المخرجات
By the end of this bootcamp, participants will be able to:
1. Design finance-grade AI prompts that are structured, context-aware, and compliant with regulatory requirements.
2. Build specialized AI agents tailored for customer service, loan processing, and compliance functions.
3. Develop multi-agent virtual financial workflows to automate financial processes efficiently.
4. Implement guardrails and escalation protocols to ensure safe, ethical, and compliant AI interactions.
5. Establish governance, monitoring, and evaluation mechanisms for AI agent performance.
الفئة المستهدفة
• Fintech and banking professionals interested in AI automation.
• Compliance and risk officers exploring AI applications.
• Product managers, digital transformation leaders, and IT specialists in financial services.
• Regulators and policymakers overseeing financial services and emerging technologies.
المحتويات
Session 1: Prompt Engineering Setup — Financial Prompt Library
• Creating a Master Prompt Template for financial AI agents.
• Defining roles, objectives, context, input/output formats, constraints, and escalation triggers.
• Hands-on: Building baseline prompts for finance scenarios.
Session 2: Financial Policy RAG (Retrieve, Analyze, Generate) Prompt
• Designing prompts to answer strictly based on policy documents.
• Adding citations, references, and decision justifications.
• Hands-on: Creating a RAG Prompt Pack for compliance-driven responses.
Session 3: Building AI Financial Agents (System Prompts)
• Designing Customer Service, Loan Officer, and Compliance agents.
• Specifying identity, tone, allowed/forbidden tasks, tool usage, and JSON output formats.
• Hands-on: Developing production-ready system prompts for all three agents.
Session 4: Multi-Agent Virtual Financial Service Workflow
• Designing end-to-end virtual financial services (loan approval or collections).
• Assigning agents to workflow steps and integrating tools and knowledge sources.
• Hands-on: Creating a complete workflow blueprint with expected outputs.
Session 5: Prompt Stress Test & Red Team Finance Scenarios• Testing AI prompts against real-world compliance and fraud challenges.
• Implementing protective clauses, refusal patterns, and escalation triggers.
• Hands-on: Enhancing agent prompts with guardrails for safe deployment.
Session 6: Deployment & Governance Pack
• Developing agent monitoring, KPI checklists, risk controls, and audit log schemas.
• Hands-on: Creating a one-page “Agent Governance & KPI Overview” for operational readiness.