
Connect operating flows.
Payments, collections, supply-chain workflows, ecosystem connectivity and implementation hand-offs.
Red / Workflow & railsPengyi A-side Collaboration Team
An AI-native decision and execution layer for institutional relationships, banking, fundraising, partnerships and growth, designed to minimize responsible ETM and Treasury use.
Ping An Bank Agent
Three product specialists prepare explanations, joint-sales workflows and approval packages. Authorized people retain every banking decision.


Payments, collections, supply-chain workflows, ecosystem connectivity and implementation hand-offs.
Red / Workflow & rails
Settlement, reconciliation, cash concentration, liquidity structures and treasury reporting.
Blue / Cash & control
Trade background, payment routes, FX coordination, documentation and compliance gates.
Gold / Global corridorsA-side control
Every synthetic item has an owner, evidence state, deadline and next action.
One evidence-producing A-side move
Tasks removed from Pengyi's direct load
Capacity reserved for B-side and C-side
Commitments require Human approval
Operating team
Agents prepare, trace and recommend. Pengyi approves every external action and commitment.
Builds organization and account context from approved sources.
ContextPrepares meetings, catch-ups and evidence-backed follow-ups.
ContinuityTracks stage, blockers, dependencies and next commitments.
MomentumRuns Corporate Finance and FICC research under the Ping An Bank Agent.
CF Agent × FICC Agent →Controls deadlines, hand-offs, approvals and closure evidence.
ExecutionDesigns bounded BD, partnership and GTM experiments.
ExpansionAudits freshness, conversion, ETM efficiency and evidence gaps.
LearningPipeline Management
| 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
Only approved sources and bounded working scopes.
Required before messages, meetings, submissions and commitments.
No opportunity progresses without a traceable outcome.
Real contacts and commercial records never enter the public bundle.