Architecture
OMNI is a web-first, agent-driven financial intelligence platform.Topology
Core Backend Responsibilities
- Session and turn orchestration
- Skill indexing and runtime selection
- Tool registration and execution
- Permission + preset enforcement
- Source connectivity and OAuth handling
- Streaming protocol to clients
Intelligence Data Plane
OMNI intelligence features are served through first-party adapters:- Symbol and market endpoints
- Portfolio and holdings pulse endpoints
- Model and factor analysis endpoints
- News/event synthesis endpoints
- Briefing retrieval endpoints
Context Injection Pipeline
For each turn, backend context can include:- Active skills selected for the prompt
- User preference/addressing context
- Data-source snapshot metadata (Merlin ETL)
- Permission and tool preset overrides
Execution and Safety Plane
- Mode-based permission manager
- Source-level permission filters
- Approval flow for sensitive calls
- Input extraction and output leakage guards
- Redaction-aware logging/monitoring
Reference Surfaces
apps/agent-backend/src/stream.tsapps/agent-backend/src/tools/index.tsapps/agent-backend/src/tools/presets.tsapps/agent-backend/src/data-sources/merlin-etl.tspackages/skills/skills/*