Governing Delegated Authority in Autonomous Finance: The MARQUE Framework for Institutional Accountability Beyond Model Risk
type: WorkingPaper
is part of: QISTrust — the governance layer
implements: MARQUE — the agent authority framework
references: The QIS clause library
references: MARQUE × the 230 control objectives
references: KYA — Know Your Agent

Airbyte
type: Document
is part of: QISAgent — the intelligence layer
addresses: Ingestion
addresses: Market data
addresses: Pipelines
references: The Agent Stack
references: MARQUE — the agent authority framework

Arize
type: Document
is part of: QISAgent — the intelligence layer
addresses: AI observability
addresses: Model drift
addresses: Model risk
references: The Agent Stack
references: MARQUE — the agent authority framework

AutoGen
type: Document
is part of: QISAgent — the intelligence layer
addresses: Agent orchestration
addresses: Multi-agent systems
references: The Agent Stack
references: MARQUE — the agent authority framework

Comet
type: Document
is part of: QISAgent — the intelligence layer
addresses: Experiment tracking
addresses: Model risk
references: The Agent Stack
references: MARQUE — the agent authority framework

CrewAI
type: Document
is part of: QISAgent — the intelligence layer
addresses: Agent orchestration
addresses: Multi-agent systems
references: The Agent Stack
references: MARQUE — the agent authority framework

Dagster
type: Document
is part of: QISAgent — the intelligence layer
addresses: Data lineage
addresses: Pipelines
addresses: Reproducibility
references: The Agent Stack
references: MARQUE — the agent authority framework

dbt
type: Document
is part of: QISAgent — the intelligence layer
addresses: Data lineage
addresses: Reproducibility
addresses: Transformation
references: The Agent Stack
references: MARQUE — the agent authority framework

DSPy
type: Document
is part of: QISAgent — the intelligence layer
addresses: Evaluation
addresses: Prompt orchestration
addresses: Python
references: The Agent Stack
references: MARQUE — the agent authority framework

DuckDB
type: Document
is part of: QISAgent — the intelligence layer
addresses: Analytics
addresses: Backtesting
addresses: Python
references: The Agent Stack
references: MARQUE — the agent authority framework

Evidently
type: Document
is part of: QISAgent — the intelligence layer
addresses: Model drift
addresses: Model risk
addresses: Python
references: The Agent Stack
references: MARQUE — the agent authority framework

Great Expectations
type: Document
is part of: QISAgent — the intelligence layer
addresses: Data integrity
addresses: Python
addresses: Validation
references: The Agent Stack
references: MARQUE — the agent authority framework

Guardrails AI
type: Document
is part of: QISAgent — the intelligence layer
addresses: Constraints
addresses: Kill criteria
addresses: Validation
references: The Agent Stack
references: MARQUE — the agent authority framework

Haystack
type: Document
is part of: QISAgent — the intelligence layer
addresses: Python
addresses: RAG
addresses: Retrieval
references: The Agent Stack
references: MARQUE — the agent authority framework

Helicone
type: Document
is part of: QISAgent — the intelligence layer
addresses: AI observability
addresses: APIs
references: The Agent Stack
references: MARQUE — the agent authority framework

Humanloop
type: Document
is part of: QISAgent — the intelligence layer
addresses: Evaluation
addresses: Prompt orchestration
references: The Agent Stack
references: MARQUE — the agent authority framework

Langfuse
type: Document
is part of: QISAgent — the intelligence layer
addresses: AI observability
addresses: Auditability
references: The Agent Stack
references: MARQUE — the agent authority framework

LangGraph
type: Document
is part of: QISAgent — the intelligence layer
addresses: Agent orchestration
addresses: Python
references: The Agent Stack
references: MARQUE — the agent authority framework

LlamaIndex
type: Document
is part of: QISAgent — the intelligence layer
addresses: Python
addresses: RAG
addresses: Retrieval
references: The Agent Stack
references: MARQUE — the agent authority framework

marimo
type: Document
is part of: QISAgent — the intelligence layer
addresses: Notebooks
addresses: Python
addresses: Reproducibility
references: The Agent Stack
references: MARQUE — the agent authority framework

Memgraph
type: Document
is part of: QISAgent — the intelligence layer
addresses: Graph databases
addresses: Knowledge graph
addresses: Streaming
references: The Agent Stack
references: MARQUE — the agent authority framework

Neo4j
type: Document
is part of: QISAgent — the intelligence layer
addresses: Graph databases
addresses: GraphRAG
addresses: Knowledge graph
references: The Agent Stack
references: MARQUE — the agent authority framework

OpenHands
type: Document
is part of: QISAgent — the intelligence layer
addresses: Agent orchestration
addresses: Code models
references: The Agent Stack
references: MARQUE — the agent authority framework

OpenLineage
type: Document
is part of: QISAgent — the intelligence layer
addresses: Data lineage
addresses: Provenance
addresses: Standards
references: The Agent Stack
references: MARQUE — the agent authority framework

Pinecone
type: Document
is part of: QISAgent — the intelligence layer
addresses: Infrastructure
addresses: Retrieval
addresses: Vector search
references: The Agent Stack
references: MARQUE — the agent authority framework

PydanticAI
type: Document
is part of: QISAgent — the intelligence layer
addresses: Agent orchestration
addresses: Python
addresses: Validation
references: The Agent Stack
references: MARQUE — the agent authority framework

Semantic Kernel
type: Document
is part of: QISAgent — the intelligence layer
addresses: Agent orchestration
addresses: Enterprise
references: The Agent Stack
references: MARQUE — the agent authority framework

Temporal
type: Document
is part of: QISAgent — the intelligence layer
addresses: Auditability
addresses: Durable execution
addresses: Orchestration
references: The Agent Stack
references: MARQUE — the agent authority framework

TigerGraph
type: Document
is part of: QISAgent — the intelligence layer
addresses: Graph databases
addresses: Knowledge graph
references: The Agent Stack
references: MARQUE — the agent authority framework

TruEra
type: Document
is part of: QISAgent — the intelligence layer
addresses: Evaluation
addresses: Model risk
references: The Agent Stack
references: MARQUE — the agent authority framework

Weights & Biases
type: Document
is part of: QISAgent — the intelligence layer
addresses: Experiment tracking
addresses: Reproducibility
references: The Agent Stack
references: MARQUE — the agent authority framework

The QIS tape
type: Document
is part of: QISAgent — the intelligence layer
addresses: Market data
addresses: Market tape
addresses: Market regime
addresses: Reproducibility
references: The QIS Atlas
references: Documented research workflows
references: The Signals briefing

Licensing and institutional inquiries
type: Document
is part of: QISFund — the capital layer
addresses: Corporate
references: Editorial standards

Autonomous governance
type: Document
is part of: QISFund — the capital layer
addresses: Accountability
addresses: Authority
addresses: Governance
references: The concept layer
references: The QIS glossary
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework

Bounded autonomy
type: Document
is part of: QISFund — the capital layer
addresses: Authority
addresses: Governance
addresses: Kill criteria
references: The concept layer
references: The QIS glossary
references: Authority
references: The Agent Authority Grant
references: MARQUE — the agent authority framework

Materiality-based oversight
type: Document
is part of: QISFund — the capital layer
addresses: Governance
addresses: Model risk
addresses: Oversight
references: The concept layer
references: The QIS glossary
references: MARQUE — the agent authority framework

