Technology

A platform, all the way down.

Collections that index themselves. An agent harness with rails built into the frame. Experiences that compose from blocks. A governance fabric that wraps all of it — engineered end to end, documented here layer by layer.

API-firstSSO / SAMLWebhooksData portability — your data exports wholeRuns alongside LOS · core · CRM · ERPYour cloud or ours

Layer 1

Collections of work

Work arrives as documents, records and institutional knowledge. A collection is where it becomes computable: typed, indexed, lifecycle-managed.

Document collections

PDFs, scans, spreadsheets, email. Classified on arrival, extracted with page-level citations, chunked and embedded into the vector index — searchable by meaning, not just keywords.

Structured collections

Records with schemas: entities, deals, assets, people. Schema inference on ingest, typed fields, and the same citation discipline — every value traces to its source.

Knowledge collections

Policies, SOPs, playbooks — auto-vector-indexed so agents ground their answers in your institution's own rules, with retrieval that cites the exact passage.

Every collection carries a lifecycle: ingest → classify → extract → index → monitor, defined as a workflow you can inspect and rerun — state is never a mystery.

Layer 2

The agent harness

An agent here is a harnessed worker: instructions, tools, memory and guardrails assembled in a frame that evaluation holds to account.

AgentSub-agentsCrewXflowMesh

Bounded autonomy

Guardrails live in the runtime: allowed tools, allowed data, policy checks on outputs, escalation the moment confidence drops. The tool surface itself is governed — 195+ built-in tools across 35 modules, exposed over MCP, allow-listed per agent.

Five shapes of work

A single agent for a task. Sub-agents for delegation. A crew when perspectives must check each other. An xflow when the pipeline must be deterministic and replayable. A mesh when it must scale: a pub/sub DAG with dynamic 1→N fan-out — one loan file or ten thousand, same topology, more workers.

Evaluations built in

Golden sets, scored runs, regression gates. Agents ship when they pass evals, and keep passing them in production — the same discipline you'd demand of code. Team runs capture every step, so a bad answer is a traceable answer.

Underneath

Built like infrastructure

The unglamorous parts are the point: the platform is engineered to be boring at 2am.

Horizontal scale

Mesh workloads run on queue-backed workers — pub/sub topics decouple stages, so throughput is a worker count, not a rewrite. Fan out to the size of the book.

Deterministic replay

Xflows and mesh runs are captured end to end: inputs, outputs, retries per node. Re-run yesterday's pipeline and get yesterday's answer — or a diff you can explain.

Observability

Traces per agent step, run history per workflow, token and latency budgets with alerts. Live operations dashboards watch queues, indexes and workers — drift is a page, not a surprise.

Security posture

SSO/SAML, role-based access down to collection and action, tenant isolation, encryption in transit and at rest. Least privilege is the default, not a hardening project.

Layer 3

Composable experiences

Agent output becomes useful inside the way a team actually works. Surfaces assemble from blocks, so your process reaches your screen the day you shape it.

Pages & cards

Drag a card — a spread, a summary, a checklist, a chart — onto a page. Cards bind to collections and agents; layout is yours, data stays governed.

Workspaces

A working surface per job to be done: the underwriting workspace, the claims workspace. Assembled, not custom-built.

APIs & webhooks

Everything the UI can do, the API can do. REST endpoints, webhooks on lifecycle events, exports that leave whole — no data hostage-taking.

The fabric

Governance is the frame

Every layer above runs inside the same fabric — built for the people who answer to bank examiners, CISOs and general counsel.

Policy-bounded autonomy

Your policies encoded as runtime constraints. Exceptions surface and escalate — never silently pass.

Audit trails

Every agent action logged: which document, which value, which tool, which policy, which human. Built for the exam.

Human gates

Approval checkpoints where you define them. Agents prepare; named people decide.

Observability

Traces, run history, token and latency metrics per agent and per workflow. When something drifts, you see it first.

RBAC

Role-based access down to collection and action level. Least privilege as the default posture.

Tenant isolation

Your data, your indexes, your runs — isolated. Encryption in transit and at rest. SSO/SAML.

Bring your architects.

The demo can be a whiteboard session: your stack, your constraints, our engineers. Bring the hard questions.

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