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Severity
P1 — directly hits end-user UX in any client (rapid-desktop, BCG, openwebui, etc.). The user sees the model s internal
monologue as the assistant message body.
Repro
12-turn road-trip script ...
Outcome
Add risk capacity assessment alongside risk tolerance so investment plans reflect the user’s actual financial ability to
take risk.
Scope
- Income stability.
- Household dependency on one ...
domain: investing
domain: tax
team: household-planning
team: investment-engine
type: story
You can choose from 8 score cards, but some of them are mutually exclusive.
class HorizontalRows(ScoringTile) or class ColorfulRows(ScoringTile) class EmptySpecialFields(ScoringTile) or class
WildFields(ScoringTile) ...
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will be the issue title. Assignees and Labels follow after a blank line. Leave an ...
Outcome
Design source update governance for tax rules, account limits, benefits, market data fields, and financial planning
assumptions.
Scope
- Source catalog ownership.
- Last-reviewed dates. ...
domain: market-data
domain: qa
domain: tax
team: architecture
team: canadian-tax
team: privacy-safety
team: product-ops
type: epic
Outcome
Define the AI/privacy boundary for interviews, explanations, and planning assistance in a local-first finance app.
Scope
- Decide whether any AI feature is local-only, remote-optional, or ...
domain: privacy-security
domain: qa
team: privacy-safety
team: product-ops
team: ux
type: blocker
Objective
Make the repository presentation strong enough to serve as a public portfolio project. The project should clearly
communicate the problem, the data assumptions, the modeling approach, the results, ...
Outcome
Create an explainability and audit-trail model for every financial scenario and suggestion.
Scope
- Capture user inputs used by a scenario.
- Capture assumptions, calculation version, source ...
domain: privacy-security
domain: qa
team: architecture
team: privacy-safety
team: product-ops
team: ux
type: epic

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