OSAIby iBANK
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AGENT 09 / 50 · FP&A & FORECASTING

Scenario Planning Agent

Runs base, upside and downside growth cases side by side from a single set of assumptions, so a plan is presented with its range rather than a single point estimate.

READS FROMFinancial Modeling Agent output, iUL ledger
MCP SERVERCore Banking Server
MODELRouted to reasoning-tier open model
HANDS OFF TOBoard Pack Builder, Risk Assessment Agent
RUN THE AGENT

Set the base case, generate the three scenarios

Adjust starting revenue and the base growth rate — upside and downside cases are derived automatically and can be widened.

ASSUMPTIONS

£—
Upside, final year
£—
Base case, final year
£—
Downside, final year
£—
Spread, final year
HOW IT WORKS

What the agent actually does

1. Pull the base modelReads the current base-case revenue model from the Financial Modeling Agent and recent trend from the iUL ledger
2. Derive scenariosBuilds upside and downside cases by widening the base growth rate by the chosen spread
3. Project each caseCompounds all three growth rates forward across the chosen horizon
4. Hand offPasses all three cases to the Board Pack Builder for reporting, or the Risk Assessment Agent to weight by likelihood
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