Trustee Decision Intelligence Digital Worker
Deploys 9 specialized AI agents through 10 orchestration phases: planning, market intelligence, data retrieval, analysis, predictive analytics, risk assessment, compliance check, alert generation, synthesis, and report generation. Produces multi-persona reports (executive, technical, business analyst) with AI explainability and 94%+ confidence recommendations.
Problem Statement
The challenge addressed
Solution Architecture
AI orchestration approach
Trustee Decision Intelligence - Multi-agent orchestration dashboard
Trustee Decision Intelligence - Risk analysis and market intelligence
Trustee Decision Intelligence - Predictive analytics and compliance
Trustee Decision Intelligence - Report generation and alerts
AI Agents
Specialized autonomous agents working in coordination
Maestro - Chief Orchestrator
Complex fund analysis requires decomposing objectives into executable tasks, routing to optimal agents, managing dependencies, and synthesizing findings into coherent recommendations.
Core Logic
Receives analysis requests, decomposes into 20 subtasks with dependency graphs. Routes tasks to 8 specialized agents, monitors execution progress, handles inter-agent communication, facilitates consensus voting among agents, aggregates findings with weighted confidence, and assembles final recommendation package.
DataForge - Data Retrieval Specialist
Fund analysis requires data from multiple sources (balance history, contribution trends, claims data, vendor performance) that must be validated and aggregated.
Core Logic
Queries fund databases using SQL and RAG retrieval. Extracts data from FundDB, ContribDB, ClaimsDB, and VendorDB. Validates schema conformance, performs data quality scoring, identifies data gaps, and delivers consolidated datasets to analysis agents with 97% quality confidence.
RiskSentinel - Risk Analysis Expert
Funds face multiple risk categories (financial, operational, regulatory, market) that must be identified, quantified, and monitored to prevent adverse outcomes.
Core Logic
Analyzes 15 risk factors across 4 domains. Calculates risk scores using likelihood × impact matrices, performs scenario stress testing using VaR models, identifies risk trends (improving/stable/deteriorating), generates risk mitigation recommendations, and produces risk matrix visualizations.
QuantEngine - Financial Calculator
Fund trustees need accurate financial projections, scenario modeling, and statistical analysis to make informed policy decisions about rates and benefits.
Core Logic
Creates 18-month financial projections with seasonal adjustments and inflation factors. Runs Monte Carlo simulations (10,000 iterations) for probabilistic outcomes, calculates NPV and ROI for policy options, generates 4 policy scenarios with confidence intervals, identifies optimal scenario based on risk-adjusted returns.
CompliBot - Compliance Monitor
Fund operations must comply with ERISA, ACA, HIPAA, DOL requirements, and state regulations. Manual compliance tracking misses deadlines and creates audit risk.
Core Logic
Tracks 18 active compliance requirements across federal and state regulations. Monitors filing deadlines (Form 5500, ACA 1095-C), validates proposed scenarios against regulatory requirements, identifies compliance gaps, generates audit readiness scores, and alerts on upcoming deadlines.
InsightGen - Report Generator
Fund analysis findings must be communicated effectively to diverse audiences: C-suite executives need strategic summaries, technical staff need methodology details, business analysts need process flows.
Core Logic
Generates multi-persona reports tailored to audience. Executive Summary (1-page strategic overview with market context), Technical Report (full methodology, ML models, data lineage, agent reasoning trails), Business Analyst View (process flow, decision rationale, implementation plan). Embeds AI explainability sections and confidence scores.
MarketIntel - Market Intelligence Analyst
Fund decisions should account for external market conditions, industry benchmarks, economic indicators, and regulatory landscape changes that affect fund health.
Core Logic
Scans real-time market conditions using healthcare sector indices. Fetches industry benchmarks comparing fund to 127 similar multiemployer trusts, monitors regulatory feeds (DOL, IRS, CMS, State) for compliance updates, analyzes economic indicators affecting contribution trends, provides market context for strategic decisions.
Predictor - Predictive Analytics Specialist
Historical analysis alone cannot identify emerging risks. Funds need ML-based anomaly detection, trend forecasting, and pattern recognition to anticipate problems.
Core Logic
Runs Prophet + XGBoost ensemble for 18-month forecasts (MAPE 4.2%). Uses Isolation Forest + LSTM for anomaly detection in claims, contributions, and vendor performance. Identifies correlations across 47 feature dimensions, detects early warning patterns, generates predictive insights with confidence intervals.
Sentinel - Automated Alert Monitor
Fund administrators cannot continuously monitor all metrics for threshold breaches, trend warnings, and emerging issues. Manual monitoring causes delayed response to critical situations.
Core Logic
Monitors 24 configurable alert thresholds in real-time. Detects threshold breaches (reserve ratios, contribution trends, vendor performance), generates prioritized alerts (critical, warning, info), configures escalation workflows to appropriate stakeholders, provides proactive notifications before problems become critical.
Worker Overview
Technical specifications, architecture, and interface preview
System Overview
Technical documentation
Tech Stack
9 technologies
Architecture Diagram
System flow visualization