

本文属于机器翻译版本。若本译文内容与英语原文存在差异，则一律以英文原文为准。

# CloudFormation 模板
<a name="getting-started-mortgage-flow-template"></a>

您下载的 `cloudformation-mortgage-flow-setup.zip` 文件中包含以下文件：
+ `deploy.sh`— 一个 shell 脚本，用于部署您的资源并准备您将使用的主 CloudFormation 模板。
+ `artifacts` – 这是一个包含 .zip 文件的文件夹，这些文件包含用于代理和知识库模板的函数：
  + 代理操作组的 Lambda 函数
    + `agent_loan_calculator.zip`
    + `mls_lookup.zip`
    + `loader_deployment_package.zip`
  + 用于设置知识库的函数
    + `custom-resource-lambda.zip`
    + `opensearchpy-layer.zip`
    + `provider-event-handler.zip`
+ `api-schema` – 一个包含操作组的 API 架构的文件夹。
+ `knowledge-base-data-source` – 一个包含[房利美销售指南](https://selling-guide.fanniemae.com/) PDF 文件的文件夹。
+ `templates` – 一个包含此流中的资源模板的文件夹，采用 JSON 和 YAML 格式：
  + `main-stack-tmp` – 将剩余模板部署为嵌套堆栈的主模板。此文件将在运行部署脚本后变成 `main-stack`。
  + `guardrails-template` – 要与代理关联的护栏的模板。
  + `prompts-template` – 流中要使用的提示的模板。
  + `kb-role-template`— 知识库角色的模板，供 OpenSearch 模板和知识库模板使用。
  + `oss-infra-template`— 用于知识库的 Amazon OpenSearch Serverless 矢量存储的模板。
  + `kb-infra-template` – 要与代理关联的抵押贷款知识库的模板。
  + `agent-template` – 流中要使用的抵押贷款处理代理的模板。
  + `mortgage-flow-template` – 组合所有资源的抵押贷款处理流的模板。
+ `README.md` – 一个描述模板使用步骤的 README 文件。

以下主题显示了用于每个堆栈的 CloudFormation 模板。主堆栈将其余堆栈部署为[嵌套堆栈](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide/using-cfn-nested-stacks.html)。

**Topics**
+ [主堆栈](#getting-started-mortgage-templates-main)
+ [Amazon Bedrock 护栏堆栈](#getting-started-mortgage-guardrail-templates)
+ [Amazon Bedrock 提示管理器堆栈](#getting-started-mortgage-prompts-templates)
+ [Amazon Bedrock 知识库堆栈](#getting-started-mortgage-kb-templates)

## 主堆栈
<a name="getting-started-mortgage-templates-main"></a>

主堆栈定义了您在上传模板时可定义的参数。这些值将传递到其余的每个嵌套堆栈。部署脚本将`Q01pS3BucketName`参数的默认值替换*MortgageFlowBucket*为包含该脚本部署的资源的实际 S3 存储桶。

