LangGraph Applications in Finance Training Course

LangGraph Fundamentals for Finance

• A review of LangGraph architecture and stateful execution mechanisms.
• Exploring finance use cases, including research copilots, trade support, and customer service agents.
• Examining regulatory constraints and auditability considerations.

Financial Data Standards and Ontologies

• Overview of ISO 20022, FpML, and FIX standards.
• Techniques for mapping schemas and ontologies into graph state.
• Managing data quality, lineage, and PII handling.

Workflow Orchestration for Financial Processes

• Designing KYC and AML onboarding workflows.
• Managing the trade lifecycle, exceptions, and case management.
• Structuring credit adjudication and decisioning paths.

Compliance, Risk, and Controls

• Implementing policy enforcement and model risk management.
• Defining guardrails, approval processes, and human-in-the-loop steps.
• Ensuring audit trails, data retention, and explainability.

Integration and Deployment

• Connecting to core systems, data lakes, and external APIs.
• Managing containerization, secrets, and environments.
• Setting up CI/CD pipelines, staged rollouts, and canary deployments.

Observability and Performance

• Utilizing structured logs, metrics, traces, and cost monitoring.
• Conducting load testing, defining SLOs, and managing error budgets.
• Developing incident response, rollback, and resilience patterns.

Quality, Evaluation, and Safety

• Creating unit, scenario, and automated evaluation harnesses.
• Performing red teaming, adversarial prompt testing, and safety checks.
• Curating datasets, monitoring drift, and driving continuous improvement.

Summary and Next Steps