use_case_id,use_case_name,description,target_buyer
UC_001,AI Portfolio Manager,"Supports multi-step portfolio construction, optimization, and rebalancing reasoning.",AI Labs
UC_002,Robo-Advisor,"Powers explanations for allocations, risk, and client-specific portfolio changes.",RIAs
UC_003,Institutional Research Copilot,"Answers portfolio construction, benchmark, and risk questions for investment teams.",Asset Managers
UC_004,Risk Monitoring Assistant,"Explains active risk, factor exposures, tail risk, and drawdown scenarios.",Wealth Platforms
UC_005,Wealth Platform Knowledge Layer,Provides consistent portfolio education from beginner to institutional depth.,Institutional Investors
UC_006,Benchmark-Aware Rebalancing Agent,Supports constraint-sensitive recommendations and governance-friendly rebalancing.,FinTech