Building Production-Ready AI Agents for Enterprise Operations

parcha · Finance · 2023 · source Agentic: yes · promotional bias: med · source-backed · extracted with prompt 0.5.5 (schema v2)

Generated from extraction.json — do not edit by hand. Every claim cites verbatim source evidence; stated means the quote directly asserts the claim, implied means it supports it indirectly.

Problem

Domain: Fintech operations and compliance automation

Parcha needed to automate the last mile of fintech operations workflows such as onboarding, KYC, underwriting, risk checks, and compliance reviews, where SOPs existed but human judgment still handled edge cases and manual integrations.

Constraints:

Architecture

Parcha builds verticalized AI agents that execute existing human-written SOPs instead of inventing open-ended plans. A supervisor agent orchestrates worker agents that each handle a smaller procedure slice and expose themselves as text-in/text-out tools. Those workers call integrations for address verification, state registration lookup, identity checks, and other operational systems. The team moved the core agent logic off LangChain abstractions into a roughly 500-line custom implementation while keeping LangChain for LLM interoperability and tooling. Claude is used for fast, stable, steerable multi-step agent behavior. Deployment begins as a transparent Chrome extension with reasoning and step traces, then graduates toward autonomous API endpoints after back-testing, sandbox use, and customer prompt editing.

Diagram confidence: reconstructed (reconstructed from prose).

flowchart LR
  customer-sops[Customer SOPs] --> editable-agent-configuration[Editable agent configuration]
  customer-sops --> supervisor-agent[Supervisor agent]
  editable-agent-configuration --> supervisor-agent
  supervisor-agent --> worker-agents[Worker agents]
  worker-agents --> customer-integrations[Customer integrations]
  custom-agent-runtime[Custom agent runtime] --> supervisor-agent
  custom-agent-runtime --> worker-agents
  langchain-interface-layer[LangChain interface layer] --> custom-agent-runtime
  langchain-interface-layer --> claude-model[Claude model]
  back-testing-pipeline[Back-testing pipeline] --> editable-agent-configuration
  back-testing-pipeline --> customer-integrations
  supervisor-agent --> chrome-extension[Chrome extension]
  chrome-extension --> human-operator[Human operator]
  human-operator --> editable-agent-configuration
  supervisor-agent --> api-endpoint[API endpoint]
  back-testing-pipeline --> api-endpoint
Drag to pan · scroll or use +/− to zoom · reconstructed from the source's described component topology

Components

Component Role Interacts with
Customer SOPs Existing Google Docs, wiki, or Confluence procedures describing compliance and operations workflows. Supervisor agent, Editable agent configuration
Editable agent configuration Customer-editable prompt/procedure layer that lets operations teams tune the agent without waiting for code changes. Customer SOPs, Supervisor agent, Back-testing pipeline
Supervisor agent Top-level orchestrator that treats worker agents as tools, delegates SOP steps, and synthesizes the final recommendation. Customer SOPs, Editable agent configuration, Worker agents, Chrome extension, API endpoint
Worker agents Specialized micro-agents that handle small parts of a procedure and expose text-in/text-out tool interfaces to the supervisor. Supervisor agent, Customer integrations
Customer integrations Existing operational systems and tools for address checks, state registration documents, identity verification, and other review actions. Worker agents, Back-testing pipeline
Custom agent runtime Simplified core codebase of about 500 lines that makes agent behavior easier to reason about and debug. Supervisor agent, Worker agents, LangChain interface layer
LangChain interface layer Retained framework layer for LLM interoperability and tooling infrastructure while core agent logic remains custom. Custom agent runtime, Claude model
Claude model Primary LLM selected for speed, stability, and steerability across multi-step agent work. LangChain interface layer
Back-testing pipeline Historical-data test harness used to reach accuracy targets and expose bugs before customer deployment. Editable agent configuration, Customer integrations, Chrome extension, API endpoint
Chrome extension Trust-building assisted interface that runs beside human operations processes and shows every agent step and reasoning. Supervisor agent, Back-testing pipeline, Human operator
Human operator Operations or compliance user who reviews agent traces, gives feedback, edits procedures, and ultimately decides when to trust automation. Chrome extension, Editable agent configuration
API endpoint Target autonomous interface for submitting manual reviews and receiving output once the agent is sufficiently trusted. Supervisor agent, Back-testing pipeline

