Private AI for debt advisers.

Make exceptions visible across the transaction lifecycle

Correlate breaks, distinguish timing differences from missing records and forecast operational workload.

Inputs: Trade confirmations, settlement statuses, reconciliations and authorised market-data snapshots.

From observation to completed task

Assign exceptions to the appropriate operations desk and prepare the supporting reconciliation package.

Organise a client’s authorised documents for a review meeting

The supporting records include approved client statements, correspondence and service checklists.

The adviser checks facts and provides all recommendations.

The systems involved

Read access to books and records, a common instrument identifier and controlled case-management writes.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Reconcile totals in the authoritative systems; no trading or settlement authority is implied by a suggested resolution.