plano/demos/use_cases/credit_risk_case_copilot/config.yaml
2026-01-28 21:10:07 +05:00

122 lines
4 KiB
YAML

version: v0.3.0
# Define the standalone credit risk agents
agents:
- 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:
- id: pii_security_filter
#url: http://localhost:10550/v1/tools/pii_security_filter
url: http://host.docker.internal:10550/v1/tools/pii_security_filter
type: http
# LLM providers with model routing
model_providers:
- model: openai/gpt-4o
access_key: $OPENAI_API_KEY
default: true
- model: openai/gpt-4o-mini
access_key: $OPENAI_API_KEY
# ToDo: Debug model aliases
# Model aliases for semantic naming
model_aliases:
risk_fast:
target: openai/gpt-4o-mini
risk_reasoning:
target: openai/gpt-4o
# Listeners
listeners:
# Agent listener for routing credit risk requests
- type: agent
name: credit_risk_service
port: 8001
router: plano_orchestrator_v1
address: 0.0.0.0
agents:
- id: loan_intake_agent
description: |
Loan Intake Agent - Extracts and normalizes loan application data for downstream analysis.
CAPABILITIES:
* Normalize applicant data and calculate derived fields (e.g., DTI)
* Identify missing or inconsistent fields
* Produce structured intake JSON for other agents
USE CASES:
* "Normalize this loan application"
* "Extract and validate applicant data"
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.
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
# Model listener for internal LLM gateway (used by agents)
- type: model
name: llm_gateway
address: 0.0.0.0
port: 12000
# OpenTelemetry tracing
tracing:
random_sampling: 100