Enginuity Persona Architecture

Hierarchical AI FP&A model for cross-functional decision intelligence

Human CFO / Strategy Lead

Owns the 5-year financial plan. Makes final decisions on capital allocation, vertical positioning, and structural margin targets.

Target: Maximize Rev & Margin

CIO Agent (Synthesist)

Identifies cross-functional conflicts. Resolves siloed data into the real-time Revenue vs. Margin Tradeoff Dashboard.

Output: 5-Year Plan Calibration

Technical Estimator Agent

Pre-sale custom quoting. Analyzes engineering specs against historical actuals to flag labor/material underestimations.

Risk: Margin Loss at Origin

Sales Strategist Agent

Front-end commercial. Monitors win rates, rep discounting behavior, and standard product volume tradeoffs.

Risk: Volume vs. Margin

Ops Forecaster Agent

Post-sale execution. Awakens on PO receipt to track WIP variability and rework root-causes back to Estimating.

Risk: Schedule & Rework Loss

Market Analyst Agent

Macro strategy. Analyzes dead-end quotes and market tailwinds across 8 verticals (e.g., HVAC Commercial vs. Labs).

Risk: Disconnected Targets

Trinity Knowledge Graph (v2.0)

The single source of truth. 35 interconnected entities including Dead-End Quotes, Quote Versions (Opportunity Deduplication), Tiered Discounts, and Market Tailwinds. Prevents AI hallucination by forcing all specialist agents to reason from validated structural data.

Foundation Layer