{ "version": "https://jsonfeed.org/version/1.1", "title": "Proforma Global Research", "home_page_url": "https://proforma.global/research/", "feed_url": "https://proforma.global/research/feed.json", "description": "Original research and whitepapers on enterprise AI agent architecture, the data architecture agents need to reason reliably, self-learning discipline in financial systems, and LLM training design.", "language": "en-US", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "items": [ { "id": "https://proforma.global/research/getting-started/where-to-start-with-ai/", "url": "https://proforma.global/research/getting-started/where-to-start-with-ai/", "title": "Your Board Wants AI. Where Do You Start?", "summary": "The board wants AI and failed rollouts end careers. Why financial systems like ERP and EPM are the hardest place to start, and what actually scales.", "date_published": "2026-06-06T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Getting Started with AI and Enterprise Agents" ], "_proforma": { "kind": "Briefing", "series": "Getting Started with AI and Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/where-to-start-with-ai.pdf" } }, { "id": "https://proforma.global/research/getting-started/does-your-ai-agent-need-a-semantic-layer/", "url": "https://proforma.global/research/getting-started/does-your-ai-agent-need-a-semantic-layer/", "title": "Does Your AI Agent Need a Semantic Layer?", "summary": "When an enterprise AI agent needs a semantic layer and when it does not, the one test that decides, and why a governed metrics catalog is not the same thing in finance.", "date_published": "2026-06-02T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Getting Started with AI and Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Getting Started with AI and Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/does-your-ai-agent-need-a-semantic-layer.pdf" } }, { "id": "https://proforma.global/research/getting-started/working-ai-agents-what-next/", "url": "https://proforma.global/research/getting-started/working-ai-agents-what-next/", "title": "I Have Working AI Agents. What Do I Do Next?", "summary": "You have a working AI agent. How to go from one to many without multiplying cost and risk: the second-use-case trap, when the data investment pays off, and governing at scale.", "date_published": "2026-06-02T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Getting Started with AI and Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Getting Started with AI and Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/working-ai-agents-what-next.pdf" } }, { "id": "https://proforma.global/research/getting-started/is-ai-part-of-it/", "url": "https://proforma.global/research/getting-started/is-ai-part-of-it/", "title": "Is AI Part of IT?", "summary": "AI runs on IT's infrastructure, but delivering it splits into four responsibilities with four owners. Where AI belongs in the enterprise, and why the box on the org chart matters less than the split.", "date_published": "2026-06-01T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Getting Started with AI and Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Getting Started with AI and Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/is-ai-part-of-it.pdf" } }, { "id": "https://proforma.global/research/getting-started/implementing-your-first-ai-agent-pilot/", "url": "https://proforma.global/research/getting-started/implementing-your-first-ai-agent-pilot/", "title": "Implementing Your First AI Agent Pilot", "summary": "How to scope, cost, and control your first AI agent pilot in finance - the five questions to ask a vendor, the pitfalls that sink deployments, and when to scale.", "date_published": "2026-05-31T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Getting Started with AI and Enterprise Agents" ], "_proforma": { "kind": "Briefing", "series": "Getting Started with AI and Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/implementing-your-first-ai-agent-pilot.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/self-learning/learning-instead-of-fixing/", "url": "https://proforma.global/research/enterprise-agents/self-learning/learning-instead-of-fixing/", "title": "Learning Instead of Fixing", "summary": "Most of what a self-learning agent learns is a deferred fix: process, data, and technical debt dressed up as a rule. Why the rule store is really a map of what to fix.", "date_published": "2026-05-24T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Self-Learning in Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Self-Learning in Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/learning-instead-of-fixing.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/self-learning/self-learning-architectures/", "url": "https://proforma.global/research/enterprise-agents/self-learning/self-learning-architectures/", "title": "Self-Learning Architectures for Enterprise Agents", "summary": "Why self-learning agents survive by how little they learn. The discipline of what not to learn, the three categories of learning, and why the self-improving design fails in financial systems.", "date_published": "2026-05-24T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Self-Learning in Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Self-Learning in Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/self-learning-architectures.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/self-learning/self-learning-configuration/", "url": "https://proforma.global/research/enterprise-agents/self-learning/self-learning-configuration/", "title": "Self-Learning Configuration in Enterprise Agents", "summary": "How a learning agent's rules inherit through the business's own hierarchies, where they are overridden, and the close cadence that governs what enters the store.", "date_published": "2026-05-24T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Self-Learning in Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Self-Learning in Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/self-learning-configuration.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/data-architecture/agentic-ai-maturity-curve/", "url": "https://proforma.global/research/enterprise-agents/data-architecture/agentic-ai-maturity-curve/", "title": "The Agentic AI Maturity Curve in Enterprise Finance", "summary": "The five stages of AI maturity in enterprise finance, and why your agent architecture has to match the stage you are actually at, not the one you aspire to.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Data Architecture for Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Data Architecture for Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/agentic-ai-maturity-curve.