Synthetic data
type: Document
is part of: QISFund — the capital layer
addresses: Backtesting
addresses: Model risk
addresses: Synthetic data
references: The concept layer
references: The QIS glossary
references: MARQUE — the agent authority framework

Alpaca
type: Document
is part of: QISFund — the capital layer
addresses: APIs
addresses: Brokerage
addresses: Execution
addresses: Vendor evaluation
references: Alpaca
references: The QIS partner register

Databento
type: Document
is part of: QISFund — the capital layer
addresses: Market data
addresses: Microstructure
addresses: Vendor evaluation
references: Databento
references: The QIS partner register

Interactive Brokers
type: Document
is part of: QISFund — the capital layer
addresses: APIs
addresses: Brokerage
addresses: Execution
addresses: Vendor evaluation
references: Interactive Brokers
references: The QIS partner register

Massive
type: Document
is part of: QISFund — the capital layer
addresses: APIs
addresses: Market data
addresses: Vendor evaluation
references: Massive
references: The QIS partner register

MLFinLab
type: Document
is part of: QISFund — the capital layer
addresses: Machine learning
addresses: Python
addresses: Research
addresses: Vendor evaluation
references: MLFinLab
references: The QIS partner register

Numerai
type: Document
is part of: QISFund — the capital layer
addresses: Crowdsourced research
addresses: Machine learning
addresses: Research
addresses: Vendor evaluation
references: Numerai
references: The QIS partner register

The Signals Briefing
type: Document
is part of: QISFund — the capital layer
addresses: Newsletter
addresses: Research
addresses: Vendor evaluation
references: The QIS partner register

QuantConnect
type: Document
is part of: QISFund — the capital layer
addresses: Backtesting
addresses: Platforms
addresses: Python
addresses: Vendor evaluation
references: QuantConnect
references: The QIS partner register

vectorbt
type: Document
is part of: QISFund — the capital layer
addresses: Backtesting
addresses: Python
addresses: Vendor evaluation
references: vectorbt
references: The QIS partner register

Carry strategies
type: Document
is part of: QISFund — the capital layer
addresses: Carry
addresses: FX
addresses: Rates
addresses: Risk premia
references: The QIS glossary
references: The QIS strategy taxonomy
references: Income
references: The Agent Authority Grant
references: The Agent Oversight Framework
references: QIS Reference Gate (RG-01)

Defensive overlays
type: Document
is part of: QISFund — the capital layer
addresses: Hedging
addresses: Tail risk
addresses: Volatility targeting
references: The QIS glossary
references: The QIS strategy taxonomy
references: Protection
references: The Agent Authority Grant
references: The Agent Oversight Framework
references: QIS Reference Gate (RG-01)

Equity style premia
type: Document
is part of: QISFund — the capital layer
addresses: Equity
addresses: Equity factors
addresses: Quality
addresses: Value
references: The QIS glossary
references: The QIS strategy taxonomy
references: Cross-sectional
references: The Agent Authority Grant
references: The Agent Oversight Framework
references: QIS Reference Gate (RG-01)

Multi-asset construction
type: Document
is part of: QISFund — the capital layer
addresses: Multi-asset
addresses: Portfolio construction
addresses: Risk parity
references: The QIS glossary
references: The QIS strategy taxonomy
references: Construction
references: The Agent Authority Grant
references: The Agent Oversight Framework
references: QIS Reference Gate (RG-01)

Trend following & time-series momentum
type: Document
is part of: QISFund — the capital layer
addresses: Crisis alpha
addresses: Managed futures
addresses: Momentum
addresses: Trend
references: The QIS glossary
references: The QIS strategy taxonomy
references: Directional
references: The Agent Authority Grant
references: The Agent Oversight Framework
references: QIS Reference Gate (RG-01)

Volatility risk premia
type: Document
is part of: QISFund — the capital layer
addresses: Dispersion
addresses: Options
addresses: Risk premia
addresses: Volatility
references: The QIS glossary
references: The QIS strategy taxonomy
references: Derivatives
references: The Agent Authority Grant
references: The Agent Oversight Framework
references: QIS Reference Gate (RG-01)

Analytics engine
type: Term
is part of: QISTrust — the governance layer
definition: A query engine optimized for analytical workloads — scanning and aggregating large columnar datasets — as distinct from transactional processing.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Reproducibility

Conformance
type: Term
is part of: QISTrust — the governance layer
definition: The demonstrable property of meeting a stated standard — as distinct from claiming alignment with one. Requires a standard specific enough to fail.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Standards & interoperability
not equivalent to: Alignment
not equivalent to: Certification
not equivalent to: Compliance
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
references: The standards register
related to: ISO/IEC 42001

Data quality
type: Term
is part of: QISTrust — the governance layer
definition: The degree to which data is accurate, complete, timely and fit for the specific use being made of it — assessed against declared expectations rather than in the abstract.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Oversight
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Point-in-time correctness

Effective challenge
type: Term
is part of: QISTrust — the governance layer
definition: Critical analysis of a model by objective, competent parties with sufficient independence to maintain objectivity and enough organizational standing to compel change.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Oversight
not equivalent to: Review
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: SR 26-2 (Revised Model Risk Management)

Evaluation
type: Term
is part of: QISTrust — the governance layer
definition: The systematic measurement of whether a system produces acceptable outputs against defined criteria, on a held-out or adversarial set, before and after deployment.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Standards & interoperability
not equivalent to: Validation
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Reproducibility

Experiment tracking
type: Term
is part of: QISTrust — the governance layer
definition: The recording of what was run, with which data, code, parameters and result, so that a past experiment can be identified and reproduced.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Model provenance

Research environment
type: Term
is part of: QISTrust — the governance layer
definition: The interface in which analysis is written, executed and iterated — notebooks, IDEs and their execution models.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Reproducibility

Retrieval
type: Term
is part of: QISTrust — the governance layer
definition: The selection of relevant material from a corpus and its supply to a model as context, determining what evidence the model sees before it answers.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Retrieval pipelines

Systemic behavior
type: Term
is part of: QISTrust — the governance layer
definition: What happens when many independently governed agents converge on the same action at the same time, and whether individually compliant systems can be collectively destabilizing.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Systemic behavior
not equivalent to: Concentration risk
not equivalent to: Herding
references: The Stressed Conditions Annex
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: IOSCO Supervisory Toolkit for AI Use in Capital Markets

Transformation
type: Term
is part of: QISTrust — the governance layer
definition: The conversion of raw data into analysis-ready form — cleaning, joining, aggregating, deriving — expressed as code and ideally versioned and tested.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Reproducibility

Oversight
type: KyaDimension
is part of: QISTrust — the governance layer
addresses: Oversight

Accountability
type: KyaDimension
is part of: QISTrust — the governance layer
addresses: Accountability

Agent identity
type: KyaDimension
is part of: QISTrust — the governance layer
addresses: Identity

Written program
type: KyaDimension
is part of: QISTrust — the governance layer

System inventory
type: KyaDimension
is part of: QISTrust — the governance layer

Incident tracking
type: KyaDimension
is part of: QISTrust — the governance layer

Legal Notice
type: Document
is part of: QISTrust — the governance layer
addresses: Data rights
addresses: Legal
addresses: Licensing
addresses: Legal notice
addresses: Rights
references: Editorial standards
references: Data License — QIS Ecosystem Dual License
references: The verification register

ACP (Agent Communication Protocol) — superseded
type: Document
is part of: QISTrust — the governance layer
addresses: Standards
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

