Drafting & Summarization for Financial Services

Drafting and Summarization workflows ask the system to produce first drafts: compliance memos, regulatory filings, briefing notes, clinical summaries, contract abstracts. The work is faster when the model writes the first version, but the accuracy of the draft determines whether the reviewer's edit is targeted (correcting a few claims) or exhaustive (rewriting from scratch).

Citorum produces drafts with every claim traceable to the source span the model drew from. Adjudication scores each section before the draft returns, so the reviewer sees which sections are Verified, which are Review Recommended (worth a sanity check), and which are Do Not Rely (worth rewriting from source). Reviewers report that the targeted-edit pattern is two to four times faster than reviewing an unverified draft, because the labels tell them where to focus attention.

Financial services organizations operate under Sarbanes-Oxley (SOX), Gramm-Leach-Bliley, the Payment Card Industry Data Security Standard (PCI DSS), Securities and Exchange Commission (SEC) reporting requirements, and a long list of state and international regulators. Material non-public information (MNPI) handling is the bright line, and most third-party generative AI Application Programming Interfaces sit on the wrong side of it.

Citorum runs inside the institution's environment — a customer-owned Virtual Private Cloud (VPC) on the hyperscaler the firm already uses, or on-premises in the firm's data center — and supports the workflows that benefit most from grounded retrieval: customer-file research with documented access controls, regulatory-filing drafting with citation lineage, internal SOX compliance Q&A across control documentation, and policy and procedure knowledge Q&A across the firm's manuals. Every retrieval, prompt, response, and adjudication score is captured in audit lineage suitable for the compliance and internal audit functions.