Prompt Injection Defense for Finance Agents
A finance agent that retrieves documents or takes user input is an attack surface, and a successful injection can exfiltrate data or trigger a trade. This checklist hardens the pipeline against injection specifically, complementing the broader deployment checklist.
Checklist Progress
Move item by item and keep your place
Progress saves locally, so you can work through the page over multiple sessions without resetting your checklist.
Checklist Sections
Work in focused batches instead of one long wall
Section 1
Phase 1: Trust boundaries
Section 2
Phase 2: Least privilege
Section 3
Phase 3: Output and data controls
Section 4
Phase 4: Red-teaming
Pro Tips
Small moves that make the checklist easier to finish
Sources & References
- OWASP Top 10 for Large Language Model Applications — OWASP Foundation (2023)
- Not What You've Signed Up For: Compromising Real-World LLM-Integrated Applications with Indirect Prompt Injection — Greshake et al., AISec Workshop (2023)
Related Content
Keep the topic connected
LLM for Finance Deployment Checklist
A pre-flight checklist for putting a large language model into a finance workflow: scoping, grounding, input security, numerical verification, and drift monitoring.
RAG for Filings Setup Checklist
RAG for filings checklist: chunk on structure, tune retrieval, enforce citations, verify numbers, and treat retrieved text as untrusted.
Prompt Injection
Prompt injection: when untrusted text in a prompt overrides system instructions. The attack patterns and the structural defenses that work in production.
Finance Agent Fallback Resilience Checklist
LLM fallback chain checklist: define a provider fallback, handle rate limits and timeouts, set degradation modes, and test the failure paths.