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Thursday, October 22, 2026 AI agents · financial advising Live signal
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Consolidated audit trail

1 dispatch

Dispatches on consolidated audit trail for AI agents in financial services.

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Dispatches on this topic

  1. The audit trail already crosses firm boundaries. Its linkage key names the account, not the agent.

    Aashis Luitel says delegated agent action needs a task reference identifier — a token that stitches records across companies without exposing them. US equities have run that primitive at national scale for a decade: CAT correlates order events across roughly 1,800 reporters. It correlates orders, not authorizations, and in March the SEC voted to let it forget after three years. Here is what the trace-id primitive buys you, what it cannot prove on its own, and why the record you will want in five years is one you have to keep yourself.