Documentation

Comprehensive guides for the AiFin platform

Overview

AiFin is a comprehensive AI platform designed for financial analysis and automated decision-making. Operating primarily on your local infrastructure, AiFin delivers powerful AI capabilities while requiring connectivity to our security and authentication API for essential functions and model improvement.

The platform consists of several integrated components:

  • Core AI Engine - Provides the foundational machine learning capabilities
  • Financial Analysis Module - Specialized tools for financial data processing
  • Automated Decision Systems - Rules-based and AI decision-making frameworks
  • Local Data Storage - Secure, isolated storage for your financial data
  • Visualization Tools - Interactive dashboards and reporting capabilities
  • Security & Authentication API - Essential for platform operation, security, and model validation

Security-First Design

AiFin processes your financial data locally on your own hardware while utilizing our secure API for authentication, license validation, security updates, and prediction validation. This approach ensures your sensitive financial data remains protected while maintaining necessary security controls and continuously improving prediction accuracy.

Installation

Installing AiFin is a straightforward process designed to establish a secure, self-contained environment on your infrastructure.

System Requirements

Minimum Requirements

  • CPU: 8+ core processor (Intel Xeon or AMD EPYC recommended)
  • RAM: 32GB minimum (64GB+ recommended for production)
  • Storage: 500GB SSD (1TB+ recommended)
  • GPU: NVIDIA RTX series or equivalent (4GB+ VRAM)
  • Operating System: Ubuntu 20.04+, RHEL 8+, or Windows Server 2019+
  • Network: Secure outbound connection for authentication and security verification

Installation Process

AiFin uses an automated installer that handles all dependencies and security configurations:

  1. Download the installation package from your secure client portal
  2. Verify the package signature using the provided verification key
  3. Run the installer with administrator privileges
  4. Follow the guided setup process to configure your local environment
  5. Complete the hardware verification and security initialization
  6. Configure the required connection to our security and authentication API
# Example installation on Linux
chmod +x aifin_installer.sh
sudo ./aifin_installer.sh

# Follow the interactive prompts
# Connection to security API will be verified during installation

Important

The installer verifies your system's hardware configuration and establishes a unique hardware fingerprint. This process requires a connection to our security API to validate your license and establish secure authentication channels.

Architecture

AiFin employs a hybrid architecture designed to process data on your infrastructure while leveraging our security API for essential functions.

Component Architecture

AiFin Architecture Diagram

Key Architecture Features

  • Local Processing - All financial data processing occurs on your hardware
  • Automatic API Connectivity - All API endpoints connect automatically with no manual configuration
  • Containerized Isolation - Each component operates in an isolated environment to enhance security
  • Secure Inter-Process Communication - Components communicate via encrypted local channels
  • Required Security API - Authentication, license verification, security updates, and prediction validation use our secure API
  • Continuous Improvement - Prediction results are sent back to our servers for validation and model enhancement

Automatic API Connection

While the platform processes your data locally, it automatically establishes and maintains connections to our security and authentication API with zero configuration required. This automatic connectivity ensures the platform can perform critical security functions including user authentication, license validation, system integrity verification, and prediction validation without any manual endpoint setup.

API Connection Details

The platform automatically connects to the following API endpoints:

# Main API Server Endpoints (automatically connected)
https://api.aifincorporation.com/api/auth         # Authentication and user management
https://api.aifincorporation.com/api/security     # Security and verification services
https://api.aifincorporation.com/api/predictions  # Prediction and model services
https://api.aifincorporation.com/api/system       # System health and configuration
https://api.aifincorporation.com/api/clients      # Client management services

# Automatic Connection Process
1. Platform starts up and establishes secure connection to production servers
2. Authentication is validated through /api/security/authenticate
3. Regular health checks and security verification occur automatically
4. Zero configuration required for end users

API Connection Verification

To verify the platform's connection to the API server, use the following command:

aifin-cli verify-connections

This will display the status of all API connections and confirm they are functioning properly.

Server Availability

AiFin automatically connects to our production servers at api.aifincorporation.com. The platform does not use localhost for server connections and is configured to securely access our cloud infrastructure. All connections are encrypted using TLS 1.3 and authenticated with digital certificates to ensure maximum security.

If you encounter connection issues, please ensure your network allows outbound HTTPS connections to *.aifincorporation.com domains. For enterprise deployments behind proxies or firewalls, see our Enterprise Deployment Guide for network configuration requirements.

Configuration

AiFin is designed for flexible configuration to match your specific financial analysis requirements while maintaining necessary security controls.

Initial Setup

During installation, the setup wizard guides you through the essential configuration:

  • System resource allocation
  • Local data storage locations
  • User authentication settings
  • Security policy configuration
  • Network isolation parameters

Advanced Configuration

After installation, you can further customize AiFin through the local administration console:

Configuration Areas

  • Model Settings - Customize AI models for your financial use cases
  • Data Sources - Configure connections to your internal data sources
  • Processing Rules - Define analysis and decision-making parameters
  • Monitoring Thresholds - Set alerts and notification preferences
  • Backup Schedule - Configure automated local backups
  • User Permissions - Manage access controls for your team

Zero-Configuration API Connectivity

The connection to our security API is established and maintained automatically. All API endpoints connect without any manual configuration, eliminating the need for complex setup while ensuring your platform remains secure and authenticated.

Usage Guide

AiFin offers a comprehensive set of tools for financial analysis and automated decision-making, all operating securely with authentication provided by our security API.

