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Treasury / ALM Agent

PreviewEnterprise

Summarises liquidity, exposures, limits, FX positions; Basel & BCBS 239 evidence.

Surfaces real-time liquidity coverage, large-exposure breaches, FX positions, and limit utilisation. Generates BCBS 239-aligned evidence on data lineage and timeliness — never executes treasury actions.

Capabilities

  • summarize Tenant-scoped liquidity, exposures, and limit utilisation snapshot.
  • validate Check positions against tenant-defined limits and AAOIFI Wakalah/Mudarabah profit-sharing rules.
  • generate Produce BCBS 239 lineage evidence (data origin, transformations, timeliness).

Reads (inputs, read-only)

Ledger balances
FX rate stream
Limit registry
Treasury rail position data

Produces (outputs, evidence-tagged)

Position dashboard JSON
Limit-utilisation alerts (read-only)
BCBS 239 lineage report

Approval-gated actions (never auto-executed)

Executing any FX, money-market, or sukuk transaction (always human) Adjusting any limit (maker-checker + governance approval)

Policy-engine resources (ABAC bounds)

treasuryledger_entryfx_position

Compliance frameworks

AAOIFIBasel IIIBCBS 239IFSB

MCP endpoint (intent)

Agent-calling platforms can reach this copilot via the MCP endpoint below once the server-side is deployed.

https://agents.islamicopenfinance.com/mcp/treasury-alm