LangGraph Applications in Finance Training Course

LangGraph Fundamentals for Finance

• A refresher on LangGraph architecture and stateful execution.
• Finance use cases, including research copilots, trade support, and customer service agents.
• Considerations for regulatory constraints and auditability.

Financial Data Standards and Ontologies

• Foundations of ISO 20022, FpML, and FIX.
• Mapping schemas and ontologies into graph state.
• Managing data quality, lineage, and PII.

Workflow Orchestration for Financial Processes

• KYC and AML onboarding workflows.
• Trade lifecycle management, exception handling, and case management.
• Credit adjudication and decisioning paths.

Compliance, Risk, and Controls

• Policy enforcement and model risk management.
• Establishing guardrails, approval processes, and human-in-the-loop steps.
• Maintaining audit trails, data retention, and explainability.

Integration and Deployment

• Connecting to core systems, data lakes, and APIs.
• Containerisation, secrets management, and environment control.
• CI/CD pipelines, staged rollouts, and canary deployments.

Observability and Performance

• Structured logging, metrics, tracing, and cost monitoring.
• Load testing, SLOs, and error budgets.
• Incident response, rollback strategies, and resilience patterns.

Quality, Evaluation, and Safety

• Unit, scenario, and automated evaluation harnesses.
• Red teaming, adversarial prompts, and safety checks.
• Dataset curation, drift monitoring, and continuous improvement.

Summary and Next Steps