01 · Approved evidence
Filings, internal notes, and other approved sources enter the governed environment.
Research Management
Governed AI, inside the investment workflow.
Research Management is the first market-confirmed workflow on the ZTA foundation. It connects approved evidence, governed model analysis, Model Council, Human Judgment, decision records, and outcomes in one controlled operating loop.
Why start here
Start with one governed workflow. Build from there.
Research sits upstream of many investment decisions. It is a strong proof point because it shows the full loop: approved evidence, governed analysis, Human Judgment, a decision record, and then a measurable outcome.
Research should not disappear when the decision is made. The system should preserve how the view was formed, what evidence supported it, and what happened afterward.
02 · Governed model analysis
Approved models analyze independently under policy-aware routing.
03 · Model Council
Elevated-risk work receives independent challenge and blinded evaluation.
04 · Human Judgment
The investment professional accepts, edits, rejects, or selects the alternative that best fits the firm’s framework.
05 · Decision record
Evidence, responses, scores, rationale, and outcomes are preserved as part of the institutional record.
Product surface
The evaluator recommends. The investment professional decides.
The product surface makes disagreement visible rather than hiding it inside a single merged answer.
Research Management · AQN credit deterioration assessment
Assessment question
Does recent evidence warrant changing the internal credit view from Stable to Deteriorating?
Governance: Model Council required.
Responses and evaluation
Response A · 4.10
Cautious, evidence-backed, but does not treat liquidity deterioration as decisive.
Response B · 4.42
Selected by the analyst. Gives greater weight to deteriorating liquidity and covenant headroom.
Response C · 4.55
Evaluator recommendation. Strong on support, less aligned to the firm’s downside-first framing.
Response D · 3.91
Underspecified on risk transmission and less persuasive on the recommendation.
What becomes valuable over time
Visible disagreement
The analyst sees where responses diverge, which is often the information that should prompt a closer look.
Structured judgment
A reason code and rationale make the resulting signal reusable rather than anecdotal.
Governed learning record
Evidence, responses, evaluation, judgment, and outcomes can later be validated and promoted into institutional learning.