Meridian Fixed Income — Compliance Report
Every figure is computed by a deterministic engine, traced through a knowledge graph to its source, and reconciled to the firm's answer key.
A fund holds a portfolio of bonds and must follow a rulebook (allocation limits, risk caps, liquidity floors). This is the report card: for every rule, is the fund inside its limit or breaking it — and can every number be proven?
How to read a row
- Value — what the fund actually is (e.g. 9% in high-yield bonds).
- Limit — what the rule allows (e.g. max 15%).
- Utilization — how much of the limit is used. Firm A shows % (60.0%); Firm B shows basis points (6000 bps = 60%).
- Status — the verdict. OK within limit · AT LIMIT exactly at it · BREACH outside it.
- vs key — matches the official answer key.
Click any row
to see its proof: the path through the knowledge graph, the exact source passage in the guidelines PDF, the difference vs the answer key, and which firm rule produced it.
Why it's trustworthy (the 5 guarantees)
- Reproducible — same inputs always give the same numbers.
- Traceable — every number links back to the rulebook passage it came from.
- No AI numbers — figures come from a deterministic engine; the AI only writes the summary, and a firewall blocks any number it invents.
- Matches the answer key — reconciles exactly to the expected report.
- Firm-switchable — flip Firm A→B and 3 numbers change, by configuration only (no code change).
Try it: switch Firm A → Firm Babove and watch “Aggregate non-IG exposure” and “Largest GRE issuer” flip to BREACH — Firm B counts them differently.