------
#### [ YAML ]

```
AWSTemplateFormatVersion: '2010-09-09'
Description: "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow"

Parameters:
  Q01pS3BucketName:
    Type: String
    Description: Provide existing S3 bucket name where data is already stored
    Default: MortgageFlowBucket
  Q02pFlowName:
    Type: String
    Description: Name for the flow
    Default: MortgageFlow
  Q03pGuardrailName:
    Type: String
    Description: Name for guardrail to attach to agent
    Default: MortgageGR
  Q04pKnowledgeBaseName:
    Type: String
    Description: Name for knowledge base to associate with agent
    Default: MortgageKB
  Q05pAgentName:
    Type: String
    Description: Name for agent to create
    Default: MortgageAgent
  Q06pKBEmbedModel:
    Type: String
    Description: Select Embedding model
    Default: amazon.titan-embed-text-v1
  Q07pKBChunkingStrategy:
    Type: String
    Description: Select Chunking strategy
    AllowedValues:
      - Default chunking
      - Fixed-size chunking
      - No chunking
    Default: Default chunking
  Q08pKBMaxTokens:
    Type: Number
    Description: Maximum number of tokens in a chunk
    Default: 300
  Q09pKBOverlapPercentage:
    Type: Number
    Description: Percent overlap in each chunk
    Default: 20
  Q10pKBVectorStore:
    Type: String
    Description: Select vector store
    AllowedValues:
    - Open-Search-Serverless
    Default: Open-Search-Serverless
  Q11pOSSCollectionName:
    Type: String
    Description: Name of the Collection
    MinLength: 1
    MaxLength: 63
    Default: mortgage-kb-collection
    AllowedPattern: ^[a-z0-9](-*[a-z0-9])*
    ConstraintDescription: Must be lowercase or numbers with a length of 1-32 characters
  Q12pOSSIndexName:
    Type: String
    Description: Index name to be created in vector store
    MinLength: 1
    MaxLength: 63
    Default: mortgage-kb-index
    AllowedPattern: ^[a-z0-9](-*[a-z0-9])*
    ConstraintDescription: Must be lowercase or numbers with a length of 1-63 characters
  # Q13pVectorFieldName:
  #   Type: String
  #   Description: Vector field name
  #   Default: bedrock-knowledge-base-default-vector
  # Q14pMetaDataFieldName:
  #   Type: String
  #   Description: Metadata field name
  #   Default: AMAZON_BEDROCK_METADATA
  # Q15pTextFieldName:
  #   Type: String
  #   Description: Text field name
  #   Default: AMAZON_BEDROCK_TEXT_CHUNK
Resources:
  KBRoleStack:
    Type: AWS::CloudFormation::Stack
    Properties:
      TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/kb-role-template.yaml
      TimeoutInMinutes: 15
      Parameters:
        Q01pS3BucketName:
          Ref: Q01pS3BucketName
  OSSStack:
    Type: AWS::CloudFormation::Stack
    DependsOn: KBRoleStack
    Properties:
      TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/oss-infra-template.yaml
      TimeoutInMinutes: 15
      Parameters:
        Q01pS3BucketName:
          Ref: Q01pS3BucketName
        Q06pKBEmbedModel:
          Ref: Q06pKBEmbedModel
        Q11pOSSCollectionName:
          Ref: Q11pOSSCollectionName
        Q12pOSSIndexName:
          Ref: Q12pOSSIndexName
        pKBRole:
          Fn::GetAtt:
          - KBRoleStack
          - Outputs.KBRole
        pKBRoleArn:
          Fn::GetAtt:
          - KBRoleStack
          - Outputs.KBRoleArn
  KBStack:
    Type: AWS::CloudFormation::Stack
    DependsOn: OSSStack
    Properties:
      TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/kb-infra-template.yaml
      TimeoutInMinutes: 15
      Parameters:
        KnowledgeBaseName:
          Ref: Q04pKnowledgeBaseName
        Q01pS3BucketName:
          Ref: Q01pS3BucketName
        Q06pKBEmbedModel:
          Ref: Q06pKBEmbedModel
        Q07pKBChunkingStrategy:
          Ref: Q07pKBChunkingStrategy
        Q08pKBMaxTokens:
          Ref: Q08pKBMaxTokens
        Q09pKBOverlapPercentage:
          Ref: Q09pKBOverlapPercentage
        Q11pOSSCollectionName:
          Ref: Q11pOSSCollectionName
        Q12pOSSIndexName:
          Ref: Q12pOSSIndexName
        # Q13pVectorFieldName:
        #   Ref: Q13pVectorFieldName
        # Q14pMetaDataFieldName:
        #   Ref: Q14pMetaDataFieldName
        # Q15pTextFieldName:
        #   Ref: Q15pTextFieldName
        pCollectionArn:
          Fn::GetAtt:
          - OSSStack
          - Outputs.CollectionArn
        pKBRoleArn:
          Fn::GetAtt:
          - KBRoleStack
          - Outputs.KBRoleArn
        pKBRole:
          Fn::GetAtt:
          - KBRoleStack
          - Outputs.KBRole
  GRStack:
    Type: AWS::CloudFormation::Stack
    Properties:
      TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/guardrails-template.yaml
      TimeoutInMinutes: 15
      Parameters:
        GuardrailName:
          Ref: Q03pGuardrailName
  AgentStack:
    Type: AWS::CloudFormation::Stack
    DependsOn: 
      - KBStack
      - GRStack
    Properties:
      TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/agent-template.yaml
      TimeoutInMinutes: 15
      Parameters:
        Q01pS3BucketName:
          Ref: Q01pS3BucketName
        KnowledgeBaseId:
          Fn::GetAtt:
          - KBStack
          - Outputs.KBId
        GuardrailArn:
          Fn::GetAtt:
          - GRStack
          - Outputs.GuardrailArn
        GuardrailVersion:
          Fn::GetAtt:
          - GRStack
          - Outputs.GuardrailVersion
  PromptsStack:
    Type: AWS::CloudFormation::Stack
    Properties:
      TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/prompts-template.yaml
      TimeoutInMinutes: 15
  FlowStack:
    Type: AWS::CloudFormation::Stack
    DependsOn: 
      - AgentStack
      - PromptsStack
    Properties:
      TemplateURL: !Sub https://${Q01pS3BucketName}.s3.amazonaws.com/templates/yaml/mortgage-flow-template.yaml
      TimeoutInMinutes: 15
      Parameters:
        FlowName:
          Ref: Q02pFlowName
        Q01pS3BucketName:
          Ref: Q01pS3BucketName
        ProcessApplicationPromptArn:
          Fn::GetAtt:
          - PromptsStack
          - Outputs.ProcessApplicationPromptArn
        RejectionPromptArn:
          Fn::GetAtt:
          - PromptsStack
          - Outputs.RejectionPromptArn
        AgentId:
          Fn::GetAtt:
          - AgentStack
          - Outputs.AgentId
```