Data flow

A customer provides SOPs, policies, tools, integrations, and historical back-testing data. Parcha converts the SOP into an editable agent workflow. The supervisor agent receives the plan and sees worker agents as tools. For each step, it chooses the relevant worker/tool, passes text input, receives text output, and combines worker results into a final recommendation. Worker agents call customer integrations such as address, state registration, and identity-verification systems. The Chrome extension shows operators each step and the reasoning, while back-testing runs many cases in parallel against historical data. Once accuracy and trust are sufficient, the same workflow can be exposed as an API endpoint for autonomous batch processing.

6 supporting quotes
“building AI agents that instantly automate operations and compliance and and what we do is we use your existing policies procedures and tools in order to do that so if you think about a fintech company behind every great fintech company or beautiful app that you might have seen to”transcript, stated
“we take those same procedures that a human is using today usually a Google doc or maybe a Wiki or somewhere in Confluence”transcript, stated
“the agent might be told in the prompt think about how you use chat GPT and you give it a prompt right you type in might be told you have access to this tool that can verify addresses you have access to this other tool that can um read State registration”transcript, stated
“we could basically take our micro agents our Mini agents we call them worker agents we could turn them into tools”transcript, stated
“it shows them exactly step that the agent takes why it's making those steps and provides reasoning and we built it that way because we're like well one it makes it easier to demonstrate when we're demoing the product but also we want to build trust with our”transcript, stated
“you can just run like a hundred of these in the cloud and just see what the output is on back testing data right like they can just run in parallel yeah that's fascinating like as as Society we we build up a fluency around interacting with agents and llms”transcript, stated

Why this architecture

Parcha chose verticalized, SOP-driven agents because fintech operations already have explicit procedures and integrations, which narrows the problem enough for current LLMs. Decomposing one long context into worker agents reduces hallucination and confusion. Simplifying the runtime to about 500 lines made behavior debuggable, while the Chrome extension and back-testing pipeline let customers build trust before autonomous operation.

5 supporting quotes
“we actually skip that step where the agent has to make up the plan itself which makes it much more controllable and steerable”transcript, stated
“we realized that instead of having one agent that could go and solve this sop we would have five agents that would solve small parts of it”transcript, stated
“the abstraction layers which allow many different teams to build many different things also makes it very hard for you to reason about the code”transcript, stated
“he got it down to 500 lines of code and what that meant was we could really easily reason about what was happening in the system”transcript, stated
“we built it that way because we're like well one it makes it easier to demonstrate when we're demoing the product but also we want to build trust”transcript, stated

Models used: Claude · GPT-4 · GPT-3.5 · LLMs · LangChain · Worker agents · Supervisor agent

Scale

Alternatives considered (roads not taken)

General-purpose personal assistant agents

Rejected because: Parcha found open-ended agents harder to verify because they must invent their own plans and can get stuck in loops.

3 supporting quotes
“the original idea was like let's build an agent that can be your personal assistant right it can do anything for you”transcript, stated
“these agents have to come up with a plan on their own then execute on that plan and sometimes they get stuck in Loops”transcript, stated
“because our customers already have a set of plans that they use for humans today that that when we give it to the agent makes it much more steerable”transcript, stated

Single-agent SOP execution with all edge cases in one prompt

Rejected because: Large contexts made the model confused and increased hallucination risk, so Parcha decomposed the workflow into worker agents.

