When Money Moves: Durable Execution for Wealth Management Transfers
summary
Reimagines ACATS transfers by wiring Temporal workflows for durable execution, a control plane that runs LLM-based triage, and an XTDB-backed bitemporality data plane so every state, unwind and compensation is auditable. Claims cut typical 20–30 day cycles to under five days and tame a current NIGO rate ~60%, reduce rejections (examples: Robinhood ~100k rejects) and prevent duplicate or lost settlements while preserving regulatory reconstruction and retryable sagas.
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chapters (6)
- 0:00Introduction and speaker introduction
- 2:08Understanding account transfers
- 8:25Problems with legacy transfer systems
- 14:25Introducing the three-plane solution
- 22:11Live demo of transfer workflow
- 32:12Q&A session
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