Corvair Knowledge Substrate / Prebuilt Domain Substrate
Markets and Treasury Knowledge Substrate
Led by the Markets Sales and Treasury roles
Search, plain-language Q&A, knowledge management, and agentic memory for markets and treasury, in one governed substrate. It blends licensed product and market-conduct expertise with your institution's own desk procedures, limits, and house views, and each desk's curated libraries, with a Validity Warrant on every answer. Built for the sales, trading, and treasury desks, it serves every desk role and powers the agents, apps, and auditors that work with them.
Subscription content, in partnership with [Markets knowledge partner]. Licensed markets and treasury expertise is produced and kept current by a named domain partner.
Seconds
to a sourced product, term, or procedure answer on the desk
Faster
onboarding to desk procedures, limits, and house views
Every rationale
source-attributed and carrying a Validity Warrant
One source
shared across sales, trading, and treasury, and the agents
Four capabilities in one governed layer
Search
One query across licensed, institutional, and personal knowledge, ranked and attributed.
Q&A
Plain-language answers from a local or cloud model, always with citations and a warrant.
Knowledge management
Curated, typed, trust-scored, and source-attributed; licensed expertise blended with your own.
Agentic memory
A bi-directional record that pre-loads context and captures what was said, done, and decided.
How it comes together
Three inputs blend into one governed substrate, with auto-curation, trust scoring, and a Validity Warrant on every answer, reached three ways.
Licensed
Domain backbone
Products, market conduct, treasury, trust-scored
Crawled & ingested
Your institution's knowledge
Internal sites, SharePoint, product shelf, policies, procedures
Self serve
Each user's libraries
Their own documents, transcripts, notes, and sources
Chatbot & search
Sales, trading, and treasury
Search and ask, with sourced, governed answers
MCP server or secure API
Local agents and custom apps
A governed knowledge source for results
Warrant viewer & export
Auditors
Open and verify the Validity Warrant behind any decision
Pipeline
Ingests PDF, DOCX, XLSX, CSV, web pages, call transcripts, meeting notes, and video transcripts. Crawl web sites, intranet, SharePoint, and more, to bring documents in automatically. Auto-curation keeps it current, using continuous web search, news, and monitoring. Access chatbot, secure API, MCP server, and Claude skills.
How a Validity Warrant works
A signed record produced with every answer, capturing what the substrate knew and how it reached the answer, so a decision stays defensible long after it is made. It can cover a single answer or a whole conversation.
01 Search or Q&AThe question asked
The exact prompt or question, including any follow-ups.
02 KnowledgeWhat was known
The facts used, each with its trust score, pinned to a snapshot.
03 Reasoning pathHow it was reached
The search, the sources selected with why each is relevant, and the premise chain.
04 AuthorityWho asked, and bounds
The person or agent, and whether the request stayed within policy.
05 SignatureSigned and replayable
Cryptographically signed and timestamped, exportable, reconstructable later.
Decisions cannot be guaranteed as correct, but the basis for the decision can be proved.
Roles it serves
- Markets Salesperson (client coverage, primary)
- Trader, market making, execution
- Treasury / ALM Manager, funding, liquidity
- Structurer, solutions, pricing
- Market Risk, limits, exposures
- Compliance and Surveillance
AI agents it powers
Custom agents you or your partners build, via MCP or secure API. Not included in the licence.
- Co-pilots, role-bound assistants for sales and trading
- Pre-trade suitability and disclosure agent
- Market abuse surveillance agent
- Pricing and curve assistant
- Trade confirmation checker
- Regulatory reporting agent
Inside the licensed backbone
Products across asset classes, trading and sales practices, market conduct and regulation, treasury, ALM, and liquidity, market risk and limits, pricing and valuation, trade lifecycle and confirmations, and market abuse and suitability.
Platform
Single search
One query across licensed, institutional, and personal knowledge.
LLM Q&A
Plain-language answers, local or cloud model, always with citations.
Crawler & ingest
Web, intranet, SharePoint, plus files and transcripts.
Access anywhere
Chatbot, secure API, MCP server, and Claude skills.
Governed by construction
Trust scoring
Every fact carries a computed trust and decay, curated live.
Source attribution
Licensed knowledge kept distinct from your local policy on every answer.
PII guardrails
Sensitive data detected on ingestion and redacted or blocked in results, per role.
Validity Warrant
A signed, exportable record for auditors to verify, replayable in time.
MAS guidanceMiFID II / MiFIRMarket Abuse (MAR)EMIRDodd-FrankBasel III / IVISO 42001Corvair Risk Catalog
Knowledge as code, and deployment
Knowledge as code
Recipes and grounded content live in Git or your own repository. Branch and review a change, promote from test to production, and reconstitute an identical, governed substrate anywhere. Versioned, auditable, reproducible.
Deployment
Runs in your cloud of choice (Google Cloud, AWS, or Microsoft Azure, with Alibaba and Tencent on request) or on-premises and private cloud, inside your firewalls. The platform, data, and audit trail stay yours. Initial build targets Google Cloud.
