OSS-first docs

These docs teach the open system first: contracts, generated surfaces, runtimes, governance, and incremental adoption. Studio shows up as the operating layer on top, not as the source of truth.

AI index

pfo.summary.generate

Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.

  • Type: operation (query)
  • Version: 1.0.0
  • Tags: summary, ai
  • File: packages/examples/pocket-family-office/src/operations/index.ts
    • field.key.label
    pfo.summary.generate
    field.version.label
    1.0.0
    field.type.label
    operation (query)
    field.title.label
    pfo.summary.generate
    field.description.label

    Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.

  • Type: operation (query)
  • Version: 1.0.0
  • Tags: summary, ai
  • File: packages/examples/pocket-family-office/src/operations/index.ts
    • field.tags.label
    summary,ai
    field.owners.label
    field.stability.label

    Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.

    Goal

    Provide a quick overview of financial status and recent activity.

    Context

    Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.

    Source Definition

    import { OPENBANKING_TELEMETRY_EVENTS } from '@lssm-tech/lib.contracts-integrations';
import {
	defineCommand,
	defineQuery,
	type OperationSpec,
} from '@lssm-tech/lib.contracts-spec';
import {
	OwnersEnum,
	StabilityEnum,
	TagsEnum,
} from '@lssm-tech/lib.contracts-spec/ownership';
import {
	defineEnum,
	defineSchemaModel,
	ScalarTypeEnum,
	type ZodSchemaModel,
} from '@lssm-tech/lib.schema';

export const generateFinancialSummaryContract = defineQuery({
	meta: {
		key: 'pfo.summary.generate',
		version: '1.0.0',
		description:
			'Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.',
		goal: 'Provide a quick overview of financial status and recent activity.',
		context:
			'Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.',
		owners: [OwnersEnum.PlatformFinance],
		tags: ['summary', 'ai', TagsEnum.Automation],
		stability: StabilityEnum.Beta,
	},
	io: {
		input: FinancialSummaryInputModel,
		output: FinancialSummaryOutputModel,
	},
	policy: {
		auth: 'user',
	},
});