Future Roadmap
flowchart TB
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%% FINTRAOS NORTH STAR ARCHITECTURE
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subgraph Phase0["Phase 0 – MVP FintraOS Core"]
direction TB
P0_1["FintraOS Connect – basic account linking and consent"]
P0_2["FintraOS Core – ingestion connectors"]
P0_3["FintraOS Core – normalisation and identity graph"]
P0_4["FintraOS Core – basic enrichment and categories"]
P0_5["FintraOS Core – core profile model\nusers accounts transactions"]
P0_6["FintraOS Pulse – simple events and webhooks"]
end
subgraph Phase1["Phase 1 – V1 Full Financial Profile"]
direction TB
P1_1["FintraOS Core – cashflow engine and projections"]
P1_2["FintraOS Core – balance sheet and net worth engine"]
P1_3["FintraOS Core – income and liability modelling"]
P1_4["FintraOS Core – goals for key journeys\nretirement house debt free"]
P1_5["FintraOS Vault – time series and historical store"]
P1_6["FintraOS Views – cashflow and net worth views API"]
P1_7["FintraOS Pulse – richer events for cashflow and goals"]
P1_8["FintraOS Connect – Global Context (Market Data) Ingestion"]
end
subgraph Phase2["Phase 2 – North Star FintraOS (The Intelligence Engine)"]
direction TB
P2_1["FintraOS Brain – rules and decision engine"]
P2_2["FintraOS Brain – ML models\nsegmentation and personality"]
P2_3["FintraOS Brain – forecast and simulation engine"]
P2_4["FintraOS Brain – Inflation-Proofing & Market Impact"]
P2_5["FintraOS Pulse – automation and decisioning hooks"]
P2_6["FintraOS Views – 360 profile, simulation, and goal views"]
P2_7["FintraOS Vault – Simulation Engine (B2B Sales Tool)"]
P2_8["FintraOS Guard – AI Context Scoping & Agent Skills"]
P2_9["FintraOS Connect – Webhooks-as-Data & Platform Intake"]
end
Phase0 --> Phase1 --> Phase2
See Also: Full Architecture | Overview | Dashboard