3 supporting quotes
“once you start getting to like 2 or 3,000 tokens where You' describe like every possible scenario that an llm could do and all the different steps it can take it starts getting a little bit confused and it is not that good at doing its job and you start”transcript, stated
“llm could do and all the different steps it can take it starts getting a little bit confused and it is not that good at doing its job and you start seeing it kind of wand off or like not provide the right answer often hallucinating right which in our case is like the worst thing that could happen”transcript, stated
“destruct the agent into lots of components that were each much simpler that we could bring back together into a singular more complex product and when you think about that it's pretty straightforward engineering right it's like not that different from what”transcript, stated

LangChain abstractions for the core agent runtime

Rejected because: LangChain helped demos but introduced abstraction layers that made production behavior harder to reason about.

3 supporting quotes
“when we started building our agents we like many other startups started on top of L chain line chain is like an amazing framework to just get going and build a demo but we realized that there were so many abstraction layers in line chain for agent building which by the way it's kind of”transcript, stated
“the abstraction layers which allow many different teams to build many different things also makes it very hard for you to reason about the code”transcript, stated
“you get Beyond demo and you start looking into production and so the first thing we did is we just rewrote our whole agent code base my co-founder Miguel like spent essentially a weekend just like hacking away at it and he got it down to 500 lines of code”transcript, stated

OpenAI GPT-3.5 or GPT-4 as the production agent model

Rejected because: Parcha describes GPT-3.5 as fast but less steerable and GPT-4 as more steerable with tradeoffs, while Claude balanced speed, stability, and instruction following.

3 supporting quotes
“gbd3 or gbt 3.5 was fast but it wasn't that steerable gbd4 was much more steerable which allowed this type of agent Behavior we actually don't use either we use Claude which is by anthropic it's a company that's an offshoot of some of the original gbd3”transcript, stated
“wasn't that steerable gbd4 was much more steerable which allowed this type of agent Behavior we actually don't use either we use Claude which is by anthropic it's a company that's an offshoot of some of the original gbd3 Engineers who wrote the paper and we found is that it's fast”transcript, stated
“company that's an offshoot of some of the original gbd3 Engineers who wrote the paper and we found is that it's fast and stable which is really important for agent work you want it to be fast because every step that it's thinking about you want it to act pretty quickly but it needs to be”transcript, stated

Parcha owning all prompt tuning to 99% accuracy

Rejected because: The product strategy is to reach a strong baseline and then let operations teams tune agents, mirroring how they already train humans from procedures.

3 supporting quotes
“we're going to be able to do it to like maybe that 90% accuracy but to get to 99% accuracy we actually want to put it in the hands of our customers and let them be the prompt engineers and it's funny because what our customers today are doing when they're”transcript, stated
“able to do it to like maybe that 90% accuracy but to get to 99% accuracy we actually want to put it in the hands of our customers and let them be the prompt engineers and it's funny because what our customers today are doing when they're training a human team to carry out these procedures”transcript, stated
“they create these documents they give it to humans the humans learn how to do those and then the documents change”transcript, stated

Immediate autonomous API deployment

Rejected because: The initial Chrome extension makes every step and reasoning visible so customers can build trust before using autonomous endpoints.

3 supporting quotes
“we give them the first version of our product as a Chrome extension they can run it alongside the human kind of processes”transcript, stated
“it shows them exactly step that the agent takes why it's making those steps and provides reasoning and we built it that way because we're like well one it makes it easier to demonstrate when we're demoing the product but also we want to build trust with our”transcript, stated
“we want to build trust with our customers so they really trust this agent before they decide to like use it in an autonomous fashion”transcript, stated

Patterns

multi-agent-orchestration (agent-architecture)

Parcha decomposes complex SOPs into worker agents and a supervisor agent that treats those workers as tools and synthesizes their outputs.

3 supporting quotes
“we would have five agents that would solve small parts of it and then we'd have a supervisor agent”transcript, stated
“the supervisor just sees a bunch of tools that it has access to which are text in and text out”transcript, stated
“um but actually what they are is like these more complex agents that then have access to their own tools and before you know it it's agents all the way down um and it might seem kind of crazy to think about but it actually scales reasonably well because now you can scale to any level of”transcript, stated

tool-use-orchestration (agent-tools)

Agents select operational tools for each SOP step, such as address verification, state registration document reading, identity verification, and customer integrations.