One of a family for the bank
Same pattern, new domain: a licensed backbone, your local knowledge, one governed substrate. Part of the Corvair family of banking substrates: Wealth Management, Retail Banking, Commercial Banking, Markets and Treasury, Risk and Compliance, and Operations. Banking is one example; the same pattern serves other regulated industries. Pricing is in the Banking Suite Price Sheet.
What the Markets and Treasury virtual expert knows
Corvair Knowledge Substrate / Domain Partner Content
Markets and Treasury Virtual Expert
Led by the Markets Sales, Trading, and ALM roles
A licensed co-pilot and chatbot for markets and treasury, trained on a commercial-grade body of product, valuation, ALM, and market-conduct knowledge, to help the desks learn, explore, and decide. Ask it in plain language or search the repository directly, and connect that same repository to your tools and agents through an MCP server or API. Produced and kept current by a named domain partner, and blended with your institution's own knowledge.
Subscription content from [Markets knowledge partner]. The licensed knowledge is produced and maintained by a named markets and treasury knowledge partner, then packaged and delivered by Corvair as a subscription.
What it is
A co-pilot and chatbot, trained on the licensed markets and treasury repository, that helps sales, trading, and treasury desks learn the domain and explore it in plain language. It both searches the repository and answers questions from it, with citations and a Validity Warrant on every answer. The repository is also a building block: connect it to your other tools and agents, or build on it directly.
Co-pilot and chatbot
Learn, explore, and ask in plain language, at the desk.
Search and Q&A
Retrieve and answer over the licensed repository, with cited sources.
MCP server and secure API
Power Cowork, Codex, or your own applications with the repository.
Available as Claude skills
Packaged ready to use, with custom skills developed to order.
What the virtual expert knows how to do
01Product structure and valuation mastery
Know pricing conventions and yield-curve calculations across fixed income, FX, commodities, equities, and derivatives.
02Investment and valuation analysis
Track correlations and run value-at-risk modelling and risk-return projections.
03ALM and balance-sheet modelling
Evaluate liquidity buffers, IRRBB, duration, and funds-transfer-pricing variances.
04Conduct risk and surveillance
Review actions and communications against front-running, spoofing, and insider patterns.
05Fiduciary suitability guarding
Match transactions to investor classifications, complexity tiers, and concentration limits.
A typical interaction
Markets and Treasury Virtual Expert · co-pilot · chatbot · API
Markets Salesperson
Can I show this leveraged structured note to this client?
Markets and Treasury Virtual Expert
Not yet. The client's classification and complexity score require an appropriateness check and a risk disclosure first, and the position would exceed the concentration limit, so confirm both before quoting.
Grounded in suitability mapping trees and market-conduct guides · Validity Warrant issued
From the partner's desk to a warranted answer
01 AuthoredThe standards
The partner's practitioners write the standards, models, and playbooks.
02 CuratedTrust-scored
Corvair ingests, structures, and scores every source for trust.
03 VersionedDated releases
Shipped as dated releases you can pin, replay, and roll back.
04 GroundsThe expert
Each answer is traced to licensed content, with a Validity Warrant.
Reference databases
- Multi-asset class product bible: structural specs, pricing logic, and trade-confirmation checklists.
- Quantitative market risk models: correlation matrices, volatility models, and VaR configuration playbooks.
- Market conduct regulatory guides: surveillance playbooks built from MiFID II, MiFIR, MAR, and Dodd-Frank.
- Fiduciary agreement templates: standard ISDA Master Agreements and Credit Support Annex rules.
- Global liquidity framework reference: Basel III/IV LCR and NSFR compliance playbooks.
How-to guides
- Structured derivatives valuation handbooks: yield-curve bootstrapping, Greeks profiling, and multi-currency swap valuation.
- ALM stress-testing blueprints: project cash-flow mismatch, IRRBB, and capital stress scenarios.
- Market abuse detection casebooks: real-world spoofing and manipulation linked to alerting patterns.
- ISDA and CSA operational drafting guides: schedule clauses, margin triggers, and collateral eligibility.
- Pre-trade suitability mapping trees: match client status and tolerance to asset classes and complexity.
In the substrate these map onto typed-knowledge families: reference data, models and formulas, frameworks and crosswalks, cases and precedents, and templates and clause libraries.
What always-current, shared knowledge delivers
Consistent across every desk
Everyone who needs it draws on one expert source, so guidance does not vary by who is asked.
Confidence
Sources are up-to-date, regularly refreshed, and available to everyone.
Faster to competence
New joiners ramp in weeks, not quarters, against an authoritative, vetted backbone.
Defensible by default
Conduct and suitability checks are built in, and every answer carries a Validity Warrant.
Curated periodically, and recombined. Domain partner content plus your institutional knowledge plus each user's libraries combine into a governed blend, trust-scored, with a Validity Warrant on every answer. The partner re-curates and re-publishes on a regular cadence, and each versioned release is recombined automatically, without disturbing your institutional or local content.