Decision intelligence infrastructure
Financial decisions, evaluated in context.
Thalra helps investment platforms evaluate proposed actions against financial context and institutional policy — returning explainable, governed outcomes.
How an evaluation works
Illustrative synthetic example
Context
Observed
Risk profile · portfolio · behaviour · proposed action
Signals
4 material
Concentration · exposure · mismatch · recent escalation
Policy
Applied
Versioned institutional rules
Decision
CONFIRM
Governed outcome for the proposed BUY
Evidence
Returned
Rule · policy pack · engine identity
The problem
Customer profiles are largely static. Investment circumstances are not.
Liquidity shifts. Portfolios concentrate. Trading behaviour changes. When a customer proposes an action, platforms need an evaluation grounded in the context that applies now — and a governed outcome they can explain.
The platform
One evaluation path. Connected intelligence.
Context flows into signals. Versioned policy governs the decision. Evidence travels with every outcome — for product workflows and institutional review.
- 01
Context
Intake financial observations for a proposed action — and surface what is missing or stale.
- 02
Signals
Derive material observations such as concentration, liquidity impact and recent risk escalation.
- 03
Policy
Apply versioned institutional policy packs with deterministic, named rules.
- 04
Decision
Return ALLOW, SUPPORT, WARN, CONFIRM or REVIEW — outcomes systems can act on.
- 05
Evidence
Attach rule identity, pack version, engine version and supporting detail.
Product in action
Liquidity changes. The governed outcome should too.
A customer proposes the same investment action after liquid assets fall. Thalra re-evaluates against the updated context and returns a different institutional decision — with evidence attached.
When context changes
engine 0.2.0 · default-investment-v0
The same high-risk BUY is proposed. When liquid assets fall, the governed outcome moves from SUPPORT to REVIEW — with evidence the institution can inspect.
Before
Higher liquid assets
SUPPORT
D01
After
Reduced liquid assets
REVIEW
D04
Illustrative synthetic timeline · not a live evaluation
Built for financial institutions
Designed to sit inside existing investment software.
Investment platforms
Evaluate proposed trades against portfolio, behaviour and policy before execution continues.
Brokerages
Add governed context checks beside existing suitability and risk controls.
Wealth infrastructure
Expose decision intelligence through APIs your products already orchestrate.
API-first
Integrate evaluation into your stack.
API preview
POST /evaluate
{ "action": "BUY", "context": { /* customer · portfolio · behaviour */ } }{
"decision": "ALLOW",
"decision_rule_id": "D00",
"evidence": { "engine_version": "0.2.0", "policy_pack_id": "default-investment-v0" }
}REST evaluation is implemented today. Official SDKs and MCP support are planned. Full developer overview →
Request a demonstration.
Tell us about your platform and the decisions you need to govern. We will follow up to arrange a private walkthrough.