On-Premises Personal Agents
Run your own personal-agent platform on your own servers, giving each employee or customer a personalized agent that remembers them and acts for them within the permissions you set.
Solutions
Give agents the same business definitions—and a clear boundary for action
An agent needs to know what your business means, where an answer comes from and which actions are allowed. Bring those responsibilities together without confusing them: agree the definitions with your experts, query source knowledge with citations, and enforce action rules outside the prompt. Our FDEs build and run the knowledge setup, configure FinLore release pinning, and provide compilation from reviewed Fintology rules to FinGuard configuration. Gateway enforcement remains a separate responsibility.
- Reviewed definitions and FDE-provided rule compilation.
- Cited knowledge with FDE-configured release pinning.
- Rule-based checks on actions routed through FinGuard.
Ways to start
Start with a question
choose a document set and a recurring staff question. Identify its owner, who may use it and what makes an answer acceptable. Begin with read-only work so people can evaluate sources without changing business records.
Start with an action
select a business operation and write down its conditions. Keep the rule configuration separate from the assistant's instructions. A well-written prompt is useful guidance, not an enforcement boundary.
Solutions
Where the gaps show up
A “client” in one system may not mean the same thing as a “client” in another. A correct quotation can still come from an outdated procedure. An assistant may understand a policy but lack permission to carry out the next step.
Treat these as three different checks. Business owners settle terminology; document owners review source relevance; system owners configure action rules. This makes disagreements visible instead of allowing the assistant to resolve them by guessing.
Solutions
A question, an action and a human decision
Employee side
a colleague asks which documents are needed to change a business account. The answer cites a source procedure. The colleague checks the referenced passage before requesting a change. A citation is a route back to the evidence, not a guarantee that the procedure is current or fits this case.
Reviewer side
the process owner compares the request with the agreed meaning of “account” and the current procedure. A system owner separately maintains the rule checks in FinGuard for routed writes. For actions requiring human judgement, our FDEs configure FinGuard approval handling and the responsible reviewers. A named person makes the decision; an assistant cannot treat its request as permission.
Operations
Supervision: turn uncertainty into work someone owns
Keep a reviewed glossary and identify who resolves conflicting definitions. Ask reviewers to record the disputed term, the source and the business impact. Failed questions become a human-owned backlog: someone examines the source, decides whether a correction is needed and checks the result.
How it is built
Illustrative
- Compiled rules
Products
How it is built
the shared business-model and definition vocabulary. Our FDEs work with experts on meanings and reviewed rules, and provide the compilation path into FinGuard configuration.
source knowledge with citations. Our FDEs deploy and operate the knowledge setup and configure release pinning so the team identifies the knowledge release in use.
a stateful, rule-based action gateway. Configure its rules independently; it checks routed actions, uses idempotency to handle repeat writes, keeps a journal and holds enterprise credentials outside the agent.
Illustrative
FDE
Work with FDE
- Define: choose one process, a document set, a read-only task and a named reviewer. Agree the vocabulary before expanding the sources.
- Check: compare sample answers with their citations. Record conflicts and omissions, and let business owners decide the corrections.
- Build and connect: our FDEs deliver the reviewed-rule compilation path and configure FinLore release pinning. System owners separately configure gateway enforcement and credential custody with FDE, including human approval where the process requires it. Test the routed action and duplicate handling.
- Hand over: document owners, source review and operating responsibilities. Extend the process only after people can explain both the answer and the permitted action.
FAQ
Common questions
Does a citation make an answer correct?
No. It makes the source inspectable. People still need to check relevance, context and currency.
Who configures FinGuard's rules?
System owners configure enforcement separately from the business definitions, with FDE help. Our FDEs provide compilation of reviewed Fintology rules into gateway configuration; people review that configuration before it governs actions.
How are exceptions handled?
Name a process owner and use your team's review procedure. Do not treat an exception request as permission to act.
Do we need a particular agent engine?
No engine is prescribed. Review the chosen runtime, knowledge access and action route for the actual deployment.
Can we begin without write access?
Yes. A read-only question-answering task lets your team check vocabulary and sources before connecting an operation that changes records.
Next step
Start where people already disagree about a term, a source or a rule.
Make the meaning explicit, inspect the evidence and give each action a separate boundary.