AIEOG Shared AI Lexicon
type: Document
is part of: QISTrust — the governance layer
addresses: Identity
addresses: Standards
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

FDC3
type: Document
is part of: QISTrust — the governance layer
addresses: Identity
addresses: Standards
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

IMDA Model AI Governance Framework for Agentic AI
type: Document
is part of: QISTrust — the governance layer
addresses: Authority
addresses: Oversight
addresses: Standards register
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)
references: The standards register

ISO 20022
type: Document
is part of: QISTrust — the governance layer
addresses: Auditability
addresses: Standards
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

NIST AI Risk Management Framework
type: Document
is part of: QISTrust — the governance layer
addresses: Model drift
addresses: Oversight
addresses: Standards register
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
references: The standards register

NIST Cybersecurity Framework 2.0
type: Document
is part of: QISTrust — the governance layer
addresses: Accountability
addresses: Oversight
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

XBRL
type: Document
is part of: QISTrust — the governance layer
addresses: Auditability
addresses: Standards
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

Alpaca
type: Document
is part of: QISAgent — the intelligence layer
addresses: APIs
addresses: Brokerage
addresses: Execution
references: The QIS Atlas
references: Documented research workflows

Databento
type: Document
is part of: QISAgent — the intelligence layer
addresses: Market data
addresses: Microstructure
references: The QIS Atlas
references: Documented research workflows

Interactive Brokers
type: Document
is part of: QISAgent — the intelligence layer
addresses: Brokerage
addresses: Execution
references: The QIS Atlas
references: Documented research workflows

Massive
type: Document
is part of: QISAgent — the intelligence layer
addresses: APIs
addresses: Market data
references: The QIS Atlas
references: Documented research workflows

MLFinLab
type: Document
is part of: QISAgent — the intelligence layer
addresses: Machine learning
addresses: Python
addresses: Research
references: The QIS Atlas
references: Documented research workflows

Numerai
type: Document
is part of: QISAgent — the intelligence layer
addresses: Crowdsourced research
addresses: Machine learning
addresses: Research
references: The QIS Atlas
references: Documented research workflows

QuantConnect
type: Document
is part of: QISAgent — the intelligence layer
addresses: Backtesting
addresses: Platforms
references: The QIS Atlas
references: Documented research workflows

vectorbt
type: Document
is part of: QISAgent — the intelligence layer
addresses: Backtesting
addresses: Python
references: The QIS Atlas
references: Documented research workflows

The QIS knowledge graph (machine-readable)
type: Dataset

Clause-library instrument index
type: Dataset

Agent memory
type: Document
is part of: QISFund — the capital layer
addresses: Agent memory
addresses: Agentic finance
addresses: Auditability
references: The concept layer
references: The QIS glossary
references: MARQUE — the agent authority framework

Financial ontologies
type: Document
is part of: QISFund — the capital layer
addresses: Knowledge graph
addresses: Ontology
addresses: Standards
references: The concept layer
references: The QIS glossary
references: MARQUE — the agent authority framework

GraphRAG
type: Document
is part of: QISFund — the capital layer
addresses: GraphRAG
addresses: Knowledge graph
addresses: Retrieval
references: The concept layer
references: The QIS glossary
references: The QIS knowledge graph
references: MARQUE — the agent authority framework

Point-in-time correctness
type: Document
is part of: QISFund — the capital layer
addresses: Backtesting
addresses: Data integrity
addresses: Market data
references: The concept layer
references: The QIS glossary
references: MARQUE — the agent authority framework

Retrieval pipelines
type: Document
is part of: QISFund — the capital layer
addresses: Provenance
addresses: RAG
addresses: Retrieval
references: The concept layer
references: The QIS glossary
references: MARQUE — the agent authority framework

Agency law
type: Topic

Analytics
type: Topic

Audit
type: Topic

The QIS Canon
type: Topic

Carry
type: Topic

Chain of title
type: Topic

Code models
type: Topic

Constraints
type: Topic

Control objectives
type: Topic

Crisis alpha
type: Topic

Diligence
type: Topic

Disclosure
type: Topic

Dispersion
type: Topic

Durable execution
type: Topic

Duty of care
type: Topic

The QIS Ecosystem
type: Topic

Enterprise
type: Topic

Equity
type: Topic

EU AI Act
type: Topic

Evidence
type: Topic

Equity factors
type: Topic

Form book
type: Topic

FX
type: Topic

Ingestion
type: Topic

Instruments
type: Topic

Jurisdictional analysis
type: Topic

Kill switch
type: Topic

Legal
type: Topic

Managed futures
type: Topic

Market access rule
type: Topic

Market structure
type: Topic

Market tape
type: Topic

Momentum
type: Topic

Multi-asset
type: Topic

Notebooks
type: Topic

Legal notice
type: Topic

Ontology specification
type: Topic

Options
type: Topic

Orchestration
type: Topic

Portfolio construction
type: Topic

Quality
type: Topic

Quantum information science
type: Topic

Rates
type: Topic

Market regime
type: Topic

Risk parity
type: Topic

RTS 6
type: Topic

Streaming
type: Topic

Stress testing
type: Topic

Supervision
type: Topic

Synthetic data
type: Topic

Tail risk
type: Topic

Strategy taxonomy
type: Topic

Third-party dependency
type: Topic

Transformation
type: Topic

Trend
type: Topic

Underwriting
type: Topic

Value
type: Topic

Vector search
type: Topic

Verification
type: Topic

Volatility targeting
type: Topic

Volatility
type: Topic

End-to-end walkthrough
type: Topic

Workflows
type: Topic

Media kit & audience
type: Document
is part of: QISFund — the capital layer
addresses: Corporate
addresses: Partnerships
references: Editorial standards
references: The QIS partner register

What QIS means
type: Document
is part of: QISFund — the capital layer
addresses: Definitions
addresses: Quantitative investment strategies
addresses: Quantum information science
references: QISAgent — the intelligence layer
references: The QIS glossary
references: The QIS strategy taxonomy

The Signals briefing
type: Document
is part of: QISFund — the capital layer
addresses: Newsletter
addresses: Research
references: QISAgent — the intelligence layer
references: QISFund — the capital layer

Constraints
type: Term
is part of: QISTrust — the governance layer
definition: Programmable rules applied to what a system may accept or emit, enforced in code rather than stated in policy, and capable of halting execution.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Authority
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Kill criteria
related to: Authority Envelope

Context Window
type: Term
is part of: QISTrust — the governance layer
definition: The bounded span of tokens a model can attend to in a single inference, containing the prompt, retrieved material, and conversation so far.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Agent memory
not equivalent to: Agent Memory
not equivalent to: Training Data
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon

Graph database
type: Term
is part of: QISTrust — the governance layer
definition: A store in which relationships between entities are first-class and indexed, so that traversal across connections is efficient rather than a series of joins.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Identity
not equivalent to: Vector search
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Financial ontologies

Guardrails
type: Term
is part of: QISTrust — the governance layer
definition: Layered safeguards — policies, technical controls and monitoring — applied at the data, model, application and infrastructure levels to keep a system operating within organizational or regulatory boundaries.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Oversight
constrains: Agent Identity
not equivalent to: Kill criteria
not equivalent to: Authority Grant
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon

Ingestion
type: Term
is part of: QISTrust — the governance layer
definition: The movement of data from a source system into an environment where it can be used, including extraction, transport and initial landing.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Lineage

