Monitoring active
--:--:--
Pending Review
3
Require urgent action
Flagged Today
11
↑ 4 vs yesterday
Total Notional (Flagged)
$4.7B
Across open alerts
Cleared Today
8
No action required
Escalated
1
To compliance
Avg AI Confidence
91%
Discrepancy match
🚨
3 trades pending mandatory review
All exceed the USD 250MM notional threshold with AI-detected discrepancies between client instructions and booked trade details. Review required before end of session.
SLA: 2h 14m remaining
Critical ⇄ Buy/Sell Mismatch $ Notional Discrepancy TRD-2025-0041
TSLA · USD 875MM · Equity Block
Client instructed SELL 2,500,000 shares via voice call at 09:14. Trade entered as BUY 2,500,000 shares at $350.00. Notional discrepancy of $12.5MM also detected between agreed price and booked price.
96% AI conf.
Voice
09:14 EST
Trader: J. Morrison (EQ-07) · Client: Wellington Management · Desk: Equities Cash
Critical ⚡ Wrong Instrument TRD-2025-0038
NVDA vs AMD · USD 1.2B · Equity Block
Bloomberg chat log references purchase of NVDA (Nvidia Corp) 3,000,000 shares. Trade booked against AMD (Advanced Micro Devices). AI detected instrument confusion in transcript — client confirmed NVDA ticker symbol twice during negotiation.
98% AI conf.
Chat
08:47 EST
Trader: S. Patel (EQ-12) · Client: BlackRock Institutional · Desk: Equities Cash
High 📅 Settlement Date Error TRD-2025-0035
EUR/USD · USD 2.6B · FX Forward
Client email confirms T+2 settlement (13 Mar 2025). Trade booked with T+5 settlement (18 Mar 2025). AI detected explicit settlement date instruction in email chain. A 3-day settlement discrepancy on a $2.6B FX forward carries material exposure risk.
89% AI conf.
Email
08:22 EST
Trader: K. Zhang (FX-03) · Client: Fidelity International · Desk: FX Forwards
Cleared Today — No Action Required
Trade ID Instrument Notional Discrepancy Type Resolution Cleared By Time
TRD-2025-0033 AAPL · Equity Block $412MM $ Notional Rounding confirmed — no error L. Chen 10:02
TRD-2025-0031 US 10Y · Treasury $1.1B Qty Variance Partial fill confirmed by client M. Okafor 09:55
TRD-2025-0029 EUR/GBP · FX Spot $780MM Settlement Date Holiday calendar correction — correct D. Ivanova 09:41
Filter:
Trade ID Instrument / Desk Notional Channel Discrepancy AI Conf. Status Trader Time
TRD-2025-0041 TSLA Equity $875MM
Voice
Buy/SellNotional 96% Pending J. Morrison 09:14
TRD-2025-0038 NVDA→AMD Equity $1.2B
Chat
Instrument 98% Pending S. Patel 08:47
TRD-2025-0035 EUR/USD FX Fwd $2.6B
Email
Sett. Date 89% Pending K. Zhang 08:22
TRD-2025-0033 AAPL Equity $412MM
Voice
Notional 72% Cleared L. Chen 10:02
TRD-2025-0031 US 10Y Rates $1.1B
Chat
Quantity 68% Cleared M. Okafor 09:55
TRD-2025-0029 EUR/GBP FX Spot $780MM
Email
Sett. Date 81% Cleared D. Ivanova 09:41
Flags This Week
47
↑ 12% vs last week
True Positives
31
66% accuracy
False Positives
16
34% false alarm rate
Avg Review Time
8.4m
↓ 22% this week
Notional Saved
$9.2B
Potential error value
Flags by Discrepancy Type (MTD)
Buy/Sell Direction 18 flags
Wrong Instrument / Ticker 14 flags
Notional / Price Error 9 flags
Settlement Date Mismatch 6 flags
Flags by Desk (MTD)
Equities Cash
22 flags High
FX Forwards
12 flags Med
Rates / Fixed Income
8 flags Med
Credit / IG
5 flags Low
Daily Flag Volume — Last 10 Sessions
28F
3M
4M
5M
6M
7M
10M
11M
12M
Today
Surveillance Thresholds
Trades below these thresholds are not flagged for manual review, even if a discrepancy is detected.
Minimum Notional (USD)
Applies to all asset classes
$250,000,000
Min. AI Confidence to Flag
Below this threshold, AI result is logged but not actioned
65%
SLA — Review Deadline
Maximum time from flag to review decision
4 hours
Monitored Communication Channels
AI reviews communications across these channels and compares against booked trade data.
Voice Calls (Turret / Mobile)
Active
Bloomberg Chat / Symphony
Active
Email (Firm Domain)
Active
WhatsApp / SMS (Unapproved)
Not monitored
Discrepancy Detection Rules
The AI model checks for these discrepancy types between client instructions and trade data.
Buy/Sell Direction Always Flag
Instrument / Ticker Always Flag
Notional / Price (>0.5% variance) Flag if >$250MM
Settlement Date Flag if >$250MM
Quantity / Size (>1% variance) Flag if >$500MM
AI Model Information
Details of the underlying model used for communication-to-trade matching.
ModelTrade Surveillance LLM v2.4
Last retrained01 Mar 2025
Training data18 months voice + chat + email
Voice transcriptionWhisper ASR (98.1% accuracy)
Avg processing latency2.3s per communication
MRC model accuracy (backtested)91.4%
Last auditFeb 2025 — Passed
Trade Detail Review