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Agentic AI Atlas · Financial Planning
workflow:financial-planninga5c.ai
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Workflow JSON

workflow:financial-planning

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Financial Planning json

Inspect the normalized record payload exactly as the atlas UI reads it.

File · domain/workflows/workflows-business.yamlCluster · domain
Record JSON
{
  "id": "workflow:financial-planning",
  "_kind": "Workflow",
  "_file": "domain/workflows/workflows-business.yaml",
  "_cluster": "domain",
  "attributes": {
    "displayName": "Financial Planning",
    "description": "Annual governance workflow that develops the organization's integrated financial plan\ncovering revenue targets, operating budgets, capital expenditures, and headcount for\nthe coming fiscal year. Financial analysts build detailed models from business-unit\ninputs, reconciling bottom-up estimates against top-down targets agreed with leadership\nand the board. Scenario analyses stress-test the plan against downside assumptions.\nApproved plans are locked, communicated to budget owners, and tracked monthly through\nvariance analysis and reforecasting cycles. The workflow ensures financial discipline,\ninvestor confidence, and strategic alignment of resource allocation across the business.\n",
    "workflowKind": "governance",
    "triggerType": "scheduled",
    "typicalCadence": "annual",
    "complexity": "complex"
  },
  "outgoingEdges": [
    {
      "from": "workflow:financial-planning",
      "to": "role:financial-analyst",
      "kind": "involves_role"
    },
    {
      "from": "workflow:financial-planning",
      "to": "role:strategic-planner",
      "kind": "involves_role"
    },
    {
      "from": "workflow:financial-planning",
      "to": "role:vp-engineering",
      "kind": "involves_role"
    },
    {
      "from": "workflow:financial-planning",
      "to": "role:engineering-manager",
      "kind": "involves_role"
    },
    {
      "from": "workflow:financial-planning",
      "to": "role:business-analyst",
      "kind": "involves_role"
    },
    {
      "from": "workflow:financial-planning",
      "to": "domain:finance",
      "kind": "applies_to_domain"
    },
    {
      "from": "workflow:financial-planning",
      "to": "domain:strategy",
      "kind": "applies_to_domain"
    },
    {
      "from": "workflow:financial-planning",
      "to": "domain:business-intelligence",
      "kind": "applies_to_domain"
    },
    {
      "from": "workflow:financial-planning",
      "to": "responsibility:financial-analysis",
      "kind": "triggers_responsibility"
    },
    {
      "from": "workflow:financial-planning",
      "to": "responsibility:budget-management",
      "kind": "triggers_responsibility"
    },
    {
      "from": "workflow:financial-planning",
      "to": "responsibility:stakeholder-communication",
      "kind": "triggers_responsibility"
    },
    {
      "from": "workflow:financial-planning",
      "to": "responsibility:risk-assessment",
      "kind": "triggers_responsibility"
    },
    {
      "from": "workflow:financial-planning",
      "to": "responsibility:investor-relations",
      "kind": "triggers_responsibility"
    }
  ],
  "incomingEdges": [
    {
      "from": "domain:personal-finance",
      "to": "workflow:financial-planning",
      "kind": "uses_workflow"
    },
    {
      "from": "lib-agent:finance-accounting--capital-investment-analyst",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--close-process-coordinator",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--competitive-intelligence-analyst",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--consolidation-specialist",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--debt-portfolio-manager",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--due-diligence-analyst",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--economic-analyst",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--external-audit-liaison",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--financial-modeler",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--fp-and-a-analyst",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--fraud-investigator",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--fx-risk-manager",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--internal-auditor",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--scenario-planner",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--sec-reporting-specialist",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--sox-compliance-manager",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--tax-compliance-coordinator",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--tax-provision-specialist",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--technical-accounting-specialist",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--transfer-pricing-specialist",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--treasury-analyst",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-agent:finance-accounting--valuation-analyst",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:ai-agents-conversational--cost-optimization-llm",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--annual-budget-development",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--capital-investment-appraisal",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--cash-flow-forecasting-liquidity",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--comparable-company-analysis",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--dcf-valuation",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--debt-facility-covenant-compliance",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--economic-forecasting-indicators",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--external-audit-coordination",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--financial-modeling-scenario-planning",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--financial-statement-preparation",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--foreign-exchange-risk-management",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--fraud-risk-assessment-investigation",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--income-tax-provision-asc740",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--industry-competitive-analysis",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--intercompany-accounting-consolidation",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--internal-audit-planning-execution",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--lease-accounting-asc842",
      "to": "workflow:financial-planning",
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      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--ma-financial-due-diligence",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--month-end-close-process",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--revenue-recognition-asc606",
      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--rolling-forecast-management",
      "to": "workflow:financial-planning",
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      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--sox-compliance-testing",
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      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:finance-accounting--tax-return-preparation",
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    },
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      "from": "lib-process:finance-accounting--transfer-pricing-documentation",
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      "kind": "lib_implements_workflow",
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    },
    {
      "from": "lib-process:finance-accounting--variance-analysis-reporting",
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      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:venture-capital--financial-due-diligence",
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      "kind": "lib_implements_workflow",
      "attributes": {
        "weight": 1
      }
    },
    {
      "from": "lib-process:aerospace-engineering--spacecraft-power-budget",
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      "kind": "lib_implements_workflow",
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      }
    },
    {
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    },
    {
      "from": "lib-skill:finance-accounting--account-reconciliation-automator",
      "to": "workflow:financial-planning",
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    },
    {
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    {
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    {
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      "attributes": {
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    {
      "from": "lib-skill:finance-accounting--transfer-pricing-analyzer",
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      "to": "workflow:financial-planning",
      "kind": "lib_implements_workflow",
      "attributes": {
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      }
    }
  ]
}

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