◆ Autonomous Specialist
Reads a contract, pulls the key terms into a structured abstract, and redlines deviations from the bank's negotiation playbook with fallback language attached, across ISDA, CSA, NDA and MSA families. Persists the abstract outside context and passes the redline to the negotiating agent once a contract judge agent re-derives it.
Memory
Working The contract under review + the abstract being assembled.
Episodic How this counterparty's prior agreements were negotiated.
Semantic The bank's clause playbook, fallbacks, and ISDA architecture.
Procedural Redlining patterns per agreement type refined from judge-agent edits.
Store Vector + clause library; file-based memory tool for the abstract
Orchestration
pipeline MCP
Harness · Managed Agents … long-running session; structured note-taking (a term abstract persisted outside context) across multi-document agreement families.
Tools
{ } Document management system API ⌕ Clause + playbook library Retrieval ›_ Redline / diff engine Code exec ⌕ Counterparty agreement history Retrieval ⇄ Contract judge agent A2A
Evals & guardrails
- Gold-set precision/recall on term extraction vs. the curated abstract set.
- Playbook-deviation recall measured; missed off-market term is a tracked failure.
- A contract judge agent re-derives the redline before it passes to the negotiating agent.
Offline reflection
Consolidates judge-agent edits into the redlining playbook so off-market terms it once missed are caught next time … updating procedural memory.
Frontier edge
- ▲World-model close-out simulation: models how the netting, threshold and rehypothecation terms play out under a default or margin-call scenario, surfacing economic risk a clause-by-clause read would miss.
- ▲Eval-gated continual learning (SEAL-style): self-edits its redlining playbook from each judge-agent markup, gated on the term-abstraction gold-set before the new fallback logic goes live.
- ▲Agent-mesh negotiation: when the counterparty fields its own legal agent, exchanges structured A2A clause proposals to converge on playbook-compliant language before the redline reaches the negotiating agent.
A sample run
Trigger An incoming ISDA Master + CSA from a new hedge-fund counterparty.
- 1Abstract key terms: thresholds, eligible collateral, events of default, governing law.
- 2Compare each against the bank's CSA playbook and fallbacks.
- 3Redline deviations with fallback language and a risk note per clause.
- 4Flag the close-out and rehypothecation terms for the negotiating agent.
Output A term abstract plus a first-pass redline against the playbook, two off-market clauses flagged … gated by the contract judge agent and handed to the negotiating agent.
In numbers
18 min
Median contract review
93%
Term-abstraction recall
Handoffs
Hands to → Litigation & Discovery Agent
Across ⇢ CIB / Markets desks (source of trading agreements)