3 supporting quotes
“pretty much pointed it out exactly how the process happens you have an agent it's gets given a plan and then it works out what tools to use in order to execute that plan and those tools are provided as like a set of specifications that the agent Gets In The Prompt so the agent might be told in the”transcript, stated
“you have access to this tool that can verify addresses you have access to this other tool that can um read State registration documents”transcript, stated
“that then connects back into our Integrations and now we're back into regular programming land”transcript, stated

prompt-chaining (workflow-control)

The agent carries out SOP steps in sequence, learning from each step and feeding results into subsequent steps rather than issuing one final prompt.

“put it back into the llm and say okay now carry out the first step and then the next step what did you learn after each step”transcript, stated
“a Wiki or somewhere in Confluence and it could be like 10 20 30 procedures and we give that to the agent and the agent executes on the plan and what's interesting about that is we actually skip that step where the agent has to make up the plan itself which makes it much more controllable and”transcript, stated

structured-output-contract (agent-runtime)

Parcha moved plan representation from comma-separated text to JSON lists with explicit step tracking so the agent knows where it is in the procedure.

“right so we would give them the set of procedures but then based on that it would write out a list as a plan and originally that list was just a comma separated list but we found that the list was works a lot better when you ask it to to create a Json list and then ask it to explicitly say what”transcript, stated
“the list was works a lot better when you ask it to to create a Json list and then ask it to explicitly say what step it is”transcript, stated

eval-driven-development (quality)

Agents are back-tested against customer historical data until they reach a target accuracy, then customers test in sandbox and feed additional bugs and edge cases back into iteration.

3 supporting quotes
“we back test with their data once we get to 90% accuracy based on back testing data we give it to them”transcript, stated
“they're still running it in a test environment in sandbox not in production and we iterate”transcript, stated
“a big part of that will be benchmarking and creating benchmarking tools for our customers”transcript, stated

human-in-the-loop-gate (deployment-safety)

Parcha starts with a Chrome extension that lets human operators watch each agent step and reasoning before shifting the same workflow toward autonomous API use.

3 supporting quotes
“they can run it alongside the human kind of processes often an operator will run it”transcript, stated
“it shows them exactly step that the agent takes why it's making those steps and provides reasoning”transcript, stated
“we're demoing the product but also we want to build trust with our customers so they really trust this agent before they decide to like use it in an autonomous fashion the number one request we get from everyone is like when is this going to be available as an API end point that I can just send”transcript, stated

model-routing (model-operations)

The team kept LangChain for LLM interoperability while selecting Claude as the primary model for its speed, stability, and steerability.

3 supporting quotes
“we still use Lang chain for a lot of our interface with the llms because it makes it very interoperable”transcript, stated
“we can swap a gp4 out for a clae and their tooling infrastructure is really great”transcript, stated
“we actually don't use either we use Claude which is by anthropic”transcript, stated

guardrails-io-filtering (safety-and-governance)

The constrained SOP plan and decomposition act as guardrails: the agent makes judgments inside known procedures instead of inventing open-ended plans in high-risk compliance workflows.

3 supporting quotes
“the agent now is given a plan and it's really responsible for executing on the plan and then using judgment to make decisions at each step”transcript, stated
“hallucinating right which in our case is like the worst thing that could happen because that's essentially failing open for like a highrisk compliance scenario”transcript, stated
“narrow down the problem space and makes it much more straightforward to steer these agents”transcript, stated

Tradeoffs

Constrain agents to customer SOPs

Chose Existing human-written procedures as the plan source over Letting agents generate their own open-ended plans.

Rationale: Skipping plan generation made agents more controllable and better suited to high-risk compliance workflows.

“we actually skip that step where the agent has to make up the plan itself which makes it much more controllable and steerable”transcript, stated
“the agent now is given a plan and it's really responsible for executing on the plan and then using judgment”transcript, stated

Use a hierarchical multi-agent design

Chose Worker agents plus a supervisor agent over One large agent with the entire SOP in context.

