Governed by the instrument
A plan names the power it relies on. In this demo, the Whitfield roof distribution cites Whitfield Family Irrevocable Trust, Art. IV(b) — the instrument, not a guess.
r.Team → rAgent.Team
Trust administration with a reasoning partner
rAgent proposes; Trust Professional decides; Reasoning Engine executes through the Bridge.
human-in-the-loop · audit trail · every step gated
The loop
How the team works
A request arrives. rAgent proposes a plan. A Trust Professional approves or sends it back. The Reasoning Engine executes through the Bridge.
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Request
Inbox receives the ask from a beneficiary, officer, or plan sponsor.
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Plan
The rAgent Team proposes how — with the governing provision attached.
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Approval
A Trust Professional or Trust Officer approves, or sends the plan back.
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Execution
The Reasoning Engine runs approved work through the Bridge.
On the phone
Interactive demo
Tap Inbox to open a request, review rAgent's plan, and approve or send it back.
Synthetic data. Bank trust-administration examples only. Not a live production backend.
rAgent Team proposed a planRoof distribution — TR-40817 · High
The craft
What fiduciary reasoning looks like
Here, fiduciary reasoning means governing authority, confidence, flags, and human approval gates — with every decision in an audit trail.
Confidence you can question
Each plan carries a confidence a Trust Professional can challenge. Medium is a reason to look again, not a green light to move funds.
Flags before funds move
Exceptions surface before cash moves. Flags are stops for a person, not decorations on a completed wire.
Humans decide, the record remembers
Approve or return. Activity keeps who decided, on which account, and why — so another officer can reconstruct the step.
Interpretation Governance: the Reasoning Engine cites, scores, and flags; the Trust Professional decides; the audit trail keeps the why.
Deployment
Two ways to run r.Team
Same loop either way. The difference is whether approved work writes through the Bridge.
Standalone
Propose, approve, and record on rAgent.Team without writing to the core processor. Use it to rehearse the loop with a named Trust Professional.
Bridged
After approval, the Reasoning Engine executes through the Bridge into the firm’s systems of record. Same gates. Same trail.
Desks
Who it’s for
Trust administration desks that still need a person on the decision — and a record of why.
Bank trust
Distributions, notices, and accounting under the governing instrument, with an officer on the gate.
Trust companies
The same loop across books: rAgent Team proposes; Trust Officers decide; the trail holds.
RIAs
Advice stays human. The partner cites the mandate and stops for the adviser of record.
EB plan administration
Participant statements and plan-sponsor reviews — the demo’s EB-70255 is a synthetic 401(k) book.
Sit beside rAgent
Pair a named Trust Professional with an rAgent Team. People decide. The record remembers.