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OLTAIX™ is not a one-size-fits-all product — it is a custom-built intelligence framework. As a flexible reference topology, each deployment is uniquely tailored to the needs of sovereign wealth funds, pensions, insurers, endowments, and family offices.
Rad H. Pasovschi, CEO
The OLTAIX™ topology is purpose-built to adapt across every type of asset owner ecosystem. By investor type, it activates specialized agents — ALM agents for pensions, macro and geopolitical agents for sovereign wealth funds, solvency and capital agents for insurers, privacy and governance agents for family offices, and stewardship and spending agents for endowments. By partner ecosystem, each custodian, manager, and data source operates within its own trust-bounded cluster, unified through the asset owner’s sovereign intelligence plane. And by fiduciary requirements, governance, compliance, and reporting are configured to the specific policies, boards, and regulatory frameworks of each client.
Goal: One Asset Owner (AO) using OLTAIX where each partner type runs its own Agentic AI cluster (AG)
Legend: [TB]=Trust Boundary · AG=Agentic AI · MCP=Model Context Protocol · RAG=Retrieval-Aug. Gen. · DX=Data Exchange · UDL=Unified Data Lakehouse · GRC=Governance/Risk/Compliance
Topology:
-------------------------------------------------
ASSET OWNER (AO) — OLTAIX
[TB] AO Sovereign Intelligence Plane
AO Agent Hub · AO MCP · AO RAG · AO UDL
Policy/GRC · Audit/Lineage
┌──────────────┬──────────────┐
▼ ▼
[TB] Asset Servicers (1…N) [TB] Asset Managers (1…N)
AG+MCP+RAG local corpus AG+MCP+RAG local corpus
DX→AO: positions, breaks DX→AO: holdings, trades
└──────────────┬──────────────┘
▼
[TB] External Data Providers (1…N)
AG+MCP+RAG local corpus
DX→AO: benchmarks, ratings
-------------------------------------------------
Design Principles:
1. Sovereign AO control: meta-planner, unified MCP, AO RAG, UDL
2. Per-type autonomy: Servicers, Managers, Providers each with AG+MCP+RAG
3. Contracted DX via schema contracts, eventing, policy enforcement
4. Trust boundaries & AO DMZ gateways for security
5. Cite-or-fail & full audit lineage
Example Orchestration (T+1 NAV variance >50bps):
1. AO plans → sub-goals to Servicer, Manager, Provider AGs
2. Each runs local RAG, returns cited artifacts
3. AO merges evidence in UDL, proposes resolution
4. Compliance approval → dual-control execution
© 2025 Institutional AI. All Rights Reserved. OLTAIX™ is a trademark of Institutional AI. For informational use only.
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