Files
blackroad-os-docs/docs/papers/finance-automation/automated-finance-architecture.md
Alexa Amundson 8f94430012 chore(consolidation): migrate from blackroad-os-ideas and blackroad-os-research
## Summary
- Migrates roadmaps and RFCs from `blackroad-os-ideas`
- Migrates research papers from `blackroad-os-research`
- Part of Phase 1 BlackRoad OS consolidation

## Files Added
- `docs/roadmap/` - 2025 roadmaps
- `docs/rfc/` - RFC templates
- `docs/ideas/` - Idea proposals
- `docs/papers/` - Research papers (PS-SHA, SIG, finance automation)
- `docs/research/` - Research prompts

## Test plan
- [ ] Verify docs build
- [ ] After merge, archive source repos

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Alexa Louise <YOUR_REAL_EMAIL@EXAMPLE.COM>
Co-authored-by: Claude <noreply@anthropic.com>
2025-11-30 12:32:38 -06:00

1.6 KiB

Automated Finance Architecture

BlackRoad OS models finance automation through orchestrated agents that mirror traditional corporate finance controls while remaining auditable via PS-SHA∞ journaling. The architecture centers on eight core finance agents coordinated by a finance orchestrator and exposed through API and Prism views.

Core Components

  • Finance orchestrator: Routes tasks, enforces segregation of duties, and coordinates PS-SHA∞ logging.
  • Core agents: Close, treasury, FP&A, procurement, compliance, tax, reporting, and controls agents handle domain-specific actions.
  • API + Prism views: External interfaces for ingesting events, triggering workflows, and surfacing journaled outcomes.

Reference Foundations

  • Corporate finance literature: Valuation, risk, and capital structure concepts from Brealey and OpenStax guide agent policies and scenario modeling.
  • Regulatory expectations: FINRA/SEC focuses on suitability, surveillance, and market integrity influence orchestration rules.
  • Automation handbooks: Industrial automation patterns inform safety constraints, redundancy, and recovery strategies.

PS-SHA∞ Integration

  • Every financial action is journaled with hashes and prior links to preserve an auditable worldline.
  • Contradictions between agents (e.g., revenue vs. compliance) are recorded with resolution metadata.
  • Journal entries can be exported for external attestations or compliance tooling.

TODOs

  • Elaborate data contracts for each agent API and align with schemas/journal-entry.schema.json.
  • Prototype scenario simulations to stress-test segregation-of-duties policies.