------
#### [ JSON ]

```
{
  "AWSTemplateFormatVersion": "2010-09-09",
  "Description": "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow",
  "Parameters": {
    "Q01pS3BucketName": {
      "Type": "String",
      "Description": "Provide existing S3 bucket name where data is already stored",
      "Default": "MortgageFlowBucket"
    },
    "Q02pFlowName": {
      "Type": "String",
      "Description": "Name for the flow",
      "Default": "MortgageFlow"
    },
    "Q03pGuardrailName": {
      "Type": "String",
      "Description": "Name for guardrail to attach to agent",
      "Default": "MortgageGR"
    },
    "Q04pKnowledgeBaseName": {
      "Type": "String",
      "Description": "Name for knowledge base to associate with agent",
      "Default": "MortgageKB"
    },
    "Q05pAgentName": {
      "Type": "String",
      "Description": "Name for agent to create",
      "Default": "MortgageAgent"
    },
    "Q06pKBEmbedModel": {
      "Type": "String",
      "Description": "Select Embedding model",
      "Default": "amazon.titan-embed-text-v1"
    },
    "Q07pKBChunkingStrategy": {
      "Type": "String",
      "Description": "Select Chunking strategy",
      "AllowedValues": [
        "Default chunking",
        "Fixed-size chunking",
        "No chunking"
      ],
      "Default": "Default chunking"
    },
    "Q08pKBMaxTokens": {
      "Type": "Number",
      "Description": "Maximum number of tokens in a chunk",
      "Default": 300
    },
    "Q09pKBOverlapPercentage": {
      "Type": "Number",
      "Description": "Percent overlap in each chunk",
      "Default": 20
    },
    "Q10pKBVectorStore": {
      "Type": "String",
      "Description": "Select vector store",
      "AllowedValues": [
        "Open-Search-Serverless"
      ],
      "Default": "Open-Search-Serverless"
    },
    "Q11pOSSCollectionName": {
      "Type": "String",
      "Description": "Name of the Collection",
      "MinLength": 1,
      "MaxLength": 63,
      "Default": "mortgage-kb-collection",
      "AllowedPattern": "^[a-z0-9](-*[a-z0-9])*",
      "ConstraintDescription": "Must be lowercase or numbers with a length of 1-32 characters"
    },
    "Q12pOSSIndexName": {
      "Type": "String",
      "Description": "Index name to be created in vector store",
      "MinLength": 1,
      "MaxLength": 63,
      "Default": "mortgage-kb-index",
      "AllowedPattern": "^[a-z0-9](-*[a-z0-9])*",
      "ConstraintDescription": "Must be lowercase or numbers with a length of 1-63 characters"
    }
  },
  "Resources": {
    "KBRoleStack": {
      "Type": "AWS::CloudFormation::Stack",
      "Properties": {
        "TemplateURL": {
          "Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/kb-role-template.json"
        },
        "TimeoutInMinutes": 15,
        "Parameters": {
          "Q01pS3BucketName": {
            "Ref": "Q01pS3BucketName"
          }
        }
      }
    },
    "OSSStack": {
      "Type": "AWS::CloudFormation::Stack",
      "DependsOn": "KBRoleStack",
      "Properties": {
        "TemplateURL": {
          "Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/oss-infra-template.json"
        },
        "TimeoutInMinutes": 15,
        "Parameters": {
          "Q01pS3BucketName": {
            "Ref": "Q01pS3BucketName"
          },
          "Q06pKBEmbedModel": {
            "Ref": "Q06pKBEmbedModel"
          },
          "Q11pOSSCollectionName": {
            "Ref": "Q11pOSSCollectionName"
          },
          "Q12pOSSIndexName": {
            "Ref": "Q12pOSSIndexName"
          },
          "pKBRole": {
            "Fn::GetAtt": [
              "KBRoleStack",
              "Outputs.KBRole"
            ]
          },
          "pKBRoleArn": {
            "Fn::GetAtt": [
              "KBRoleStack",
              "Outputs.KBRoleArn"
            ]
          }
        }
      }
    },
    "KBStack": {
      "Type": "AWS::CloudFormation::Stack",
      "DependsOn": "OSSStack",
      "Properties": {
        "TemplateURL": {
          "Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/kb-infra-template.json"
        },
        "TimeoutInMinutes": 15,
        "Parameters": {
          "KnowledgeBaseName": {
            "Ref": "Q04pKnowledgeBaseName"
          },
          "Q01pS3BucketName": {
            "Ref": "Q01pS3BucketName"
          },
          "Q06pKBEmbedModel": {
            "Ref": "Q06pKBEmbedModel"
          },
          "Q07pKBChunkingStrategy": {
            "Ref": "Q07pKBChunkingStrategy"
          },
          "Q08pKBMaxTokens": {
            "Ref": "Q08pKBMaxTokens"
          },
          "Q09pKBOverlapPercentage": {
            "Ref": "Q09pKBOverlapPercentage"
          },
          "Q11pOSSCollectionName": {
            "Ref": "Q11pOSSCollectionName"
          },
          "Q12pOSSIndexName": {
            "Ref": "Q12pOSSIndexName"
          },
          "pCollectionArn": {
            "Fn::GetAtt": [
              "OSSStack",
              "Outputs.CollectionArn"
            ]
          },
          "pKBRoleArn": {
            "Fn::GetAtt": [
              "KBRoleStack",
              "Outputs.KBRoleArn"
            ]
          },
          "pKBRole": {
            "Fn::GetAtt": [
              "KBRoleStack",
              "Outputs.KBRole"
            ]
          }
        }
      }
    },
    "GRStack": {
      "Type": "AWS::CloudFormation::Stack",
      "Properties": {
        "TemplateURL": {
          "Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/guardrails-template.json"
        },
        "TimeoutInMinutes": 15,
        "Parameters": {
          "GuardrailName": {
            "Ref": "Q03pGuardrailName"
          }
        }
      }
    },
    "AgentStack": {
      "Type": "AWS::CloudFormation::Stack",
      "DependsOn": [
        "KBStack",
        "GRStack"
      ],
      "Properties": {
        "TemplateURL": {
          "Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/agent-template.json"
        },
        "TimeoutInMinutes": 15,
        "Parameters": {
          "Q01pS3BucketName": {
            "Ref": "Q01pS3BucketName"
          },
          "KnowledgeBaseId": {
            "Fn::GetAtt": [
              "KBStack",
              "Outputs.KBId"
            ]
          },
          "GuardrailArn": {
            "Fn::GetAtt": [
              "GRStack",
              "Outputs.GuardrailArn"
            ]
          },
          "GuardrailVersion": {
            "Fn::GetAtt": [
              "GRStack",
              "Outputs.GuardrailVersion"
            ]
          }
        }
      }
    },
    "PromptsStack": {
      "Type": "AWS::CloudFormation::Stack",
      "Properties": {
        "TemplateURL": {
          "Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/prompts-template.json"
        },
        "TimeoutInMinutes": 15
      }
    },
    "FlowStack": {
      "Type": "AWS::CloudFormation::Stack",
      "DependsOn": [
        "AgentStack",
        "PromptsStack"
      ],
      "Properties": {
        "TemplateURL": {
          "Fn::Sub": "https://${Q01pS3BucketName}.s3.amazonaws.com/templates/json/mortgage-flow-template.json"
        },
        "TimeoutInMinutes": 15,
        "Parameters": {
          "FlowName": {
            "Ref": "Q02pFlowName"
          },
          "Q01pS3BucketName": {
            "Ref": "Q01pS3BucketName"
          },
          "ProcessApplicationPromptArn": {
            "Fn::GetAtt": [
              "PromptsStack",
              "Outputs.ProcessApplicationPromptArn"
            ]
          },
          "RejectionPromptArn": {
            "Fn::GetAtt": [
              "PromptsStack",
              "Outputs.RejectionPromptArn"
            ]
          },
          "AgentId": {
            "Fn::GetAtt": [
              "AgentStack",
              "Outputs.AgentId"
            ]
          }
        }
      }
    }
  }
}
```

