◆ Supervised Orchestrator
Reads the event notice from multi-source announcements, reconciles the terms into a golden record, calculates entitlements down to fractional-share handling and tax, drives the election where it's voluntary, and posts the result. Holds every entitlement calc for independent re-derivation by a judge agent before posting.
Memory
Working The event terms, the affected positions, the entitlement calc.
Episodic How prior events on this issuer/security were processed.
Semantic Corporate-action event types (ISO 15022/20022), tax + fractional rules.
Procedural Processing playbooks per event type and market.
Store File-based memory tool + golden-event record
Orchestration
orchestrator-worker MCPA2A
Harness · Managed Agents … long-running event session; structured note-taking holds the normalized terms + entitlement calc; computer-use for legacy asset-servicing GUIs.
Tools
{ } Event data vendors (multi-source) API { } Custody / sub-ledger positions API ›_ Entitlement + tax calculation Code exec ▣ Legacy asset-servicing platform Computer use ⇄ Election capture agent A2A
Evals & guardrails
- Multi-source event scrub: terms must agree across vendors or the event is held for review.
- Entitlement calc independently re-derived by a judge agent before posting.
- Deadline guardrail: any voluntary event nearing its response deadline escalates.
- Mandatory four-eyes: a second, independent agent re-derives high-value or ambiguous-term events before posting.
Offline reflection
Replays processed events to refine term-interpretation playbooks, especially for issuer-specific quirks and rare event structures.
Frontier edge
- ▲Multimodal-native: reads messy multi-source announcements (PDFs, tables, issuer letters) and reconciles the terms into a golden record without a parsing pre-step.
- ▲World-model simulation: simulates each election path (cash vs. subscribe vs. default) and its entitlement and tax outcome before instructing the market.
- ▲Long-horizon autonomy: orchestrates a voluntary event across its full multi-day window … notify, capture, default, instruct … on the METR time-horizon curve.
A sample run
Trigger Voluntary event: rights issue with a cash-or-subscribe option, 5-day window.
- 1Scrub the announcement across three vendors; reconcile the subscription ratio.
- 2Compute per-holder entitlements incl. fractional handling; build the golden record.
- 3Notify holders via the election agent; capture and validate elections.
- 4Instruct the market on the default for non-responders before the deadline.
Output A fully processed rights issue: entitlements posted, elections instructed, defaults applied on time … with the calc re-derived and judge-agent-approved.
In numbers
9,200
Events processed / day
94%
Straight-through mandatory events
0.0%
Missed-deadline rate
Handoffs
Fed by ← Position & GL Break Agent
Hands to → Income & Tax Agent