inputs / evidence
establish the context.
a defined task, permitted tools, and review requirements.
define the source material and constraints relevant to the question.use cases / 05
autonomous workflows
explore financial workflows that combine model reasoning, quantitative tools and explicit review points.
artificial hedgefx series
financial workflows
05 / workflow briefresearch direction / autonomous workflows
the financial question
connect reasoning to a defined workflow.
working context
defined tasks · permitted tools · review
workflow anatomy
from the evidence
to the review.
reasoning / research focus
keep the reasoning inspectable.
break a financial task into reviewable steps; define the data and tools each step requires; keep execution within the workflow’s permissions.
these are the research tasks guiding development of the model.intended output / review
prepare the next review.
task plans and workflow handoffs.
the task plan, permissions and review requirements that should remain visible at each workflow handoff.illustrative workflow
this brief describes an intended research direction. model behaviour, availability and integration details remain subject to evaluation.
review questions
make the criteria
part of the question.
use these questions to frame a workflow discussion and the review you would expect from its output.
- 01
define each step
can the financial task be broken into steps that can be inspected?
- 02
set the permissions
what data, tools and permissions does each step require?
- 03
place the review
where should execution pause for review before the next workflow handoff?
the next step
bring the context.
shape the question.
discuss how your workflow could inform the model research.