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.

pfo.workflow.generate-openbanking-overview

Produces a derived financial overview and stores it in the operational knowledge space.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: open-banking, summary
  • File: packages/examples/pocket-family-office/src/workflows/generate-openbanking-overview.ts
  • field.key.label
    pfo.workflow.generate-openbanking-overview
    field.version.label
    1.0.0
    field.type.label
    workflow (workflow)
    field.title.label
    pfo.workflow.generate-openbanking-overview
    field.description.label

    Produces a derived financial overview and stores it in the operational knowledge space.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: open-banking, summary
  • File: packages/examples/pocket-family-office/src/workflows/generate-openbanking-overview.ts
  • field.tags.label
    open-banking,summary
    field.owners.label
    field.stability.label

    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: [],
    	},
    });