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Agents Trade Management Assurance Agent
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Trade Management Assurance Agent

Orchestrates guided trade intake, data extraction, auto-population, and real-time validation for accurate, efficient trade management.

Manual trade management processes often require sales teams to navigate fragmented systems, transpose information from multiple sources, and repeatedly enter data, resulting in resource-intensive workflows that are prone to human error. The lack of guided steps and immediate validation creates bottlenecks, while inconsistent data capture slows down trade execution and increases risk. These challenges collectively limit operational scalability and impact both customer and employee experience.

The Trade Management Assurance Agent addresses these inefficiencies by providing a unified, intelligent layer across the trade initiation process. It guides users step-by-step through a trade request submission, prompting for essential information based on context and enforcing completeness before advancing. Utilizing both internal and external data sources including customer master data, product catalogs, pricing tables, compliance rules, trade history, email correspondence, external compliance lists, and unstructured attachments the agent extracts relevant information automatically through AI-driven document and data processing. Advanced features auto-populate key fields from master data and recent trade history, while the system validates each entry in real-time. If inconsistencies or missing details are detected, issues are flagged instantly for user correction, ensuring that each trade request is accurate and compliant before submission.

By integrating guided intake, automated extraction, smart field population, and live validation, this agent streamlines employee workflow, significantly reduces manual entry, and enforces master data consistency. In turn, it raises process and employee productivity, delivers cost savings through error minimization, and allows teams to handle higher trade volumes with existing resources. This leads to faster, more reliable trade execution and improved customer experience, supporting organizational scalability in trade management.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Trade Management Assurance Agent:

New Trade Request Entry


Internal Notes:
Received this request from Sarah Jones at Quantum Dynamics. This is for their Q3 AI infrastructure expansion project. Pricing is slightly off our standard list, but they are a high-volume client. Please process for approval.




Pasted Email Content:


From: Sarah Jones (sjones@quantumdynamics.com)
To: Alex Chen (achen@innovatecorp.com)
Subject: Purchase Order for Hyperion-7 Units - QD-PO-2024-8812


Hi Alex,


Hope you are well.


As discussed, please find our official Purchase Order attached (Ref: QD-PO-2024-8812) for the new batch of AI accelerators.


We'd like to place an order for 150 Hyperion-7 AI Accelerator Units. Based on our volume agreement, we have this priced at $12,450 per unit.


We require delivery by October 31, 2024.


Please confirm receipt and let me know the next steps for processing.


Best regards,


Sarah Jones
Procurement Manager
Quantum Dynamics

Deliverable Example

Sample output delivered by the Trade Management Assurance Agent:

Trade Request Analysis & Validation Report


Status: Pending User Review - Action Required


This report summarizes the extracted trade details and highlights validation checks performed against internal master data and compliance rules.




1. Extracted Trade Summary






Field
Extracted / Populated Value
Source






Counterparty
Quantum Dynamics
Email Body / Master Data




Customer ID
74B3-QD-9921
Auto-Populated (System)




Contact Person
Sarah Jones
Email Body




Contact Email
sjones@quantumdynamics.com
Email Body




PO Reference
QD-PO-2024-8812
Email Subject/Body




Product
Hyperion-7 AI Accelerator Unit
Email Body




Product SKU
H7-AI-ACCEL-V4
Auto-Populated (Catalog)




Quantity
150
Email Body




Requested Price
$12,450.00 / unit
Email Body




Requested Delivery
2024-10-31
Email Body




Total Trade Value
$1,867,500.00
Calculated








2. Real-time Validation & Alerts






Check Item
Status
Details






Customer Check
Verified
Quantum Dynamics (ID: 74B3-QD-9921) exists in Customer Master Data and is in good standing.




Product Check
Verified
Hyperion-7 AI Accelerator Unit (SKU: H7-AI-ACCEL-V4) is a valid, active product in the catalog.




Pricing Check
Alert
Requested price of $12,450.00 is a -0.4% deviation from the standard list price of $12,500.00.




Compliance Check
Verified
Trade details passed checks against internal compliance rules and external watchlists.




Completeness Check
Verified
All mandatory fields for trade initiation have been successfully extracted and populated.








3. Required Actions & Next Steps


    

  1. Review Pricing Alert: The requested price is outside standard parameters.
    2. 

  2. Submit for Approval: Due to the price deviation, this trade requires manager approval upon submission.
    3. 

  3. Confirm to Proceed: If all details are correct, click "Submit Trade" to route it for approval.
    4.

Opportunity to impact key functional area KPIs

Employee Productivity
Data Accuracy
Risk Reduction

By automating data entry and guiding users through complex workflows, the agent eliminates rework and frees up sales teams for value-added activities.

Automate Manual Data Entry
  • Extracts trade details automatically from emails and unstructured attachments.
  • Auto-populates key fields using customer master data and recent trade history.
  • Digitizes and structures information from various source documents.
Streamline Trade Submission
  • Guides users through a step-by-step, context-aware intake process.
  • Prevents submission of incomplete or inaccurate trade requests upfront.
  • Consolidates data gathering from multiple systems into a single, unified interface.

By validating entries in real-time against master data and business rules, the agent enforces consistency and ensures every trade request is correct from the start.

Enforce Data Governance
  • Validates all entries against approved customer, product, and pricing master data.
  • Flags discrepancies between submitted data and system-of-record information instantly.
  • Ensures consistent data capture formats and standards across all requests.
Eliminate Human Error
  • Prevents data transposition mistakes by automating information extraction.
  • Identifies and mandates correction for missing or inconsistent fields prior to submission.
  • Cross-references trade details across multiple sources to confirm accuracy.

By systematically enforcing business rules and checking against compliance lists, the agent minimizes the operational and regulatory exposure in every trade.

Improve Regulatory Compliance
  • Verifies trade details against internal business rules and external compliance lists.
  • Creates a complete and auditable record of the trade intake and validation process.
  • Flags potential compliance violations for mandatory review before execution.
Minimize Downstream Errors
  • Reduces the volume of exceptions in trade processing caused by incorrect data.
  • Ensures all required information is present for smooth and timely trade settlement.
  • Accelerates approval cycles by submitting complete and pre-validated requests.

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