QSentia Platform

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Family office guide

How to use QSentia Connect from approval to ingestion.

This guide is written for family offices, brokers, investment managers, and operations teams that want a clean path from agent diligence into controlled API ingestion.

Operating model

Read-only first. Live gated later.

Evidence
Backtests, logs, telemetry
Delivery
API pull and signed webhooks
Controls
Entitlements, limits, audit
Capital
Allocated only after approval

Review public evidence

Start in the agent marketplace. Backtest evidence, agent descriptions, and public sample results help the investment team decide which strategies are worth onboarding.

Submit the Connect application

Tell QSentia the organization, integration type, agent scope, expected API volume, and the workflow that will receive agent output.

Receive approval and keys

QSentia creates the customer record, assigns agent entitlements, sets request limits, and issues a scoped sandbox or production API key.

Pull agent outputs

The family office can pull entitled agents and latest signal payloads into research, portfolio monitoring, OMS, or internal risk dashboards.

Pull approved custom candidates

If the family office builds a Risk Studio mandate, QSentia can approve that candidate and expose it through the same Connect API without exposing private artifacts.

Register webhooks

Approved endpoints can receive signed signal, telemetry, order, and test events through QSentia Connect webhook delivery.

Monitor usage and audit

Portal views show key status, request activity, billing-meter rows, webhook deliveries, and audit events for operational review.

Implementation checklist

What a family office should complete before production use.

QSentia Connect is intentionally structured so the investment team, operations team, and technical team can each verify their part of the workflow before any live allocation step.

A named integration owner and technical owner are assigned.

Target agents and environment are defined: sandbox, paper, or live delivery.

API key is stored in a secret manager, never in source code or spreadsheets.

Sandbox and production keys use separate secrets, optional IP allowlists, expiry dates, and environment scopes.

Rate-limit headers are monitored by the receiving system.

Webhook receiver validates QSentia HMAC signatures before accepting payloads.

A test webhook is sent and logged before production delivery is enabled.

Scheduled webhook delivery is enabled only after the receiving endpoint has passed testing.

Usage billing rows are reviewed in record-only mode before billing sync is allowed to mark usage as reported.

Internal portfolio or OMS mapping records QSentia agent id, signal timestamp, and evidence id.

Usage billing and audit logs are reviewed weekly during rollout.

Family office API quickstart

The minimum integration path.

GET
/api/connect/v1/models

List entitled agents, broker status, latest signal time, and live return context.

GET
/api/connect/v1/models/{model_id}/latest-signal

Fetch the latest signal package for one entitled agent.

GET
/api/connect/v1/custom-models

List approved custom Risk Studio candidates entitled to the API key.

GET
/api/connect/v1/custom-models/{candidate_id}/backtest

Fetch approved candidate backtest metrics, curve, and evidence summary.

GET
/api/connect/v1/custom-models/{candidate_id}/latest-signal

Fetch the normalized latest custom candidate signal package.

GET
/api/connect/v1/webhooks

Review registered endpoints and delivery state.

POST
/api/connect/v1/webhooks

Register a receiving endpoint for signed delivery.

POST
/api/connect/v1/webhooks/test

Send a test event through the delivery queue.

POST
/api/connect/internal/scheduled

QSentia-operated worker that sends queued webhooks and syncs usage billing.

Webhook receiver rule

Treat every webhook as untrusted until the timestamp and HMAC signature are verified against the signing secret shown once during endpoint registration.

signed_payload = timestamp + "." + raw_body
expected = hmac_sha256(secret, signed_payload)

Credential handling

API keys should be scoped by environment and agent entitlement. Rotate keys from the QSentia admin console when ownership changes or a receiving system is replaced.

Commercial readiness

Sandbox first, production only after approval.

Connect is meant to make agent evidence and signal ingestion operationally clear, while keeping live usage gated by customer agreements, controls, and approval.

Sandbox access is read-only and designed for technical validation before production approval.

Production keys are issued only after QSentia approves agent scope, data use, usage limits, and operational ownership.

Custom agent candidates are private to the requesting customer and only appear after candidate approval plus explicit Connect entitlement.

Custom candidate API responses expose metrics, evidence summaries, and normalized signals, but not private artifact URIs, agent packages, or internal metadata.

Signals are not investment advice. Each receiving organization remains responsible for suitability, compliance, trading decisions, and downstream execution controls.

Live allocation or execution requires a separate production access agreement and explicit QSentia approval.

Customer data use, retention, redistribution, billing, and support terms are governed by the signed customer agreement.

Handoff package

Docs, examples, and portal are linked together.

The guide routes users to onboarding, API docs, OpenAPI, Python and TypeScript examples, and the portal so a family-office technical team can test the flow end to end.