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THE 1 · CAPITAL INTELLIGENCE PLATFORM

让每一个数字有来源,
让每一次行动有边界。

Every fact in context.
Every action under control.

连接客户现有业务系统、文件与外部服务,把分散数据转化为可追溯的资本事实,并让人员、应用与 AI 在清晰的权限和责任边界内协同工作。

Connect existing systems, files and external services. Turn fragmented data into traceable capital facts, then enable people, applications and AI to work within explicit permission and accountability boundaries.

面向BUILT FORCIO · COO · CDO · 数据负责人 · 数字化团队CIO · COO · CDO · DATA LEADERS · TRANSFORMATION TEAMS
资本事实控制面CAPITAL FACT CONTROL PLANE已受治理GOVERNED
现有系统SYSTEMS OF RECORDCRM基金行政FUND ADMIN财务FINANCE文件FILES
可信资本事实TRUSTED CAPITAL FACTS来源 · 口径 · 版本 · 责任SOURCE · METHOD · VERSION · OWNER
理解UNDERSTAND业务语义BUSINESS SEMANTICS行动ACT任务与成果TASKS & OUTPUTS治理GOVERN权限与证据PERMISSION & PROOF
保留现有系统投资PRESERVE EXISTING SYSTEM INVESTMENT从高价值场景逐步扩展EXPAND FROM A HIGH-VALUE USE CASE
WHY PLATFORM

机构缺少的往往不是又一套系统,
而是跨系统的共同事实与行动秩序。

Institutions rarely need another isolated system.
They need shared facts and an operating order across systems.

01 · OPERATING JOURNEY

从数据接入到受治理行动。

From connected data to governed action.

Platform 不止汇集和展示数据。它让事实可以被理解、被复核,并继续进入任务、审批、报告和跨机构交付。

The platform does more than aggregate and display data. It makes facts understandable, reviewable and usable across tasks, approvals, reporting and inter-organizational delivery.

  1. 01
    连接CONNECT

    保留权威来源

    Preserve authority

    连接现有系统、文件和服务,不要求先完成全面替换。

    Connect systems, files and services without forcing wholesale replacement.

  2. 02
    统一UNIFY

    形成共同事实

    Create shared facts

    统一对象、期间、币种、口径、版本、来源与责任。

    Align objects, periods, currencies, methods, versions, sources and owners.

  3. 03
    理解UNDERSTAND

    建立业务语境

    Resolve context

    让人员与 AI 理解对象关系、流程阶段和可用权限。

    Give people and AI the object relationships, process stage and permission context.

  4. 04
    行动ACT

    推动正式工作

    Move work forward

    把异常、判断与建议转化为任务、成果、确认和审批。

    Turn exceptions, analysis and recommendations into tasks, outputs and approvals.

  5. 05
    治理GOVERN

    证明发生了什么

    Prove what happened

    保留身份、证据、版本、执行回执和人类责任。

    Retain identity, evidence, versions, execution receipts and human accountability.

02 · PLATFORM CAPABILITIES

不是通用数据底座,
而是资本业务的事实与行动层。

Not a generic data layer.
A fact and action layer for capital operations.

六类能力可以独立切入,也能作为 AM、FR、EM 的共同机构级基础。

Six capability domains can enter independently or serve as the institutional foundation for AM, FR and EM.

01连接与责任CONNECTION & AUTHORITY

连接而不制造新孤岛

Connect without another silo

逐对象确定权威来源、同步方式、数据责任与切换边界。

Define source authority, synchronization, ownership and cutover by object.

02可信资本事实TRUSTED CAPITAL FACTS

每个数字都能回到依据

Every number returns to evidence

将来源、口径、期间、币种、版本和确认状态置于事实本身。

Carry source, method, period, currency, version and approval with every fact.

03专业语义CAPITAL SEMANTICS

理解资本对象与关系

Understand capital objects

围绕机构、基金、投资、企业、LP、交易与现金流建立共同语言。

A shared language for institutions, funds, investments, companies, LPs, transactions and cash flows.

