Dan Barrett
CEO and founder
Background in fintech and building production AI systems.
OpenProse / AI Engineer NYC2026
Financial regulatory workflows, written in Markdown and run by agents.
OpenProse is an open-source agent framework for event-driven, multi-agent workflows.
It helps teams encode institutional knowledge in-house and define requirements for auditing and guardrails.
An introduction to OpenProse and its local and cloud options, followed by a guided demonstration of a financial workflow.
Workshop resources
We’ll email you links and materials from our AI Engineer NYC workshop when they’re available.
The work OpenProse takes on
Model documentation, regulatory reporting and compliance checks repeat on a cycle, follow required formats and depend on specialist knowledge.
This work takes time from the people who build and maintain the models.
OpenProse captures the requirements in a plain Markdown contract. Agents follow the contract and return their work with evidence for review.
What the workshop demonstrates
The example documents a USD SOFR OIS discount curve—a financial model used to value future payments—using public data and a fictional bank’s conventions.
Agents prepare the documentation from three layers:
Base layer
Shared model-documentation requirements.
House layer
The bank’s template, terminology and evidence requirements.
Model layer
The model’s technical brief, sources and worked example.
Information that only the institution can provide is left for its team to supply.
This is a methodology demonstration, not a regulatory submission or a claim of compliance.
Model documentation is one example. The same approach can apply to regulatory reporting, verification checklists and questions about written procedures.
Auditing, guardrails and hosting
- Guardrails
- State the limits and required checks in the contract.
- Evidence
- Require supporting sources and identify missing information for review.
- Your environment
- Run contracts in your own agent environment, with the models and tools you choose.
Bring one recurring workflow
Start with a single regulatory, compliance or reporting workflow your team repeats.