PERSONAL WORKSPACE / A fresh perspective
SERAI home ↗ Trading desk ↗ Interactive prototype
YOUR WORKING CONTEXT

Jade ChanRelationship manager

Outstanding work 0
LESS NAVIGATING. MORE DOING.

What would you like
to work on?

Ask a question. Explore a decision. Start a task.
The workspace takes shape around you.

✦ Your question becomes your workspace
Connecting database…Ctrl / ⌘ + Enter to ask

SQL-backed prototype · No live model or financial actions · Use fictional information only

VISIBLE, NOT INVISIBLE

Your memory & activity

Requests, draft snapshots, form edits, choices, sample files and workflow events are saved in the site's SQL database for this isolated demo session; they are not used to train a model. Use fictional information only.

The session is identified by a secure cookie, not a real staff login. Another browser or laptop gets a separate workspace. JSON exports include evidence metadata; download attached files individually before clearing.

A workspace, not a menu.

  1. Ask. Try portfolio, risk, FX quotes, onboarding, tasks or your usage history.
  2. Shape. Ask “make it visual”, “use a table”, “make it brief”, or combine “compare quotes and give me next steps”.
  3. Resume. The ten most recently used distinct requests stay in the sidebar after refresh; older requests remain in memory and export.
  4. Adapt. Two consecutive explicit requests for the same visual format make it the default for later relevant questions; three visits to a topic create a suggested shortcut.

This prototype composes approved components through a rule-based planner, not a live language model or arbitrary generated code; unfamiliar questions get a clarification instead of invented answers.

Text drafts are saved after a short pause or when you leave the field; form changes are saved as you edit. Only fictional information should be entered. Records are persisted to the site's SQL database under this demo session, not tied to a real login. The top profile selector changes simulated responsibilities, not access rights.

Complete the numbered onboarding steps through the review receipt, or walk a trade through checks, quotes, simulated approval, execution and settlement. Production would require staff authentication, permissions, retention rules and an evaluated model that returns a validated view specification.