Lineage
type: Term
is part of: QISTrust — the governance layer
definition: The recorded history of a data element — where it came from, what was done to it, and by which job — sufficient to trace an output back to its sources.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Chain of title for models
related to: Model provenance
related to: Ingestion

Observability
type: Term
is part of: QISTrust — the governance layer
definition: The property that a system's internal state can be understood from the signals it emits — traces, metrics and logs — without modifying it to ask.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
depends on: OpenTelemetry
not equivalent to: Auditability
not equivalent to: Monitoring
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Audit Trail

The QIS ontology specification
type: Document
is part of: QISTrust — the governance layer
addresses: Knowledge graph
addresses: Ontology
addresses: Ontology specification
references: The QIS knowledge graph
references: The QIS Canon — agent-to-agent lexicon

Orchestration
type: Term
is part of: QISTrust — the governance layer
definition: The layer that coordinates multiple agents or steps toward an outcome — sequencing, branching, retry, and the handling of partial failure.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Oversight
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Agent orchestration

Prompt Injection
type: Term
is part of: QISTrust — the governance layer
definition: An attack exploiting how an application combines untrusted input with a prompt written by a higher-trust party, causing the system to follow the untrusted instructions.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Authority
constrained by: Authority Grant
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon

Tool Invocation
type: Term
is part of: QISTrust — the governance layer
definition: A single call by an agent to a declared tool, with structured arguments and a structured result.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
depends on: Model Context Protocol (MCP)
not equivalent to: Task Delegation
produces: Audit Trail
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon

Trust Boundary
type: Term
is part of: QISTrust — the governance layer
definition: The line across which assumptions about trustworthiness change, and at which input must therefore be validated and authority re-established.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Authority
constrains: Task Delegation
not equivalent to: Network perimeter
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon

Vector search
type: Term
is part of: QISTrust — the governance layer
definition: Retrieval by similarity in an embedding space, returning items whose vector representation is closest to a query's.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Graph database
not equivalent to: Graph traversal
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: GraphRAG

Auditability
type: KyaDimension
is part of: QISTrust — the governance layer
addresses: Auditability

Systemic behavior
type: KyaDimension
is part of: QISTrust — the governance layer
addresses: Systemic behavior

Conformance
type: KyaDimension
is part of: QISTrust — the governance layer
addresses: Standards & interoperability

Third-party dependency
type: KyaDimension
is part of: QISTrust — the governance layer

KYA methodology
type: Document
is part of: QISTrust — the governance layer
addresses: Conformance
addresses: KYA
addresses: Readiness assessment
references: MARQUE × the 230 control objectives
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework

Data License — QIS Ecosystem Dual License
type: Document
is part of: QISTrust — the governance layer
addresses: Data rights
addresses: Licensing
addresses: Rights
references: Editorial standards
references: MARQUE — the agent authority framework
references: The verification register

A2A
type: Topic

Access control
type: Topic

Agent Identity
type: Topic

Alignment
type: Topic

Allocation
type: Topic

Alpha
type: Topic

Audit Trail
type: Topic

Authentication
type: Topic

Best execution
type: Topic

Capability
type: Topic

Capability Negotiation
type: Topic

Certification
type: Topic

Compliance
type: Topic

Concentration risk
type: Topic

Context Window
type: Topic

Contractual obligation
type: Topic

Data drift
type: Topic

Decision Record
type: Topic

Diversification
type: Topic

Duty of loyalty
type: Topic

Escalation
type: Topic

Explainability
type: Topic

Fixed income
type: Topic

Graph traversal
type: Topic

Guardrails
type: Topic

Herding
type: Topic

IAM policy
type: Topic

Kill Functionality
type: Topic

Legal personality
type: Topic

Leverage
type: Topic

Liability
type: Topic

Logging
type: Topic

Long-only
type: Topic

Market neutral
type: Topic

MCP
type: Topic

Model Card
type: Topic

Model failure
type: Topic

Model Inventory
type: Topic

Network perimeter
type: Topic

RAG corpus
type: Topic

Responsibility
type: Topic

Review
type: Topic

Session
type: Topic

Suitability
type: Topic

Task Delegation
type: Topic

Terms of Service
type: Topic

Time-series
type: Topic

Tool Invocation
type: Topic

Training Data
type: Topic

FDX (Financial Data Exchange) API
type: Document
is part of: QISTrust — the governance layer
addresses: Authority
addresses: Identity
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

FIX Protocol
type: Document
is part of: QISTrust — the governance layer
addresses: Auditability
addresses: Standards
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

Financial Services AI Risk Management Framework (FS AI RMF)
type: Document
is part of: QISTrust — the governance layer
addresses: Accountability
addresses: Oversight
addresses: Standards register
references: Authority
references: MARQUE — the agent authority framework
references: The standards register

IOSCO Supervisory Toolkit for AI Use in Capital Markets
type: Document
is part of: QISTrust — the governance layer
addresses: Oversight
addresses: Standards register
addresses: Systemic behavior
references: MARQUE — the agent authority framework
references: The standards register

ISO/IEC 42001
type: Document
is part of: QISTrust — the governance layer
addresses: Accountability
addresses: Oversight
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

W3C Decentralized Identifiers (DIDs)
type: Document
is part of: QISTrust — the governance layer
addresses: Authority
addresses: Identity
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

qis-gate -- public repository
type: Repository

Agent identity
type: Document
is part of: QISFund — the capital layer
addresses: Auditability
addresses: Authority
addresses: Identity
references: The concept layer
references: The QIS glossary
references: Identity
references: Model Provenance Representations
references: MARQUE — the agent authority framework

Model provenance
type: Document
is part of: QISFund — the capital layer
addresses: Auditability
addresses: Model risk
addresses: Provenance
references: The concept layer
references: The QIS glossary
references: Identity
references: Model Provenance Representations
references: MARQUE — the agent authority framework

Agent memory
type: Topic

Corporate
type: Topic

Crowdsourced research
type: Topic

Data integrity
type: Topic

Data rights
type: Topic

Directory
type: Topic

Editorial standards
type: Topic

Experiment tracking
type: Topic

Fiduciary duty
type: Topic

GraphRAG
type: Topic

Hedging
type: Topic

Licensing
type: Topic

Microstructure
type: Topic

Model risk regulation
type: Topic

Multi-agent systems
type: Topic

Newsletter
type: Topic

Partnerships
type: Topic

Pipelines
type: Topic

Prompt orchestration
type: Topic

Readiness assessment
type: Topic

Reference gate
type: Topic

Systematic investing
type: Topic

Vocabulary
type: Topic

Agent2Agent
type: Term
is part of: QISTrust — the governance layer
definition: A protocol for interoperability between autonomous agents built by different vendors on different frameworks — capability discovery, task delegation, and structured message exchange across organizational boundaries.
addresses: Agent-to-agent vocabulary
addresses: Agent protocols
addresses: Lexicon
addresses: Systemic behavior
depends on: Agent-to-Agent (A2A)
not equivalent to: Model Context Protocol
not equivalent to: MCP
produces: Agent Card
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon

Accountability
type: Term
is part of: QISTrust — the governance layer
definition: The identification, before the fact, of the named person who answers for a system's consequences — and who has both the authority and the information to have prevented them.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Accountability
not equivalent to: Liability
not equivalent to: Responsibility
references: The Agent Authority Grant
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Agent Identity
related to: Fiduciary duty

