Getting started
Getting started
This is a proof-of-concept transaction-banking platform. It opens in the client view — you are looking at it as the corporate treasurer of Aurora Freight, the flagship demo company. Everything you see is real, working software reading live demo data; none of it is a picture.
The two kinds of user
The platform is used by two very different people. A corporate treasurer sees only their own company and runs its cash, payments and sustainable-finance tools. Internal bank staff — a relationship manager, an operations analyst, the Head of Transaction Banking — see across every client instead.
You can step into any of them from the persona switcher at the top right. Watch the navigation on the left change: each role only ever sees what it is allowed to.
Finding your way around
The left rail is grouped by job to be done.
- Client portal — day-to-day cash, payments, FX, trade and supply chain finance.
- Sustainable finance — ESG scores, green deposits, and sustainability-linked supply chain finance.
- Group treasury — multilateral netting and the in-house bank, for multinationals.
- Cash management — the deeper GCMS console, pooling, rails and the ledger.
The assistant
The blue button at the bottom right opens an assistant. Ask it a plain-English question about anything on screen — "what is my ESG score?", "how much did netting save?" — and it answers from the same live data you can see. It is a simulation: a rule engine that runs real queries, not a language model, so every number it gives you is one you could find on a screen.
Good to know
Look for the small ⓘ icons next to a heading — hover or tab to one for a one-line explanation.
Switching persona always returns you to the overview so you can see that role's starting point.