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Giuliano Lorenzoni

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Sep 2026

Policy-Driven Agentic Frameworks for Financial AI: Lessons from Portfolio Construction and CVA Risk Management

Modern financial AI increasingly relies on agentic architectures for reasoning, adaptive decision-making, and feedback, yet few frameworks treat governance, determinism, and observability as first-class design principles. We introduce a unified policy-driven framework that embeds a deterministic orchestrator, a declara...

Giuliano Lorenzoni, Paulo S. C. Alencar, Donald D. Cowan · 0 citations

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