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Challenge

Account Aggregator Consent Analysis System using CrewAI and Claude 4.1 Opus

Navigating complex financial consent workflows and diversification strategies requires automated analysis of user permission data. Build a multi-agent financial research team using CrewAI and Claude 4.1 Opus to analyze Account Aggregator consent logs, profile portfolio risks, and recommend compliant wealth management pathways.

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Challenge brief

What you are building

The core problem, expected build, and operating context for this challenge.

Orchestrate a CrewAI multi-agent workflow leveraging Claude 4.1 Opus to process Account Aggregator financial telemetry and compute portfolio risk profiles.

Delivery guide

How work is evaluated

Evaluation

Evaluates the CrewAI squad's accuracy in assessing portfolio diversification and verifying AA consent validity.

Datasets

Shared data for this challenge

Review public datasets and any private uploads tied to your build.

Evaluation rubric

How submissions are scored

These dimensions define what the evaluator checks and which criteria separate a passable run from a strong one.

Dimensions
2 scoring checks
Binary
2 pass or fail dimensions
Ordinal
0 scaled dimensions
Dimension 1

consent_expiry_check

Ensures expired consent tokens are flagged immediately.

Binary check

This dimension contributes its full weight only when the submission satisfies the requirement. Partial credit is not awarded.

Dimension 2

allocation_math_accuracy

Accuracy of percentage breakdown calculation. • target: 1 • range: 0-1

Binary check

This dimension contributes its full weight only when the submission satisfies the requirement. Partial credit is not awarded.

Learning goals

What you should walk away with

  • Build collaborative CrewAI multi-agent crews with assigned roles, tasks, and tools.

  • Integrate Anthropic Claude 4.1 Opus for high-accuracy financial data analysis.

  • Model Account Aggregator consent artifact handling and privacy-preserving data extraction.

Resources and assets

Reference links and supporting material

Dataset notes

Account Aggregator consent schemas and asset balance feeds with simulated bank, mutual fund, and equity statements.

How this agent runs

Evaluates the CrewAI squad's accuracy in assessing portfolio diversification and verifying AA consent validity.

Challenge input

JSON object with AA consent payload, asset allocation breakdown, and risk tolerance.

CrewAI

Role-playing autonomous agent team structure

Claude 4.1 Opus

High capability model for intricate financial data extraction

Evaluated output

JSON object with consent_valid, equity_exposure_pct, debt_exposure_pct, and recommendation.

Checks for
  • Ensures expired consent tokens are flagged immediately.
  • Accuracy of percentage breakdown calculation. • target: 1 • range: 0-1
Proof of success
  • Benchmark: Fintech Risk Profile Suite
  • Allocation Math Accuracy target: 1
  • 1 public reference case
Runtime evidence
  • Python execution harness
  • Python sandbox (unavailable on Versalist)
View technical recipe

Configured tools

Action Space
  • CrewAI · Required
  • crewAI · Optional
Policy Serving
  • Claude 4.1 Opus · Optional

Evaluation contract

  • consent_expiry_check · Weight 1
  • allocation_math_accuracy · Weight 1

Recipe state

This is a preview. The configuration can change before the evaluation recipe is locked.

Frequently Asked Questions about Account Aggregator Consent Analysis System using CrewAI and Claude 4.1 Opus