FDC3 Portfolio Manager Persona

[mistryvinay]

Overview

Discovery exercise to understand the Portfolio Manager user personas within financial services that would be a user of FDC3.

Additional Context:

Exercise to break down this list and investigate further. The spreadsheet can be found here.

• Is it a Context linking use case or is it an Intent use case typically?
• What Intent would you use? What's the natural Context?

By running through the above we can quickly identify where the gaps are with the FDC3 Standard

Contribute

Contributions are welcomed to this issue.

Add further workflows that are related to the Portfolio Manager persona for any use-cases you are trying to build on FDC3.