Data Intelligence Agent
CONCEPT DEMO · SYNTHETIC DATA
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Submit, track and review wealth intelligence cases.

Recurring market watches and one-time questions run asynchronously. Relationship managers can inspect agent work, review completed opportunities, and reopen historical cases from one queue.

NEW INTELLIGENCE CASE

Question and client scope

Natural-language scope with governed client-data matching.
KB enabled
Document Knowledge BaseResolve hidden portfolio relationships across 2,340 governed documents.
WITHOUT KNOWLEDGE BASEDirect holdings only · minor rebalance
→
WITH KNOWLEDGE BASEHidden sanctions exposure · asset reallocation

Supporting documents

Add client instructions, product documents or research for this intelligence case.
Governed intake
PDF
External Structured Note — Aug 2026Product terms · 2.4 MB
READY
PDF
Client Investment MandateSuitability instruction · 840 KB
READY
Document controls

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Access policy ✓
Malware scan ✓
Provenance ✓
Citation ready ✓

CASE MANAGEMENT

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CaseQuestion / signalOwnerCadenceStatusOpportunityAgent workAction
PRIVATE WEALTH · PORTFOLIO INTELLIGENCE · WDI-0824
ET

Eleanor Tan

UHNW household · Balanced Growth mandate · Relationship since 2014

Total relationship AUMS$48.60M+S$1.61M YTD
Portfolio objectiveGrowth + income7–10 year horizon
Risk profile3 / 5Balanced
Liquidity requirementS$4.80M9.9% covered
Relationship managerMichelle LimSingapore booking
KB
KNOWLEDGE-ENABLED FINDINGHidden sanctions-linked portfolio exposure identifiedCross-document entity resolution links S$1.18M of an external structured note to a sanctioned underlying issuer not visible in the custody position name.
S$1.18M
YTD portfolio return+7.84%+1.22% versus benchmark
12-month return+11.26%Within mandate objective
Unrealised P&L+S$3.42M71% equity contribution
Portfolio volatility8.7%Below 10.5% risk budget
Largest concentration8.4%DBS · approaching 10% guide

Portfolio performance

Net return, SGD · September 2025 to August 2026

PortfolioBenchmark
+12%+6%0%
SEPNOVJANMARMAYJULAUG

Strategic allocation

Current weight versus mandate target

REBALANCE CANDIDATE
Investment-grade bonds34%30%
Global equities23%26%
Alternatives17%18%
Healthcare equities14%15%
Cash & equivalents12%11%
CurrentTarget

Portfolio risk lens

Mandate-level controls after proposed trade

4 / 4 PASS
Risk-budget utilisation64%
Limit 100%
Liquid within 5 days78%
Minimum 60%
Single-name concentration8.4%
Guide 10%
Unhedged USD exposure21%
Limit 50%

Exit hidden exposure and rotate into healthcare

Knowledge-enabled · RM judgement required

91% PORTFOLIO FIT
Reallocate sanctioned-linked structured note exposureS$1.18M
FUNDING SOURCEExternal structured note−2.4% · sanctions-linked underlying
→
PROPOSED EXPOSUREHealthcare basket + MOD+2.4% · staged allocation
Sanctions-linked look-through exposure2.4% → 0.0%
Expected portfolio volatility8.7% → 9.0%
Five-day liquidity78% → 77%
Suitability and product shelfPASS

Top portfolio positions

Look-through exposure · market value in SGD

AS OF 24 AUG 2026
InstrumentAsset classMarket valueWeightYTD returnContributionRisk note
DBS Group HoldingsSGX · D05EquityS$4.08M8.4%+14.2%+1.08%Near concentration guide
Singapore Govt 3.0% 2034SGD sovereignFixed incomeS$3.74M7.7%+4.1%+0.31%Liquidity anchor
Global Healthcare FundInstitutional share classHealthcareS$3.16M6.5%+9.8%+0.62%Sector overlap monitored
Asia Credit OpportunitiesPrivate debt vehicleAlternativesS$2.92M6.0%+6.7%+0.39%Quarterly liquidity
US Treasury 4.125% 2031USD sovereignFixed incomeS$2.58M5.3%−1.2%−0.07%Partially FX hedged
CONFIDENTIAL · FOR ADVISORY DISCUSSION ONLY · SYNTHETIC DEMO DATAPortfolio refreshed 24 AUG 2026 · 08:04 SGT
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