Research into two-party agentic delivery
Trading, settlement, reconciliation, market infrastructure, and capital-markets data services.
AAO-109 / Data, Technology, and Security
Market-data and vendor managers should verify that the intended agent workflow is permitted by the relevant licenses. Human access, technical connectivity, provider use, storage, derived outputs, and redistribution can raise different contractual questions.
AAO-102 / Delivery and Operations
Settlement managers should allocate the available time across provider execution, buyer decisions, external submission, confirmation, and exception recovery. A fast agent response is not a timely settlement outcome if the joint workflow misses the governing cutoff.
AAO-081 / Governance and Accountability
Bank boards should require settlement services to distinguish an agent’s completed instruction from the accepted economic and legal end state. Service scope, evidence, and unresolved obligations must reflect the transaction, infrastructure, and jurisdiction concerned.
AAO-069 / Delivery and Operations
Reconciliation managers should define closure through authoritative balances, resolved differences, and attributable corrections. An agent’s success message or balanced-looking output should not close the obligation until the bank can verify the underlying financial state.
AAO-023 / Resilience and Exit
Bank directors should require a tested continuity mode for each critical agentic service. A fallback plan is credible only when the bank and provider can demonstrate the people, records, access, and operating capacity needed during the assumed outage.