Corporate Actions Processing demo

What the demo shows

Builds one golden record from vendor and issuer notices and runs elections for asset servicing

The event’s golden record is the screen: two vendor notices to its left, the custodian’s message and the issuer’s own notice in its original language to its right, every golden field showing which sources agree and citing the one it trusts, and the agents’ conversation beside it. Seven agents run the chain. The Intake agent reads every notice in any language and links it to the security; the Scrub agent builds the golden record field by field, says why it trusts each source and reports vendor errors; the Holdings agent finds every affected account and turns failed purchases into buyer protection and claims; the Election agent values every option for every fund after tax, with fractions, breakeven and limits, and recommends one; the Deadline agent works back from each custodian’s cut-off and reminds and escalates by name; the Instruction agent drafts and validates each instruction; the Confirmation agent matches acknowledgments and payments and drafts fixes and client notices. An analyst prepares, a team lead approves the golden record, the portfolio manager elects, a second person releases, and no custodian default applies without a person’s decision.

Transcript

1. 0:00Corporate Actions Processing, one-sided golden record per event, and every election on time.
2. 0:09Four asset servicing teams.
3. 0:11Only four in ten voluntary events go straight through.
4. 0:16On Aldeura's script dividend, vendors say 52 and 55 rights, the issuer says 53.
5. 0:25The Scrub agent takes the issuer, cites the Spanish page, flags the vendor.
6. 0:33Hannah can't approve her own work, so the agent agents routed to team lead Marcus O'Yellerin, who approves.
7. 0:41New shares beat the cash default by over 41,000 euros.
8. 0:48Reminded by the deadline agent, Diego asks a what if, reads the cited answer, then elects.
9. 0:56Hannah submits the four instructions.
10. 0:58A second person, Ayesha Ramon, checks every message and releases them.
11. 1:05Both custodians confirm at 1146 every quantity matched, every value cited, every decision signed, every step logged, three hours to spare and
12. 1:21over 41,000 euros kept for clients.
13. 1:25Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.