------

## Amazon Bedrock 护栏堆栈
<a name="getting-started-mortgage-guardrail-templates"></a>

此堆栈创建了以下与[护栏](guardrails.md)相关的资源：
+ AgentGuardrail ([AWS::Bedrock::Guardrail](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide                         /aws-resource-bedrock-guardrail.html)) — 提供内容筛选、主题策略和 PII 保护的护栏。该护栏将附加到代理堆栈中的代理。
+ AgentGuardrailVersion ([AWS::Bedrock::GuardrailVersion](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide                         /aws-resource-bedrock-guardrailversion.html))-应用于代理的`AgentGuardrail`资源版本。

------
#### [ YAML ]

```
AWSTemplateFormatVersion: "2010-09-09"
Description: "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow"

Parameters:
  GuardrailName:
    Type: String
    Description: Name for guardrail
    Default: MortgageGuardrail

Resources:
  AgentGuardrail:
    Type: AWS::Bedrock::Guardrail
    Properties:
      Name: !Sub AWSDocsTutorial-${GuardrailName}
      Description: Guardrail for mortgage processing with investment advice blocking, content filtering, and PII protection
      BlockedInputMessaging: "Sorry, the model cannot answer this question."
      BlockedOutputsMessaging: "Sorry, the model cannot answer this question."
      TopicPolicyConfig:
        TopicsConfig:
          - Name: InvestmentAdvice
            Definition: "Investment advice refers to inquires, guidance or recommendations regarding the management or allocation of fund or asset with the goal of generating returns or achieving specific financial objectives"
            Examples:
              - "Is investing in the stocks better than bonds?"
              - "Should I invest in gold?"
            Type: DENY
      ContentPolicyConfig:
        FiltersConfig:
          - Type: VIOLENCE
            InputStrength: HIGH
            OutputStrength: HIGH
          - Type: PROMPT_ATTACK
            InputStrength: HIGH
            OutputStrength: NONE
          - Type: MISCONDUCT
            InputStrength: HIGH
            OutputStrength: HIGH
          - Type: HATE
            InputStrength: HIGH
            OutputStrength: HIGH
          - Type: SEXUAL
            InputStrength: HIGH
            OutputStrength: HIGH
          - Type: INSULTS
            InputStrength: HIGH
            OutputStrength: HIGH
      WordPolicyConfig:
        WordsConfig:
          - Text: "crypto currency"
          - Text: "bitcoin"
        ManagedWordListsConfig:
          - Type: PROFANITY
      SensitiveInformationPolicyConfig:
        PiiEntitiesConfig:
          - Type: EMAIL
            Action: ANONYMIZE
          - Type: CREDIT_DEBIT_CARD_NUMBER
            Action: BLOCK
      ContextualGroundingPolicyConfig:
        FiltersConfig:
          - Type: GROUNDING
            Threshold: 0.85
          - Type: RELEVANCE
            Threshold: 0.5
            
  AgentGuardrailVersion:
    Type: AWS::Bedrock::GuardrailVersion
    Properties:
      GuardrailIdentifier: !Ref AgentGuardrail
      Description: Version 1 of the mortgage agent guardrail

Outputs:
  GuardrailArn:
    Value:
      Ref: AgentGuardrail
    Description: ARN of guardrail to associate with agent
  GuardrailVersion:
    Value:
      Fn::GetAtt:
      - AgentGuardrailVersion
      - Version
    Description: Version of guardrail to associate with agent
```

