◆ Supervised Orchestrator
Aggregates the source data, populates the FR Y-9C and Call Report schedules, runs the regulator's edit checks, and ties every line back to the ledger and the prior filing. Carries a documented lineage for each number and routes the package to an independent reviewer agent that gates the filing.
Memory
Working The schedule being populated and its tie-out status.
Episodic The prior filing and the quarter-over-quarter variance drivers.
Semantic FR Y-9C / FFIEC instructions, edit-check rules, Basel definitions.
Procedural Data-mapping playbooks per schedule refined from prior corrections.
Store File-based memory tool + lineage ledger
Orchestration
orchestrator-worker MCPA2A
Harness · Managed Agents … orchestrator session; code-exec for tie-out math; structured note-taking holds the per-schedule lineage outside context.
Tools
{ } Regulatory reporting platform API { } GL + data marts API ›_ Edit-check + tie-out math Code exec ⌕ Regulator instructions corpus Retrieval ⇄ Independent reviewer agent A2A
Evals & guardrails
- Every schedule must pass the regulator's edit checks and tie to the GL within tolerance before the gate.
- Quarter-over-quarter variance explanations generated and reviewed for material moves.
- Independent reviewer agent must re-derive and gate the filing; submission runs only under the board's external-attestation mandate.
- Immutable lineage from each reported figure back to source, retained for exam.
Offline reflection
Replays prior-filing corrections and regulator feedback to refine the data-mapping playbooks so the same misclassification doesn't recur next quarter.
Frontier edge
- ▲Continual learning (eval-gated): each regulator correction or edit-check failure becomes a data-mapping lesson, lifting first-run pass rates without a retrain.
- ▲Formal action-gating: every reported figure carries a cryptographically signed lineage back to source, replayable line-by-line for the exam.
- ▲Multimodal instruction reading: parses updated FR Y-9C / FFIEC instruction PDFs natively and re-maps the affected schedules before the deadline.
A sample run
Trigger Close completes; the quarter-end FR Y-9C preparation window opens.
- 1Aggregate source figures and map them into the Y-9C schedules.
- 2Run the FFIEC edit checks; resolve flagged inconsistencies.
- 3Tie each schedule to the GL and to the prior filing; explain variances.
- 4Assemble the package and route to the independent reviewer agent for the gate.
Output A clean FR Y-9C passing all edit checks, tied to the books with a line-level lineage and a variance commentary … gated by the independent reviewer agent and filed under the board's external-attestation mandate.
In numbers
filing-ready in hours
Schedule prep
96%
Edit-check pass on first run
Handoffs
Fed by ← Month-End Close Agent
Across ⇢ Compliance → Regulatory Affairs for submission oversight⇢ Risk → Capital / Liquidity teams for schedule inputs