docs/demo-script.md

A five-minute TradeOpsSim demo

“Suppose GTS wanted to build an AI agent to monitor trade reconciliation, investigate mismatches, and flag cases that need review. AgentEnv provides a framework for building a test version of that workflow and evaluating the agent. Engineers define the records and permitted tools; operations specialists define a correct resolution or escalation. The framework runs the cases and records the actions and results.”

1. Open The missed fill and reset the episode. Show the 1,000-unit buy order: 400 filled, +400 booked, cancellation still pending.
2. Click Run model assistant on an authenticated host. The model receives only the business tools and operating runbook. On a host without model access, use Guided workflow and explicitly call it the rules baseline.
3. Open Execution evidence. Recovery reveals the delayed 200-unit execution, a second delivery of the same execution, and the cancellation acknowledgment.
4. Show the final state: 600 filled, 400 cancelled, zero working, and +600 booked. The correction is +200. The old 400-unit booking remains intact.
5. Show Outcome checks and Action history. The verifier checks records and evidence, rather than trusting the assistant's explanation.
6. Select The unanswered cancel, reset, and run the assistant. It can book the supported fill, but must keep the cancellation unconfirmed and open an evidence request. Correct escalation earns a passing assessment with an unresolved case status.
7. Optionally show Same ID, different scope or Already reconciled to demonstrate account isolation and the value of making no unnecessary change.

“GTS could start with a few sanitized, reviewed reconciliation incidents and turn them into repeatable tests. A later internal trial could give the agent copied records and have an operator review its proposed repairs. GTS would build that integration; AgentEnv would remain the place to rerun known cases after changing the prompt, model, or agent. Another workflow would use its own records, tools, and checks.”

The internal workflow guide provides concrete responsibilities and commands for running the supplied baseline and model bundles.

All cases are synthetic. These authored scenarios demonstrate integration and measurable behavior; they are not a held-out performance benchmark or a live trading system.