------
#### [ JSON ]

```
{
  "AWSTemplateFormatVersion": "2010-09-09",
  "Description": "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow",
  "Parameters": {
    "GuardrailName": {
      "Type": "String",
      "Description": "Name for guardrail",
      "Default": "MortgageGuardrail"
    }
  },
  "Resources": {
    "AgentGuardrail": {
      "Type": "AWS::Bedrock::Guardrail",
      "Properties": {
        "Name": {
          "Fn::Sub": "AWSDocsTutorial-${GuardrailName}"
        },
        "Description": "Guardrail for mortgage processing with investment advice blocking, content filtering, and PII protection",
        "BlockedInputMessaging": "Sorry, the model cannot answer this question.",
        "BlockedOutputsMessaging": "Sorry, the model cannot answer this question.",
        "TopicPolicyConfig": {
          "TopicsConfig": [
            {
              "Name": "InvestmentAdvice",
              "Definition": "Investment advice refers to inquires, guidance or recommendations regarding the management or allocation of fund or asset with the goal of generating returns or achieving specific financial objectives",
              "Examples": [
                "Is investing in the stocks better than bonds?",
                "Should I invest in gold?"
              ],
              "Type": "DENY"
            }
          ]
        },
        "ContentPolicyConfig": {
          "FiltersConfig": [
            {
              "Type": "VIOLENCE",
              "InputStrength": "HIGH",
              "OutputStrength": "HIGH"
            },
            {
              "Type": "PROMPT_ATTACK",
              "InputStrength": "HIGH",
              "OutputStrength": "NONE"
            },
            {
              "Type": "MISCONDUCT",
              "InputStrength": "HIGH",
              "OutputStrength": "HIGH"
            },
            {
              "Type": "HATE",
              "InputStrength": "HIGH",
              "OutputStrength": "HIGH"
            },
            {
              "Type": "SEXUAL",
              "InputStrength": "HIGH",
              "OutputStrength": "HIGH"
            },
            {
              "Type": "INSULTS",
              "InputStrength": "HIGH",
              "OutputStrength": "HIGH"
            }
          ]
        },
        "WordPolicyConfig": {
          "WordsConfig": [
            {
              "Text": "crypto currency"
            },
            {
              "Text": "bitcoin"
            }
          ],
          "ManagedWordListsConfig": [
            {
              "Type": "PROFANITY"
            }
          ]
        },
        "SensitiveInformationPolicyConfig": {
          "PiiEntitiesConfig": [
            {
              "Type": "EMAIL",
              "Action": "ANONYMIZE"
            },
            {
              "Type": "CREDIT_DEBIT_CARD_NUMBER",
              "Action": "BLOCK"
            }
          ]
        },
        "ContextualGroundingPolicyConfig": {
          "FiltersConfig": [
            {
              "Type": "GROUNDING",
              "Threshold": 0.85
            },
            {
              "Type": "RELEVANCE",
              "Threshold": 0.5
            }
          ]
        }
      }
    },
    "AgentGuardrailVersion": {
      "Type": "AWS::Bedrock::GuardrailVersion",
      "Properties": {
        "GuardrailIdentifier": {
          "Ref": "AgentGuardrail"
        },
        "Description": "Version 1 of the mortgage agent guardrail"
      }
    }
  },
  "Outputs": {
    "GuardrailArn": {
      "Value": {
        "Ref": "AgentGuardrail"
      },
      "Description": "ARN of guardrail to associate with agent"
    },
    "GuardrailVersion": {
      "Value": {
        "Fn::GetAtt": [
          "AgentGuardrailVersion",
          "Version"
        ]
      },
      "Description": "Version of guardrail to associate with agent"
    }
  }
}
```

------

## Amazon Bedrock 提示管理器堆栈
<a name="getting-started-mortgage-prompts-templates"></a>

此堆栈创建以下 [promp [AWS::IAM::Prompt](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide                     /aws-resource-bedrock-prompt.html)](prompt-management.md)t () 资源，这些资源已添加到流程中：
+ RejectionPrompt — 根据财务信息返回生成的拒绝信的提示。
+ ProcessApplicationPrompt — 一种提示，它会将客户的财务信息发送给代理人，并提示代理评估客户是否有资格获得贷款。

------
#### [ YAML ]

```
AWSTemplateFormatVersion: "2010-09-09"
Description: "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow"

Resources:
  RejectionPrompt:
    Type: AWS::Bedrock::Prompt
    Properties:
      Name: !Sub AWSDocsTutorial-RejectionPrompt
      Description: "Use this prompt to generate a rejection letter triggered by an unsatisfactory income to debt ratio"
      DefaultVariant: variantOne
      Variants:
        - Name: variantOne
          TemplateType: TEXT
          ModelId: anthropic.claude-3-haiku-20240307-v1:0
          TemplateConfiguration:
            Text:
              Text: |
                Write a mortgage loan rejection letter for a candiate with income {{income}}, totalDebt {{totalDebt}}, loanAmount {{loanAmount}}. 
                The reason for rejection is their income to debt ratio. 
                Do not mention any other reason. 
                Make the letter as concise as possible. 
                Treat all numeric inputs as whole numbers.
                Let the general structure be like the below:

                Dear [Applicant's Name],
                We appreciate your interest in obtaining a mortgage loan with our institution...
                The primary reason for this decision is that ...
                While we understand that this news may be disappointing, ...
                Thank you again for your interest, and we wish you the best in your future endeavors...

                Sincerely,
                [Your Institution's Name]
              InputVariables:
                - Name: income
                - Name: totalDebt
                - Name: loanAmount
          InferenceConfiguration:
            Text:
              MaxTokens: 2000
              Temperature: 0.0
              TopP: 0.999
              StopSequences:
                - "\n\nHuman:"
          AdditionalModelRequestFields:
            top_k: 250

  ProcessApplicationPrompt:
    Type: AWS::Bedrock::Prompt
    Properties:
      Name: !Sub AWSDocsTutorial-ProcessApplicationPrompt
      Description: "Use this prompt to generate a question for an agent to process the mortgage application"
      DefaultVariant: variantOne
      Variants:
        - Name: variantOne
          TemplateType: TEXT
          ModelId: anthropic.claude-3-haiku-20240307-v1:0
          TemplateConfiguration:
            Text:
              Text: |
                Generate a question asking if the user will qualify for a loan for the specified criteria. 

                Include instruction to base the answer on key features of the property retrieved from MLS listing. 

                Start with "will an applicant...".

                { "income": {{income}}, "creditScore": {{creditScore}}, "totalDebt": {{totalDebt}}, "loanAmount": {{loanAmount}}, "mlsId": {{mlsId}} }

                Include a second question on loan requirements an applicant with the below attributes should consider for a Fannie Mae backed loan (other than debt to income).
              InputVariables:
                - Name: income
                - Name: creditScore
                - Name: totalDebt
                - Name: loanAmount
                - Name: mlsId
          InferenceConfiguration:
            Text:
              MaxTokens: 2000
              Temperature: 0.0
              TopP: 0.999
              StopSequences:
                - "\n\nHuman:"
          AdditionalModelRequestFields:
            top_k: 250

Outputs:
  ProcessApplicationPromptArn:
    Value:
      Ref: ProcessApplicationPrompt
    Description: ARN of the prompt to process a mortgage application
  RejectionPromptArn:
    Value:
      Ref: RejectionPrompt
    Description: ARN of the prompt to reject a mortgage application
```

