2026年10月2日

Chatham 利用 OpenAI 扩展其资本市场专业知识

Chatham Financial 使用 Codex 和 GPT-5.6 构建技术并重新设计工作流程，将交易验证时间从30分钟缩短至4分钟以内。

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公司规模：
中小企业 (SMB)
地区：
北美
行业：
金融
产品：
ChatGPT, Codex, API
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利用 Codex 重新设计交易验证
利用 OpenAI 扩展员工构建的应用程序
使用 Codex 和 OpenAI 模型构建 Chatham Onyx
为专家工作创造更多空间

Chatham Financial⁠
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为客户复杂的资本市场决策提供建议，其中准确性和可审计性至关重要。随着人工智能能力的进步，该公司看到了将经过验证的流程转化为受控、可重复的工作流程和软件的机会，从而减少花在常规执行上的时间，使其专家能够更专注于客户需求。

如今，Chatham 使用 Codex 构建内部和面向客户的工具，并使用 GPT-5.6 驱动 AI 功能。这项工作涵盖了员工构建的应用程序、其下一代资本市场操作系统 Chatham Onyx，以及其重新设计的咨询服务 Process Zero，后者将交易验证时间从30分钟加速至4分钟以内。

“我们并非仅仅将人工智能视为加快每个流程运行速度的手段。借助 OpenAI，我们可以从期望的结果出发，确定判断力至关重要的环节，并设计利用现有能力交付最佳结果的方式。”
——Matt Henry，Chatham Financial 首席执行官

利用 Codex 重新设计交易验证

通过 Process Zero，Chatham 围绕结果重新设计工作流程。对于每个工作流程，该公司确定所需的最小输入和证据，确定人类判断力必不可少的环节，并决定人工智能和人工智能构建的工具应如何支持这项工作。

交易验证是一个早期的例子。Chatham 的控制和数据完整性团队通过验证每条系统记录是否反映了客户授权的内容以及实际执行的内容，来保护交易数据的准确性。

使用 Codex，Chatham 开发了一款交易验证应用程序，该程序收集支持的交易证据，比较关键条款，并标记差异以供审查。Chatham 正在将该应用程序的结果与经验丰富的审查人员的结果进行比较。

“在早期测量中，该应用程序将审查时间从大约30分钟减少到4分钟以内。同样重要的是，我们在扩大自动化之前，正在针对真实交易和经验丰富的审查人员验证其性能。最终，我们将能够以更快的速度生成易于审计且更准确的结果。”
——Alex Nordlinger，Chatham 的人工智能咨询业务联席主管

Chatham 计划将该应用程序扩展到更多的交易类型，并在保持适当控制和职业监督的同时自动化更多的工作流程。

利用 OpenAI 扩展员工构建的应用程序

Chatham 面向客户的人工智能工作源于其自身的运营经验。Chatham 的员工在日常活动（如研究、分析、起草、软件开发等）中使用 ChatGPT 和 Codex。人工智能已成为该公司广泛采用的实用工具。

通过内部平台 Chatham Vibes，员工也成为了构建者，该平台用于创建适合他们工作的应用程序。员工使用各种模型进行构建，Vibes 应用程序内的 AI 功能默认运行在 GPT-5.6 Terra 上，并根据每个应用程序的配置，GPT-5.6 Sol 作为可选升级提供。

这些应用程序越来越多地支持面向客户的工作流程。其中一个帮助团队审查即将到期的交易并准备定价工作簿和客户沟通材料。其他应用程序支持诸如生成固定收益利率表、准备对冲仪表板以及审查交易确认书等工作流。Chatham 的专业人士带来市场背景、对客户需求的理解以及判断力，以评估工作成果，在需要时进行完善，并确定哪些内容呈现给客户。

使用 Codex 和 OpenAI 模型构建 Chatham Onyx

Chatham Onyx将资产、债务和衍生品整合到一个环境中，客户和顾问可以在受治理的关联数据基础上工作，并使用人工智能，同时保持对底层来源的可追溯性。

Chatham在整个Onyx开发生命周期中使用Codex。团队利用它来协助规划、构建、测试、文档化和审查软件，从而缩短从概念到持久产品功能的转化路径。

“Codex正在帮助我们的团队更快地将产品愿景转化为可用的功能，同时我们对准确性、安全性和问责制的标准保持不变。”
——Chatham Financial首席技术官 John DeGuenther

Onyx平台利用了GPT‑5.6 Sol、GPT‑5.6 Terra、GPT‑5.4和GPT‑4.1。像简单分析和非生产环境测试这样的任务被路由到最具成本效益的模型，而GPT‑5.6则用于需要最大化准确性和价值的复杂任务。

一个例子是ChatFIN，它总结历史市场数据中的模式，帮助用户理解其投资组合，并定位和链接债务、衍生品和租赁条款的法律文件。

这些功能帮助客户和顾问获取信息和见解，而Chatham的顾问则提供解释这些信息并将其应用于每个客户所需的专业知识。

为专家工作创造更多空间

Chatham正在使用OpenAI进行结构化比较、整理证据、识别例外情况，并帮助团队更高效地探索信息。结果是，顾问可以将更少的时间用于汇编信息，而将更多时间用于解读信息、处理复杂案例以及为客户提供建议。

接下来，Chatham计划扩大其他产品的交易验证范围，继续完善员工构建的应用程序，并利用Codex协助开发Onyx的新功能。

“我们的限制从来不是专业知识。而是专家花在能够应用这些知识上的时间。OpenAI正在帮助我们收回这些时间，而且我们走得越远，专家就能将更多时间用于运用他们的判断力，从而为客户创造最大价值。”
——Chatham Financial联席首席运营官 Mike Noonan

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October 2, 2026

Chatham scales its capital markets expertise with OpenAI

Chatham Financial uses Codex and GPT‑5.6 to build technology and redesign workflows, cutting trade validation from 30 minutes to under 4.

