Finwell Financial Review OS
Diagnose • Treat • Review • Control • Grow
FC

Experience layer

  • Executive command centre
  • Meeting monitoring centre
  • Live review workspace
  • Owner and reviewer dashboards
  • Responsive client access

Application layer

  • Meeting and agenda engine
  • Treatment workflow
  • Action verification service
  • Report generation
  • Notifications and escalations

Data layer

  • PostgreSQL and Prisma
  • Tenant and company isolation
  • Attachments and evidence metadata
  • Audit logs and status history
  • Analytical database views

Integration layer

  • Phase 1 manual/Excel uploads
  • Tally and ERP adapters
  • Email and WhatsApp
  • Object/file storage
  • PDF and Excel export

Core database entities

32 normalized entities
WorkspaceCompanyUserMembershipFinancial ScoreMetric SnapshotAlertDiagnosisTreatmentTreatment UpdateMeeting SeriesMeetingParticipantAgenda TemplateMeeting AgendaReport RequirementReport SubmissionMOMDecisionActionAssigneeEvidenceReviewStatus HistoryReconciliationComplianceCommentAttachmentNotificationEscalationAudit LogIntegration

Closure rule

Action status cannot become Closed or Stabilised unless a corresponding reviewer decision exists.

Aging rule

Original due date is immutable. Revised commitments and carry-forward counts remain separately recorded.

Tenant rule

Every company-owned record carries a company key and is constrained through company membership and role permissions.

Evidence rule

Completion submission requires at least one evidence item before entering reviewer verification.

Meeting lineage

Recurring meetings retain series and previous-meeting links for week-on-week MOM and action comparisons.

Audit rule

Material changes are written to an audit log with before/after data, actor, time and entity reference.