TECHNOLOGY & EXPERTISE
Specialist knowledge, controlled AI execution and human oversight.
AI HARNESS & EXECUTION
A controlled execution environment combines models with specialist instructions, tools, context, permissions, workflow state and validation logic.
Kelton designs the layer around the model so an AI system can work within a defined financial process rather than respond as an unrestricted assistant.
Each workflow is scoped to approved information, permitted actions, expected outputs and explicit review requirements before it is introduced into recurring work.
HUMAN-IN-THE-LOOP
Agentic workflows can complete repeatable steps, validate the result and route exceptions to the right professional without obscuring who remains responsible.
Complete the defined repeatable steps within the approved workflow.
Check required data, business rules, confidence and output structure.
Stop and route low-confidence, incomplete or judgement-sensitive items.
Apply operating context, challenge the result and resolve exceptions.
Release material outputs through the agreed authority and control path.
Review is triggered by exceptions, low confidence, missing information, material changes or required approvals. Execution, review and release can remain assigned to different roles.
GUARDRAILS & EVALS
Controls define what AI can access and do. Evaluation checks whether a workflow continues to produce the expected result before a change reaches production.
Establish the permitted operating boundary and the conditions that require the workflow to stop, escalate or request approval.
Test workflows against representative cases, expected outputs and previously reviewed exceptions before controlled promotion.
The objective is a controlled layer across the systems and information that already exist—not replacement for its own sake.
Connect administrators, custodians, banks, portfolio systems, databases, spreadsheets, documents and approved repositories.
Use APIs, controlled connectors and emerging standards such as MCP without making the connection method the product story.
Link material AI actions to source data, tool calls, workflow steps and validation results.
Retain versions, exceptions, reviewer input and approval history so the operating record remains visible.
Technology primitives
AI HERMES
AI Hermes is the product layer through which the harness, workflows, human oversight, controls, integrations and evidence are brought into one operating environment.
PRODUCT LAYER
AI Hermes is being developed as a controlled workspace for secure information retrieval, document intelligence, workflow execution, exception handling and expert review across financial operations.
It is not positioned as a fully autonomous operating system. Material judgement, review and approval remain visible and human-led.
Meet Our Experts & ProfessionalsStart with the operating task, source data, review boundary and outcome that matter most.