Treasury Management Agreement Search demo
Two sides in one answer: the security procedure the client signed, from the version in force that day, and what the payments hub shows actually happened 1:34
What the demo shows
Treasury staff ask what each client signed: services, limits, security procedures, fees
Agents find every agreement, schedule and amendment for one client, work out which version governed on the day of the payment, and pull the payment order's trail from the payments hub. The answer comes back in two sides: on the left the security procedure the client agreed to, quoted with its page, its effective date and its signer; on the right who entered the order, who released it, which token was used and whether a verification call was owed. One line says whether they match, and every quote opens the scanned page. A position agent drafts the memo under UCC Article 4A; a treasury officer sends it, Legal approves it and only the claims analyst delivers it to the client. Overnight the same comparison runs across the whole book.
Transcript
- Treasury Management Agreement Search answers what each business client signed.
- Business email compromise cost three billion dollars last year, mostly by wire.
- A client disputes a hundred eighty-six thousand dollar wire from October fourteenth.
- While the agents read the agreement and the wire record, the answer forms in two halves: what was agreed, and what happened.
- Left, the procedure from the amendment that governed that day, with its signer.
- Two users above fifty thousand; a verification call only above two fifty.
- Right, the hub: one user entered it, another released it with a token.
- Agreed, and followed. The older schedule would have said otherwise.
- The memo quotes both sides, with the page and the signer.
- An officer sends the memo to the client, and legal approves it first.
- Every passage cited, every approval on the record, account numbers masked.
- Across the book, a hundred forty-eight clients pay differently from what they signed.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.