For fintech, advisor, and AI-agent platformsIllustrative sample — not client data
Sample walkthrough — agent proposal, governed

Your AI agent proposes an out-of-mandate action. SigmaX stops it before it can route.

A partner platform's autonomous agent calls the ActionIntent API with a proposed action. Walk it through the mandate gate and watch SigmaX block an out-of-mandate, out-of-venue trade before anything can route — returning a structured reason to the platform, not an order.

What this proves: The platform embeds one governed primitive and its agent can never route an unpermitted action — the platform stays out of trouble without becoming the broker or custodian.

  1. 1. Inputs
  2. 2. Signal
  3. 3. ActionIntent
  4. 4. Mandate
  5. 5. Preflight
  6. 6. Compliance
  7. 7. Authorize
  8. 8. Outcome
Stage 1 — Inputs collected

Confirm the account context

SigmaX starts from a Capital Twin: the account model that carries positions, mandate, constraints, and context. Here is the sample context for this walkthrough.

Account
Aster balanced managed account
Retail, via ActionIntent API
Allowed assets
US-listed ETFs and equities only
Mandate limits
No crypto, no leverage, no derivatives; max 10% per position
Proposed by
Partner platform AI agent
Autonomous, via API
Live execution
Disabled
No capital authority on this surface
Step 1 of 8
ActionIntent packet
draft
intent_id
ai_demo_platform_governance
twin
Aster Neobank — balanced managed account (API workspace)
proposed_by
Partner platform AI agent (via ActionIntent API)
route
reason_code
pending
evidence
3 measured · 2 derived · 0 inferred

Sample packet. SigmaX produces a decision record and a non-executing route — it never places a trade, moves money, or routes customer capital.

This is an illustrative sample with fabricated data. SigmaX analyzes and governs; deterministic systems validate; a human authorizes; capital remains governed. SigmaX does not trade, custody assets, move money, or route customer capital.

Every proposed capital action, governed the same way.

Whatever AI or team proposes the action, SigmaX runs the same mandate, Preflight, compliance, human-authorization, route, and audit sequence you just walked through. SigmaX analyzes and governs; a human authorizes; capital remains governed.