Agent Memory
type: Term
is part of: QISTrust — the governance layer
definition: The persistence layer through which an agent carries state across invocations — prior decisions, retrieved documents, learned preferences — distinct from both the model weights and the context window.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
depends on: Agent memory
not equivalent to: Context Window
not equivalent to: RAG corpus
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
requires: Audit Trail

Agent Registry
type: Term
is part of: QISTrust — the governance layer
definition: A catalog of known agents, their identities, declared capabilities, and endpoints, maintained so that agents and operators can discover one another without prior configuration.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Model Inventory
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Agent Card
related to: Capability Discovery

Auditability
type: Term
is part of: QISTrust — the governance layer
definition: The property that a past decision can be reconstructed exactly — same inputs, same model state, same evidence, same output — rather than merely narrated from a log.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
not equivalent to: Explainability
not equivalent to: Logging
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
references: QIS Reference Gate (RG-01)
related to: Audit Trail
related to: Agent Decision Record

Capability Discovery
type: Term
is part of: QISTrust — the governance layer
definition: The process by which one agent learns what another agent or service is able to do, without that knowledge having been configured in advance.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
depends on: Agent-to-Agent (A2A)
not equivalent to: Capability Negotiation
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Agent Card
related to: Agent Registry

Construction
type: Term
is part of: QISTrust — the governance layer
definition: The layer that determines how individual return sources are combined and sized — weighting, risk targeting, rebalancing and constraint application — as distinct from the signals being combined.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Allocation
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Authority Grant

Context Exchange
type: Term
is part of: QISTrust — the governance layer
definition: The passing of task-relevant state between agents so that a receiving agent can act without re-deriving what the sending agent already established.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
produces: Audit Trail
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Task Delegation

Cross-sectional
type: Term
is part of: QISTrust — the governance layer
definition: A strategy that ranks instruments against one another at a point in time and takes offsetting long and short positions across the ranking, rather than comparing an instrument to its own history.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Market neutral
not equivalent to: Time-series
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Directional

Decentralized Identifier
type: Term
is part of: QISTrust — the governance layer
definition: A URI that resolves to a document containing public keys, authentication methods and service endpoints, controlled by its subject rather than issued by a central registry, and designed to be verifiable and persistent across the platforms the subject uses.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Identity
depends on: W3C Decentralized Identifiers (DIDs)
not equivalent to: Agent Identity
not equivalent to: Authority Grant
not equivalent to: Service Account
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Identity
required by: Agent Identity

Directional
type: Term
is part of: QISTrust — the governance layer
definition: A strategy whose return depends on the direction of price movement, taking long or short positions according to an expected path rather than a spread or a differential.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Long-only
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Cross-sectional

Drift
type: Term
is part of: QISTrust — the governance layer
definition: The degradation of a system's relationship with its objective over time, as conditions move away from those it was built and tested under. Distinguished from a wrong answer: drift produces gradually less right ones.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Oversight
not equivalent to: Data drift
not equivalent to: Model failure
references: Model drift
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
references: SR 26-2 (Revised Model Risk Management)
related to: Kill criteria
related to: Model drift

Duty of care
type: Term
is part of: QISTrust — the governance layer
definition: The obligation to exercise the skill, prudence and diligence that a reasonable professional would exercise in the same circumstances — measured against a standard of conduct, not against the outcome.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Accountability
not equivalent to: Best execution
not equivalent to: Duty of loyalty
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Fiduciary duty
related to: Oversight

Human-in-the-Loop
type: Term
is part of: QISTrust — the governance layer
definition: A risk-control approach in which a human is integrated within an AI system's decision-making process.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Oversight
not equivalent to: Kill criteria
not equivalent to: Human Override
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Human Override
related to: Oversight

Income
type: Term
is part of: QISTrust — the governance layer
definition: A strategy whose return accrues from holding a position over time — a yield, a roll, or a spread that converges — rather than from a change in direction.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Fixed income
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Risk premium

Model Context Protocol
type: Term
is part of: QISTrust — the governance layer
definition: An open protocol connecting AI systems to external data sources and tools through a client-server interface, in which a server exposes a declared set of resources, tools and prompts to a host application's client.
addresses: Agent-to-agent vocabulary
addresses: Agent protocols
addresses: Lexicon
depends on: Model Context Protocol (MCP)
not equivalent to: Agent2Agent
not equivalent to: A2A
produces: Tool Manifest
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon

Agent orchestration
type: Term
is part of: QISTrust — the governance layer
definition: The coordination of multiple agents or steps toward an outcome, including sequencing, branching, retry, and the handling of partial failure.
addresses: Agent-to-agent vocabulary
addresses: Agent protocols
addresses: Lexicon
addresses: Oversight
constrains: Task Delegation
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Orchestration

Protection
type: Term
is part of: QISTrust — the governance layer
definition: A strategy held for what it does when other holdings fail, accepting a negative expected return in normal conditions as the price of a payoff in dislocation.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Hedging
not equivalent to: Diversification
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Derivatives

Restart Condition
type: Extension
is part of: QISTrust — the governance layer
definition: The set of preconditions — cause identified or its absence expressly recorded, an accountable individual's written authorization, and, where a capability is owed to a counterparty, advance notice — that must be satisfied before a halted system may resume operation.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Drift
not equivalent to: Kill Functionality
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
requires: Kill Functionality

Risk premium
type: Term
is part of: QISTrust — the governance layer
definition: Compensation earned for bearing a risk other participants prefer to avoid. The return is the payment for taking the other side of a structural preference, not for predicting anything.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Alpha
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Derivatives
related to: Income

Tool Manifest
type: Term
is part of: QISTrust — the governance layer
definition: The declared set of tools, resources and prompts an MCP server exposes to a client — the machine-readable statement of what an agent is able to reach.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Authority
depends on: Model Context Protocol (MCP)
not equivalent to: Authority Grant
not equivalent to: Agent Card
produced by: Model Context Protocol
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon

Fiduciary standards
type: Document
is part of: QISTrust — the governance layer
addresses: Duty of care
addresses: Fiduciary duty
addresses: Governance
references: Audit & compliance mapping
references: The agent governance framework
references: The Agent Oversight Framework

Authority
type: KyaDimension
is part of: QISTrust — the governance layer
addresses: Authority

Drift
type: KyaDimension
is part of: QISTrust — the governance layer
addresses: Drift

Agent Card
type: Topic

Human Override
type: Topic

Monitoring
type: Topic

Observability trace
type: Topic

Service Account
type: Topic

Tool Manifest
type: Topic

The verification register
type: Document
is part of: QISTrust — the governance layer
addresses: Editorial standards
addresses: Verification
references: Editorial standards
references: The 2026 jurisdictional divergence on agentic AI
references: The standards register

Chain of title for models
type: Document
is part of: QISFund — the capital layer
addresses: Identity
addresses: Provenance
addresses: Rights
references: The concept layer
references: The QIS glossary
references: MARQUE — the agent authority framework

Kill criteria
type: Document
is part of: QISFund — the capital layer
addresses: Authority
addresses: Kill criteria
addresses: Oversight
references: The concept layer
references: The QIS glossary
references: Kill Functionality
references: The Kill-Switch Covenant
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)

Model drift
type: Document
is part of: QISFund — the capital layer
addresses: Model drift
addresses: Model risk
addresses: Oversight
references: The concept layer
references: The QIS glossary
references: Drift
references: MARQUE — the agent authority framework
references: SR 26-2 (Revised Model Risk Management)

