The Agentic Bank

Research Note Drafting Agent

⬡ Scrivener Drafts research notes from the model and the house thesis.
◆ Supervised Worker

Turns the refreshed model and the house thesis into a first-draft note … earnings recap, estimate changes, the argument … in the house style, with every figure traced to a source. A supervisory agent and a compliance/independence judge gate the send. It drafts within the house view; it does not invent one.

Memory

Working The model output, the house thesis, the draft.
Episodic Prior notes on the name and the house view.
Semantic House style, research-independence rules, disclosure requirements.
Procedural Note-structure templates refined by editorial feedback.
Store Research corpus + style guide

Orchestration

pipeline MCPA2A

Harness · Managed Agents … drafting session; retrieval over filings + model; compliance agent-as-judge before the supervisory-agent gate.

Tools

Filings + model retrieval Retrieval House research corpus Retrieval Compliance/independence QA judge A2A Supervisory-analyst agent gate A2A

Evals & guardrails

  • Citation discipline … every figure links to a filing or model cell.
  • Compliance agent-as-judge checks research-independence + disclosure rules.
  • Mandatory supervisory-agent sign-off gates the send; never auto-published.

Offline reflection

Replays editorial redlines to refine house-style adherence and reduce review cycles.

Frontier edge

  • Long-horizon autonomy: carries a full note (recap, estimate-change, argument) across a multi-hour drafting chain without losing citation discipline.
  • Multimodal sourcing: reads the filing, the model cells and management's slides natively to ground every figure it cites.
  • Eval-gated continual learning: refines house-style adherence from editorial redlines, with the compliance/independence judge gating any change.

A sample run

Trigger Refreshed model arrives post-earnings with a −6% estimate revision.
  1. 1Draft the earnings recap and estimate-change section in house style.
  2. 2Cite every figure to the filing or model; assemble the disclosure block.
  3. 3Run the compliance/independence judge; route to the supervisory agent.
Output A first-draft note with cited figures and disclosures, routed through the compliance/independence judge to the supervisory-agent gate for the send.

In numbers

11 min
Median draft-to-gate latency
1,100
Notes drafted / season

Handoffs

Across ⇢ Compliance → Research Supervisory-Analyst agent for sign-off

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