AI assistance
WellBridge AI Assist
An assistance layer that drafts, summarises and explains — with sources attached — and hands every consequential step to a person.
Purpose
What it is for
Assistance is useful when it shortens the path to a good decision and harmful when it hides how the answer was reached. It keeps the reasons visible and the approvals human.
Try the review step
You are the reviewer
A scripted example. Approve, edit or reject the draft — each choice carries the same weight and leaves a record.
AI Assist · interaction
Analyst
Summarise why the synthetic portfolio’s fixed-income exposure changed this week.
Assist · draft
Fixed-income exposure rose because two synthetic bond positions were added (rows 4 and 7). Equity exposure is unchanged. Row 7 is priced from an older snapshot, so its value may move when refreshed.
Sources: positions table rows 4, 7 · snapshot 14:00 · price feed B (row 7: 2 days old)
Scope
Capability areas
What it covers.
Drafting and summarising
First drafts of notes, summaries and explanations, labelled as drafts.
Explaining figures
Plain-language explanations that cite the rows, sources and times they rely on.
Flagging exceptions
Items that look unusual are raised for attention, never acted on silently.
Routing for approval
Anything consequential is routed to a named reviewer with the evidence attached.
Boundaries
What it deliberately does not do
- It does not take irreversible actions on its own.
- It does not approve its own output.
- It does not hide uncertainty behind confident wording.
Questions
Frequently asked
Interested in the WellBridge AI Assist?
Tell us what you would need it to do. We will tell you what exists today.