◆ Supervised Orchestrator
Stitches the quarter's figures, variances and prior-period comparisons into a coherent earnings book and the MD&A, drawing every number straight from audited sources. Persists an earnings NOTES file across the close; the disclosure judge agent must approve the narrative before commit, and the board holds final external accountability at the apex.
Memory
Working The current quarter's figures and the section being drafted.
Episodic Prior quarters' books, guidance, and the lines analysts probed.
Semantic Reg FD / disclosure rules, GAAP/non-GAAP reconciliation conventions.
Store File-based memory tool + financial data warehouse
Orchestration
orchestrator-worker MCPA2A
Harness · Managed Agents … long-running session; structured note-taking (an earnings NOTES file) persisted outside context across the close.
Tools
{ } Financial close / reporting system API ⌕ Prior filings + transcripts (RAG) Retrieval ›_ Variance analysis sandbox Code exec ⇄ Disclosure-compliance judge A2A
Evals & guardrails
- Every figure tied to an audited source … no agent-invented numbers, hard gate.
- Reg FD / disclosure judge reviews drafts for selective-disclosure and forward-looking risk.
- The disclosure judge agent must approve the final narrative before it commits; the board holds final external accountability at the apex, never the per-draft loop.
- Immutable audit log of every source and draft revision.
Offline reflection
Reviews which prepared lines analysts actually questioned to sharpen next quarter's narrative and anticipated-question coverage.
Frontier edge
- ▲Long-horizon autonomy: orchestrates the multi-day close as one checkpointed task chain, persisting an earnings NOTES file across context resets so nothing drops between sessions.
- ▲Formal action-gating: every figure is cryptographically bound to its audited source; an agent-invented number provably cannot enter the draft, and the whole assembly is replayable for audit.
- ▲Confidential compute: pre-release financials are reasoned over inside a secure enclave, keeping material non-public information sealed until the disclosure judge agent clears the narrative.
A sample run
Trigger Quarter close finalizes; earnings call is in eight days.
- 1Pull audited figures; compute variances vs. prior period and guidance.
- 2Draft the MD&A sections with every number source-linked.
- 3Run the draft past the disclosure-compliance judge agent until it clears.
- 4Assemble the earnings book; the IR oversight agent finalizes under apex board accountability.
Output A complete, judge-cleared earnings book and narrative … the disclosure judge agent signs off and the board holds apex external accountability.
In numbers
under 2 days
Median book assembly time
100%
Figure-to-source traceability
Handoffs
Hands to → Analyst Q&A Agent
Across ⇢ Finance / Treasury for the audited figures⇢ Compliance for disclosure review