Intellectual Property India Publishes Patent Application for System And Method For Multi-Agent Orchestrated Financial Advisory Using Session-Based Model Context Protocol Brokerage Integration, Real-Time Portfolio Analysis, And Retrieval-Augmented Compliance Injection.

MUMBAI, India, June 22 -- Intellectual Property India has published a patent application (202621046298 A) filed by Shreyash Manohar Kajabwar on April 10, 2026, for System And Method For Multi-Agent Orchestrated Financial Advisory Using Session-Based Model Context Protocol Brokerage Integration, Real-Time Portfolio Analysis, And Retrieval-Augmented Compliance Injection..

Inventors include Shreyash Kajabwar; Krishna Kalaspurkar; Rohan Jadhav; Shantanu Ingole; and Priyanka Gupta.

The application for the patent was published on June 12, 2026, under issue no. 24/2026.

Abstract: A system and method for AI-driven financial advisory that integrates four novel components into a unified pipeline. First, a multi-agent orchestration architecture wherein a supervisor agent dynamically routes user queries to at most two specialized domain agents (Portfolio, Risk, Tax, Goal, Market, Literacy, Compliance) based on keyword classification, with a fast-path mechanism for simple price queries that bypasses the full pipeline. Second, a session-based brokerage integration method using the Model Context Protocol (MCP), wherein an ephemeral session token is established with the brokerage server and the user authenticates exclusively on the brokerage's own interface, with no credentials transmitted to the application backend. Third, a portfolio enrichment pipeline that pre-computes current market value, unrealized P&L, P&L percentage, and portfolio weight for each brokerage holding before injecting an enriched portfolio context object into AI agent prompts, eliminating LLM arithmetic. Fourth, per-agent retrieval-augmented generation (RAG) that retrieves semantically relevant financial and regulatory documents from a vector knowledge base and injects them into each agent prompt, coupled with a compliance agent that scans responses for prohibited phrases, rewrites non-compliant language, and appends mandatory regulatory disclaimers. Together, these components enable real-time, compliance-aware, domain-specialized financial advisory at retail scale.

Disclaimer: Curated by HT Syndication.