Stop reading documents.
Start making decisions.

AI agents watch every counterparty's exposure in real time, ground every threshold in the actual CSA agreement, and pause for a human before anything ever reaches a client.

Lindqvist Partners · exposureIllustration
Margin call drafted
$620,000
Threshold from CSA §11(a), clause cited
Approved by the desknotice sent to client
How it works

From a price tick to a signed-off call

Every margin call follows the same six steps, and every step is traced and auditable.

  1. 01
    Price moves

    A market event reprices every book within seconds.

  2. 02
    Exposure recomputed

    Code, not the model, computes mark-to-market and margin.

  3. 03
    CSA checked

    The threshold comes from the real agreement, clause cited.

  4. 04
    Human approves

    Nothing reaches a client until someone on the desk signs off.

  5. 05
    Client notified

    A clear notice with the calculation and CSA terms attached.

  6. 06
    SLA watched

    A timer runs per call. No reply in time escalates automatically.

Where each call goes
  • WhatsAppClient notices and replies
  • SlackDesk approvals and alerts
  • ServiceNowIncidents when an SLA is missed
Reads the agreement

Every threshold traces back to a clause in the CSA, so nobody has to dig through PDFs.

Gemini · RAG over your documents
Calculates in code

Every figure on a call is computed by a tested engine and never generated by a model.

Deterministic Python calc engine
Waits for you

An approval gate, a second sign-off for elite counterparties, and a full audit trail.

LangGraph · Cloud Run · audit log

Every clause cited. Every number computed. Every decision yours.

Built on
  • Google Cloud
  • Gemini on Vertex AI
  • Cloud Run
  • Cloud SQL + pgvector
  • GitHub Actions
  • Terraform

Orchestrated with LangGraph · events on Pub/Sub · live status on Firestore

$

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