Financial Services

Northline Research Studio

Customer-facing financial research co-pilot with document grounding and compliance guardrails.

Northline surfaces a research workspace where retail and advisory users generate briefs grounded in prospectuses, filings, and approved research libraries - citations and lineage exported for audit.

Technology stack

Technology stack

  • Python
  • Claude
  • LlamaIndex
  • pgvector
  • LangSmith

Representative technologies from the delivery-not an exhaustive inventory of every dependency or internal tool.

Challenge

UX demanded fast generation; compliance demanded citations, retention policies, and refusal boundaries on advice-sensitive prompts.

Approach

Python ingestion with LlamaIndex, pgvector for approved corpuses, Claude under policy prompts, LangSmith tracing, and evaluation harnesses on representative user queries.

Outcome

Placeholder programme narrative - verify before publish. Headline metrics stated for diligence review only.