Implement Client Vetting Agent

Prompt detail, context, and execution controls for real reuse instead of one-off copying.

implementationSecure Enterprise Financial Automation Public prompt

Operator-ready prompt for reuse, tuning, and workspace runs.

This item is set up for developers who want to inspect the original language, fork it into Workspace, and adapt the evidence model without losing the source prompt structure.

Best for

Implementation handoffs, eval setup, and prompt tuning where you need the original structure intact.

Reuse pattern

Inspect first, copy once, then fork into Workspace when you want variants, notes, and model settings attached to the same run.

Before first run

Swap domain facts, examples, and any hard-coded entities for your own context.

Tighten the evidence or verification requirement if this is headed toward production.

Decide which failure mode you want to evaluate first before you branch the prompt.

Operator lens

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Best practice: keep one pristine source version, then branch variants around evaluation criteria, evidence thresholds, and output format.
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Structured source with 19 active lines to adapt.

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Prompt content

Original prompt text with formatting preserved for inspection and clean copy.

Source prompt
19 active lines
4 sections
No variables
1 code block
Raw prompt
Formatting preserved for direct reuse
Implement the 'Client Vetting Agent' using the OpenAI Agents SDK. This agent should be capable of: 
1. Receiving client information (refer to `SimulatedClientVetting` input_format). 
2. Calling a mock enterprise API to 'verify identity' and 'check financial history'. 
3. Querying Weaviate for stored compliance rules and past client flags. 
4. Making a decision on client approval and identifying any compliance flags. 

Ensure secure handling of mock data and demonstrate tool use within the OpenAI Agents SDK. Include basic agent initialization like:

```python
from openai import OpenAI

client = OpenAI()
assistant = client.beta.assistants.create(
    name="ClientVettingAgent",
    instructions="You are an expert financial compliance officer. Your role is to vet new clients and ensure they meet all regulatory requirements.",
    model="gpt-4o",
    tools=[
        {"type": "function", "function": {"name": "verify_identity", "description": "Verify client identity...", "parameters": {}}},
        {"type": "function", "function": {"name": "check_financial_history", "description": "Check client's financial background...", "parameters": {}}}
    ]
)
```

Adaptation plan

Keep the source stable, then branch your edits in a predictable order so the next prompt run is easier to evaluate.

Keep stable

Hold the task contract and output shape stable so generated implementations remain comparable.

Tune next

Update libraries, interfaces, and environment assumptions to match the stack you actually run.

Verify after

Test failure handling, edge cases, and any code paths that depend on hidden context or secrets.

Safe workflow

Copy once for a pristine source snapshot, then move the prompt into Workspace when you want variants, run history, and side-by-side tuning without losing the original.

Prompt diagnostics

Quick signals for how structured this prompt already is and where adaptation work is likely to happen first.

Sections
4
Variables
0
Lists
4
Code blocks
1
Reuse posture

This prompt already mixes executable detail with instructions, so the safest path is to tune examples and interfaces before you rewrite the overall scaffold.

Linked 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.

Workflow Automation
advanced
Prompt origin
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