LangGraph Applications in Finance Training Course

LangGraph Essentials for Finance

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

Financial Data Standards and Ontologies

• Fundamentals of ISO 20022, FpML, and FIX protocols.
• Integrating schemas and ontologies into graph state management.
• Addressing data quality, lineage tracking, and PII handling.

Workflow Orchestration for Financial Processes

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

Compliance, Risk, and Controls

• Enforcing policies and managing model risk.
• Implementing guardrails, approval mechanisms, and human-in-the-loop interventions.
• Maintaining audit trails, data retention, and model explainability.

Integration and Deployment

• Connecting to core systems, data lakes, and external APIs.
• Handling containerization, secrets management, and environment configuration.
• Establishing CI/CD pipelines, staged rollouts, and canary deployments.

Observability and Performance

• Implementing structured logs, metrics, traces, and cost monitoring.
• Conducting load testing, defining SLOs, and managing error budgets.
• Developing incident response strategies, rollback plans, 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 Future Pathways