FX-AGENT

Create a digital counterpartfor the work that matters.

Hand over the repetitive work. You make the judgment calls.

One account, multiple Agents, each keeping one important job moving.

Create AgentHow it works

My Agents

ILLUSTRATIVE · 3 AGENTS

  1. 01Sales AgentFocus: this week's opportunitiesIN PROGRESS
  2. 02Operations AgentFocus: incoming business-data checkPREPARING
  3. 03Marketing AgentFocus: next week's content and reviewREADY TO REVIEW
Every part of your working life can have its own dedicated digital counterpart.

CREATE YOUR FIRST AGENT

Create your digital counterpart in four steps.

Start with one job, then refine its knowledge, tools and permissions.

  1. 01

    Choose one job

    Define its long-term responsibilities and expected outcomes.

  2. 02

    Configure knowledge and rules

    Provide materials, working methods, decision boundaries and personal preferences.

  3. 03

    Authorize tools and systems

    Authorize only the tools and systems required for the job.

  4. 04

    Start long-term collaboration

    Review progress, handle confirmations and maintain an ongoing work record.

HOW WORK HAPPENS

Agents move work forward with a clear view of progress and outcomes.

Each job moves forward within clear boundaries, with your confirmation at key decision points.

  1. 01

    Work inputs

    Configure the information and boundaries the Agent needs.

    • Materials and knowledge
    • Working rules
    • Common tools and systems
    • Items requiring human confirmation
  2. 02

    Execution

    The Agent advances the work and requests confirmation before key actions.

    • Read new information
    • Use authorized tools
    • Organize work results
    • Await human confirmation
  3. 03

    Work outcomes

    Each execution produces outcomes that can be reviewed, confirmed and reused.

    • Organized conclusions
    • Confirmation list
    • Ongoing work record
    • Next steps and completed items

SAME LOOP, DIFFERENT WORK

Every long-term job can have its own dedicated digital counterpart.

Different jobs share one collaboration model, while you define the knowledge, rules, tools, permissions and outcomes for each one.

Work inputs
Client information, follow-up rules and pricing boundaries
Execution
Organize opportunities and prepare follow-up plans and confirmation items
Work outcomes
Opportunity summary, action items and follow-up record
Work inputs
Business data, metric definitions and collaboration boundaries
Execution
Review data, organize progress and flag exceptions
Work outcomes
Business summary, exception list and work record
Work inputs
Brand positioning, materials and review rules
Execution
Plan topics and prepare content and revisions
Work outcomes
Reviewable content, revision notes and performance insights
Work inputs
Financial materials, business rules and confirmation thresholds
Execution
Review data, explain variances and prepare supporting materials
Work outcomes
Reconciliation notes, confirmation items and business summary

ONE ACCOUNT, MULTIPLE AGENTS

One account, multiple specialist Agents.

Each area of work can have its own knowledge, tools, permissions and long-term records.

  1. 01

    Sales Agent

    Track customer opportunities, plans and key milestones.

  2. 02

    Operations Agent

    Review business data, progress and exceptions.

  3. 03

    Marketing Agent

    Plan topics, develop content, coordinate reviews and capture performance insights.

  4. 04

    Finance Agent

    Handle reconciliation, business summaries and confirmation items.

FIRST INDUSTRY CASE

Trading is the first industry case.

The collaboration model can adapt to different areas of work. This trading case demonstrates business queries, definition-based calculations and writes executed after human confirmation.

The figures below are illustrative sample data shown to explain the interaction flow. They do not represent any real customer position.

  1. What is the current net exposure for crude oil?
  2. Read physical and paper position data
  3. Combining physical and futures positions as of today’s close:
  4. Physical positions are long 920,000 barrels and futures are short 840,000 barrels, resulting in net long exposure of 80,000 barrels.
Crude-oil net exposure · physical + paper
Physical+920,000Long
Futures hedge−840,000Short
Net exposure+80,000Net long
  1. Break down this month’s paper P&L by counterparty
  2. Deterministic calculation · realized / unrealized
  3. This month’s paper P&L, grouped by counterparty:
  4. The result is produced through deterministic calculation, not model inference.
Paper P&L · by counterparty · this month
Counterparty A+186.2Realized
Counterparty B−8.4Realized
Total+199.1Calculated
  1. Adjust brokerage for these three Counterparty A trades to USD 15 per lot
  2. Generate change list · awaiting human confirmation
  3. The following changes will be executed after confirmation:
  4. The change list is ready; the write will execute after confirmation.
Pending changes · 3 items
PD-2608118.0015.00
PD-2608620.0015.00
PD-2609318.0015.00

TRUST AND COLLABORATION

Agents move work forward while you retain control over key decisions.

  • Read-only by default

    Start by understanding, retrieving and preparing information.

  • Human confirmation for material changes

    The system presents a confirmation list and proceeds only after approval.

  • Clear authorization scope

    Knowledge, tools and system connections remain within an explicit authorization scope.

  • Authorization can be changed or revoked

    You can change which capabilities a digital counterpart may use at any time.

BEGIN WITH ONE IMPORTANT JOB

Ready to keep one important job moving?

Start with one Agent, then expand into more areas of work.

Create Agent