Context: once account number is provided, persist through all contexts unless user asks to change account
Competency: spending (informational)
Required: none. Default can be something like checking account in the last month.
Optional: account_type, merchants, categories, location, date
Business logic handles default and/or specified filters.
Incoming: transactions
Outgoing: transactions
Required: none. Default can be something like last 50 transactions.
Optional: account_type, merchants, categories, location, date,
count, type, amount, money, common_stat, visualization_type
common_stat possibilities: max, min, average, range, mode
Aggregations would be handled by business logic
Incoming: spending
Outgoing: spending
Required: None. Report last paycheck of current income by default.
Optional: start_date end_date
Required: account_number.
Optional: start_date end_date account_type
Required: none. Set default to one penny or a certain budget if set.
Optional: amount start_date end_date category merchant
Required: amount from to
From webhook: new_balances, where new_balances is a list of just one balance
if the transfer is to another person, and a list of two if it is between a
single users account types.
Required: new_amount account_type
Required: name address account_type
Required: payee_name payee_address
Required: none. Default response reports date of last paycheck
Optional: start_date end_date sequence_position
sequence_position :: Next | Last
Required: none. Default response shows the nearest ATM.
Optional: location_type
Business logic uses lat and long in payload to determine nearest.
Required: none. Default response shows the nearest ATM.
Optional: location_type
Business logic uses lat and long in payload to determine nearest.