AI Financial Execution

Execute AI transactions

const aiLoanDecision = await portola.aiAgent.executeLoan({
  agent_id: "financial_advisor_ai",
  user_consent: { pre_approved: true, max_amount: 50000 },
  ai_analysis: { optimal_amount: 35000, confidence_score: 0.92 }
});

console.log('AI Loan Execution:', aiLoanDecision.status);

Real Transaction Execution

AI goes beyond advice to actual financial actions with full transaction capabilities.

User Consent Framework

Pre-approved parameters ensure user control over AI financial decisions.

AI-Optimized APIs

Designed specifically for AI agent integration patterns and autonomous execution.

SafeAIExecution

Set AI policies

const aiPolicy = await portola.aiAgent.setPolicy({
  agent_id: "wealth_manager_ai",
  transaction_limits: {
    single_transaction_max: 10000,
    daily_total_max: 50000
  },
  approval_workflows: {
    above_15000: "user_approval_required"
  }
});

console.log('AI Policy Status:', aiPolicy.active);

Policy-Based Controls

Programmable limits ensure safe AI execution within defined parameters.

Complete Audit Trails

Every AI decision and transaction is logged with full transparency for compliance and debugging

Higher User Engagement

Increased platform utility through executable financial services.

AI Empowerment

Drive engagement through empowering AI agents.

Track AI performance

const aiPerformance = await portola.aiAgent.getAnalytics({
  agent_id: "personal_finance_ai",
  timeframe: "30d",
  metrics: ["user_engagement", "transaction_volume", "satisfaction"]
});

console.log('AI Service Impact:', aiPerformance);

Network

Encrypted routing distributes loan applications across institutional lenders

Custody

MPC orchestration with policy guardrails and automated approvals

Payments

High-speed payment processing with instant settlement capabilities

Treasury

Policy-based workflows spanning distribution, collection, and escrow wallets

Identity

Comprehensive identity verification and compliance infrastructure for lending

Documents

Streamlined document processing and verification for lending operations

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AI Financial Execution

AI Financial Services That Drive Engagement

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