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USE CASES

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STEWARD
in the real world

Each industry has a place for STEWARD. Configure and embed it in minutes, not in months. Your teams have now an expert in their products, grounded, secure, trusted. Always.

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. Both carry a 90-day notice clause on exit. The mandate clause and both product sheets, quoted with page numbers.

  • MANDATE, 14 MAR
  • PRODUCT SHEET p.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 precedents the firm already holds and the facts that carry the argument, without privilege leaving the firm.
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
  • CLAIM FILE, 11 PHOTOS

Who decides

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

HOSPITALITY

DUTY MANAGER

A 140-room conference block arriving Thursday. At 11pm the organiser moves 28 delegates to a second night and sends two dietary lists.

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 in the block's categories. The block rate holds for changes made 48 hours out. This one is 42, so the standard rate applies unless the manager waives it.

  • 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 issued, a 40-minute rail delay announced at 17:10 and 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.
Embedded in
The operator's own event operations platform

Asked on demand

How many ticket holders are on the delayed line, and which gates do they use?

About 8,400, by the postcode on the ticket, and 71 percent of them come through the north gates. Arrivals move forty minutes later.

  • TICKETING, LIVE
  • 3 ARRIVAL CURVES

Who decides

Six extra lanes open an hour early. The safety officer decides, and the record shows why.

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, without personal data leaving the system it is in.
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.

EDUCATION

PROGRAMME ADMINISTRATOR

A student transferring in with 84 credits, two failed modules retaken, and a programme whose regulations changed for her intake.

Who uses it
The programme administrator, from inside the student record.
For what
Deciding which credits count under the regulations for her intake, consistent with every earlier decision.
Embedded in
The university's own student records system

Asked on demand

Which of her 84 credits count towards this programme under the rules for her intake?

62 of 84, under the 2025 regulations. Two modules are excluded as retakes, and one is capped by the 60 percent transfer limit in 4.3.

  • ACADEMIC REGULATIONS §4.3
  • TRANSCRIPT, 84 CREDITS

Who decides

The administrator signs the letter. The one capped module goes to the exam board.

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01 of 09

TESTIMONIALS

In their own words.

This is mind blowing.

The moment STEWARD appeared on his product site, after copying two lines of code into his commerce platform. Signup took minutes.

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