Idea Generation Agent
Screens for and drafts origination ideas across the product suite.
Screens the coverage universe for openings (refinancing windows, M&A logic, capital-structure gaps) and drafts the idea memo and supporting slide. Surfaces and frames the idea, each tied to a concrete trigger; the accountable coverage officer judges which reach a client.
Authority
Inform or prepare
Team role
Completes a defined task
Handoffs
Named collaborators
The role
What it owns and where its authority ends
Desk
Coverage (Industry & Country)
Desk workflow
Account planning, then sector research and idea generation, then client prep and origination. The accountable coverage officer owns the relationship and the call; specialist agents do the research and preparation.
Collaboration
Calls several specialists in parallel
Decision boundary
Supports the work without committing the decision.
Systems and capabilities involved
Sector research
from the research agent
Comps / pricing reads
from M&A and capital-markets agents
Client situation data (CRM)
Slide drafting engine
Handoffs
What this role gives and receives
Capabilities offered
The handoffs name the next owner or specialist and the work that moves between them.
Receives from
External handoff
M&A / ECM / DCM product desks for execution if the coverage officer advances the idea
External handoff
Compliance for conflicts and MNPI clearance
Context
What the role needs to do the work
- Current work
- The client situation and the candidate ideas being scored.
- Prior interactions
- Prior ideas pitched to the client and their reception.
- Policies and reference
- Product triggers (refi windows, leverage gaps, M&A logic).
- Working method
- Idea-screening playbooks per sector and product.
Checks and boundaries
What must be tested or reviewed
- 01Each idea ties to a concrete trigger and a cited supporting analysis.
- 02An idea reaches a client only through the accountable coverage officer; client contact by this agent is blocked.
- 03Conflicts / MNPI screen before any idea is logged against a name.
Human authority
Supports the work without committing the decision.
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