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/data-architecture/dynamic-context-assembly/", "url": "https://proforma.global/research/enterprise-agents/data-architecture/dynamic-context-assembly/", "title": "Dynamic Context Assembly", "summary": "Dynamic context assembly: per-request composition of the model's context window from a structured substrate.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Data Architecture for Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Data Architecture for Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/dynamic-context-assembly.pdf" } }, { "id": "https://proforma.global/research/llm-training/training-substrate/emergent-layer-roles/", "url": "https://proforma.global/research/llm-training/training-substrate/emergent-layer-roles/", "title": "Emergent Layer Roles and Functional Specialization", "summary": "A four-role layer taxonomy for trained transformers (hub, damper, passthrough, specialist) computable from a finished checkpoint.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "LLM Architecture & Training Design", "Training Substrate" ], "_proforma": { "kind": "Whitepaper", "series": "Training Substrate", "pdf": "https://proforma.global/research-pdfs/emergent-layer-roles.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/agent-orchestration/enterprise-agents-financial-systems/", "url": "https://proforma.global/research/enterprise-agents/agent-orchestration/enterprise-agents-financial-systems/", "title": "Enterprise Agents in Financial Systems", "summary": "Deterministic-first agent design for enterprise financial systems. Rules verify before the model is invoked; the model handles only the narrow gaps. Tool-call misconception and risk-rated orchestration.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Agent Orchestration" ], "_proforma": { "kind": "Whitepaper", "series": "Agent Orchestration", "pdf": "https://proforma.global/research-pdfs/enterprise-agents-financial-systems.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/agent-orchestration/five-orchestration-patterns/", "url": "https://proforma.global/research/enterprise-agents/agent-orchestration/five-orchestration-patterns/", "title": "The Five Orchestration Patterns", "summary": "The five ways to orchestrate an AI agent system (flat, iterative, agent-driven, deterministic workflow, recursive), what each one handles, and how to choose.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Agent Orchestration" ], "_proforma": { "kind": "Whitepaper", "series": "Agent Orchestration", "pdf": "https://proforma.global/research-pdfs/five-orchestration-patterns.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/data-architecture/governance-as-middleware/", "url": "https://proforma.global/research/enterprise-agents/data-architecture/governance-as-middleware/", "title": "Governance as Middleware", "summary": "Governance over agentic processes in financial systems must be expressed as deterministic functions invoked during semantic traversal. Why informational governance located in the reasoning layer fails categorically, the middleware position, and the distinction between attestation and certification.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Data Architecture for Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Data Architecture for Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/governance-as-middleware.pdf" } }, { "id": "https://proforma.global/research/llm-training/training-substrate/research-posture/", "url": "https://proforma.global/research/llm-training/training-substrate/research-posture/", "title": "Research Posture: Why We Let the Model Choose", "summary": "Proforma Global's research posture. Every hyperparameter is a learned scalar. The methodology paper.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "LLM Architecture & Training Design", "Training Substrate" ], "_proforma": { "kind": "Whitepaper", "series": "Training Substrate", "pdf": "https://proforma.global/research-pdfs/research-posture.pdf" } }, { "id": "https://proforma.global/research/llm-training/training-substrate/reward-driven-training-control/", "url": "https://proforma.global/research/llm-training/training-substrate/reward-driven-training-control/", "title": "Reward-Driven Training Control", "summary": "The REINFORCE Sidecar paradigm. A reinforcement-learning policy on the training loop's forward-pass control surface beats a hand-tuned baseline by 42% at matched compute.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "LLM Architecture & Training Design", "Training Substrate" ], "_proforma": { "kind": "Whitepaper", "series": "Training Substrate", "pdf": "https://proforma.global/research-pdfs/reward-driven-training-control.pdf" } }, { "id": "https://proforma.global/research/llm-training/training-substrate/self-discovering-architectures/", "url": "https://proforma.global/research/llm-training/training-substrate/self-discovering-architectures/", "title": "Self-Discovering Architectures", "summary": "RL-discovered transformer architectures. The same primitive applied to per-layer architectural decisions. Long-term economic case for frontier-scale training-cost reduction.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "LLM Architecture & Training Design", "Training Substrate" ], "_proforma": { "kind": "Whitepaper", "series": "Training Substrate", "pdf": "https://proforma.global/research-pdfs/self-discovering-architectures.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/data-architecture/semantic-layers/", "url": "https://proforma.global/research/enterprise-agents/data-architecture/semantic-layers/", "title": "Semantic Layers in Enterprise Agent Systems", "summary": "What a semantic layer is, when an enterprise AI agent actually needs one, and the layer types that keep its reasoning correct instead of confidently wrong.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Data Architecture for Enterprise Agents" ], "_proforma": { "kind": "Whitepaper", "series": "Data Architecture for Enterprise Agents", "pdf": "https://proforma.global/research-pdfs/semantic-layers.pdf" } }, { "id": "https://proforma.global/research/enterprise-agents/agent-orchestration/where-agent-orchestration-breaks/", "url": "https://proforma.global/research/enterprise-agents/agent-orchestration/where-agent-orchestration-breaks/", "title": "Where Agent Orchestration Breaks", "summary": "Why language models should not be universal orchestrators of enterprise agent systems. Architectural split: deterministic orchestration, model-driven intent and reasoning, deterministic action.", "date_published": "2026-05-18T00:00:00Z", "authors": [ { "name": "Matt Rollings", "url": "https://proforma.global/about/" } ], "tags": [ "Enterprise Agent Architecture", "Agent Orchestration" ], "_proforma": { "kind": "Whitepaper", "series": "Agent Orchestration", "pdf": "https://proforma.global/research-pdfs/where-agent-orchestration-breaks.pdf" } } ] }