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USE CASES STEWARD
in the real world

Ten industries, ten moments when a decision cannot wait. STEWARD reads the documentation and the live record under the user's own login, answers with its sources, says so when the material runs out, and leaves a record. The person decides. Configure and embed. Nothing to rip out.

FINANCE

FINANCIAL ADVISOR

A quarterly review for a client on a moderate-risk mandate. Six trades since the last meeting, and the meeting is on Thursday.

Who uses it: The advisor preparing the review, with the live positions open beside her.
For what: Checking every position against the mandate the client signed, and preparing what the firm requires her to disclose.
Embedded in: The firm's own advisor workstation

Asked on demand

Which holdings sit outside the mandate she signed in March?

2 of 31 positions sit outside the mandate. Both carry a 90-day notice clause on exit, where the mandate requires daily liquidity. The mandate section and both product sheet sections, cited.

MANDATE, 14 MAR
PRODUCT SHEET, SECTION 7

Who decides

The advisor makes every decision. Nothing reaches the client as advice from STEWARD.

LEGAL

LITIGATION ASSOCIATE

A class action over tiered residential billing. Twenty-two named plaintiffs, three years of bills, and a certification motion due.

Who uses it: The associate assembling the case file, from inside the matter itself.
For what: Finding the matters the firm already holds and what the court held, read under the associate's own permissions. The walled matter is never read.
Embedded in: The firm's own matter-management platform

Asked on demand

Which of our matters dealt with tiered-rate billing, and what did the court hold on certification?

Three closed matters, 2019 to 2024. Two certified, one denied on commonality, and the denial turned on a rate table the plaintiffs never produced.

MATTER 2021-0387
ORDER §II.B

Who decides

The associate edits the draft in the file. Every fact traces to a record.

SUPPLY CHAIN

WAREHOUSE PLANNER

A medical supplies distributor with 38 lots on hand, several of them close to expiry, and partner offers waiting on both.

Who uses it: The planner deciding what ships first, from the inventory screen.
For what: Joining the allocation handbook with the live stock, so the plan follows the rule and the numbers at once.
Embedded in: The distributor's own inventory platform

Asked on demand

What is the best plan for pending offers against expiring lots, and how does FEFO apply here?

Ship lot AX-2291 first. 4,800 units expire in 12 days and one partner's offer takes 4,200. The remaining 600 go to a second open offer.

HANDBOOK §4, FEFO
LOTS AND OFFERS, LIVE

Who decides

The planner approves the allocation. 4,800 units that would have expired ship inside the window.

INSURANCE

CLAIMS HANDLER

A burst pipe, a first-floor ceiling and 4,300 in contents. Two earlier claims on the same property in five years.

Who uses it: The claims handler, on her second day with the file.
For what: Reading the policy wording, the handbook and the claim history together before she settles.
Embedded in: The insurer's own claims platform

Asked on demand

Which clauses apply to a burst pipe, and is anything on this claim excluded?

Section 6 covers escape of water. The gradual-leak exclusion in 6.4 does not apply, because the loss was sudden. The excess applies once.

POLICY WORDING §6
CLAIMS HANDBOOK
CLAIM AND HISTORY, LIVE

Who decides

The handler settles inside the handbook range, with every decision pointing at its clause.

HOSPITALITY

DUTY MANAGER

A duty manager at 23:04. A 140-room conference block arrives tomorrow. The organiser asked to extend 28 rooms into Friday.

Who uses it: The duty manager on the night shift, at the front desk.
For what: Applying the group contract and the brand standards to the rooms and guests on the books tonight.
Embedded in: The hotel group's own property management system

Asked on demand

Can we hold 28 more rooms for Friday, and what does the contract let us charge for the change?

31 rooms free at 23:04. The block rate holds for changes 48 hours or more before the night. This request came 42 hours out, so the standard rate applies unless she waives it. Then the insight: what this account booked in the last twelve months, with the chart.

GROUP CONTRACT §4
INVENTORY, FRIDAY

Who decides

The manager signs the rate waiver herself, and the decision sits on the record.

SPORTS & EVENTS

OPERATIONS LEAD

A sold-out fixture, 61,000 tickets, 14,210 scanned in at 18:16, kick-off at 19:45.

