Settings
Current Plan
Core TierActive
$80,000 / year · Up to 3 counterparties
Automated matching
AI break classification
Autonomous resolution
Cash recon
Corporate action detection
Plus$120,000/yr
Up to 6 counterpartiesAgentic CP communicationClient-visible audit dashboardNightly data exportSlack/Teams agent channel
Total$160,000/yr
10+ counterpartiesSwap reset intelligenceAccrual adjustment engineCross-client rate intelligencePattern learning
Counterparty Limit
Counterparties used3 / 3
At limit for Core tier. Upgrade to Plus for up to 6 counterparties.
AI Resolution Settings
Auto-resolve Confidence ThresholdTOTAL
90%Breaks with AI confidence above this threshold are resolved autonomously. Requires Total tier.
70%100%
Pattern LearningTOTAL
Agents learn from resolved breaks to improve future classification. Requires Total tier.
Data Export
Nightly Automatic ExportPLUS
Export position and break data nightly. Available on Plus and Total tiers.
On-demand export
Notifications
Slack Alerts
Break and agent notifications via Slack
Email Alerts
Daily summary and critical break notifications
Agent Activity Alerts
Real-time alerts when agents take autonomous actions