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PRODUCT / FINANCE PROTOTYPE

Know what can proceed. Know what happens next.

StratX brings one proposed decision into view across independent participants. See permissible routes, blocked dependencies, owners, next actions and the evidence behind the result.

ILLUSTRATIVE INTERFACE / SYNTHETIC PARTICIPANTS / NO LIVE INTEGRATION

STRATX · DECISION VIEWSYNTHETIC · PROTOTYPE
DECISIONBUY 250,000 XYZ
INT-0042 v1proposed in Asset Manager OMS
  • Asset ManagerOrder, mandate and selection
    READY
  • Broker AMarket access and acceptance
    PERMISSIBLE
  • Broker BMarket access and acceptance
    BLOCKED
  • TreasuryFunding availability
    WAITING ON FUNDING ASSERTION
  • CustodianCustody and instruction support
    SUPPORTED
  • ClearingClearing eligibility
    ELIGIBLE
Available paths
0none cleared yet
Waiting paths
1on Treasury
Blocked paths
1by Broker B
Decision evidence
14records
NEXT REQUIRED ACTIONTreasury funding confirmation
OWNER · Treasury
Illustrative interface · synthetic participants and data · institutions decide and execute

ONE DECISION / ONE VIEW

A change in readiness changes the decision.

Set Treasury to READY or NOT READY. The same product view updates participant states, path availability and the next action together.

STRATX · DECISION VIEWSYNTHETIC EXAMPLE
DECISIONBUY 250,000 XYZ
Funding readinessowned by Treasury
PARTICIPANT DETERMINATIONS
  • Asset ManagerOrder, mandate and selection
    READY
  • Broker AMarket access and acceptance
    PERMISSIBLE
  • Broker BMarket access and acceptance
    BLOCKED
  • TreasuryFunding availability
    READY
  • CustodianCustody and instruction support
    SUPPORTED
  • ClearingClearing eligibility
    ELIGIBLE
CANDIDATE PATHS
  • Path 01via Broker A
    PERMISSIBLE

    Available — every required participant permits it.

  • Path 02via Broker B
    BLOCKED

    Not available — excluded by Broker B.

PERMISSIBLE PATHS1
DECISION EVIDENCE14
NEXT ACTION
NO OPEN BLOCKER

Required determinations are satisfied.

OWNER
Asset Manager
NEXT REQUIRED ACTION
Select an available broker path

An institutional decision. StratX does not select.

WHAT CHANGED

Baseline: funding is READY, so one path clears every required participant. Set funding to NOT READY to watch the decision change.

Synthetic participant assertions · bounded candidate set · no real order or institutional action

WHAT USERS GET

The result is operational, not abstract.

Permissible routes

See which candidate paths satisfy every required participant response before comparison.

Blockers and owners

See what is missing, who owns the determination and what would clear it.

Coordinated states

See how one change affects the participants and the paths that depend on them.

Evidence and context

Inspect recorded responses, reasons and what was known at the time.

DECISION EVIDENCE

Return to why the path changed.

The illustrative record shows each participant response and a retained-context view for later review.

STRATX · DECISION RECORDSYNTHETIC · ILLUSTRATIVE
DECISIONBUY 250,000 XYZ
REFERENCEINT-0042 v1
EVIDENCE14 records · append-only
Decision record for BUY 250,000 XYZ, as of 09:31:21
TimeParticipantDeterminationPolicy / versionReasonEvidence
Asset Manager OMSIntent normalizedREADYSYN-INTENT-SCHEMA · v1Scoped order context from OMS-88213 normalized into INT-0042 v1.RECORDEDR-01 · R-023f3e…80aa
Broker ABroker A permissiblePERMISSIBLESYN-BRKA-ACCESS · v3Instrument and size are within Broker A’s access policy.RECORDEDR-03 · R-043256…4350
Broker BBroker B blockedBLOCKEDSYN-BRKB-ELIG · v2Internal eligibility restriction applies to this order.RECORDEDR-05 · R-068949…14b6
TreasuryTreasury funding confirmedREADYSYN-TRSY-FUND · v1Funding availability asserted for the settlement date.RECORDEDR-07 · R-08ffa1…2801
CustodianCustodian supportedPERMISSIBLESYN-CUST-ACCEPT · v2Custody instructions for this instrument are supported.RECORDEDR-09 · R-10109f…a4ef
ClearingClearing eligiblePERMISSIBLESYN-CLR-ELIG · v1Instrument is eligible for the relevant clearing route.RECORDEDR-11 · R-12d8eb…d328
StratX coordinationcoordination output, not an authorityRoute set producedPERMISSIBLESYN-FEAS-GATES · v11 path permissible, 1 excluded. Hand-back to the institution; StratX does not select.RECORDEDR-13 · R-140cb1…d24d

AS OF 09:31:21Path 01 PERMISSIBLEPath 02 BLOCKED

Stored-context reconstruction, not executable replay. Exact replay requires retained evaluator artifacts and separate verification. Policy identifiers, record numbers and digests are illustrative.

THE NEXT CONVERSATION

Start with one difficult handoff.

The finance prototype demonstrates the coordination view with synthetic roles. A focused evaluation can test the model against institution-owned requirements.

Request an institutional briefing