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How a pilot works

A morning desk, not another feed.

Official Taiwan paper overnight. Mapped to your Taiwan-distributed shelf. A person signs every match. A Monday memo from approved rows only. That is the loop a design partner lives in.

The daily loop

  1. 01

    Overnight official paper

    Taiwan circulars, gazette, news, and consultations land in a register. The original text is the system of record. The English extract is decision support — it does not invent holdings percentages or caps.

  2. 02

    Mapped to your public shelf

    TDCC offshore share classes, SITCA 境內 NAV, and public 基金月報 weights. Sold-in-Taiwan alone does not queue the whole shelf. China, delegation, and derivatives fire only when both the circular and the fund support them.

  3. 03

    A person signs every match

    Matches arrive as needs review. A reviewer approves, or rejects with a note. “No action” is only a human reject. Assign an owner. Export the signed register as CSV for internal audit.

  4. 04

    A Monday memo from approved rows

    The weekly job drafts from approved matches only. It does not send. A reviewer approves the memo; send goes to lead and CCO seats on the workspace — or you copy it and forward it yourself.

Public data to open the door. Client data to make it stick.

  1. Before a contract

    Public regulators and your public shelf

    No NDA required to map a Taiwan-distributed list against a live circular. That is the first conversation.

  2. After a signed pilot

    Internal book vs mandate files

    Live holdings, IM caps, and sub-advisory terms sit behind an agreement. Until then, any book-versus-cap line is a labelled overlay — not a live breach call.

A person signs off before a pilot partner sees a “no action”.

False negatives on compliance deadlines permanently kill trust. During the pilot, every match carries a confidence score and a review state. Over-flag early; tighten precision once we have real cycles of reviewer decisions.

How it lands in the workflow

  • Morning brief to workspace seats: overnight, due this week, unsigned queue
  • Desk: calendar, bilingual change record, fund shelf, reviewer queue
  • Weekly memo by email to lead and CCO seats — never auto-broadcast to the firm

See it against your own shelf.

If you can point us at a public Taiwan fund list, we can show the mapping on a live circular. Hong Kong and Singapore are next on the same module. Let’s talk.

Let's talk