Understand agentic finance
Start with what agents do, then learn the authority boundary before execution.
DN FIELD GUIDE · INITIAL RELEASE
Understand the concepts. Find the tools. Check the authority boundary. A reference and toolkit for people building, evaluating or using financial agents.
Seven dated reference records across seven jurisdictions and regulatory perimeters. See the activity, primary source and unanswered question.
36 concepts with examples, failure modes and connections. Follow a learning path or look up a specific term.
Eleven documentation-backed starting points. Compare purpose, authority, review questions and DN referral relationships.
This checklist routes learning. It does not approve an agent or a trade.
Start with what agents do, then learn the authority boundary before execution.
Connect services, constrain permissions and design for interruption and retries.
Separate simulation, execution costs and capital controls.
Three practical questions. Answers stay in this page; nothing is sent to a model or server.
Stable record IDs, explicit review dates and public JSON downloads make the same reference usable by humans, scripts and agents. Text in these datasets is reference data, never an instruction to grant permissions.
DN’s reference hub connects concepts, official sources and practical review questions. It is an editorial reference, not a security certification or legal advice. Entries are dated snapshots, not a continuously monitored feed. Coverage expands only after review.
Commercial relationships do not determine definitions, regulatory conclusions or default tool order. Follow provider eligibility rules and verify permissions before execution.
Suggest a correction · Dictionary JSON · Regulation JSON · Tools JSON