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Workflows

Institutional workflows with explicit states and audit trails.

The platform wins on non-happy paths: approvals, exceptions, partial fills, settlement failures.

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Workflow A — Portfolio construction

  1. Create portfolio

    01

    Define base currency, benchmark, mandate.

  2. Define allocation plan

    02

    Targets, constraints, approvals.

  3. Validate

    03

    Structural and compliance checks.

  4. Approve

    04

    Maker-checker and audit logging.

  5. Activate

    05

    Portfolio becomes tradable.

Workflow B — Rebalancing

  1. Detect drift

    01

    Measure deviation from targets.

  2. Generate proposal

    02

    Create proposed trades and rationale.

  3. Review

    03

    Portfolio manager review and edits.

  4. Compliance

    04

    Pre-trade checks; override if needed.

  5. Convert to orders

    05

    Approved proposal becomes order set.

Workflow C — Order lifecycle

  1. Create

    01

    Draft and attach intent + constraints.

  2. Check

    02

    Pre-trade compliance gates.

  3. Approve

    03

    Maker-checker approvals.

  4. Route

    04

    Send to broker/OMS (later integration).

  5. Execute

    05

    Record fills and acknowledgements.

  6. Post-trade

    06

    Confirm trade and settlement status updates.

See risk & AI workflows?

Risk jobs run async; AI suggests and humans approve.

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Related pages

Cross-links across the public site for architecture, trust, specialty modules, and rollout.

Reliability illustration

Reliability

Exception-first handling for non-happy paths.

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Compliance illustration

Compliance

Rule checks, severity, and governed override patterns.

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Modules illustration

Modules

Bounded contexts for core and expansion capabilities.

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Demo illustration

Demo

Structured walkthrough of workflows and controls.

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Audit illustration

Audit

Immutable evidence model for critical workflow actions.

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API Design illustration

API Design

Versioned contracts and workflow-oriented endpoints.

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