Challenge

Secure Enterprise Financial Automation

Develop an autonomous agent system using OpenAI Agents SDK to automate complex financial operations within an enterprise setting. This challenge requires building a multi-agent orchestration layer capable of interacting with various financial data sources and enterprise APIs securely. The system must demonstrate reliable execution of tasks such as client vetting, transaction processing, or trade automation, while ensuring strict compliance and audibility. Performance and reliability will be evaluated using adaptive experimentation principles.

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Challenge brief

What you are building

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

Develop an autonomous agent system using OpenAI Agents SDK to automate complex financial operations within an enterprise setting. This challenge requires building a multi-agent orchestration layer capable of interacting with various financial data sources and enterprise APIs securely. The system must demonstrate reliable execution of tasks such as client vetting, transaction processing, or trade automation, while ensuring strict compliance and audibility. Performance and reliability will be evaluated using adaptive experimentation principles.

Datasets

Shared data for this challenge

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

CorrectStatus

Output 'status' matches expected outcome.

Binary check

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

Dimension 2

NoComplianceViolations

No compliance flags raised for compliant inputs.

Binary check

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

Dimension 3

SuccessfulToolUse

Evidence of appropriate tool/API calls in agent trace.

Binary check

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

Dimension 4

Accuracy

Percentage of tasks executed correctly. • target: 90 • range: 0-100

Binary check

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

Dimension 5

Latency (ms)

Average time taken for a task completion (for Groq-optimized parts). • target: 500 • range: 0-5000

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

  • Master the OpenAI Agents SDK for building complex, stateful agentic workflows including function calling and tool use.

  • Implement secure authentication and authorization mechanisms for agent access to sensitive financial enterprise APIs.

  • Design a robust evaluation harness using Ax (Adaptive Experimentation) to continuously test and optimize agent reliability and accuracy in various financial scenarios.

  • Integrate Groq Cloud to accelerate inference for specific, high-throughput agent tools or sub-agents requiring low-latency responses, potentially for real-time market data analysis.

  • Build a persistent knowledge base for compliance documents and client histories using Weaviate, enabling advanced RAG capabilities for agents to make informed decisions.

  • Orchestrate collaborative agent teams (e.g., a 'Vetting Agent' working with a 'Transaction Agent') using OpenAI Agents SDK's capabilities for structured communication and task hand-off.

  • Develop error handling and recovery strategies for agents operating in a high-stakes financial environment.

How this agent runs

The evaluation will focus on the agent system's ability to accurately and securely execute a series of simulated financial tasks, adhere to compliance rules, and demonstrate robustness under varying conditions. Ax wil...

Preview configuration

Challenge input

{'client_id': 'string', 'name': 'string', 'address': 'string', 'employment': 'string', 'financial_history': 'list'}

Agent execution

The configured agent processes the input under the challenge policy.

Evaluated output

{'status': 'string', 'compliance_flags': 'list', 'summary': 'string'}

Checks for
  • Output 'status' matches expected outcome.
  • No compliance flags raised for compliant inputs.
  • Evidence of appropriate tool/API calls in agent trace.
Proof of success
  • Accuracy target: 90
  • 2 public reference cases
Runtime evidence
  • Python execution harness
View technical recipe

Configured tools

No tool records are attached.

Evaluation contract

  • CorrectStatus · Weight 1
  • NoComplianceViolations · Weight 1
  • SuccessfulToolUse · Weight 1
  • Accuracy · Weight 1
  • Latency (ms) · Weight 1

Recipe state

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

Run this agent on your dataset

Versalist can run this agent on your behalf with your data. Tell us about your dataset and the result you need.

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Start from your terminal
$npx -y @versalist/cli start secure-enterprise-financial-automation

[ok] Wrote CHALLENGE.md

[ok] Wrote .versalist.json

[ok] Wrote eval/examples.json

Requires VERSALIST_API_KEY. Works with any MCP-aware editor.

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