------
#### [ JSON ]

```
{
  "AWSTemplateFormatVersion": "2010-09-09",
  "Description": "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow",
  "Resources": {
    "RejectionPrompt": {
      "Type": "AWS::Bedrock::Prompt",
      "Properties": {
        "Name": {
          "Fn::Sub": "AWSDocsTutorial-RejectionPrompt"
        },
        "Description": "Use this prompt to generate a rejection letter triggered by an unsatisfactory income to debt ratio",
        "DefaultVariant": "variantOne",
        "Variants": [
          {
            "Name": "variantOne",
            "TemplateType": "TEXT",
            "ModelId": "anthropic.claude-3-haiku-20240307-v1:0",
            "TemplateConfiguration": {
              "Text": {
                "Text": "Write a mortgage loan rejection letter for a candiate with income {{income}}, totalDebt {{totalDebt}}, loanAmount {{loanAmount}}. \nThe reason for rejection is their income to debt ratio. \nDo not mention any other reason. \nMake the letter as concise as possible. \nTreat all numeric inputs as whole numbers.\nLet the general structure be like the below:\n\nDear [Applicant's Name],\nWe appreciate your interest in obtaining a mortgage loan with our institution...\nThe primary reason for this decision is that ...\nWhile we understand that this news may be disappointing, ...\nThank you again for your interest, and we wish you the best in your future endeavors...\n\nSincerely,\n[Your Institution's Name]\n",
                "InputVariables": [
                  {
                    "Name": "income"
                  },
                  {
                    "Name": "totalDebt"
                  },
                  {
                    "Name": "loanAmount"
                  }
                ]
              }
            },
            "InferenceConfiguration": {
              "Text": {
                "MaxTokens": 2000,
                "Temperature": 0.0,
                "TopP": 0.999,
                "StopSequences": [
                  "\n\nHuman:"
                ]
              }
            },
            "AdditionalModelRequestFields": {
              "top_k": 250
            }
          }
        ]
      }
    },
    "ProcessApplicationPrompt": {
      "Type": "AWS::Bedrock::Prompt",
      "Properties": {
        "Name": {
          "Fn::Sub": "AWSDocsTutorial-ProcessApplicationPrompt"
        },
        "Description": "Use this prompt to generate a question for an agent to process the mortgage application",
        "DefaultVariant": "variantOne",
        "Variants": [
          {
            "Name": "variantOne",
            "TemplateType": "TEXT",
            "ModelId": "anthropic.claude-3-haiku-20240307-v1:0",
            "TemplateConfiguration": {
              "Text": {
                "Text": "Generate a question asking if the user will qualify for a loan for the specified criteria. \n\nInclude instruction to base the answer on key features of the property retrieved from MLS listing. \n\nStart with \"will an applicant...\".\n\n{ \"income\": {{income}}, \"creditScore\": {{creditScore}}, \"totalDebt\": {{totalDebt}}, \"loanAmount\": {{loanAmount}}, \"mlsId\": {{mlsId}} }\n\nInclude a second question on loan requirements an applicant with the below attributes should consider for a Fannie Mae backed loan (other than debt to income).\n",
                "InputVariables": [
                  {
                    "Name": "income"
                  },
                  {
                    "Name": "creditScore"
                  },
                  {
                    "Name": "totalDebt"
                  },
                  {
                    "Name": "loanAmount"
                  },
                  {
                    "Name": "mlsId"
                  }
                ]
              }
            },
            "InferenceConfiguration": {
              "Text": {
                "MaxTokens": 2000,
                "Temperature": 0.0,
                "TopP": 0.999,
                "StopSequences": [
                  "\n\nHuman:"
                ]
              }
            },
            "AdditionalModelRequestFields": {
              "top_k": 250
            }
          }
        ]
      }
    }
  },
  "Outputs": {
    "ProcessApplicationPromptArn": {
      "Value": {
        "Ref": "ProcessApplicationPrompt"
      },
      "Description": "ARN of the prompt to process a mortgage application"
    },
    "RejectionPromptArn": {
      "Value": {
        "Ref": "RejectionPrompt"
      },
      "Description": "ARN of the prompt to reject a mortgage application"
    }
  }
}
```

------

## Amazon Bedrock 知识库堆栈
<a name="getting-started-mortgage-kb-templates"></a>

此模板创建包含贷款指南的[知识库](knowledge-base.md)及其数据来源：
+ KnowledgeBase ([AWS::Bedrock::KnowledgeBase](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide                         /aws-resource-bedrock-knowledgebase.html))
+ KnowledgeBaseDataSource ([AWS::Bedrock::DataSource](https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide                         /aws-resource-bedrock-datasource.html))

