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blackroad-os-research/papers/finance-automation/automated-finance-architecture.md
2025-11-23 15:05:09 -06:00

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# 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.