LangGraph Applications in Finance Training Course

LangGraph Fundamentals for Finance

• Review of LangGraph architecture and stateful execution models.
• Exploration of financial use cases, including research copilots, trade support, and customer service agents.
• Discussion of regulatory constraints and auditability requirements.

Financial Data Standards and Ontologies

• Overview of ISO 20022, FpML, and FIX standards.
• Mapping schemas and ontologies to graph state.
• Addressing 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.
• Configuring credit adjudication and decisioning paths.

Compliance, Risk, and Controls

• Implementing policy enforcement and model risk management.
• Establishing guardrails, approval mechanisms, and human-in-the-loop steps.
• Maintaining audit trails, data retention, and explainability.

Integration and Deployment

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

Observability and Performance

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

Quality, Evaluation, and Safety

• Building 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