Who uses it: The operations lead in the control room, ninety minutes before kick-off.
For what: Reading the operations manual against the live ticketing data to decide where the gate staff go. The lead types the delay. STEWARD reads no rail feed.
Embedded in: The operator's own event operations platform

Asked on demand

A 40-minute delay on Line 4. How many ticket holders ride it, and which gates do they use?

About 8,400 ticket holders ride the line, 71 percent through the north gates. The arrival peak moves from 18:55 to 19:35.

TICKETING, LIVE
3 ARRIVAL CURVES

Who decides

The safety officer opens six extra lanes at the north gates. STEWARD never opens a lane.

TALENT & HR

HR BUSINESS PARTNER

An engineer moving between country offices mid-year, with a promotion in flight, a sabbatical approved, and two policies that appear to disagree.

Who uses it: The HR business partner, inside the employee file.
For what: Finding which policy applies and what it entitles him to, read under the partner's own permissions. The compensation tab is never read. No salary and no amount in the answer.
Embedded in: The company's own HR platform

Asked on demand

Which relocation policy applies to a mid-year move with a promotion in flight?

The 2025 mobility policy, not the 2022 one his contract cites. A relocation grant, thirty days of temporary housing, and the promotion effective on arrival.

MOBILITY POLICY 2025 §3
CONTRACT, CLAUSE 11

Who decides

The partner confirms the housing dates herself before anything is sent.

ACADEMIA & EDUCATION

HANDLING EDITOR

A manuscript at 21:15 with four suggested reviewers, a pool of 38, and a reviewer policy the journal changed this year.

Who uses it: The handling editor, inside the journal's editorial system.
For what: Checking each suggested reviewer against the reviewer policy and the submission history, under the editor's own permissions.
Embedded in: The publisher's own editorial platform

Asked on demand

Which of the four suggested reviewers are eligible under the reviewer policy?

Two of four. One co-authored with the corresponding author in 2024, one is at the same institution. Then the insight: acceptance rates for the pool over the last three years, with the chart.

REVIEWER POLICY §2
SUBMISSIONS, LIVE

Who decides

The editor invites the two eligible reviewers herself. STEWARD never sends an invitation.

MANUFACTURING & SERVICES

FIELD SERVICE TECHNICIAN

Line three at a dairy plant stops before six. The capper rejects three bottles a minute on cap torque.

Who uses it: The technician, from the equipment maker's own service software.
For what: Matching the service manual and every bulletin to the exact serial and revision he is working on.
Embedded in: The equipment maker's own field service app

Asked on demand

Which torque spec applies to this serial number, and does the new service bulletin change it?

Rev C capping head. 2.4 newton metres under the manual. The 1.9 on the machine card is the rev B value. The bulletin stops at serial 4150, so it does not apply. The insight: 138 torque faults read live, about 3 a week before the last visit and about 20 a week after it.

SERVICE MANUAL §7.3
ASSET FC24-4187, LIVE

Who decides

He sets the torque himself, closes the job and requests a new machine card. STEWARD never changes a setting.

REAL ESTATE & PROPERTY MANAGEMENT

PROPERTY MANAGER

A work order at 16:20 on a leak in one unit, a vendor note on a failed supply hose, a quote of 1,240 dollars and an approval limit of 1,500.

Who uses it: The property manager, inside the unit's maintenance record.
For what: Reading the lease, the plumber's report and the parts warranty together before the work order is approved.
Embedded in: The management company's own property software

Asked on demand

Who pays for this leak repair under the lease, and is the hose still under warranty?

The landlord pays under the lease form. The plumber logged a failed supply hose, not resident damage. The hose part is under a 12-month parts warranty until next March. The insight: 17 leak work orders this year, 11 of them the same hose, all in the March installs, 27 units with no leak yet.

LEASE FORM R-2025 §12.2
UNIT 4C, LIVE

Who decides

He approves the repair, files the warranty claim and books inspections for the other 27 units. STEWARD never approves.

YOUR INDUSTRY

YOUR PRODUCT

Your users, your documentation, your API. Point STEWARD at your knowledge, paste the snippet where your people work, and your users have an expert inside the product, answering with the source beside every line and a record behind each answer.

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TESTIMONIALS In their own words.

We dropped the snippet in on a Tuesday. By Thursday our advisors had stopped pinging us about mandates. They ask STEWARD now.

Head of ProductWealth management platform, CanadaFINANCE