Rationale: Decomposition reduced confusion from large prompts and scaled better to complex procedures with many edge cases.

3 supporting quotes
“instead of having one agent that could go and solve this sop we would have five agents that would solve small parts of it”transcript, stated
“take the the pieces when it's brought back together and then make a final kind of recommendation to the user that worked a lot better but there were is even building that infrastructure too did you literally tell the supervisor that it was in charge of other agents really good question um so”transcript, stated
“it actually scales reasonably well because now you can scale to any level of complexity of tasks”transcript, stated

Rewrite core agent logic outside LangChain

Chose A small custom runtime of about 500 lines over Keeping production behavior buried inside general-purpose framework abstractions.

Rationale: The custom runtime made bugs and execution paths easier to inspect while preserving LangChain for model interfaces.

3 supporting quotes
“he got it down to 500 lines of code and what that meant was we could really easily reason about what was happening in the system”transcript, stated
“Whenever there was a bug we could quickly identify in 500 lines of code what was going on”transcript, stated
“we still use Lang chain for a lot of our interface with the llms because it makes it very interoperable”transcript, stated

Use Claude for agent execution

Chose Claude over GPT-3.5 or GPT-4 for this workload.

Rationale: The team wanted both low latency and reliable instruction following across multiple agent steps.

3 supporting quotes
“gbd3 or gbt 3.5 was fast but it wasn't that steerable gbd4 was much more steerable”transcript, stated
“we found is that it's fast and stable which is really important for agent work”transcript, stated
“you want it to be fast because every step that it's thinking about you want it to act pretty quickly”transcript, stated

Put agent tuning into customer hands

Chose Editable agents and customer prompt engineering after a 90% baseline over Parcha alone pushing every workflow to 99% accuracy internally.

Rationale: Operations teams already maintain and teach human procedures, so letting them tune agents maps to their existing workflow and shortens the feedback loop.

3 supporting quotes
“put it in the hands of our customers and let them be the prompt engineers”transcript, stated
“they create these documents they give it to humans the humans learn how to do those and then the documents change”transcript, stated
“we want to get as quickly as possible to an editable agent that customers can edit and start experimenting with”transcript, stated

Deploy first as a Chrome extension

Chose Transparent assisted workflow beside human operators over Immediate fully autonomous API endpoint.

Rationale: The extension exposes reasoning and steps, which helps establish trust and collect feedback before autonomy.

3 supporting quotes
“we give them the first version of our product as a Chrome extension they can run it alongside the human kind of processes”transcript, stated
“we built it that way because we're like well one it makes it easier to demonstrate when we're demoing the product but also we want to build trust”transcript, stated
“the number one request we get from everyone is like when is this going to be available as an API end point”transcript, stated

Gotchas (what bit them)

A compelling demo can understate production SOP complexity.

Root cause: The first version handled a simple eight-step flow, but real customer procedures had more pieces, nuances, integrations, and edge cases.

Resolution: Shadow customers, inspect real SOPs, and redesign the architecture around production complexity rather than demo assumptions.

3 supporting quotes
“our first demo we demoed a fairly simple eight-step process for onboarding a customer it had like maybe one or two Integrations”transcript, stated
“the reality is when we talked to customers and we looked at their procedures or what we called Sops standard operating procedures they were much more complex”transcript, stated
“you kind of Shadow them as they do them and then you go in you try and solve those use cases”transcript, stated

One large SOP prompt made the agent confused and created compliance hallucination risk.

Root cause: Packing every scenario into a 2,000-3,000-token context pushed the LLM past the useful local maximum for reliable instruction following.

Resolution: Decompose the agent into simpler worker components and a supervisor that composes their results.

3 supporting quotes
“once you start getting to like 2 or 3,000 tokens where You' describe like every possible scenario”transcript, stated
“you start seeing it kind of wand off or like not provide the right answer often hallucinating”transcript, stated
“destruct the agent into lots of components that were each much simpler that we could bring back together into a singular more complex product”transcript, stated

Framework abstraction layers made production agent behavior hard to debug.

