LangGraph Applications in Finance Training Course
LangGraph serves as a framework designed for constructing stateful, multi-agent Large Language Model applications through composable graphs that maintain persistent state and provide granular control over execution flows.
This instructor-led live training, available both online and on-site, targets intermediate to advanced professionals aiming to design, implement, and manage LangGraph-based solutions within the finance sector, ensuring robust governance, observability, and regulatory compliance.
Upon completion of this training, participants will be capable of:
- Developing finance-specific LangGraph workflows that align with regulatory standards and audit requirements.
- Integrating financial data standards and ontologies into graph states and associated tooling.
- Establishing reliability, safety mechanisms, and human-in-the-loop controls for critical operational processes.
- Deploying, monitoring, and optimizing LangGraph systems to enhance performance, manage costs, and meet Service Level Agreements (SLAs).
Course Format
- Interactive lectures and group discussions.
- Extensive exercises and practical applications.
- Hands-on implementation within a live laboratory environment.
Customization Options
- For customized training arrangements, please reach out to our team.
Course Outline
LangGraph Fundamentals for Finance
- Review of LangGraph architecture and stateful execution patterns.
- Financial use cases: research copilots, trade support systems, and customer service agents.
- Addressing regulatory constraints and auditability considerations.
Financial Data Standards and Ontologies
- Introduction to ISO 20022, FpML, and FIX standards.
- Mapping schemas and ontologies into graph state.
- Managing data quality, lineage, and Personally Identifiable Information (PII).
Workflow Orchestration for Financial Processes
- Know Your Customer (KYC) and Anti-Money Laundering (AML) onboarding workflows.
- Trade lifecycle management, exception handling, and case management.
- Credit adjudication and decision-making paths.
Compliance, Risk, and Controls
- Policy enforcement and model risk management.
- Implementing guardrails, approval processes, and human-in-the-loop steps.
- Ensuring audit trails, data retention, and explainability.
Integration and Deployment
- Connecting with core banking systems, data lakes, and APIs.
- Containerization, secret management, and environment configuration.
- Establishing CI/CD pipelines, staged rollouts, and canary deployments.
Observability and Performance
- Monitoring structured logs, metrics, traces, and costs.
- Conducting load testing, defining Service Level Objectives (SLOs), and managing error budgets.
- Incident response strategies, rollback procedures, and resilience patterns.
Quality, Evaluation, and Safety
- Unit testing, scenario testing, and automated evaluation harnesses.
- Red teaming, handling adversarial prompts, and executing safety checks.
- Dataset curation, drift monitoring, and continuous improvement strategies.
Summary and Next Steps
Requirements
- Foundational knowledge of Python and LLM application development.
- Practical experience with APIs, containerization, or cloud services.
- Basic familiarity with financial domains or data modeling concepts.
Target Audience
- Domain technologists.
- Solution architects.
- Consultants developing LLM agents for regulated industries.
Open Training Courses require 5+ participants.
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