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Every investigation resolved automatically

Agents hop across sources to investigate and prepare your resolutions intelligently.

  1. DeterministicReconciliation
  2. DeterministicException
  3. AgenticInvestigate
  4. DeterministicReport
  5. HumanResolve

Deterministic reconciliation

Connected sources Workflow triggered

Run complete
Reconciled pairs420
Position / cash pairs240 / 180
Matched417
Exceptions3
ReconciliationExceptions 3
Reconciliation outputPositions + cash · saved rulesAll results ⌄
RecordIMSPrime brokerDifferenceResult
SPYPosition5005000Matched
USD operating cashCash$120,000$120,000$0Matched
USD financingSMA 1 · Cash$85,000$83,150−$1,850Unmatched
AAPLSMA 2 · Position100104+4+$847.50 valueUnmatched
USD DRIP cashSMA 2 · Cash$100,847.50$100,000−$847.50Unmatched
Unified exception queue3 records · 2 reconciliationsStatus: AWAITING ⌄
ExceptionReferenceSourceQty / cashPB − IMSStatusInvestigation
USD financingSMA 1 · CashIMSPB$85,000$83,150−$1,850AWAITING
AAPLSMA 2 · PositionIMSPB100104+4 shares+$847.50 valueAWAITING
USD DRIP cashSMA 2 · CashIMSPB$100,847.50$100,000−$847.50AWAITING
Position and cash reconciliations feed the same queue. The agent receives the complete exception set.

Deterministic reconciliations run across sources without an agent trigger or black-box AI. One combined exception queue gives the agent the full picture.

Process, card 1 of 4

A clear path from difference to decision

Bring related exceptions into one case with a clear owner and a reason for its priority. The agent investigates the supporting records, prepares an explanation, and carries outstanding questions into the next step. People decide the treatment where judgment is needed, with the findings and resolution kept together for the next reviewer.

A difference and supporting evidence lead to a root cause and an approved resolution

Agentic investigation and resolution with real case management

Group differences that need the same investigation. A written severity rationale explains why a case needs attention, while assignment makes responsibility visible. Your team can assess one coherent issue instead of piecing the same story together across separate exceptions.

  • AgentGroup related findings
  • HumanReview the priority
  • AgentExamine supporting records
  • HumanChallenge the explanation
  • AgentPrepare the follow-up
  • HumanDecide the treatment
  • AgentRecord the resolution

Questions worth asking.

Start with the work
your firm needs done.

Bring a process, its sources and the decisions that matter. We’ll work through how Boagent could fit your team.

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