◆ Autonomous Worker
Handles the client-facing edge of asset servicing: notifies holders of voluntary events and proxy meetings, captures and validates their instructions, applies the default for non-responders, and lodges votes with the agent. Tracks the deadline so no entitlement is lost to silence.
Memory
Working The event, the holder list, election/vote status per holder.
Episodic How each client typically elects (standing instructions).
Semantic Voluntary-event option mechanics, proxy-voting rules, default logic.
Store Election register + standing-instruction store
Orchestration
router-fanout MCPA2A
Harness · Managed Agents … event-driven session per holding; deadline timers tracked in the session event-log outside context.
Tools
{ } Client notification channels API { } Election / proxy register API { } Proxy voting agent (ISS/Broadridge) API ⌕ Standing-instruction store Retrieval
Evals & guardrails
- Election validation against option eligibility; invalid elections bounce back to the client.
- Deadline guardrail: non-responders get escalating reminders, then the documented default.
- Immutable register of every election/vote captured and lodged.
Frontier edge
- ▲Voice-native / multimodal: notifies and captures elections by voice or chat in the client's channel, then reads back the option terms so nobody mis-elects.
- ▲Proactive: predicts likely non-responders from prior behaviour and chases them early, so no entitlement is lost to silence at the deadline.
- ▲Formal action-gating: every lodged election/vote is a cryptographically signed, replayable record that provably matches the client's instruction.
A sample run
Trigger Corporate-actions agent hands over a tender offer for client notification.
- 1Notify all affected holders with the option terms and deadline.
- 2Apply standing instructions where they exist; capture fresh elections otherwise.
- 3Send escalating reminders to non-responders; apply default at the deadline.
Output All holders notified, valid elections captured and instructed, defaults cleanly applied … with a full register handed back to the corporate-actions agent.
In numbers
100%
Elections captured / event
0
Entitlements lost to non-response
Handoffs
Fed by ← Corporate Actions Agent