------
#### [ YAML ]

```
AWSTemplateFormatVersion: '2010-09-09'
Description: "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow"
Parameters:
  KnowledgeBaseName:
    Type: String
    Description: Name of knowledge base
    Default: MortgageKB
  Q01pS3BucketName:
    Type: String
    Description: Name of S3 bucket where knowledge base data is stored
  Q06pKBEmbedModel:
    Type: String
    Description: Selected Embedding model
  Q07pKBChunkingStrategy:
    Type: String
    Description: Selected Chunking strategy
  Q08pKBMaxTokens:
    Type: Number
    Description: Maximum number of tokens in a chunk
  Q09pKBOverlapPercentage:
    Type: Number
    Description: Percent overlap in each chunk
  Q11pOSSCollectionName:
    Type: String
    Description: Name of the Collection
  Q12pOSSIndexName:
    Type: String
    Description: Index name to be created in vector store
  Q13pVectorFieldName:
    Type: String
    Description: Vector field name
    Default: bedrock-knowledge-base-default-vector
  Q14pMetaDataFieldName:
    Type: String
    Description: Metadata field name
    Default: AMAZON_BEDROCK_METADATA
  Q15pTextFieldName:
    Type: String
    Description: Text field name
    Default: AMAZON_BEDROCK_TEXT_CHUNK
  pCollectionArn:
    Type: String
    Description: Name of the Collection Arn
  pKBRole:
    Type: String
    Description: KB role for e2e RAG
  pKBRoleArn:
    Type: String
    Description: KB role Arn for e2e RAG
Conditions:
  IsChunkingStrategyFixed:
    Fn::Equals:
      - Ref: Q07pKBChunkingStrategy
      - Fixed-size chunking
  IsChunkingStrategyDefault:
    Fn::Equals:
      - Ref: Q07pKBChunkingStrategy
      - Default chunking
  IsChunkingStrategyNoChunking:
    Fn::Equals:
      - Ref: Q07pKBChunkingStrategy
      - No chunking
  IsChunkingStrategyFixedOrDefault:
    Fn::Or:
      - Condition: IsChunkingStrategyFixed
      - Condition: IsChunkingStrategyDefault
Resources:
  KnowledgeBase:
    Type: AWS::Bedrock::KnowledgeBase
    Properties:
      Description: Test KB Deployment
      KnowledgeBaseConfiguration:
        Type: VECTOR
        VectorKnowledgeBaseConfiguration:
          EmbeddingModelArn:
            Fn::Sub: arn:aws:bedrock:${AWS::Region}::foundation-model/${Q06pKBEmbedModel}
      Name: !Sub AWSDocsTutorial-${KnowledgeBaseName}
      RoleArn:
        Ref: pKBRoleArn
      StorageConfiguration:
        OpensearchServerlessConfiguration:
          CollectionArn:
            Ref: pCollectionArn
          FieldMapping:
            MetadataField:
              Ref: Q14pMetaDataFieldName
            TextField:
              Ref: Q15pTextFieldName
            VectorField:
              Ref: Q13pVectorFieldName
          VectorIndexName:
            Ref: Q12pOSSIndexName
        Type: OPENSEARCH_SERVERLESS

  KnowledgeBaseDataSource:
    Type: AWS::Bedrock::DataSource
    DependsOn:
    - KnowledgeBase
    Properties:
      DataSourceConfiguration:
        Type: S3
        S3Configuration:
          BucketArn:
            Fn::Sub: arn:aws:s3:::${Q01pS3BucketName}
          InclusionPrefixes:
            - knowledge-base-data-source/
      Description: Knowledge base data source
      KnowledgeBaseId:
        Ref: KnowledgeBase
      Name: !Sub AWSDocsTutorial-${KnowledgeBaseName}-DS
      VectorIngestionConfiguration:
        ChunkingConfiguration:
          Fn::If:
            - IsChunkingStrategyFixed
            - ChunkingStrategy: FIXED_SIZE
              FixedSizeChunkingConfiguration:
                MaxTokens: !Ref Q08pKBMaxTokens
                OverlapPercentage: !Ref Q09pKBOverlapPercentage
            - Fn::If:
                - IsChunkingStrategyDefault
                - ChunkingStrategy: FIXED_SIZE
                  FixedSizeChunkingConfiguration:
                    MaxTokens: 300
                    OverlapPercentage: 20
                - Fn::If:
                    - IsChunkingStrategyNoChunking
                    - ChunkingStrategy: NONE
                    - !Ref AWS::NoValue
Outputs:
  KBId:
    Value:
      Ref: KnowledgeBase
    Description: KnowledgeBase ID
  DS:
    Value:
      Ref: KnowledgeBaseDataSource
    Description: KnowledgeBase Datasource
```

