Mar 14LIVE

Agent Fleet

6 active

Total Actions Today

2,847

Avg Confidence

95.0%

Auto-Resolution Rate

91.3%

Matcher

Active

Ingests PB EOD statements, normalizes formats, runs position-level matching

Monitoring for late statement arrivals...

Positions Processed1,200
Match Rate96.5%
Avg Speed0.8s/pos
1,247 actions
99.98% uptime
Confidence
98.2%

Resolver

Active

Investigates unmatched positions and recommends resolution actions

Investigating NVDA qty break at GS PB...

Breaks Investigated42
Auto-Resolved31
Avg Confidence87.3%
847 actions
99.95% uptime
Confidence
87.3%

Cash Agent

Active

Reconciles cash balances per counterparty per currency

Reconciling GBP cash at Barclays PB...

Cash Pairs Reconciled13 of 15
Breaks Found4
Largest Delta−$1.3M
312 actions
99.99% uptime
Confidence
94.1%

Corp Actions

Active

Monitors corporate actions and pre-empts dividend/split mismatches

Monitoring AAPL ex-dividend adjustment...

Corp Actions Processed3
Pre-emptive Alerts2
Pending Actions1
89 actions
100% uptime
Confidence
99.1%

Pattern Agent

Active

Learns from historical breaks, builds PB-specific models

Analyzing UBS settlement break trend (+40% in 30 days)...

Patterns Identified14
Prediction Accuracy94.2%
Observations847
203 actions
99.91% uptime
Confidence
94.2%

Escalation

Active

Monitors break age and routes to humans when confidence is low

Monitoring 3 aging breaks — all within SLA...

Escalations Today2
Avg Response Time4.2 min
SLA Compliance100%
Agentic CP CommunicationPLUS
149 actions
100% uptime
Confidence
96.8%

Live Activity Feed

Agent Activity

T+1 Recon Feed

LIVE
SCANNINGBRK-0091

Pattern match: Similar GS NVDA qty break occurred 3× in past month — late settlement catch-up

06:41:18
FLAGGEDBRK-0086

Cash break: USD balance — JP Morgan PB shows $39.8M vs PMS $41.1M (delta −$1.3M)$1,300,000

06:40:44
INVESTIGATINGBRK-0089

Corp action detected: AAPL dividend $0.25/share — PB adjusted, PMS pending overnight batch

06:39:55
RESOLVEDBRK-0088

Auto-resolved: MSFT mark diff $0.02 (1.4bps) within 5bps tolerance

06:38:55
INVESTIGATINGBRK-0091

Investigating: NVDA qty mismatch — PMS 10,000 vs GS PB 9,800 (−200 shares, 96% timing break confidence)

06:37:30
MATCHED

1,203 of 1,247 positions matched automatically across 10 counterparties — 96.5% match rate

06:36:15
SCANNING

Position matching started — reconciling 1,247 positions across 10 counterparties

06:35:02
MATCHED

UBS PB EOD statement received — 412 positions, 2 currencies

06:34:11
MATCHED

JP Morgan PB EOD statement received — 584 positions, 3 currencies

06:33:45
MATCHED

Barclays PB EOD statement received — 298 positions, 2 currencies

06:33:22
MATCHED

BofA PB EOD statement received — 187 positions, 2 currencies

06:33:08
MATCHED

Morgan Stanley PB EOD statement received — 623 positions, 3 currencies

06:32:44
SCANNING

Goldman Sachs PB EOD statement received — 847 positions, 4 currencies

06:32:01
SCANNING

T+1 morning recon cycle initiated — awaiting EOD statements from 10 counterparties

06:31:30
SCANNING

EOD batch: 1,247 positions queued across 10 counterparties — recon started

06:30:00
INVESTIGATINGBRK-0029

Resolver: Investigating NVDA TRS mark difference — quarterly reset event likely (GS PB $45K delta)$45,000

06:38:01
FLAGGEDBRK-0030

Matcher: AAPL Equity Swap qty mismatch detected — 500 contract discrepancy vs Morgan Stanley PB

06:38:45
RESOLVEDBRK-0031

Cash Agent: EUR/USD forward settlement cash reconciled — Goldman Sachs PB (23bps, auto-resolved)$12,300

06:32:16
SCANNING

Pattern Agent: Swap reset pattern identified across 3 positions — clustering for review (NVDA TRS, MSFT TRS, EUR/USD IRS)

06:41:55
FLAGGED

Corp Actions: Dividend adjustment on MSFT TRS — corporate action detected, accrual writeback pending

06:39:30