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- Every figure from the book · part of the Insight broker suite
The architecture, one Analyze run step by step, and the stage machine that keeps an acquisition's decisions in order.
A FastAPI service and a React UI on the Insight platform packages. Every figure comes from the engines; the model is never the source of a number.
InsightRollup UI · React
InsightRollup API · FastAPI
CSV or XLSX onto one schema; each row keeps its number.
pandas, every figure with its citation.
The agency_acquisition pack and its playbook.
insight_agents: reason over numbered facts.
A number not in the facts: the answer is dropped.
Prepared, answered, signed on insight_decisions.
Acquisition controls (insight_rules) fire on every Analyze and refer what is outside policy. Copilot lookups (insight_assist) read the engines’ figures and never act.
Runs in your environment
sequenceDiagram
participant U as Deal lead
participant API as InsightRollup
participant E as Engines
participant A as Agents
participant M as Model
participant R as Controls
U->>API: Analyze
API->>E: Compute the book (cached per import)
loop ten agents in order
API->>A: Facts for the agent's playbook items
A->>M: Reason (fixed shape, cite fact ids)
M-->>A: Answer, kept only if grounded
A-->>API: Findings, prepared decision
end
API->>R: Run the published controls
R-->>API: warn / refer / block
API-->>U: Narrative, findings, decisions waiting
CSV or XLSX mapped onto one schema; every row stored with its row number; the file in your object store.
The engines run over rolling twelve-month periods ending on the export date; results are cached per import.
Each agent gets numbered facts with citations; an answer with a number not in them is discarded.
Prepared decisions wait for a person; controls refer what is outside policy; every answer is signed.
Stages move one at a time; a refused move names its blockers; a closed acquisition cannot go back before close.
Moves on when book export imported.
Moves on when Analyze has run.
Moves on when a finding is approved.
Moves on when memo final, controls answered.
Moves on when close date recorded.
Moves on when tasks due by day 100 done.
Integration closed out; the record stays.
One stage at a time. A refused move names its blockers; a closed acquisition cannot go back before close.
Workspace, data room, playbook, cited findings, review and reports; the agency_acquisition pack and its book check kind.
Registry, pipeline, run store, autonomy service with the ceiling and hard caps.
Rules Studio for acquisition controls; signed decisions and rule hits.
The copilot's tool-answerer, role homes, one sign-in across the Insight products.