LangGraph Applications in Finance Training Course

LangGraph Fundamentals for Finance

• A review of LangGraph architecture and stateful execution mechanics.
• Exploring financial use cases, such as research copilots, trade support, and customer service agents.
• Examining regulatory constraints and auditability requirements.

Financial Data Standards and Ontologies

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

Workflow Orchestration for Financial Processes

• Designing KYC and AML onboarding workflows.
• Handling 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 explainability.

Integration and Deployment

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

Observability and Performance

• Monitoring structured logs, metrics, traces, and costs.
• Conducting load tests, defining SLOs, and managing error budgets.
• Executing incident response, rollbacks, and resilience strategies.

Quality, Evaluation, and Safety

• Utilizing 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