Documentation Index
Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt
Use this file to discover all available pages before exploring further.
AI runtime overview
Finpace public positioning presents AI as part of the operating core, not as a chatbot bolted onto the edge. This documentation therefore models the AI runtime as a governed execution layer with five parts:- Agent UI for customer and staff interaction
- MCP gateway for safe tool exposure
- AI Shield for perimeter and policy enforcement
- Policy engine for action evaluation
- AI audit store for evidence and traceability
AI design principles
Assist before acting
AI can summarize, propose, draft, explain, and route before it executes a protected action.Tools, not raw system access
AI agents receive task-scoped tools such as:- retrieve arrangement summary
- draft customer message
- prepare payment instruction
- request covenant waiver review
- summarize application documents
Policies precede execution
Every state-changing AI call is evaluated for:- entitlement
- consent
- approval requirement
- product and jurisdiction rule
- risk score
- tool safety profile
Evidence is mandatory
Each AI-assisted action writes:- prompt or request context hash
- tool selection
- policy evaluation result
- approvals obtained
- final business outcome