------
#### [ JSON ]

```
{
  "AWSTemplateFormatVersion": "2010-09-09",
  "Description": "[AWSDocs] AmazonBedrockDocs: getting-started-mortgage-flow",
  "Parameters": {
    "KnowledgeBaseName": {
      "Type": "String",
      "Description": "Name of knowledge base",
      "Default": "MortgageKB"
    },
    "Q01pS3BucketName": {
      "Type": "String",
      "Description": "Name of S3 bucket where knowledge base data is stored"
    },
    "Q06pKBEmbedModel": {
      "Type": "String",
      "Description": "Selected Embedding model"
    },
    "Q07pKBChunkingStrategy": {
      "Type": "String",
      "Description": "Selected Chunking strategy"
    },
    "Q08pKBMaxTokens": {
      "Type": "Number",
      "Description": "Maximum number of tokens in a chunk"
    },
    "Q09pKBOverlapPercentage": {
      "Type": "Number",
      "Description": "Percent overlap in each chunk"
    },
    "Q11pOSSCollectionName": {
      "Type": "String",
      "Description": "Name of the Collection"
    },
    "Q12pOSSIndexName": {
      "Type": "String",
      "Description": "Index name to be created in vector store"
    },
    "Q13pVectorFieldName": {
      "Type": "String",
      "Description": "Vector field name",
      "Default": "bedrock-knowledge-base-default-vector"
    },
    "Q14pMetaDataFieldName": {
      "Type": "String",
      "Description": "Metadata field name",
      "Default": "AMAZON_BEDROCK_METADATA"
    },
    "Q15pTextFieldName": {
      "Type": "String",
      "Description": "Text field name",
      "Default": "AMAZON_BEDROCK_TEXT_CHUNK"
    },
    "pCollectionArn": {
      "Type": "String",
      "Description": "Name of the Collection Arn"
    },
    "pKBRole": {
      "Type": "String",
      "Description": "KB role for e2e RAG"
    },
    "pKBRoleArn": {
      "Type": "String",
      "Description": "KB role Arn for e2e RAG"
    }
  },
  "Conditions": {
    "IsChunkingStrategyFixed": {
      "Fn::Equals": [
        {
          "Ref": "Q07pKBChunkingStrategy"
        },
        "Fixed-size chunking"
      ]
    },
    "IsChunkingStrategyDefault": {
      "Fn::Equals": [
        {
          "Ref": "Q07pKBChunkingStrategy"
        },
        "Default chunking"
      ]
    },
    "IsChunkingStrategyNoChunking": {
      "Fn::Equals": [
        {
          "Ref": "Q07pKBChunkingStrategy"
        },
        "No chunking"
      ]
    },
    "IsChunkingStrategyFixedOrDefault": {
      "Fn::Or": [
        {
          "Condition": "IsChunkingStrategyFixed"
        },
        {
          "Condition": "IsChunkingStrategyDefault"
        }
      ]
    }
  },
  "Resources": {
    "KnowledgeBase": {
      "Type": "AWS::Bedrock::KnowledgeBase",
      "Properties": {
        "Description": "Test KB Deployment",
        "KnowledgeBaseConfiguration": {
          "Type": "VECTOR",
          "VectorKnowledgeBaseConfiguration": {
            "EmbeddingModelArn": {
              "Fn::Sub": "arn:aws:bedrock:${AWS::Region}::foundation-model/${Q06pKBEmbedModel}"
            }
          }
        },
        "Name": {
          "Fn::Sub": "AWSDocsTutorial-${KnowledgeBaseName}"
        },
        "RoleArn": {
          "Ref": "pKBRoleArn"
        },
        "StorageConfiguration": {
          "OpensearchServerlessConfiguration": {
            "CollectionArn": {
              "Ref": "pCollectionArn"
            },
            "FieldMapping": {
              "MetadataField": {
                "Ref": "Q14pMetaDataFieldName"
              },
              "TextField": {
                "Ref": "Q15pTextFieldName"
              },
              "VectorField": {
                "Ref": "Q13pVectorFieldName"
              }
            },
            "VectorIndexName": {
              "Ref": "Q12pOSSIndexName"
            }
          },
          "Type": "OPENSEARCH_SERVERLESS"
        }
      }
    },
    "KnowledgeBaseDataSource": {
      "Type": "AWS::Bedrock::DataSource",
      "DependsOn": [
        "KnowledgeBase"
      ],
      "Properties": {
        "DataSourceConfiguration": {
          "Type": "S3",
          "S3Configuration": {
            "BucketArn": {
              "Fn::Sub": "arn:aws:s3:::${Q01pS3BucketName}"
            },
            "InclusionPrefixes": [
              "knowledge-base-data-source/"
            ]
          }
        },
        "Description": "Knowledge base data source",
        "KnowledgeBaseId": {
          "Ref": "KnowledgeBase"
        },
        "Name": {
          "Fn::Sub": "AWSDocsTutorial-${KnowledgeBaseName}-DS"
        },
        "VectorIngestionConfiguration": {
          "ChunkingConfiguration": {
            "Fn::If": [
              "IsChunkingStrategyFixed",
              {
                "ChunkingStrategy": "FIXED_SIZE",
                "FixedSizeChunkingConfiguration": {
                  "MaxTokens": {
                    "Ref": "Q08pKBMaxTokens"
                  },
                  "OverlapPercentage": {
                    "Ref": "Q09pKBOverlapPercentage"
                  }
                }
              },
              {
                "Fn::If": [
                  "IsChunkingStrategyDefault",
                  {
                    "ChunkingStrategy": "FIXED_SIZE",
                    "FixedSizeChunkingConfiguration": {
                      "MaxTokens": 300,
                      "OverlapPercentage": 20
                    }
                  },
                  {
                    "Fn::If": [
                      "IsChunkingStrategyNoChunking",
                      {
                        "ChunkingStrategy": "NONE"
                      },
                      {
                        "Ref": "AWS::NoValue"
                      }
                    ]
                  }
                ]
              }
            ]
          }
        }
      }
    }
  },
  "Outputs": {
    "KBId": {
      "Value": {
        "Ref": "KnowledgeBase"
      },
      "Description": "KnowledgeBase ID"
    },
    "DS": {
      "Value": {
        "Ref": "KnowledgeBaseDataSource"
      },
      "Description": "KnowledgeBase Datasource"
    }
  }
}
```

------