How does Fabriq fit into our existing systems?

As a drop-in policy 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.

Can access differ per employee, desk, and jurisdiction?

Yes. Policy resolves per acting user with the desk, entity, and jurisdiction in context, so one agent platform serves the whole institution while each person’s agents stay inside that person’s own boundaries.

What do examiners see?

A complete record per action: which employee and agent were involved, who approved what, the policy in force, and the data touched. Reconstruction that used to take weeks of log correlation becomes a query.

Where do credentials for core systems live?

In Fabriq’s vault, injected server-side per call — never in prompts, dotfiles, or agent configs — with automatic refresh and immediate cutoff on disconnect.

Can high-risk actions require a human?

Yes — permissions reach single actions, and the sensitive ones can be held for sign-off while research and reporting keep flowing.

How fast can we cut access?

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.

Industry · Financial Services

Deploy agents across regulated financial workflows

Govern agents working with regulated customer, transaction, investment, and business data.

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The landscape

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.

Agentic Fabriq creates a common enforcement and accountability layer across those environments.

Live workflow

See a real workflow, governed

Every agent below carries its own identity and acts for a real user. Watch every tool call route through Fabriq — then edit the workflow yourself.

A research agent assembles a briefing ahead of a client call, pulling the client record and relevant research, then drafting the agenda for the advisor to send.

agent: prep-bot-01

Meeting scheduledadvisor calendar

Meeting Prep Agentprep-bot-01 · for: sofia@meridianbank.com

Agentic Fabriqidentity · policy · audit

CRMread client record

Google Drivepull research

Gmaildraft agenda

Drag nodes, draw connections, add tools — every agent action routes through Fabriq. Try wiring the agent straight to a tool.

The stakes

Industry challenges

01A research agent wired up with a service account can read across desks and business lines that are supposed to be walled off.
02Client data crosses entities and borders the moment an agent can query more than its own book.
03An automated payment or trade can clear limits and skip the supervisor review a human would have hit.
04When a regulator asks why an agent did something, weeks of log stitching stand between you and the answer.
05Every agent platform ships its own controls, so the same rule gets enforced five different ways — or not at all.

Capabilities

How Fabriq helps financial institutions

Combine employee, agent, customer, account, product, and jurisdiction context in each authorization decision.Authorization reads the whole picture at request time, so the same agent behaves differently across desks, entities, and regions — as regulation expects.

Keep business lines walled off and tie access to a stated reason.Walls between business lines are enforced where data is fetched, and access is granted for a stated reason — not as a standing permission.

Require sign-off for regulated communications and high-impact actions.Client-facing messages and account-impacting actions hold for a supervisor or compliance reviewer before they execute.

Keep the full trail of hand-offs and approvals across the workflow.Every outcome traces back to who approved it and whose authority it used — evidence built for examiners.

Apply consistent policies across internally built and third-party agents.Whether the agent came from a vendor or an internal team, the same policy layer governs what it can reach and do.

In practice

Featured workflows

logged

Client servicing

Service agents answer from the client’s own records, limited to the advisor’s book, with external communications supervised.

approval: human approval

Investment research

Research agents read approved sources and market data while hard walls keep inside information contained.

logged

Transaction operations

Operations agents prepare and validate transactions within amount and account limits; release stays with authorized staff.

scope: read-only

Fraud investigation

Investigation agents work their assigned cases read-only, preserving evidence integrity and the chain of custody.

approval: human approval

Regulatory reporting

Reporting agents compile filings from unalterable source data, with submission gated behind a named officer’s approval.

logged

Employee productivity

Internal assistants inherit each employee’s permissions, so productivity tooling never becomes a side door to client data.

Core value

Agents on every desk and in every entity — with the walls, limits, and records regulators expect, enforced in one place.

Questions

Deploy agents across regulated financial workflows

See a real workflow, governed

Industry challenges

How Fabriq helps financial institutions

Featured workflows

Common questions