Credit Risk Case Copilot

A small demo that follows the two-loop model: Plano is the outer loop (routing, guardrails, tracing), and each credit-risk step is a focused inner-loop agent.

What runs

Risk Crew Agent (10530): four OpenAI-compatible endpoints (intake, risk, policy, memo).
PII Filter (10550): redacts PII and flags prompt injection.
Streamlit UI (8501): single-call client.
Jaeger (16686): tracing backend.

Quick start

cp .env.example .env
# add OPENAI_API_KEY
docker compose up --build
uvx planoai up config.yaml

Open:

Streamlit UI: http://localhost:8501
Jaeger: http://localhost:16686

How it works

The UI sends one request to Plano with the application JSON.
Plano routes the request across the four agents in order: intake → risk → policy → memo.
Each agent returns JSON with a step key.
The memo agent returns the final response.

All model calls go through Plano’s LLM gateway, and guardrails run before any agent sees input.

Endpoints

Risk Crew Agent (10530):

POST /v1/agents/intake/chat/completions
POST /v1/agents/risk/chat/completions
POST /v1/agents/policy/chat/completions
POST /v1/agents/memo/chat/completions
GET /health

PII Filter (10550):

POST /v1/tools/pii_security_filter
GET /health

Plano (8001):

POST /v1/chat/completions

UI flow

Paste or select an application JSON.
Click Assess Risk.
Review the decision memo.

Troubleshooting

No response: confirm Plano is running and ports are free (8001, 10530, 10550, 8501).
LLM gateway errors: check LLM_GATEWAY_ENDPOINT=http://host.docker.internal:12000/v1.
No traces: check Jaeger and OTLP_ENDPOINT.

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