Case Studies | FinTech

Rebuilding the client's intelligent agent framework on Amazon Bedrock

Agentic AI Platform on Amazon Bedrock

About

A FinTech business working with Cloud Combinator on AWS. The client is anonymised at their request.

Challenge

The challenge had four focus areas, each tied to a success criterion the finished platform had to meet.

Agentic orchestration

The client needed a Bedrock-backed agent that could accept an user instruction and autonomously select and run the right tasks without manual intervention, while only invoking heavier LLM reasoning when deterministic checks, such as a missing parameter, actually flagged uncertainty. Getting that balance right keeps the system both capable and predictable.

Memory management

Conversations and analysis jobs generate far more context than a model needs at any one moment. An adaptive memory agent had to filter and prioritise context dynamically, using heuristics such as cosine similarity and metadata tagging, and process large message batches asynchronously so performance held up under load.

Guardrails and security

Because the platform serves finance clients, a guardrails engine had to strip or obfuscate backend identifiers such as UUIDs and internal codes, enforce semantic safety on every response, and reject or sanitise malicious input such as attempted SQL injection or unauthorised schema discovery. At finance scale, a single leak of sensitive data is the difference between a trusted tool and an unusable one.

Visualisation and reporting

A visualisation agent had to autonomously generate the code to manipulate data and produce charts and tables, and support customisable, recurring reports in Markdown or HTML with user-driven layout and styling, exactly the monthly reporting pattern the client's hedge fund clients depend on.

Solution

We ran the work as a sequence of phases so that architecture, security and delivery decisions were made deliberately and signed off as we went, with everything captured as version-controlled Infrastructure-as-Code.

10 wks

Planned end-to-end delivery across seven phases

90 days

Minimum audit-log retention, aligned to GDPR

5

Modular agent components in the framework

By the numbers:

  • 10 wks - Planned end-to-end delivery across seven phases
  • 90 days - Minimum audit-log retention, aligned to GDPR
  • 5 - Modular agent components in the framework
Changes

The engagement delivers the client a modular, Bedrock-native agent framework that meets the functional and non-functional success criteria agreed at kick-off, hosted in the client's own AWS account and accepted through a formal sign-off. The build also moves the client off its previous third-party model dependency and onto Amazon's ecosystem, reducing lock-in and giving the team more direct control over cost.

  • Agentic orchestrationA Bedrock agent selects and runs tasks autonomously, escalating to LLM reasoning only when deterministic checks flag uncertainty.
  • Adaptive memoryContext is filtered and prioritised dynamically, with asynchronous handling of large message batches to hold performance under load.
  • Guardrails and securityBackend identifiers are stripped or obfuscated, responses are semantically screened, and malicious input is rejected before it reaches the data.
  • Visualisation and reportingCharts, tables and customisable Markdown or HTML reports are generated on demand, matching the recurring reporting finance clients rely on.
  • HandoverThe client receives an operational runbook, incident-response procedures and a knowledge-transfer workshop, plus a week of hyper-care after go-live.

With the framework version-controlled as Infrastructure-as-Code and running in its own account, the client is positioned to add new tools and agents without re-architecting, and to keep optimising cost and performance as its finance client base grows.

AWS Stack

Amazon Bedrock

For managed access to large language models and for the agent, memory and guardrails capabilities at the core of the framework.

AWS Lambda

For serverless agent orchestration that scales with demand.

Amazon CloudWatch

For logging, metrics and dashboards covering token usage, latency and error rates.

Amazon S3

For durable storage supporting the agent workflows and reporting.

AWS Identity

And Access Management for least-privilege roles around sensitive financial data.

AWS CloudFormation

For version-controlled, reproducible and auditable infrastructure.

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