ActionIntent packet
One proposed action, fully labeled.
The packet names the Capital Twin, the signal, the proposed action, the mandate result, missing proof, and required approver.
- AIX-WM-DRIFT-1047
- Mandate: conditional
- Proof gap: tax note stale
Capital Action OS
How SigmaX turns a signal into an authorized decision record.
A company starts with a changed signal, model, constraint, or client requirement. SigmaX turns it into a non-executing decision packet, checks the mandate and proof requirements, identifies the required human authorization, records the route status, and preserves the impact and audit state.
Intent infrastructure, not money movement. Human authorization required. No live execution or capital movement.
Lifecycle
Understand the account, check permission, prepare proof, require human authorization, then preserve the record.
- 01UnderstandSignal + Capital Twin
A portfolio, household, fund, or institution is represented as a Capital Twin: positions, objectives, mandate, constraints, notes, and evidence context.
- 02DecideCapitalMandate + ActionIntent
A signal becomes an explicit ActionIntent only after it is checked against what the CapitalMandate allows, blocks, or requires as proof.
- 03PreparePreflight
Preflight tests evidence, counter-evidence, cost, drift, liquidity, tax, suitability, and missing-proof conditions before any approval request is shown.
- 04AuthorizeHuman Authorization
A principal or approved reviewer can authorize, hold for evidence, or block. SigmaX does not approve on behalf of the human.
- 05RouteRoute Status
The result is paper, advisor task, broker-handoff draft, blocked, or not routed. Route status is recorded; SigmaX does not execute or move capital.
- 06MonitorImpact Ledger
Impact records preserve what changed, what was approved or blocked, what evidence was used, and which limits shaped the decision.
- 07ProveAuditWriter
AuditWriter turns the lifecycle into an audit trail: source, mandate result, approval state, route state, actor, timestamp, and replayable record.
- 08LearnDrift and replay
Drift, replay, and later evidence feed future Capital Twin context without upgrading sample or paper evidence into live proof.
System of record
The customer receives one record of the decision.
SigmaX is not a module catalogue. The product is the defensible record: the modeled account or workflow, the mandate, the proposed action, the Preflight result, the approval state, the route state, and the audit trail.
Capital Twin identity and state
CapitalMandate registry and version history
Workspace-scoped ActionIntent identity
Principal-bound approval records
Postgres-primary authority store
Impact Ledger entries
AuditWriter records
OpenAPI and SDK surface
Inspectable product output
The company receives a governed decision packet, not another dashboard.
The platform does not end at a dashboard. It produces a packet a team can inspect before deciding what is allowed.
Company input
Model drift, tax note, mandate constraint, and proposed rebalance
SigmaX analysis
Mandate check, proof gap, counter-evidence, cost, and route eligibility
Approval state
Human authorization required before any outside action
Route status
Paper-ready for committee review; no execution inside SigmaX
Sample ActionIntent packet
Committee review packet: AIX-WM-DRIFT-1047
Sample only
Approval state
Authority stays human-bound.
SigmaX identifies the principal or reviewer who must authorize, hold, or block. The system does not approve for them.
- Approver: investment principal
- Human authorization required
- State: approval required
- AI authority: none
Audit output
The record is ready before the meeting.
Impact Ledger and AuditWriter preserve what changed, what was checked, who reviewed it, and what route state existed.
- Impact Ledger: opened
- AuditWriter: draft record
- External action: none
Decision handoff
The artifact shows the proposed action, missing proof, required approver, and route state before anyone acts outside SigmaX.
Buyer handoff
One packet for committee review
Open issue
Tax note must be refreshed
Route state
Paper-ready; no execution
Capital authority
none
Customer capital
not routed
External execution
disabled
Capability fit
Evidence, drift, scenarios, and audit all support the same decision record.
Decision Intelligence
Evidence layer for Capital Twins and ActionIntents.
Drift Radar
Signal source. Drift can become an ActionIntent only through mandate and Preflight checks.
Scenario Lab
Preflight and counterfactual context, not a standalone product or execution engine.
Impact Ledger + Audit
System of record for route, authorization, impact, and audit state.