◆ Autonomous Specialist
Tracks every income event on held assets, calculates expected receipts, claims them, and reconciles what lands. Applies treaty-rate withholding and files the tax reclaims jurisdiction by jurisdiction, validating each rate against treaty data before filing.
Memory
Working The income event, expected vs. received, reclaim status.
Episodic Prior receipts and reclaim outcomes per market/issuer.
Semantic Double-tax treaties, withholding rates, reclaim procedures by jurisdiction.
Procedural Reclaim-filing playbooks per market.
Store Income ledger + treaty/rate reference store
Orchestration
MCPA2A
Harness · Managed Agents … scheduled + event-driven runs; structured note-taking for multi-jurisdiction reclaim cases.
Tools
{ } Custody positions + entitlements API { } Income receipts feed API ⌕ Withholding-tax rate / treaty data Retrieval ▣ Tax-reclaim filing portals Computer use ⇄ Reconciliation engine A2A
Evals & guardrails
- Expected-vs-received reconciliation; shortfalls auto-open income-claim cases.
- Withholding rate validated against treaty data before any reclaim is filed.
- Reclaim-deadline tracking; statute-barred reclaims flagged before they expire.
Frontier edge
- ▲Proactive: spots treaty over-withholding the moment income lands and opens the reclaim itself.
- ▲Long-horizon autonomy: drives a multi-week, multi-jurisdiction reclaim case through filing to recovery, checkpointed, without dropping the deadline.
- ▲Multimodal-native: navigates jurisdiction tax-portal GUIs and reads scanned withholding certificates directly to assemble each reclaim packet.
A sample run
Trigger Dividend pays on a foreign equity holding with treaty-eligible clients.
- 1Calculate expected gross income per holder; apply the correct treaty rate.
- 2Reconcile actual receipt; over-withheld portion opens a reclaim case.
- 3File the reclaim via the jurisdiction's portal; track to recovery.
Output Income collected and reconciled same-day; treaty over-withholding identified and a reclaim filed automatically against the jurisdiction's portal.
In numbers
28,000
Income events matched / day
+340% vs. baseline
Tax reclaims filed
Handoffs
Fed by ← Corporate Actions Agent
Across ⇢ Treasury → Finance for income/tax GL posting