Agent protocols
type: Topic

Agentic finance
type: Topic

AI observability
type: Topic

Evaluation
type: Topic

Graph databases
type: Topic

Data lineage
type: Topic

MARQUE
type: Topic

Platforms
type: Topic

RAG
type: Topic

Rights
type: Topic

Risk premia
type: Topic

Systemic behavior
type: Topic

Consent Grant
type: Term
is part of: QISTrust — the governance layer
definition: A permission issued by a principal to a named third party to access specified data, for a specified purpose, for a specified duration, revocable at any time by the principal and enforced at the interface.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Authority
constrains: Agent Identity
depends on: FDX (Financial Data Exchange) API
not equivalent to: Authority Grant
not equivalent to: Terms of Service
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Authority
related to: Authority Grant

Derivatives
type: Term
is part of: QISTrust — the governance layer
definition: A strategy expressed through instruments whose value derives from an underlying — options, futures, swaps — where the derivative structure is itself essential to the return rather than incidental to it.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
not equivalent to: Leverage
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Protection
related to: Risk premium

Fiduciary duty
type: Term
is part of: QISTrust — the governance layer
definition: The obligation of a person entrusted with another's interests to act in that person's interest rather than their own — comprising, for investment advisers, a duty of care and a duty of loyalty that cannot be waived, though their application varies with the scope of the relationship.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Accountability
constrains: Authority Grant
not equivalent to: Contractual obligation
not equivalent to: Suitability
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Accountability
related to: Duty of care

Oversight
type: Term
is part of: QISTrust — the governance layer
definition: The arrangement by which a human remains accountable for a system's behavior in the interval between a decision being taken and that decision being reviewed. The governed quantity is the interval, not the reviewer.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Oversight
not equivalent to: Governance
not equivalent to: Monitoring
references: The Kill-Switch Covenant
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Duty of care
related to: Human-in-the-Loop
related to: Human Override

DORA (Digital Operational Resilience Act)
type: Document
is part of: QISTrust — the governance layer
addresses: Accountability
addresses: Oversight
addresses: Standards register
references: The QIS clause library
references: MARQUE — the agent authority framework
references: The standards register

Model Context Protocol (MCP)
type: Document
is part of: QISTrust — the governance layer
addresses: Authority
addresses: Identity
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

OpenTelemetry
type: Document
is part of: QISTrust — the governance layer
addresses: Auditability
addresses: Oversight
addresses: Standards register
references: MARQUE — the agent authority framework
references: The standards register

Governed Quantity Record -- conformance examples
type: Dataset

Reproducibility
type: Document
is part of: QISFund — the capital layer
addresses: Auditability
addresses: Backtesting
addresses: Reproducibility
references: The Walkthrough
references: The concept layer
references: The QIS glossary
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)

Brokerage
type: Topic

Definitions
type: Topic

Execution
type: Topic

Governed quantity
type: Topic

Infrastructure
type: Topic

KYA
type: Topic

Machine learning
type: Topic

Quantitative investment strategies
type: Topic

Validation
type: Topic

Agent Card
type: Term
is part of: QISTrust — the governance layer
definition: A machine-readable document published by an agent that advertises what it is and what it can do — identity, declared capabilities, and the endpoints through which another agent may interact with it.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
depends on: Agent-to-Agent (A2A)
not equivalent to: Authority Grant
not equivalent to: Model Card
not equivalent to: Tool Manifest
produced by: Agent2Agent
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Agent Identity
related to: Agent Registry
related to: Capability Discovery

Identity
type: Term
is part of: QISTrust — the governance layer
definition: What an agent is, as a distinguishable actor and as a legal matter: whether it can be individually named, whether its actions are attributable to it alone, and to whom its outputs belong.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Identity
not equivalent to: Authentication
not equivalent to: Legal personality
references: Agent identity
references: Model Provenance Representations
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Chain of title for models
related to: Agent Identity
related to: Decentralized Identifier

Task Delegation
type: Term
is part of: QISTrust — the governance layer
definition: The transfer of responsibility for achieving an outcome from one agent to another, where the receiving agent determines how the outcome is reached.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Accountability
constrained by: Agent orchestration
constrained by: Trust Boundary
delegates to: Agent Identity
depends on: Agent-to-Agent (A2A)
not equivalent to: Escalation
not equivalent to: Tool Invocation
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Context Exchange

Standards & interoperability
type: MarqueQuestion
is part of: QISTrust — the governance layer

Systemic behavior
type: MarqueQuestion
is part of: QISTrust — the governance layer

Agent-to-Agent (A2A)
type: Document
is part of: QISTrust — the governance layer
addresses: Identity
addresses: Standards register
addresses: Systemic behavior
references: MARQUE — the agent authority framework
references: The standards register

SR 26-2 (Revised Model Risk Management)
type: Document
is part of: QISTrust — the governance layer
addresses: Accountability
addresses: Oversight
addresses: Standards register
references: Model drift
references: Drift
references: The Agent Authority Grant
references: MARQUE — the agent authority framework
references: The standards register

Governed Quantity Record schema
type: Schema

Ontology
type: Topic

Retrieval
type: Topic

Schedule
type: Topic

Audit & compliance mapping
type: Document
is part of: QISTrust — the governance layer
addresses: Audit
addresses: EU AI Act
addresses: Model risk
addresses: Model risk regulation
references: Fiduciary standards
references: The agent governance framework
references: The Agent Oversight Framework

Authority Envelope
type: Extension
is part of: QISTrust — the governance layer
definition: The machine-enforceable expression of an authority grant — the runtime boundary beyond which an agent halts or escalates rather than proceeds.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Authority
escalates to: Human Override
implements: Authority Grant
not equivalent to: Authority Grant
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Constraints
related to: Kill Functionality

Agent Decision Record
type: Extension
is part of: QISTrust — the governance layer
definition: The structured record of a single consequential agent action, sufficient to reconstruct it: the authority under which it was taken, the agent and model state that took it, the evidence available at the time, the reasoning trace, the action committed, and the oversight conditions evaluated.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
consumes: Audit Trail
depends on: OpenTelemetry
not equivalent to: Audit Trail
not equivalent to: Observability trace
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Auditability
requires: Authority Grant

Kill Functionality
type: Term
is part of: QISTrust — the governance layer
definition: A capability, required to be maintained and exercisable rather than merely described, to immediately cease some or all automated action as an emergency measure — without the cooperation, consent, or continued functioning of the system it stops.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Drift
not equivalent to: Human Override
references: Kill criteria
references: The Kill-Switch Covenant
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Authority Envelope
required by: Restart Condition

Model Provenance Representations
type: Instrument
is part of: QISTrust — the governance layer
addresses: Chain of title
addresses: Clause library
addresses: Identity
addresses: Provenance
addresses: Third-party dependency
completed by: The Schedule Set
implements: Identity
references: The Walkthrough
references: Chain of title for models
references: Agent Decision Record
references: The QIS clause library
references: The Schedule Set
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
references: QIS Reference Gate (RG-01)
references: DORA (Digital Operational Resilience Act)
verifies: Third-party dependency

The agent governance framework
type: Document
is part of: QISTrust — the governance layer
addresses: Accountability
addresses: Auditability
addresses: Authority
addresses: Governance
addresses: Oversight
references: QISAgent — the intelligence layer
references: Audit & compliance mapping
references: The QIS clause library
references: Fiduciary standards
references: The Agent Oversight Framework
references: The 2026 jurisdictional divergence on agentic AI
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)

