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Research Management System demo

Every note, meeting, model version, email and expert call filed to the thesis version it supported, so a PM can ask why any call was made and get the original reasoning, cited, even after the analyst has left. 1:33

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What the demo shows

Keeps every note, meeting, model and expert call findable, so each thesis keeps its history

Seven agents keep the record. The Archivist captures each item as it arrives and files it to its name and the thesis version it supported, asking the analyst when it is below 0.90 confidence. The Compliance agent screens every expert-call transcript for possible MNPI and holds risky ones; a compliance analyst proposes the decision and the CCO approves, and the Thesis Tracker blocks any version that cites a held call. The Historian answers 'why did we…' questions from the firm's own history and lights the stretch of the river that answers; the Verifier removes any sentence it cannot cite. The Handover agent makes a leaver's reasoning survive them, and the Records Keeper applies retention, legal holds and two-approval disposal.

Transcript

  1. Research Management System gives research teams one record of every note, meeting, model, and expert call.
  2. Advisors keep these records five years.
  3. The reasoning leaves with the analyst.
  4. A portfolio manager asks why we cut Tesoro Health to hold in May 2025.
  5. The Historian lights the stretch that answers every sentence cited down to Model Cell F44.
  6. The Supplier's Japanese filing sits beside the English, pinned to page 3.
  7. The analyst left in August 2025.
  8. The reasoning did not.
  9. Overnight, the archivist filed 1,142 new items by itself.
  10. The compliance agent held an expert call with possible inside information.
  11. One compliance officer proposes keeping it restricted, a different one approves.
  12. Every answer cited, every decision signed by two people, every read logged.
  13. The result, past calls explained in under a minute.
  14. Every expert call screened first.
  15. Built on Botminds: agents, data, screens, and governance on one platform.

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