Root cause: LangChain's flexible abstractions support many use cases, but those layers obscured the specific execution path Parcha needed to reason about.

Resolution: Rewrite the core agent logic into a small custom codebase while keeping the framework where it was useful for model/tool interoperability.

3 supporting quotes
“the abstraction layers which allow many different teams to build many different things also makes it very hard for you to reason about the code”transcript, stated
“particular thing once you get Beyond demo and you start looking into production and so the first thing we did is we just rewrote our whole agent code base my co-founder Miguel like spent essentially a weekend just like hacking away at it and he got it down to 500 lines of code and what that”transcript, stated
“we still use Lang chain for a lot of our interface with the llms because it makes it very interoperable”transcript, stated

Agent bugs are often model-behavior problems rather than ordinary deterministic bugs.

Root cause: The LLM may simply not do what the team wants in a case, forcing new prompting, decomposition, or product approaches instead of a local code fix.

Resolution: Optimize for iteration velocity, customer feedback, and accumulated organizational learning rather than expecting one static implementation to be correct.

3 supporting quotes
“it's not like how you know cuz like how often is it like oh I see this bug I realize what's happening with the rigging”transcript, stated
“often it's ladder but one of the things we started to realize as we do this is that the best way to really solve this at scale”transcript, stated
“the most important thing is your velocity right how quickly can you iterate through the failure”transcript, stated

Customers ask for autonomous APIs before the team believes trust is earned.

Root cause: The capability is impressive enough that customers quickly want batch automation, but compliance use cases still need transparency and hardening.

Resolution: Begin with a Chrome extension that exposes every step and reasoning, then move to API endpoints once accuracy and trust are established.

3 supporting quotes
“the number one request we get from everyone is like when is this going to be available as an API end point”transcript, stated
“hold on we want to get there but first let's make it really really good for you”transcript, stated
“we want to build trust with our customers so they really trust this agent before they decide to like use it in an autonomous fashion”transcript, stated

Evaluation

Parcha evaluates agents with customer historical data, a 90% back-testing threshold before customer exposure, sandbox/test-environment runs, customer-discovered edge cases, and ongoing benchmarking tools. The Chrome extension also serves as an explainability surface so customers can inspect every step and reasoning before trusting autonomous operation.

Metrics: 90% accuracy on back-testing data before customer handoff · Target progression toward 99% accuracy through customer tuning · Back-testing output over roughly a hundred cloud-parallel agent runs · Customer sandbox feedback · Edge-case bugs found by design partners · Per-step reasoning visibility in the Chrome extension

6 supporting quotes
“we back test with their data once we get to 90% accuracy based on back testing data we give it to them”transcript, stated
“to get to 99% accuracy we actually want to put it in the hands of our customers”transcript, stated
“you can just run like a hundred of these in the cloud and just see what the output is on back testing data”transcript, stated
“they're still running it in a test environment in sandbox not in production and we iterate”transcript, stated
“it shows them exactly step that the agent takes why it's making those steps and provides reasoning”transcript, stated
“a big part of that will be benchmarking and creating benchmarking tools for our customers”transcript, stated

Outcomes

The case is early-stage but concrete: Parcha began in March 2023, raised pre-seed and seed rounds, had a small team, rewrote core agent logic to around 500 lines, targets 90% back-testing accuracy before customer use, can run about a hundred agents in parallel on historical cases, and aims to scale from hand-built design-partner deployments toward sales-led and eventually self-serve agent creation.

6 supporting quotes
“we just started in March I kind of put the initial MVP together hacked together on top of Lang chain”transcript, stated
“he got it down to 500 lines of code and what that meant was we could really easily reason about what was happening in the system”transcript, stated
“we back test with their data once we get to 90% accuracy based on back testing data we give it to them”transcript, stated
“the number one request we get from everyone is like when is this going to be available as an API end point”transcript, stated
“I think we'll see a lot of progress in very verticalized agents like the ones we're building”transcript, stated
“the constraints help to manage it I see a world maybe three four five years from now where essentially every company has like a hybrid Workforce”transcript, stated