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Finpace Developer Portal

• tier-1 banks
• digital banks and regulated financial institutions
• solution architects and integration teams
• operations, risk, compliance, and servicing functions
• channel, CRM, and AI runtime teams

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What this portal documents

1. Core banking domain model
   Parties, customers, agreements, products, arrangements, balances, limits, mandates, postings, statements, and servicing controls.
2. Lending domain model
   Applications, underwriting packages, affordability, scoring, offers, facilities, schedules, collateral, covenants, restructures, and write-off controls.
3. Interaction and workflow model
   Omnichannel sessions, RM workbench, contact-center routing, interaction history, tasks, cases, documents, and notifications.
4. Governed AI runtime
   MCP, Agent UI, AI Shield, policy evaluation, controlled tool execution, explainability evidence, and audit.

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Documentation principles

• Everything described here is treated as product capability.
• Each public capability has a matching API surface.
• Control boundaries are explicit.
• AI operates inside banking controls, not around them.
• Operational evidence is preserved for servicing, compliance, and audit.

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Main capability areas

• customer and party management
• agreements, entitlements, and organizational hierarchies
• product factory, pricing, campaigns, and experimentation
• account opening, mandates, and signatory control
• balances, holds, posting instructions, and ledger outputs
• payments, approvals, liquidity pools, and sweeps
• SME and consumer lending
• affordability, scoring, and decisioning
• collateral, covenants, and condition management
• cases, tasks, documents, and correspondence
• omnichannel access, RM workbench, and contact-center orchestration
• governed AI assistance and controlled action execution