Marginal

Agentic Collateral Mgmt

Agent StatusAll Active

Collateral Ops

Margin & Optimization Desk

Eligibility & Haircuts

CSA eligibility schedule management, haircut application, and concentration limit monitoring

Eligibility Rules

5

Concentration Breaches

2

CSAs Covered

4

Avg. Haircut Applied

4.9%

About This Agent

Data on this page

CSA eligibility schedules for four master agreements (Goldman Sachs, Deutsche Bank, HSBC, Barclays), each row showing an asset class, its applied haircut, concentration limit, current utilization, and within-limit/breach status.

What this agent does

Maintains each CSA's eligible-collateral schedule, applies per-asset-class haircuts, and continuously monitors concentration limit utilization — flagging breaches the moment a posting pushes an asset class over its limit and offering one-click rebalancing, the live equivalent of the eligibility schedules banks otherwise track by hand.

Worked examples

  • Goldman Sachs — Corporate Bonds: 6.0% haircut, 11% utilization vs a 10% limit — flagged breach.
  • HSBC — Equities: 15.0% haircut sitting exactly at its 15% concentration limit — flagged breach.
  • Deutsche Bank — Cash: 0.0% haircut, only 62% utilized against a 100% limit — comfortably within.

CSA Eligibility Schedules

CSAAsset ClassHaircutConcentrationStatusAction
Goldman Sachs — Master CSAGovernment Bonds2.0%
14% / 20%
Within Limit
Goldman Sachs — Master CSACorporate Bonds6.0%
11% / 10%
Breach
Deutsche Bank — Master CSACash0.0%
62% / 100%
Within Limit
HSBC — Master CSAEquities15.0%
15% / 15%
Breach
Barclays — Master CSAGovernment Bonds1.5%
18% / 25%
Within Limit