Deal Capture

Opportunity Management

Agent Understands:

• Parses intent
• Resolves "Coca-Cola" against CRM
• Normalizes product to static data
• Infers defaults from client profile

Governance Decides:

• Validates trader authority
• Checks product eligibility
• Verifies no duplicate
• Re-evaluates modifications

Controlled Execution:

• Opportunity created in CRM/ETRM
• Modification logged with full diff
• Every action in audit trail