OSS-first docs
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Produces a derived financial overview and stores it in the operational knowledge space.
Source Definition
export const generateOpenBankingOverviewWorkflow = defineWorkflow({
meta: {
key: 'pfo.workflow.generate-openbanking-overview',
version: '1.0.0',
title: 'Generate Open Banking Overview',
description:
'Produces a derived financial overview and stores it in the operational knowledge space.',
domain: 'finance',
owners: [OwnersEnum.PlatformFinance],
tags: ['open-banking', 'summary', TagsEnum.Automation],
stability: StabilityEnum.Experimental,
},
definition: {
entryStepId: 'generate-overview',
steps: [
{
id: 'generate-overview',
type: 'automation',
label: 'Generate Overview',
description:
'Aggregate balances, cashflow, and category breakdowns into a knowledge entry.',
action: {
operation: {
key: 'pfo.openbanking.generate-overview',
version: '1.0.0',
},
},
requiredIntegrations: ['primaryOpenBanking'],
requiredCapabilities: OPEN_BANKING_CAPABILITIES,
retry: {
maxAttempts: 3,
backoff: 'exponential',
delayMs: 1_500,
},
},
],
transitions: [],
},
});