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Agent inventory

Agent Identity

Treasury Assistant

Prepares daily liquidity positions and cash-forecast commentary for the treasury desk.

Trust Score

71/100

Accountability

Owner
Anders Lindqvist
Owning team
Group Treasury
Business unit
Corporate Functions
Environment
Production
Risk classification
High
Registered
3 February 2025

Technical identity

Model
GPT-5
Framework
Semantic Kernel
Memory
Disabled
Invocations (30d)
6,388
Last activity
3 hours ago

Connected systems

  • SAPCredential scoped
  • Bloomberg TerminalCredential scoped
  • Microsoft OutlookCredential scoped

Permissions

3 granted · 3 denied
  • Read Balances
  • Read Market Data
  • Draft Commentary
  • Initiate Payments
  • Modify Counterparties
  • Approve Transfers

Denied permissions are enforced at runtime. Attempts are refused before the tool call reaches the enterprise system and are written to the evidence log.

Approval policies

Any payment instructionDual authorisation, Treasury Head
Counterparty data accessDLP scan

Governance posture

This agent has operated for February 2025 without an unresolved policy breach. Autonomy is granted only within the permission set above and is re-evaluated at every governance review.

Identity verifiedOwner attestedRuntime enforcement activeEvidence complete