PACT
Synthetic workspace

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 viewView 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
Red-haired Transaction Banking Agent
01 / Transaction Banking

Connect operating flows.

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

Red / Workflow & rails
Blue-haired Cash Management Agent
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
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.

01

Client Agent

Builds organization and account context from approved sources.

Context
02

Relationship Agent

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

Continuity
03

Deal Pipeline Agent

Tracks stage, blockers, dependencies and next commitments.

Momentum
05

Workflow Agent

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

Execution
06

Growth Agent

Designs bounded BD, partnership and GTM experiments.

Expansion
07

Review Agent

Audits freshness, conversion, ETM efficiency and evidence gaps.

Learning

Pipeline Management

Progress requires evidence.

OpportunityDomainStageEvidenceNext action
Institutional data partnershipPartnershipEngagedBrief completeHuman review
Growth workflow pilotGrowthDecisionMetric gapFreeze baseline
Banking solution mapBankingActiveSources linkedPrepare meeting
Funding evidence packageFundingReviewApproval pendingApprove scope

Governance

Autonomous preparation.
Human-controlled relationships.

  1. 01
    Least privilege

    Only approved sources and bounded working scopes.

  2. 02
    Human approval

    Required before messages, meetings, submissions and commitments.

  3. 03
    Evidence before stage

    No opportunity progresses without a traceable outcome.

  4. 04
    Private by design

    Real contacts and commercial records never enter the public bundle.