AI Agents Dashboard
10 intelligent agents automating securities processing end-to-end
Total Processed
764,302
Pending Items
400
Active Alerts
30
Automation Rate
97%
Trade Capture & Enrichment
Multi-asset trade capture across equities, fixed income and FX with static-data enrichment
Trade Confirmation & Affirmation
Counterparty confirm matching (SWIFT MT5xx-style), affirmation status and T+ aging
Settlement Processing
Multi-currency settlement instructions, CSD/custodian instruction status tracking
Stock Record & Position Keeping
Securities position ledger, segregation status, book-vs-street position breaks
Corporate Actions Processing
Mandatory/voluntary corporate action events, entitlement calculation, election deadlines
Cash & Multi-Currency
FX conversion processing, cash projections by currency, funding requirements
Prime Brokerage Middle Office
Client margin/financing positions, PB client reporting, rehypothecation tracking
Failed Trade Management
Settlement fails queue, aging, buy-in deadline tracking, root-cause tagging
Reconciliation & Control
Nostro/depot reconciliation, internal book vs custodian/street break aging
Regulatory & Client Reporting
Transaction reporting status, client statement generation, regulatory submission tracking
Live Activity
Real-time agent actions
Flagged AAPL settlement fail approaching buy-in deadline
Auto-enriched 12,400 fixed income trades with static data
Rights issue election deadline in 4 hours — Solent Maritime
Released 8,200 settlement instructions to Euroclear
Detected book-vs-street break — HSBA quantity mismatch
Margin call triggered on Halcyon Ventures PB account