◆ Supervised Specialist
When the counterparty disagrees on the call, it reconciles the two portfolios trade-by-trade, isolates the source of the valuation gap (a missing trade, a price difference, a stale rate), and drives the dispute to resolution. Exchanges position files A2A with the counterparty's dispute agent and diffs via code execution.
Memory
Working Both portfolios, the trade-level diff, the gap attribution.
Episodic Prior disputes with this counterparty and their root causes.
Semantic Valuation methodologies, market-data sources, CSA dispute procedures.
Procedural Dispute-resolution playbooks by gap type.
Store Knowledge graph (trade-level) + dispute case store
Orchestration
MCPA2A
Harness · Managed Agents … investigation session; code execution for portfolio diffing; A2A exchange of position files with the counterparty's dispute agent.
Tools
›_ Portfolio reconciliation (trade diff) Code exec { } Valuation + market-data feeds API ⇄ Counterparty dispute agent A2A { } Trade booking system API ⇄ Oversight collateral agent A2A
Evals & guardrails
- Gap-attribution accuracy reviewed by an agent-as-judge against the affirmed gold set.
- Resolutions changing collateral above a threshold are re-derived by an oversight agent.
- Aged-dispute tracking; disputes past the CSA window escalate.
Frontier edge
- ▲Agent-mesh negotiation: exchanges position files and converges on the corrected call directly with the counterparty's dispute agent over A2A, trade-by-trade.
- ▲Causal reasoning: isolates the true source of a valuation gap (an unbooked trade, a stale rate) by counterfactual re-valuation rather than eyeballing totals.
- ▲Long-horizon autonomy: holds a multi-thousand-trade reconciliation together across an hours-long diff without losing the gap attribution.
A sample run
Trigger Counterparty disputes a $3M margin call; valuations differ by $2.7M.
- 1Exchange position files (A2A); diff the portfolios trade-by-trade.
- 2Isolate the gap to two swaps the counterparty hasn't booked + one stale FX rate.
- 3Re-value with agreed inputs; quantify the corrected call.
Output Attributes the gap to two unbooked trades and a stale rate, proposes a corrected call, and hands the counterparty the trade-level evidence for agreement.
In numbers
78%
Disputes resolved same-day
38 min
Median reconciliation time
Handoffs
Fed by ← Margin Call Agent