Patents & Defensibility

Conceptual patent claims described in plain language to explain Meridian’s defensibility.

Policy-gated multi-agent workflow execution

Workflows only execute after policy checks pass and human approvals are recorded.

View demo example

Explainability receipts with immutable audit hashing

Every decision issues a receipt that includes rules used, inputs, and a hash.

View demo example

Advisor opt-out of investment intelligence with ops assistance preserved

Advisors can disable strategy automation while still benefiting from ops workflows.

View demo example

Confidence + escalation routing for compliance triggers

Risk events route to humans with confidence scoring and full evidence history.

View demo example

Why this matters

Defensible workflow design reduces regulatory risk while preserving advisor autonomy. Meridian’s claims focus on traceability, explainability, and controlled automation.

Review security posture