Geni is an AI assistant built into the Vistra Digital Platform (VDP) that streamlines corporate secretarial workflows through natural-language interaction. It provides access to entity data, automates corporate action requests, and delivers advisory guidance — all governed by role-based permissions. By handling routine data retrieval and process initiation, Geni answers questions and helps with services across 46 jurisdictions.
💡 Key Takeaway: Geni provides conversational access to entity data, advisory guidance, and corporate action automation across 46 jurisdictions, with all responses governed by role-based access controls.
Key Features & Capabilities
Geni queries both public and private data relevant to CoSec operations. It returns information on:
Company Details — Jurisdiction, registration status, incorporation information
Entity Details — Structural and operational data
Identities — Individual or corporate identity information
Service Tracker — Status and progress of ongoing service requests
Compliance Calendar — Upcoming deadlines and compliance obligations
Documents — Insights from documents tagged for "Geni access" (see separate article on document tagging)
Geni operates across three functional areas:
🔍 Advisory
Answers procedural questions (e.g., steps to incorporate a company in Hong Kong) using Vistra's verified internal knowledge base
The knowledge base covers topics such as entity management and global employment — users can query it directly for insights on internal documentation and processes
Responses are sourced exclusively from verified internal content — no external links or third-party sources are surfaced
📊 Reporting
Returns operational metrics such as the number of entities under management
⚡ Task Management
Allows users to initiate service requests and corporate actions for execution by Vistra teams
📋 Corporate Actions
Geni automates the initial steps of corporate action requests by converting user inputs into pre-drafted emails addressed to the relevant department
A Relationship Manager (RM) or Vistra team member then executes the filing
Currently supported actions (available for BVI, Cayman Islands, Hong Kong, and Singapore):
Appoint a director
Resign a director
Change director information
Change company name
Change company financial year end
Change company registered address
Request Certificate of Incumbency
Transfer shareholder
🌍 Jurisdictional Coverage
Geni operates across 46 jurisdictions where Vistra has a presence
Users can query Geni on any corporate secretarial matter pertaining to these jurisdictions
Queries outside this coverage will not be answered
How It Works (Step-by-Step Guide)
Step 1: Ask a Question Type your query in natural language. No SQL or technical syntax is required.
Step 2: Query Processing Geni translates your input into a database command, validates your permissions, and retrieves relevant data.
Step 3: Review the Response Geni returns results in plain language with structured formatting (tables, status indicators). If the query cannot be fulfilled, an explanation is provided rather than an incorrect answer.
Access to sensitive information is restricted by each user's authorisation level.
Security and Access Control
Geni enforces data protection through:
Permission checks — Queries are validated against user roles and data privacy rules
Content filtering — Inappropriate or off-topic inputs are blocked
Contextual grounding — All responses are sourced from Vistra's verified knowledge base; no external or unvetted content is used
A zero-trust model is applied: no data is returned unless the user has explicit authorisation.
Geni for Finance
A specialised version of Geni is available for finance-related workflows. Access is currently limited to pre-approved users. Contact your administrator to request access.
User Benefits
🎯 Accuracy: Responses are sourced exclusively from Vistra's verified knowledge base, ensuring contextually relevant answers.
⏩ Efficiency: Automates routine data retrieval and corporate action initiation, reducing manual effort across jurisdictions.
🔐 Security: All queries are validated against role-based permissions before results are returned — no unauthorised data exposure.
📊 Transparency: Structured formatting with tables and status indicators presents data in a more consumable format.
🔄 Continuous Improvement: Users can rate responses and submit suggestions, enabling ongoing refinement of Geni's answers over time.
Use Cases
✅ For Compliance Teams: Query Geni for upcoming deadlines, entity statuses, and filing requirements across multiple jurisdictions — replacing manual tracking and cross-team emails with a single conversation.
✅ For Relationship Managers: Instruct Geni to initiate corporate actions (e.g., appoint a director to a BVI entity). Geni collects the details conversationally and generates a pre-drafted email to the relevant department.
✅ For Client-Facing Teams: Ask Geni for a company's incorporation date or current directors and receive structured, permission-validated results — enabling responsive client support without back-office dependency.
Frequently Asked Questions (FAQ)
Are links in Geni responses reliable?
Geni may occasionally include links in its responses. These links are not guaranteed to be valid or current. Do not rely on any URL provided by Geni without verifying it independently.
Can Geni produce visual diagrams or charts?
Geni does not support visual outputs such as flowcharts, diagrams, or organisational charts. If a query requests a visual representation, Geni responds with a numbered list or table instead.
What should I do if formatting appears broken?
In some cases, formatting elements such as in-page anchor links or special characters may not render correctly. Geni is configured to use standard headings, tables, and bullet lists to minimise this, but edge cases may occur.
Why does Geni not recognise my short reply in a multi-step flow?
When Geni asks a follow-up question, very short or ambiguous replies may occasionally not be recognised as a valid answer. If this happens, rephrase your response with more context.
What should I do if I receive a processing error?
In rare cases, a query may return a generic error message. Try rephrasing the question or submitting it again. If the issue persists, contact support.
Future Enhancements
🔮 Document generation capabilities
🔮 Direct integration with external systems for real-time checks (e.g., company name availability)
🔮 Expanded corporate action support across additional jurisdictions
Summary
Geni currently supports advisory, reporting, and task management workflows across 46 jurisdictions. Users can query public and private data — including company details, entity information, identities, service tracker updates, compliance calendar entries, and tagged documents — with all responses governed by role-based permission checks. Eight corporate actions are fully automated for BVI, Cayman Islands, Hong Kong, and Singapore. Users can rate responses to drive continuous improvement. A specialised finance version is also available for selected users.