The 2026 jurisdictional divergence on agentic AI
type: Document
is part of: QISTrust — the governance layer
addresses: Authority
addresses: Governance
addresses: Jurisdictional analysis
addresses: Model risk regulation
addresses: Supervision
references: Audit & compliance mapping
references: MARQUE × the 230 control objectives
references: MARQUE — the agent authority framework
references: The standards register

Accountability
type: MarqueQuestion
is part of: QISTrust — the governance layer

Drift
type: MarqueQuestion
is part of: QISTrust — the governance layer

Schedule Builder
type: Document
is part of: QISTrust — the governance layer
addresses: Clause library
addresses: Conformance
addresses: Governed quantity
addresses: Schedule
demonstrated by: The Walkthrough
references: Governed Quantity Record -- conformance examples
references: Governed Quantity Record schema
references: The QIS Ecosystem
references: The Schedule Set
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)

Editorial standards
type: Document
is part of: QISFund — the capital layer
addresses: Editorial standards
references: QISFund — the capital layer
references: The QIS Ecosystem

The QIS knowledge graph
type: Document
is part of: QISFund — the capital layer
addresses: Knowledge graph
addresses: Ontology
addresses: Quantitative investment strategies
references: The QIS Atlas
references: The Agent Stack
references: The concept layer
references: The QIS glossary
references: The QIS strategy taxonomy
references: The QIS clause library
references: The agent governance framework
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework

APIs
type: Topic

Conformance
type: Topic

Kill criteria
type: Topic

Provenance
type: Topic

Research
type: Topic

Audit Trail
type: Term
is part of: QISTrust — the governance layer
definition: The sequenced, tamper-evident record of what occurred, sufficient to establish the order and content of events after the fact.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Auditability
consumed by: Agent Decision Record
depends on: OpenTelemetry
not equivalent to: Decision Record
not equivalent to: Observability trace
produced by: Context Exchange
produced by: Tool Invocation
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Auditability
related to: Observability
related to: FIX Protocol
required by: Agent Memory

Human Override
type: Term
is part of: QISTrust — the governance layer
definition: The exercised ability of a human to ignore, alter, reject or reverse a system output or action.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Oversight
escalated from: Authority Envelope
escalates to: Agent Identity
not equivalent to: Kill Functionality
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Human-in-the-Loop
related to: Oversight

Identity
type: MarqueQuestion
is part of: QISTrust — the governance layer

Authority Grant
type: Topic

The QIS Ecosystem
type: Document
is part of: QISFund — the capital layer
addresses: Clause library
addresses: The QIS Ecosystem
addresses: Governed quantity
addresses: Knowledge graph
addresses: KYA
addresses: MARQUE
addresses: Schedule
references: QISAgent — the intelligence layer
references: Editorial standards
references: Governed Quantity Record -- conformance examples
references: Governed Quantity Record schema
references: The QIS knowledge graph (machine-readable)
references: The QIS knowledge graph
references: The QIS strategy taxonomy
references: QISTrust — the governance layer
references: The QIS clause library
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: Schedule Builder

Agent orchestration
type: Topic

Reproducibility
type: Topic

Authority
type: Term
is part of: QISTrust — the governance layer
definition: The permission under which an actor may bind a principal. In agentic finance, the specific answer to: what is this agent permitted to commit, who granted that permission, up to what limit, for how long, and how is it revoked.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Authority
not equivalent to: Access control
not equivalent to: Capability
references: The Agent Authority Grant
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
references: QIS Reference Gate (RG-01)
related to: Authority Grant
related to: Consent Grant

The Kill-Switch Covenant
type: Instrument
is part of: QISTrust — the governance layer
addresses: Clause library
addresses: Model drift
addresses: Kill switch
addresses: RTS 6
completed by: The Schedule Set
displaced by: The Stressed Conditions Annex
implements: Drift
references: The Walkthrough
references: Human Override
references: Kill Functionality
references: Restart Condition
references: The QIS clause library
references: The Agent Authority Grant
references: The Schedule Set
references: The Stressed Conditions Annex
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
references: QIS Reference Gate (RG-01)
references: DORA (Digital Operational Resilience Act)
verifies: Drift

The Stressed Conditions Annex
type: Instrument
is part of: QISTrust — the governance layer
addresses: Clause library
addresses: Model drift
addresses: Stress testing
addresses: Systemic behavior
completed by: The Schedule Set
displaces: The Agent Authority Grant
displaces: The Kill-Switch Covenant
implements: Systemic behavior
references: The Walkthrough
references: The QIS clause library
references: The Agent Authority Grant
references: The Kill-Switch Covenant
references: The Schedule Set
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)
verifies: Systemic behavior

MARQUE × the 230 control objectives
type: Document
is part of: QISTrust — the governance layer
addresses: Auditability
addresses: Conformance
addresses: Control objectives
addresses: Governance
addresses: Oversight
references: The 2026 jurisdictional divergence on agentic AI
references: MARQUE — the agent authority framework
references: Financial Services AI Risk Management Framework (FS AI RMF)

Backtesting
type: Topic

Clause library
type: Topic

Model drift
type: Topic

Knowledge graph
type: Topic

Accountability
type: Topic

Identity
type: Topic

Standards
type: Topic

Market data
type: Topic

Model risk
type: Topic

Vendor evaluation
type: Topic

The QIS partner register
type: Document
is part of: QISFund — the capital layer
addresses: Directory
addresses: Disclosure
addresses: Partnerships
addresses: Vendor evaluation
references: The QIS Atlas
references: Media kit & audience
references: The QIS strategy taxonomy

Oversight
type: MarqueQuestion
is part of: QISTrust — the governance layer

Documented research workflows
type: Document
is part of: QISAgent — the intelligence layer
addresses: Market data
addresses: Python
addresses: Reproducibility
addresses: Workflows
references: The QIS Atlas
references: The QIS glossary
references: The Agent Oversight Framework

Agent Identity
type: Term
is part of: QISTrust — the governance layer
definition: The property that a specific agent is distinguishable as a durable, named actor — with an identifier that persists across sessions, a recorded authority grant, and an action history attributable to it alone.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Identity
constrained by: Authority Grant
constrained by: Consent Grant
constrained by: Guardrails
delegated from: Task Delegation
depends on: Agent identity
escalated from: Human Override
not equivalent to: Agent Card
not equivalent to: Service Account
not equivalent to: Session
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Accountability
related to: Agent Card
related to: Identity
required by: Authority Grant
requires: Authority Grant
requires: Decentralized Identifier

Authority
type: MarqueQuestion
is part of: QISTrust — the governance layer

The QIS strategy taxonomy
type: Document
is part of: QISFund — the capital layer
addresses: Risk premia
addresses: Systematic investing
addresses: Strategy taxonomy
references: The Walkthrough
references: The QIS glossary
references: The QIS clause library
references: The Agent Oversight Framework
references: The QIS Canon — agent-to-agent lexicon
references: QIS Reference Gate (RG-01)

Authority Grant
type: Extension
is part of: QISTrust — the governance layer
definition: The explicit, bounded, revocable and recorded instrument by which a principal permits a named agent to commit specified classes of action, up to stated limits, for a stated term.
addresses: Agent-to-agent vocabulary
addresses: Lexicon
addresses: Authority
constrained by: Fiduciary duty
constrains: Agent Identity
constrains: Prompt Injection
implemented by: Authority Envelope
not equivalent to: Tool Manifest
not equivalent to: Guardrails
not equivalent to: IAM policy
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
related to: Authority
related to: Consent Grant
related to: Construction
required by: Agent Identity
required by: Agent Decision Record
requires: Agent Identity

