OSS-first docs
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Refreshes balances for synced accounts to surface the latest cash positions in dashboards.
Source Definition
export const refreshOpenBankingBalancesWorkflow = defineWorkflow({
meta: {
key: 'pfo.workflow.refresh-openbanking-balances',
version: '1.0.0',
title: 'Refresh Open Banking Balances',
description:
'Refreshes balances for synced accounts to surface the latest cash positions in dashboards.',
domain: 'finance',
owners: [OwnersEnum.PlatformFinance],
tags: ['open-banking', 'powens', TagsEnum.Automation],
stability: StabilityEnum.Experimental,
},
definition: {
entryStepId: 'refresh-balances',
steps: [
{
id: 'refresh-balances',
type: 'automation',
label: 'Refresh Balances',
description:
'Trigger the Powens provider to obtain current and available balances.',
action: {
operation: { key: 'openbanking.balances.refresh', version: '1.0.0' },
},
requiredIntegrations: ['primaryOpenBanking'],
requiredCapabilities: [BALANCE_CAPABILITY],
retry: {
maxAttempts: 3,
backoff: 'exponential',
delayMs: 1_000,
},
},
{
id: 'fetch-balances',
type: 'automation',
label: 'Fetch Balances',
description:
'Load the canonical balance snapshots for downstream workflows and dashboards.',
action: {
operation: { key: 'openbanking.balances.get', version: '1.0.0' },
},
requiredIntegrations: ['primaryOpenBanking'],
requiredCapabilities: [BALANCE_CAPABILITY],
retry: {
maxAttempts: 2,
backoff: 'linear',
delayMs: 750,
},
},
],
transitions: [{ from: 'refresh-balances', to: 'fetch-balances' }],
},
});