AGENT 15 / 50 · REPORTING & GOVERNANCE

Board Pack Builder

Assembles the board pack from live financials — pick the sections and level of detail, and it drafts the structure, page count and prep time saved.

READS FROMiUL ledger, iTreasury, prior board packs

MCP SERVERCore Banking Server

MODELRouted to reasoning-tier open model

HANDS OFF TOInvestor Update Agent, Strategic Finance Partner

RUN THE AGENT

Choose sections and detail level, generate the pack

This is a live working demo of what the agent produces — adjust the section count and detail level and it recalculates the pack structure instantly.

Audience

Sections to include 6

Level of detail 3

Hours a manual pack normally takes 16

Sections generated

Estimated pages

Charts included

13.4 hrs

Prep time saved

#

HOW IT WORKS

1. Pull the numbers	Reads current financials, KPIs and cash position from iUL and iTreasury via the Core Banking MCP server
2. Select sections	Builds the table of contents from the chosen sections, ordered for the selected audience
3. Draft each section	Generates narrative, tables and charts for every section at the chosen level of detail
4. Hand off	Routes the drafted pack to the Investor Update Agent and Strategic Finance Partner for final review