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