AI financial workflow
Treasury Router
A governed advisor workspace that surfaces modeled idle-capital opportunities, stages client cases, filters approved routes, prepares client materials, and keeps execution behind human approval.
The customer problem
VIP advisors need a faster way to identify idle balances, compare controlled product routes, explain tradeoffs, document approval, and hand a clean packet to operations without giving an AI agent authority over client funds.
Turns an AI financial workflow idea into a working advisor surface that stakeholders can inspect, test, and discuss without giving the AI authority over funds.
What I built
A product workflow that makes the next decision clearer.
- Mapped the advisor journey from opportunity detection through client approval and operations review.
- Kept suitability, allocation, and eligibility logic deterministic while using Gate AI to explain and prepare materials.
- Separated client-facing recommendations from internal operations packets and execution boundaries.
- Added an x402 testnet proof-of-flow for paid, permissioned access to a structured recommendation package.
Working flow
From input to controlled action
- Detect a modeled idle-capital opportunity
- Apply client constraints and route-governance rules
- Compare recommendation paths and rationale
- Prepare advisor and client materials
- Record human approval and create an operations handoff
Inspectable evidence
What works in the current build
- Working multi-step advisor product foundation
- Deterministic route filtering and recommendation logic
- Client packet and internal operations report generation
- x402 testnet merchant access and human-review work-order flow
Operating boundary
What this case study does and does not claim
Built while working with Gate AI. The public material shows a working prototype using deterministic development data. It does not use live client funds, a live Gate execution API, or autonomous execution.
This employer-context case study demonstrates product and solution-architecture capability. It is not offered for acquisition or independent licensing.
Relevant problem?
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