agents/intake/chat/completions + url: http://host.docker.internal:10530/v1/agents/intake/chat/completions + - id: risk_scoring_agent + #url: http://localhost:10530/v1/agents/risk/chat/completions + url: http://host.docker.internal:10530/v1/agents/risk/chat/completions + - id: policy_compliance_agent + #url: http://localhost:10530/v1/agents/policy/chat/completions + url: http://host.docker.internal:10530/v1/agents/policy/chat/completions + - id: decision_memo_agent + #url: http://localhost:10530/v1/agents/memo/chat/completions + url: http://host.docker.internal:10530/v1/agents/memo/chat/completions # HTTP filter for PII redaction and prompt injection detection filters: @@ -38,36 +47,67 @@ listeners: router: plano_orchestrator_v1 address: 0.0.0.0 agents: - - id: risk_crew_agent + - id: loan_intake_agent description: | - Credit Risk Case Copilot Agent - Specialized AI system for credit risk assessment, policy compliance, and case management. + Loan Intake Agent - Extracts and normalizes loan application data for downstream analysis. CAPABILITIES: - * Credit risk triage and assessment for loan applications - * Multi-agent workflow using intake, scoring, policy, and memo agents - * Risk band classification (LOW/MEDIUM/HIGH) with confidence scoring - * Risk driver identification with supporting evidence from application data - * Policy and compliance checks against lending standards - * Document requirement identification based on risk profile - * Bank-ready decision memo generation - * Case creation with structured data capture - * Handles missing data, thin files, and incomplete applications + * Normalize applicant data and calculate derived fields (e.g., DTI) + * Identify missing or inconsistent fields + * Produce structured intake JSON for other agents USE CASES: - * "Analyze this loan application for credit risk" - * "What is the risk assessment for this applicant?" - * "Check policy compliance for this case" - * "Create a decision memo for this application" - * "What documents are needed for this loan?" - * "Assess the credit risk and create a case" + * "Normalize this loan application" + * "Extract and validate applicant data" - SECURITY & COMPLIANCE: - * PII redaction for CNIC, phone numbers, emails - * Prompt injection detection and mitigation - * Audit trail with model usage and guardrail events - * OpenTelemetry tracing for compliance monitoring + When requests focus on intake or data normalization for loan applications, route here. + filter_chain: + - pii_security_filter + - id: risk_scoring_agent + description: | + Risk Scoring Agent - Produces risk band, confidence score, and top drivers. - When queries involve credit risk assessment, policy validation, document requirements, decision memos, or case creation for loan applications, route to this agent. + CAPABILITIES: + * Evaluate credit score, DTI, delinquencies, utilization + * Assign LOW/MEDIUM/HIGH risk bands with confidence + * Explain top 3 risk drivers with evidence + + USE CASES: + * "Score the risk for this applicant" + * "Provide risk band and drivers" + + When requests focus on risk scoring or drivers, route here. + filter_chain: + - pii_security_filter + - id: policy_compliance_agent + description: | + Policy Compliance Agent - Checks lending policy rules and required documents. + + CAPABILITIES: + * Verify KYC, income, and address checks + * Flag policy exceptions (DTI, credit score, delinquencies) + * Determine required documents by risk band + + USE CASES: + * "Check policy compliance" + * "List required documents" + + When requests focus on policy checks or exceptions, route here. + filter_chain: + - pii_security_filter + - id: decision_memo_agent + description: | + Decision Memo Agent - Summarizes findings and recommends actions. + + CAPABILITIES: + * Create concise decision memos + * Recommend APPROVE/CONDITIONAL_APPROVE/REFER/REJECT + + USE CASES: + * "Draft a decision memo" + * "Recommend a credit decision" + + When requests focus on final memo or recommendation, route here. filter_chain: - pii_security_filter @@ -77,63 +117,6 @@ listeners: address: 0.0.0.0 port: 12000 - # Prompt listener for function calling - - type: prompt - name: prompt_functions - address: 0.0.0.0 - port: 10000 - -# Endpoints for prompt targets -endpoints: - case_service: - #endpoint: localhost:10540 - endpoint: host.docker.internal:10540 - connect_timeout: 5s - -# Prompt target for case creation -prompt_targets: - - name: create_risk_case - description: Create a new credit risk case in the case management system with validated loan application data - parameters: - - name: applicant_name - description: Full name of the loan applicant - required: true - type: string - - name: loan_amount - description: Requested loan amount in currency - required: true - type: number - - name: risk_band - description: Risk classification (LOW, MEDIUM, or HIGH) - required: true - type: string - enum: ["LOW", "MEDIUM", "HIGH"] - - name: confidence - description: Confidence score for risk assessment (0.0 to 1.0) - required: true - type: number - - name: recommended_action - description: Recommended action (APPROVE, CONDITIONAL_APPROVE, REFER, REJECT) - required: true - type: string - enum: ["APPROVE", "CONDITIONAL_APPROVE", "REFER", "REJECT"] - - name: required_documents - description: List of required documents for case processing - required: true - type: array - - name: policy_exceptions - description: List of policy exceptions identified - required: false - type: array - - name: notes - description: Additional case notes or decision memo summary - required: false - type: string - endpoint: - name: case_service - path: /cases - http_method: POST - # OpenTelemetry tracing tracing: random_sampling: 100