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Cadre

Cadre · the financial-services agent library

An AI agent for every job in a financial-services firm.

Ready-to-deploy agent blueprints across banking, markets, payments, insurance and the control functions. Open one and watch it run.

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Every blueprint names

Responsibility
The work it owns, where it starts and the result it hands over.
Authority
What it decides alone and what it refers to an accountable owner.
Systems
Every call it can make, named and typed at one tool seam.
Handoffs
The next owner, the work product and the authority required to pass it.

419 agent blueprints25 divisions5 families

Recorded decision · Cerberus · Financial Crime

Captured 2 Jul 2026

Sanctions disposition, decided on the record.

Case facts · SCR-1001

Subject · Name
Aerocaribbean Airlines
Subject · Country
Cuba
Payment · Amount
$240,000
Payment · Counterparty bank
Banco Internacional

Observed path

  1. 01Screened the subject name
  2. 02Reviewed the candidate sanctions record
  3. 03Recorded the structured decision
  4. 04Recorded the contracted disposition
  5. Committed the contracted outcome

Recorded outcome · Disposition

Block

Committed with the identifiers and rationale retained for review.

Open the decision recordInspect the blueprint behind it

Across the institution

Every desk, one map.

Four families, twenty divisions. Insurance, payments, markets and the control functions keep their own desks and vocabulary, held in one map so the handoffs between them stay visible.

How does the institution win, serve, advise and allocate capital?Customers & CapitalRoles serving households, businesses, institutions, asset owners and wealth clients across banking, lending, advisory and markets.Consumer BankingCommercialCIBMarketsWealth85 rolesHow does a carrier select risk, service the contract and pay what it owes?InsuranceCarrier roles across property and casualty, life and annuity, and the health plan, with the claims, capital and conduct functions that span all three.P&CSpecialtyClaimsLife & AnnuityHealth PlanCapital & Conduct87 rolesHow do agents participate in the wider financial ecosystem?Industry & NetworksPayments and digital-asset roles, together with the identity, mandate and provider handoffs needed between firms.Agent NetworkPaymentsDigital Assets58 rolesHow does the institution remain safe, fair, explainable and recoverable?Risk, Trust & ResilienceIndependent detection, challenge, testing and recovery roles across financial crime, risk, compliance, AI and operational resilience.Financial CrimeRiskAssuranceComplianceReg ChangeAI GovernanceResilience127 rolesWhat keeps the institution operating?Enterprise OperationsRoles supporting money movement, records, technology, people and the operating infrastructure of the institution.OperationsTreasury & FinanceTechnologyCorporate62 roles

Examples

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Financial Crime · Cadre blueprint · Cerberus

Sanctions disposition

Returns clear, block, or escalate after comparing the match and its identifiers.

Open blueprint
Representative operating pathDecide, refer, or stop
  1. Receive the screening hit
  2. Compare secondary identifiers
  3. Choose the disposition
  4. Escalate unresolved matches
  5. Configurable policy control
  6. Human review: Unresolved or policy-sensitive matches
Operating patternDecide, refer, or stop
Human reviewUnresolved or policy-sensitive matches

Named handoffs

Work crosses teams, firms and infrastructure.

Cadre names the work product, next owner and authority required at those seams. That makes delegation concrete without pretending that a label or protocol is an operating network.

  1. Specialist teams

    A role can call separate specialists for evidence, analysis and challenge while keeping each contribution bounded.

    A credit coordinator can request cash-flow, collateral and policy assessments before preparing a decision package.

  2. Across the institution

    Named work products pass between desks, business lines and lines of defense with a clear next owner.

    Commercial onboarding connects relationship, identity, credit, treasury-services and account-opening roles.

  3. Between firms

    A principal can request a defined service from an eligible provider without exposing unrelated data or authority.

    A corporate treasury role can request comparable liquidity offers under an approved mandate and disclosure scope.

  4. Authority with the request

    Identity, permission, budget, consent and expiry define what the receiving role may do and when it must stop.

    A payment request carries the mandate and limits needed to authorize, decline or escalate the action.

Explore roles that work between firms

Work in context

Follow responsibility through a process.

Workflow maps show where a role starts, what it contributes and who owns the next decision.

Lending origination

From verified application through underwriting, decision and account setup.

Open workflow

Payment fraud and disputes

From authorization signal through investigation, recovery and customer resolution.

Open workflow

Markets surveillance

From trading and communications signals through review, investigation and accountable disposition.

Open workflow

What a blueprint holds

Enough detail to challenge it.

  • Responsibility

    Name the work, its starting point and the result the next owner receives.

  • Decision rights

    Separate information, recommendation, approval and execution authority.

  • Checks and handoffs

    Show what must be tested, where human authority sits and how the work moves.

Provenance

Built by Aarvion.

Cadre is a public library of financial-services agent blueprints, built by Aarvion.

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