Govern agents working with regulated customer, transaction, investment, and business data.
Financial institutions are introducing agents into customer service, research, lending, operations, compliance, and internal productivity. These agents may cross systems that were historically separated by business line, legal entity, geography, or regulatory obligation.
two systems, one boundaryadvisory-agent, acting for a relationship manager: the request resolves to the relationships that person may serve, in the business line they belong to.
Markets-desk pricing on restricted client HH-5107
SnowflakeBlocked. The tool is in the agent’s grant; the client is not in this manager’s book, and the smaller of the two sets wins.Read the assigned portfolio — HH-4821, private bank UK
SalesforceAllowed. Inside the grant and inside the book, so the call goes out with scoped credentials and both identities on the record.Branch cash operations this manager handles in person
no delegated toolNever reached. The person may do it; nothing the agent was granted touches it.Send the quarter’s summary to the client
Outlook
Authorization reads the whole picture at request time, so the same agent behaves differently across desks, entities, and regions — as regulation expects.
Walls between business lines are enforced where data is fetched, and access is granted for a stated reason — not as a standing permission.
Draft and send are separate actions. An agent given only the draft cannot reach a client, so the supervisor or compliance reviewer is the one who sends.
Every outcome traces back to whose authority it used and which agent acted — evidence built for examiners.
Whether the agent came from a vendor or an internal team, the same layer governs what it can reach and do.
Explore the context attached to every request.
advisory-agent has a defined purpose and a bounded set of tools.
The request acts for relationship manager, using that person’s permissions.
The policy applies to the requested action within Client portfolio, before the tool executes.
Service agents answer from the client’s own records, limited to the advisor’s book, with external communications supervised.
Research agents read approved sources and market data while hard walls keep inside information contained.
Operations agents prepare and validate transactions within the accounts their desk can reach; the release action is not in their grant, so it stays with authorized staff.
Investigation agents work their assigned cases read-only, preserving evidence integrity and the chain of custody.
Reporting agents compile filings from unalterable source data; the submission action is left out of the grant, so a named officer files it.
Internal assistants inherit each employee’s permissions, so productivity tooling never becomes a side door to client data.
As a drop-in layer. Your platforms, identity provider, and vendor agents stay exactly where they are; Fabriq sits between the agents and the systems they call, deciding per request what each one can access and do — the same enforcement across internally built and third-party agents.
A complete record per action: which employee and agent were involved, which checks ran, the verdict, and the data touched. Reconstruction that used to take weeks of log correlation becomes a query.
Yes — permissions reach single actions, so the sensitive ones are simply never granted and never appear in an agent’s tool list, while research and reporting keep flowing.
Yes. Reach resolves per acting user from the grants set for their org, team and membership, so one agent platform serves the whole institution while each person’s agents stay inside that person’s own boundaries.
In Fabriq’s vault, injected server-side per call — never in prompts, dotfiles, or agent configs — with automatic refresh and immediate cutoff on disconnect.
Session revocation is immediate, and disabling an agent org-wide means its next call fails closed — both actions land in the same record examiners review.
Agentic Fabriq