Pengyi A-side Collaboration Team

Relationships become
measurable progress.

An AI-native decision and execution layer for institutional relationships, banking, fundraising, partnerships and growth, designed to minimize responsible ETM and Treasury use.

Open control view View operating model

Weekly operating signalsW32

Qualified relationships12+3 this week

Active opportunities72 need decisions

Follow-up completion86%Target 90%

Approval queue3Human action

Ping An Bank Agent

Corporate Product Agent Team.

Three product specialists prepare explanations, joint-sales workflows and approval packages. Authorized people retain every banking decision.

Pengyi, Little G and the three corporate product Agents at a holographic banking workstation — Pengyi Human Gate + Transaction Banking + Cash Management + Cross-border Finance

01 / Transaction Banking

Connect operating flows.

Payments, collections, supply-chain workflows, ecosystem connectivity and implementation hand-offs.

Red / Workflow & rails

02 / Cash Management

Make liquidity visible.

Settlement, reconciliation, cash concentration, liquidity structures and treasury reporting.

Blue / Cash & control

Golden-haired Cross-border Finance Agent

03 / Cross-border Finance

Move across borders safely.

Trade background, payment routes, FX coordination, documentation and compliance gates.

Gold / Global corridors

Approval boundaryAgents prepare and routeHuman reviewers validateAuthorized bank roles decide

Internal Banking Coordination

Banking Tutor Agent.

Turns banking priorities, meetings, connections and policy signals into a reviewed action queue, protecting Pengyi's ETM while keeping every external step behind a Human Gate.

PrioritizePrepareProposeHuman approveClose

Meeting desk

Objective, agenda, evidence pack, proposed window and reviewed follow-up.

Connection desk

Relationship continuity, stale follow-ups and purpose-based channel selection.

Policy radar

Official facts mapped to corporate products, FICC and one minimum action.

Decision desk

Highest-IG action, ETM budget, dependencies, risks and closure evidence.

Read Tutor Guidance 001 / 2026-08-04 02:26 CST No autonomous outreach, calendar write, CRM write, bank-system access or business commitment.

Banking Tutor Agent at a holographic meeting and policy workstation — Banking context + PAdT-style coordination + Human authority

Synthetic Executive Adviser

Bank President Agent.

Commercial-bank strategy through the balance sheet: retail, corporate, treasury and FICC, connected to capital, liquidity, RAROC and international cooperation.

Balance sheetSegment allocationMacro scenariosSyndicationCross-borderTrading capability

Executive memo

Facts → segment impact → capital and liquidity → cooperation options → scenarios → ETM/Treasury recommendation → Human decision.

Read Report 001: Corporate + FICC Entry RecommendationAdvisory simulation only. It does not represent or impersonate real bank management.

Ping An Bank FICC Agent

Three markets. One governed view.

Specialists combine global macro, quantitative evidence and labelled discretionary scenarios, then map them to ALM, clients and product workflows.

01 / Fixed Income

Read the curve.

Rates, credit, liquidity, duration, relative value and bank balance-sheet implications.

White / Curves & credit

02 / Currency

Map global transmission.

RMB, major currencies, policy divergence, capital flows and corporate hedging context.

Spectrum / FX & flows

Gold-and-silver-haired Precious Metals Agent

03 / Gold & Silver

Measure the risk regime.

Gold and silver only: real rates, USD, positioning, volatility, inventory and liquidity.

Gold + silver / Precious metals

FactsQuant evidenceInterpretationScenariosInvalidationBusiness impact

Research boundaryExplain and evaluateRoute specialist questionsNo autonomous trade or client view

Corporate BankingInstitutional SalesMeetingsFundingFundraisingPartnershipsGrowthCRM

A-side control

One view of every commitment.

Every synthetic item has an owner, evidence state, deadline and next action.

Highest-value action1

One evidence-producing A-side move

Automate / delegate3

Tasks removed from Pengyi's direct load

ETM protected6h

Capacity reserved for B-side and C-side

Treasury gate100%

Commitments require Human approval

Operating team

Specialized Agents. Human authority.

Agents prepare, trace and recommend. Pengyi approves every external action and commitment.

Client Agent

Builds organization and account context from approved sources.

Context

Relationship Agent

Prepares meetings, catch-ups and evidence-backed follow-ups.

Continuity

Deal Pipeline Agent

Tracks stage, blockers, dependencies and next commitments.

Momentum

Bank Agent

Runs the Banking Tutor, Corporate Finance and FICC specialists under the Ping An Bank Agent.

Tutor + CF / FICC

Workflow Agent

Controls deadlines, hand-offs, approvals and closure evidence.

Execution

Growth Agent

Designs bounded BD, partnership and GTM experiments.

Expansion

Review Agent

Audits freshness, conversion, ETM efficiency and evidence gaps.

Learning

Pipeline Management

Progress requires evidence.

Opportunity	Domain	Stage	Evidence	Next action
Institutional data partnership	Partnership	Engaged	Brief complete	Human review
Growth workflow pilot	Growth	Decision	Metric gap	Freeze baseline
Banking solution map	Banking	Active	Sources linked	Prepare meeting
Funding evidence package	Funding	Review	Approval pending	Approve scope

Governance

Autonomous preparation.
Human-controlled relationships.

01
Least privilege
Only approved sources and bounded working scopes.
02
Human approval
Required before messages, meetings, submissions and commitments.
03
Evidence before stage
No opportunity progresses without a traceable outcome.
04
Private by design
Real contacts and commercial records never enter the public bundle.

Relationships becomemeasurable progress.