Modules
Four specialists. One vault.
Each module ships with its own system prompt, retrieval strategy, and guardrails. They share the orchestrator and the audit trail.
Credit Agent
Auto-spread financials. Surface declining DSCR, EBITDA add-backs, covenant drift. Drafts the credit memo with cited sources.
Example prompt
"Spread these 3 years of audited financials and flag any covenant breach risk."
Alpha Agent
Synthesizes equity research, central bank fed-speak, and earnings transcripts to surface consensus shifts before the desk sees them.
Example prompt
"What's the hidden consensus shift in last week's bank earnings calls?"
Compliance Vault
Maps any new rule to the exact internal SOPs that need updating. Outputs a gap-analysis matrix the compliance team can action.
Example prompt
"Map the new Basel IV update against our internal SOPs and show the gaps."
Deal Desk
Diffs term sheets and draft agreements. Flags sneaky changes in covenant definitions, collateral, and termination events.
Example prompt
"Compare this draft credit agreement to the original term sheet and flag definition drift."