Auditability
type: MarqueQuestion
is part of: QISTrust — the governance layer

The QIS Atlas
type: Document
is part of: QISAgent — the intelligence layer
addresses: Directory
addresses: Infrastructure
addresses: Market data
addresses: Platforms
references: The Agent Stack
references: Documented research workflows
references: The QIS strategy taxonomy
references: MARQUE × the 230 control objectives

Authority
type: Topic

Governance
type: Topic

The Schedule Set
type: Instrument
is part of: QISTrust — the governance layer
addresses: Clause library
addresses: Conformance
addresses: Provenance
addresses: Schedule
completed by: QIS Reference Gate (RG-01)
completes: The Agent Authority Grant
completes: The Kill-Switch Covenant
completes: Model Provenance Representations
completes: The Stressed Conditions Annex
demonstrated by: The Walkthrough
implements: Standards & interoperability
references: The Walkthrough
references: Governed Quantity Record -- conformance examples
references: Governed Quantity Record schema
references: The QIS clause library
references: The Agent Authority Grant
references: The Kill-Switch Covenant
references: Model Provenance Representations
references: The Stressed Conditions Annex
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)
references: Schedule Builder
verifies: Conformance

The Agent Oversight Framework
type: Document
is part of: QISTrust — the governance layer
addresses: Model drift
addresses: Kill criteria
addresses: Model risk
addresses: Oversight
demonstrated by: The Walkthrough
references: The Walkthrough
references: The concept layer
references: The QIS glossary
references: Audit & compliance mapping
references: MARQUE × the 230 control objectives
references: The agent governance framework

Auditability
type: Topic

Python
type: Topic

Oversight
type: Topic

The QIS clause library
type: Document
is part of: QISTrust — the governance layer
addresses: Clause library
addresses: Form book
addresses: Governance
addresses: Instruments
references: The Walkthrough
references: The QIS Ecosystem
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)
references: The standards register

The Agent Authority Grant
type: Instrument
is part of: QISTrust — the governance layer
addresses: Agency law
addresses: Authority
addresses: Clause library
addresses: Market access rule
completed by: The Schedule Set
displaced by: The Stressed Conditions Annex
implements: Authority
references: The Walkthrough
references: Authority Envelope
references: Authority Grant
references: Agent Decision Record
references: The QIS clause library
references: The Schedule Set
references: The Stressed Conditions Annex
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
references: QIS Reference Gate (RG-01)
references: DORA (Digital Operational Resilience Act)
references: SR 26-2 (Revised Model Risk Management)
verifies: Authority

The Walkthrough
type: Document
is part of: QISAgent — the intelligence layer
addresses: Authority
addresses: Conformance
addresses: Governed quantity
addresses: KYA
addresses: MARQUE
addresses: Reference gate
addresses: Schedule
addresses: End-to-end walkthrough
demonstrates: The Schedule Set
demonstrates: The Agent Oversight Framework
demonstrates: KYA — Know Your Agent
demonstrates: MARQUE — the agent authority framework
demonstrates: QIS Reference Gate (RG-01)
demonstrates: Schedule Builder
references: qis-gate -- public repository
references: Governed Quantity Record schema
references: Clause-library instrument index
references: The QIS Ecosystem
references: The QIS knowledge graph
references: The Agent Authority Grant
references: The Schedule Set
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)
references: Schedule Builder

Standards register
type: Topic

KYA — Know Your Agent
type: Document
is part of: QISTrust — the governance layer
addresses: Diligence
addresses: Evidence
addresses: Governance
addresses: KYA
addresses: Readiness assessment
addresses: Underwriting
demonstrated by: The Walkthrough
references: The Walkthrough
references: The QIS Ecosystem
references: The QIS knowledge graph
references: Authority
references: The QIS clause library
references: MARQUE × the 230 control objectives
references: The 2026 jurisdictional divergence on agentic AI
references: KYA methodology
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)
references: The standards register

The concept layer
type: Document
is part of: QISFund — the capital layer
addresses: Definitions
addresses: Ontology
addresses: Vocabulary
references: The QIS glossary
references: The QIS knowledge graph
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon

The standards register
type: Document
is part of: QISTrust — the governance layer
addresses: Governance
addresses: Standards
addresses: Standards register
references: The concept layer
references: Audit & compliance mapping
references: The QIS clause library
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: The QIS Canon — agent-to-agent lexicon
references: QIS Reference Gate (RG-01)

QIS Reference Gate (RG-01)
type: Implementation
is part of: QISTrust — the governance layer
addresses: Auditability
addresses: Conformance
addresses: Model drift
addresses: Governed quantity
addresses: Reference gate
addresses: Schedule
completes: The Schedule Set
demonstrated by: The Walkthrough
implements: Authority
implements: Drift
references: qis-gate -- public repository
references: The Walkthrough
references: Governed Quantity Record -- conformance examples
references: Governed Quantity Record schema
references: Authority
references: The QIS clause library
references: The Agent Authority Grant
references: The Schedule Set
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: Schedule Builder
verifies: Authority
verifies: Drift
verifies: Auditability

The QIS glossary
type: Document
is part of: QISFund — the capital layer
addresses: Definitions
addresses: Quantitative investment strategies
addresses: Vocabulary
references: The concept layer
references: What QIS means
references: The QIS strategy taxonomy
references: The Agent Oversight Framework
references: The QIS Canon — agent-to-agent lexicon

The Agent Stack
type: Document
is part of: QISAgent — the intelligence layer
addresses: Agent orchestration
addresses: Agentic finance
addresses: Infrastructure
references: The QIS Atlas
references: Documented research workflows
references: MARQUE × the 230 control objectives
references: The 2026 jurisdictional divergence on agentic AI
references: MARQUE — the agent authority framework

QISFund — the capital layer
type: Document
addresses: Market structure
addresses: Quantitative investment strategies
addresses: Systematic investing
references: QISAgent — the intelligence layer
references: The QIS Ecosystem
references: QISTrust — the governance layer

QISAgent — the intelligence layer
type: Document
addresses: Agentic finance
addresses: Infrastructure
addresses: Market data
references: QISFund — the capital layer
references: QISTrust — the governance layer

Agent-to-agent vocabulary
type: Topic

Lexicon
type: Topic

The QIS Canon — agent-to-agent lexicon
type: Document
is part of: QISTrust — the governance layer
addresses: Agent-to-agent vocabulary
addresses: The QIS Canon
addresses: Definitions
addresses: Lexicon
addresses: Ontology
references: The concept layer
references: The QIS glossary
references: The QIS ontology specification
references: The QIS clause library
references: KYA — Know Your Agent
references: MARQUE — the agent authority framework
references: QIS Reference Gate (RG-01)
references: The standards register

QISTrust — the governance layer
type: Document
addresses: Accountability
addresses: Fiduciary duty
addresses: Governance
references: QISAgent — the intelligence layer
references: QISFund — the capital layer

MARQUE — the agent authority framework
type: Document
is part of: QISTrust — the governance layer
addresses: Accountability
addresses: Authority
addresses: Governance
addresses: MARQUE
addresses: Oversight
demonstrated by: The Walkthrough
references: The Walkthrough
references: The concept layer
references: The QIS Ecosystem
references: Authority
references: The QIS clause library
references: The agent governance framework
references: KYA — Know Your Agent
references: QIS Reference Gate (RG-01)
references: The standards register