Book a demoVector — Trade Automation
Survival Guide
Direction. Magnitude. ROI.
Plan, optimize, and settle with real-time intelligence, policy-bound autonomy, and an audit-grade ledger.
How to Use This Guide
Audience
Finance teams, Sales/Trade professionals, Deductions specialists, and IT leaders looking to modernize trade operations.
Contact
Questions? Reach out to hello@vector.ai
Executive Summary
of CPG revenue is trade spend
The Problem
- Legacy tools split plan/claims/analytics
- Finance lacks live liability visibility
- IT lacks observability across systems
The Solution
- Unifies TPM + TPO with agentic automation
- Policy-as-code (OPA) guardrails
- Append-only Ledger for audit trails
What Makes Vector Different
One Flow
Plan → Execute → Claims/Settlement with optimization built-in, not bolted on.
Audit-Grade by Design
Ledger + as-of reconciliation with complete lineage to P&L.
Policy-Bound Autonomy
OPA guardrails + human approvals + plain-English explanations.
Observable Integrations
ERP/POS/EDI with SLAs, schema-diffs, and safe replays.
Measured Outcomes
Accrual Accuracy
Audit Pass Rate
Deduction Recovery
Cycle Time
Promo ROI
The Eight Agents
Promo Agent
Purpose
Optimizes trade promotions and detects drift
Triggers
Budget changes, market shifts, variance thresholds
Actions
Scenario modeling, approval routing, what-if analysis
Deduction Agent
Purpose
Manages deduction recovery and evidence bundling
Triggers
New deductions, evidence gaps, aging thresholds
Actions
Evidence collection, dispute filing, recovery matching
Finance Agent
Purpose
Maintains live liability and accrual management
Triggers
Accrual updates, period close, variance alerts
Actions
Balance reconciliation, GL export, audit packs
Data Steward Agent
Purpose
Ensures data quality and MDM enforcement
Triggers
Schema changes, data anomalies, failed validations
Actions
Validation, enrichment, alerts, fix proposals
Deal Desk Agent
Purpose
Manages deal approvals and policy checking
Triggers
New deals, policy violations, risk thresholds
Actions
Approval routing, exception handling, risk assessment
Integration Agent
Purpose
Monitors system health and SLA management
Triggers
Feed failures, SLA breaches, schema changes
Actions
Auto-recovery, notifications, safe replay
Contract Intelligence Agent
Purpose
Processes contracts and manages evidence
Triggers
Contract upload, policy change, evidence request
Actions
OCR processing, clause extraction, evidence bundling
Executive Insights Agent
Purpose
Provides strategic analytics and reporting
Triggers
Weekly review, KPI threshold, executive request
Actions
KPI analysis, impact attribution, trend analysis
90-Day Go-Live Playbook
Foundations
SSO/RBAC setup, policy pack v1, connector wizards, and initial data validation.
First Loop Live
Planning + approvals, Health v1, claims intake, Ledger timeline + as-of reconciliation.
Observability & Scale
Integration Center, data gates, KPI dashboards, and performance optimization.
Pilot Hardening
Security review, runbook creation, executive readout, and go-live preparation.
ROI Snapshot
Trade Base
+3-5% uplift target
Accrual Delta
Improved accuracy
Deduction Recovery
Automated processes
Ops hours saved: Thousands per month through extraction & claims automation
How Vector Works
Pipeline Flow
Key Components
Ledger
Tamper-evident events with as-of reconstruction
OPA Policies
Approve/deny with reasons and override trails
Lineage
Complete feed → model → decision → P&L traceability
Integrations
Supported Systems
Integration Features
Security & Compliance
SSO/SAML
Enterprise authentication
Encryption
At rest & in transit
RBAC
Role-based access control
SOC2/ISO
Compliance roadmap
Frequently Asked Questions
How do you ensure guardrails and reversibility?
Every automated action is bounded by OPA policies with human-readable explanations. We provide multiple operating modes and comprehensive override trails with full audit logs.
Can we bring our own models?
Yes, Vector supports BYO-model plugins in V3. For V1, we provide pre-trained models optimized for trade operations with full explainability.
What's the typical go-live speed?
Our standard implementation is 8-12 weeks, with pilot launches possible in 4-6 weeks. This includes connector setup, policy configuration, and user training.
How do you handle data latency and quality?
Our Integration Command Center provides real-time monitoring of data freshness, completeness, and quality. We offer SLA guarantees and automated alerts for any issues.
Ready to Transform Your Trade Operations?
Schedule a demo to see Vector in action and discover how we can help you achieve measurable ROI improvements.