Accessing the Platform

AiFin provides multiple secure access methods, all requiring authentication via our security API:

  • Command Line Interface - Control and monitoring through aifin-cli
  • Web Interface - Access through your secure browser at https://dashboard.aifincorporation.com
  • REST API - Programmatic access for integration with your systems

Data Import

Import your financial data securely:

# Example data import using the CLI
aifin-cli import --source /path/to/your/data --format csv --secure

# All financial data remains local while authentication occurs via the security API

Running Analyses

Execute financial analyses through the interface or CLI:

# Example analysis command
aifin-cli analyze --dataset market_data --model predictive_trends --confidence 0.95

# Results are stored locally in your secure environment and prediction metadata 
# is sent back to our servers for validation and model improvement

Authentication and Validation Requirements

All platform actions require authentication through our security API, which verifies user identity and system integrity. Your financial data and analysis results remain on your infrastructure, while the authentication, security verification, and prediction validation occur through the API connection. The prediction metadata sent back helps us continually improve our models' accuracy.

Security

Security is fundamental to AiFin's design, with a focus on maintaining a secure, authenticated environment for your financial operations.

Security Architecture

  • Local Data Processing - All financial data and AI operations remain on your hardware
  • Required Security API - Authentication, access control, and hardware verification require our security API
  • End-to-End Encryption - All local data storage and inter-component communication is encrypted
  • Hardware Verification - System validates authorized hardware for operation via our security API
  • Integrity Checking - Continuous verification of system components against tampering
  • Access Controls - Role-based permissions for users within your organization
  • Prediction Validation - Predictions are validated against our central models while preserving data privacy

Security API Requirement

The security API connection is essential for the platform to function properly. It performs critical authentication, hardware verification, security checks, and prediction validation while ensuring your sensitive financial data remains on your local infrastructure. Only prediction metadata—not the underlying financial data—is transmitted for validation and model improvement.

For detailed information about our security practices, please see our Security Policy.

Monitoring

AiFin includes comprehensive local monitoring capabilities to ensure optimal performance and security within your environment.

Monitoring Dashboard

The built-in monitoring dashboard provides real-time visibility into:

  • System resource utilization
  • AI model performance metrics
  • Data processing statistics
  • Security events and audit logs
  • Component health status

Alerts and Notifications

Configure local alerts based on customizable thresholds:

Alert Configuration

  • Performance Alerts - Notify when resource usage exceeds thresholds
  • Security Alerts - Alert on potential security events
  • Model Drift Alerts - Identify when AI models require retraining
  • System Health Alerts - Monitor component status

Local Notifications

All monitoring and alerts operate within your local network. Notifications can be routed to your internal systems (email, chat, SIEM) without requiring external API connections.

Troubleshooting

AiFin includes comprehensive self-diagnostics and troubleshooting tools to help resolve issues within your local environment.

Common Issues

System Performance

  • Symptom: Slow analysis processing
  • Solution: Run the built-in resource optimizer: aifin-cli optimize
  • Prevention: Ensure hardware meets recommended specifications

API Connectivity

  • Symptom: API connection status shows as "Disconnected"
  • Solution: Run the connection diagnostic: aifin-cli diagnose --api
  • Note: No manual API endpoint configuration is needed; connections are automatically restored

Component Connectivity

  • Symptom: Components fail to automatically connect
  • Solution: Run the local network diagnostic: aifin-cli diagnose --network
  • Prevention: Ensure local firewall allows component communication

Diagnostic Tools

AiFin includes a suite of local diagnostic tools:

# Comprehensive system diagnostic
aifin-cli health-check

# Component connectivity test
aifin-cli test-connections

# API connectivity verification (automatic recovery)
aifin-cli verify-api-connections

# Security verification
aifin-cli verify-integrity

Self-Healing Capability

Many issues can be automatically resolved using the self-healing feature: aifin-cli repair. This utility analyzes and fixes common configuration issues including automatically restoring API connections without requiring manual endpoint configuration.

Updates & Maintenance

AiFin is designed for secure, controlled updates delivered through our security API while preserving your local environment's integrity.

Update Process

Updates are authenticated and delivered via our security API:

  1. The system checks for available updates via the security API
  2. Update packages are cryptographically verified before download
  3. Authenticated updates are securely downloaded to your environment
  4. Schedule the update installation during a maintenance window
  5. Apply the update with automatic rollback capability if issues occur
# Example update command
aifin-cli update --check-now --verify

# Schedule installation
aifin-cli schedule-update --time "2025-03-25 02:00" --auto-rollback

Maintenance Tasks

Regular maintenance helps ensure optimal performance:

  • Database Optimization - aifin-cli optimize-db
  • Model Retraining - aifin-cli retrain-models
  • Backup Creation - aifin-cli create-backup
  • Security Scans - aifin-cli security-scan
  • Authentication Refresh - aifin-cli auth-refresh

Security API Requirement

The security API connection is required for receiving updates and security patches. This ensures that only verified, authentic updates are applied to your system, protecting against tampering or unauthorized modifications.

Support

AiFin offers comprehensive support options to ensure your platform operates optimally within your secure environment.

Self-Service Resources

  • Local Knowledge Base - Extensive documentation installed with the platform
  • Built-in Diagnostics - Self-diagnosis and repair tools
  • Interactive Guides - Step-by-step assistance for common tasks

Professional Support

When you need additional assistance:

Support Options

  • Secure Email - Benjamin@aifincorporation.com
  • Phone Support - +1 (555) 123-4567
  • Remote Assistance - Securely initiated from your environment
  • Onsite Services - Available for critical issues

Secure Support

Our support process respects your security boundaries. Remote assistance is only provided through secure, customer-initiated connections that maintain your data sovereignty.

For immediate support needs, please visit our Support Center or contact us directly through our Contact Page.