The Agentic Bank

Securities Financing & Locates Agent

⬡ Quartermaster Sources locates, prices financing, and manages the stock-loan book.
◆ Supervised Worker

Sources borrow availability across counterparties over A2A, prices the financing leg, and reconciles the locate/recall ledger. Returns a sourced, priced answer per request with the audit trail attached; rate or size beyond preset limits routes to the desk-head/risk agent gate.

Memory

Working The locate request, availability quotes, current book.
Episodic Counterparty borrow history and reliability.
Semantic Hard-to-borrow rates, recall rules, financing conventions.
Store Stock-loan ledger + availability cache

Orchestration

swarm MCPA2A

Harness · Managed Agents … event-driven; A2A negotiation with counterparty agents.

Tools

{ } Stock-loan platform API Counterparty availability (A2A) A2A { } Financing-rate service API Desk-head agent escalation A2A

Evals & guardrails

  • Rate/size beyond preset limits gated by the desk-head/risk agent before commit.
  • Locate-to-fill accuracy reconciled daily against settled loans.
  • Recall-deadline guardrail; breaches escalate to the desk-head agent.

Frontier edge

  • Agent-mesh negotiation: runs A2A locate auctions against counterparty lending agents, settling rate and size with AP2 payment mandates.
  • Anticipatory sourcing: pre-borrows names it predicts will go hard-to-borrow from the desk's building short interest.
  • Self-improving fleet: shares newly-learned counterparty-reliability signals across the financing agent population between runs.

In numbers

5,800
Locates sourced / day
9s
Avg. sourcing time

Handoffs

Across ⇢ Operations → Settlements for loan booking

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