SL
Live
Lucy worked 04:00 to 06:42 · 47 actions · 3 require reviewView all

Settings

Console preferences, Lucy operating hours, data sources and audit log.

Live integrations

Lucy AI

Demo mode

Lucy AI securely connected through our Frankfurt hosted server infrastructure. The credentials live in our private database vault (eu central one). Exist only via server side authentication. They are never persistent in the app database and never reach the browser.

Demo mode active. Lucy returns illustrative outputs only.

Morningstar MCP

Not connected

Authorise Lucy to call Morningstar via the Model Context Protocol. The access token never reaches the browser: only the results of each tool call do.

Data residency & compliance

Data residency & GDPR

All personal data processed in EU / Germany

  • Market data

    Morningstar MCP

    non-personal

  • Client-personal data

    Lucy · locally-hosted models · EU / Germany

    never leaves the EU

  • Chat with Lucy

    Langdock · AWS eu-central-1 (EU)

    GDPR-compliant

  • Third-party LLMs (Claude / ChatGPT) direct

    Never used for client data

Clients can apply their own compliance rules within the Langdock environment.

Advisor profile

SL

Sophie Lehmann

Senior Relationship Manager · Privatbank Frankfurt · DACH

Email

sophie.lehmann@privatbank.de

Role

Senior Relationship Manager

Region

DACH · Frankfurt

Book size

87 active mandates

Languages

German, English

Time zone

CET (UTC+1)

Lucy operating hours and skills

Lucy runs each skill on the schedule defined here. Disable a skill to pause it without removing its history. Confidence thresholds are set on each individual skill.

Portfolio drift scan

Compare actual vs. policy allocation across all client portfolios.

Every night at 04:00 CET

Fair Value monitor

Flag holdings trading at >20% premium or <15% discount to Morningstar Fair Value.

Every night at 04:30 CET

Sustainability scan

Identify holdings dropping below the configured Morningstar Globes threshold.

Every night at 05:00 CET

Suitability refresh reminder

Surface suitability assessments approaching the 12-month MiFID II deadline.

Every Monday at 06:00 CET

Client lifecycle alerts

Flag upcoming birthdays, retirements, mandate anniversaries: relationship triggers.

Every morning at 06:00 CET

Tax-loss harvesting scan

Identify positions with unrealised losses suitable for offset within the calendar year.

Every Friday at 06:30 CET

Analyst report digest

Summarise overnight Morningstar Analyst publications relevant to your book.

Every weekday at 07:00 CET

Macro event impact modelling

Model client-portfolio impact of major macro events (rate decisions, currency moves).

Event-triggered

Data sources

Morningstar MCP (MCP)

OAuth token refreshes every 50 minutes. 9 tools active.

Connected

Last sync 19 May, 07:42 CET

Morningstar Sustainability Atlas

Globes data refreshed hourly.

Connected

Last sync 19 May, 07:30 CET

Internal CRM (Mock)

Sales Logix replica: read-only.

Connected

Last sync 19 May, 07:42 CET

Bank Custody Feed

Last 4 hours of trades unconfirmed. Lucy flagged 2 positions for manual verification.

Degraded

Last sync 19 May, 06:14 CET

Langdock Workspace

Lucy assistant configured with read access to all views.

Connected

Last sync Live

Recent Lucy activity (audit log)

03:47Rebalanced Müller-Stiftung
04:12NVIDIA 10-K filing detected
05:03Suitability check: Aydin
05:34Quarterly review deck: Vogt
06:01Sustainability scan: Schmidt
06:18Lifecycle alert: Aydin
06:45ECB rate decision: Müller-Stiftung
07:02Tax-loss harvesting scan

Full audit log retained for 7 years per MiFID II record-keeping requirements.