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Company size:
SMB
Region:
North America
Industry:
Finance
Products:
ChatGPT, Codex, API
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Reengineering trade validation with Codex
Scaling employee-built applications with OpenAI
Building Chatham Onyx with Codex and OpenAI models
Creating more capacity for expert work

Chatham Financial⁠
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advises clients on complex capital markets decisions, where accuracy and auditability are paramount. As AI capabilities advanced, the firm saw an opportunity to turn proven processes into governed, repeatable workflows and software, reducing the time spent on routine execution, so its experts can focus more on client needs.

Today, Chatham uses Codex to build internal and client-facing tools and GPT‑5.6 to power AI features. This work spans employee-built applications, its next-generation capital markets operating system Chatham Onyx, and its reengineering consulting service Process Zero, which accelerated trade validation from 30 minutes to under 4.

“We are not approaching AI simply as a faster way to run every process. With OpenAI, we can start with the outcome we want, identify where judgment matters, and design the best way to deliver it using the capabilities now available.”
—Matt Henry, Chief Executive Officer, Chatham Financial
Reengineering trade validation with Codex

Through Process Zero, Chatham reengineers workflows around outcomes. For each workflow, the firm identifies the minimum inputs and evidence required, determines where human judgment is essential, and decides how AI and AI-built tools should support the work.

Trade validation is an early example. Chatham’s Controls and Data Integrity team protects the accuracy of transaction data by validating that each system record reflects what the client authorized and what was executed.

Using Codex, Chatham developed a trade validation application that gathers supporting transaction evidence, compares key terms, and flags discrepancies for review. Chatham is comparing the app’s results with those of experienced reviewers.

“In early measurement, the application reduced review from approximately 30 minutes to under 4 minutes. Just as important, we are validating its performance against real transactions and experienced reviewers before we expand automation. Ultimately, we will be able to produce easily auditable and more accurate results faster.”
—Alex Nordlinger, Co-head of Chatham’s AI Advisory practice

Chatham plans to extend the application to additional trade types and automate more of the workflow while maintaining appropriate controls and professional oversight.

Scaling employee-built applications with OpenAI

Chatham’s client-facing AI work grew from its own operating experience. Chatham’s employees use ChatGPT and Codex in research, analysis, drafting, software development, and other daily activities. AI has become a practical tool widely adopted across the firm.

Employees have also become builders through Chatham Vibes, an internal platform for creating applications tailored to their work. Employees build with a range of models, and the AI features inside Vibes applications run on GPT‑5.6 Terra by default, with GPT‑5.6 Sol as an optional upgrade based on per-app configuration.

These applications increasingly support client-facing workflows. One helps teams review maturing-cap trades and prepare pricing workbooks and client communications. Others support workflows such as producing fixed-income rate sheets, preparing hedging dashboards, and reviewing trade confirmations. Chatham professionals bring the market context, client understanding, and judgment to evaluate the work, refine it where needed, and determine what reaches the client.

Building Chatham Onyx with Codex and OpenAI models

Chatham Onyx brings assets, debt, and derivatives into an environment where clients and advisors can work from connected, governed data and use AI without losing traceability to the underlying source.

Chatham uses Codex across the Onyx development lifecycle. Teams use it to help plan, build, test, document, and review software, shortening the path from a concept to a durable product capability.

“Codex is helping our teams turn product vision into working capabilities more quickly, while our standards for accuracy, security, and accountability remain the same.”
—John DeGuenther, Chief Technology Officer, Chatham Financial

The Onyx platform leverages GPT‑5.6 Sol, GPT‑5.6 Terra, GPT‑5.4, and GPT‑4.1. Tasks like simple analysis and non-production testing are routed to the most cost-effective models, while GPT‑5.6 is used for complex tasks that need to maximize accuracy and value.

One example is ChatFIN, which summarizes patterns in historical market data, helps users understand their portfolios, and locates and links to legal documents for debt, derivative, and lease terms.

These capabilities help clients and advisors access information and insights, while Chatham’s advisors bring the subject matter expertise needed to interpret that information and apply it to each client.

Creating more capacity for expert work

Chatham is using OpenAI to perform structured comparisons, organize evidence, identify exceptions, and help teams explore information more efficiently. As a result, advisors can spend less time assembling information and more time interpreting it, managing difficult cases, and advising clients.

Next, Chatham plans to expand trade validation across additional products, continue refining employee-built applications, and use Codex to help develop new capabilities for Onyx.

“Our constraint has never been expertise. It is the hours our experts spend getting to the point where they can apply it. OpenAI is helping us take those hours back, and the further we go, the more time our experts can spend applying their judgment where it creates the most value for clients.”
—Mike Noonan, Co-Chief Operating Officer, Chatham Financial
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