04业务行动图谱BUSINESS ACTION GRAPH

从事件导航下一步

Navigate from event to outcome

连接对象、角色、事件、任务、能力、证据、审批与结果。

Connect objects, roles, events, tasks, capabilities, evidence, approvals and outcomes.

05开放能力OPEN CAPABILITIES

让现有应用复用批准结果

Let applications reuse approved results

通过开放接口向客户应用、自动化与智能工具提供同一业务上下文。

Serve one business context to applications, automation and intelligent tools through open interfaces.

06部署与主权DEPLOYMENT & SOVEREIGNTY

按机构边界设计

Designed around institutional boundaries

根据数据驻留、模型使用、集成和运维要求规划部署。

Align deployment to residency, model use, integration and operating requirements.

03 · AI-NATIVE OPERATIONS

AI 不绕过治理。
它沿业务行动图谱工作。

AI does not bypass governance.
It works through the Business Action Graph.

当一个数据差异事件发生,AI 可以找到相关对象和依据、调用专业规则、解释原因、创建复核任务并起草工作成果;正式确认和外部披露仍由有责任的人完成。

When a data exception occurs, AI can resolve the object and evidence, invoke domain rules, explain the cause, create a review task and draft the work product. Accountable people still own formal approval and external disclosure.

EVENT期间数据差异Period variance detected系统信号进入业务上下文Signal enters business context
→
CAPABILITY口径与来源复核Method and source review调用确定性规则Invoke deterministic rules
→
TASK负责人确认差异Owner confirms variance保留人工责任Retain human accountability
→
OUTCOME批准事实与证据包Approved fact and evidence pack可追溯、可复用Traceable and reusable
04 · START WITH VALUE

独立采购,渐进落地。
不必先替换全部系统。

Buy independently. Adopt progressively.
No wholesale replacement required.

从一个期间、一个报告或一个协作流程开始,以可验证成果建立共同事实,再按业务价值逐步扩展。

Start with one period, report or collaboration flow. Establish shared facts through verifiable outputs, then expand with proven business value.

建议起点RECOMMENDED START

资本数据关账与证据包

Capital Data Close & Evidence Pack

连接指定期间和范围的数据,识别差异与缺口,形成经过确认的事实快照,并准备报告、决策或尽调所需成果。

Connect a defined period and scope, resolve gaps and variances, create an approved fact snapshot, and prepare the work products required for reporting, decisions or diligence.

定义范围SCOPE对账复核RECONCILE批准快照APPROVE交付成果DELIVER
01

Platform 独立部署

Platform-only deployment

作为客户现有系统之上的可信数据与智能行动层。

A trusted data and intelligent action layer across existing systems.

02

专业产品共同基础

Foundation for professional products

作为 AM、FR、EM 的共同数据、智能和治理基础。

The shared data, intelligence and governance foundation for AM, FR and EM.

03

企业级增购

Enterprise add-on

为已有产品客户扩展连接、治理、开放能力与部署选择。

Extend connectivity, governance, open capabilities and deployment choice.

Platform 独立产品及具体连接、智能和部署能力的可用范围,以演示与商务确认版本为准。

Availability of the standalone platform and specific connectivity, intelligence and deployment capabilities is confirmed against the demonstrated version.

ALTIVIPS ALTERNATIVES

Platform 是 1,
也可以独立成为你的起点。

Platform is the 1—
and can be your independent starting point.

从一个可信事实场景开始START WITH ONE TRUSTED-FACT USE CASE

让现有系统,
共同支撑下一步行动。

Make existing systems
work toward the next action.

告诉我们你的数据断点、报告压力或 AI 治理要求,我们将共同定义第一个可验证的 Platform 落地场景。

Share your data breakpoints, reporting pressure or AI governance requirements. We will define a first verifiable platform use case together.