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jpatel-strategy/README.md

Jpatel.io

Jay Patel — AI Governance & Agentic Finance Automation

The model recommends. Deterministic code decides. A human signs off.

Portfolio · LinkedIn · jay401331@gmail.com


The Standard

An AI agent doesn't get to move money, approve an invoice, or overwrite a governing contract clause just because it sounds confident. Every system below follows the same architecture: a Primary Agent extracts and recommends, a Critic Agent validates that recommendation against deterministic rules, and nothing reaches production state until a human signs off — with every step written to a log nobody, including me, can quietly edit after the fact.

Architecture Pattern

flowchart LR
    A[Input<br/>Invoice / Filing / Contract / Schedule] --> B(Primary Agent<br/>Extracts & Recommends)
    B --> C{Critic Agent<br/>Validates Against Rules}
    C -->|Fails validation| B
    C -->|Passes validation| D[Deterministic Decision Layer]
    D --> E([Human Sign-Off])
    E --> F[(Immutable / Hash-Chained Audit Log)]

    style B fill:#2d5cf7,color:#fff
    style C fill:#c74e33,color:#fff
    style D fill:#1a1a1a,color:#fff
    style E fill:#2f5233,color:#fff
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This isn't one project's diagram — it's the constraint every project below is built inside.

Live Systems

Project What it governs Verified result
ReconcileAI Month-end close reconciliation 97.5% automated match rate · 40+ hrs saved/cycle · 100% audit coverage
AuditLedger AP 3-way match & chargeback 100% error detection, 0 false auto-approvals · 60% straight-through
StratBrief AI SEC filing → board memo Zero numeric drift · full paragraph-level citation across 5 tickers
ClauseKinetic Contract precedence & chargeback exception Amendment-precedence engine · 2 production security gaps closed pre-launch · adversarially chaos-tested before shipping
ShiftProof AI (Rostrix) Staffing & scheduling resilience 528,000-run Monte Carlo stress test · self-audits and labels every output MEASURED, ESTIMATED, or ASSUMPTION

Governance Credentials

NIST AI RMF 1.0 · Bloomberg Market Concepts · IAPP AIGP (in progress) · Lean Six Sigma Green Belt (in progress)

Stack

Python LangChain / RAG SQL Streamlit Azure AI PostgreSQL FastAPI

Popular repositories Loading

  1. auditledger auditledger Public template

    AuditLedger an auditable AI agent for accounts payable. It reconciles invoices, catches errors, and logs every decision for full transparency. Deterministic 3-way matching + agentic AI, with human-…

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  2. reconcileai reconcileai Public

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  3. StratBrief-AI StratBrief-AI Public template

    StratBrief AI — multi-agent AI pipeline that turns SEC 10-K/8-K filings into board-ready strategic memos with full source citations and zero-drift numeric auditing. Built solo, end-to-end, with Cla…

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  4. jpatel-strategy jpatel-strategy Public

    Flagship profile README — AI governance & agentic finance automation

  5. cash-flow cash-flow Public

    Independent, SEC-sourced cash-flow forecasting & investment-capacity model for Target Corp — scenario forecasting, corrected capacity taxonomy, DCF valuation, and a live decision cockpit. Portfolio…

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