Finance · template catalog

Resource Role templates

Each template is a turnkey starting point for one stakeholder × resource-role combination — persona anchored, sample-data narrative, Platform-Intel pages that demonstrate Cascade + Agent provenance. Open any card below to explore the live template.

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Finance templates — coming soon

Roadmap

Construction Lender, Surety Agent, Credit Analyst, Loan Officer, Treasury Manager — finance operational templates follow the CC v2 playbook.

Money & risk — next vertical on the shared project graph.

Templates follow the ConniXT Resource Role playbook: agenda-first navigation (7 Jobs, not menus), Summit sample-data narrative arc, 14 operational block types, inline Cascade provenance on every rule-driven page, and the 5 Platform-Intel pages that demonstrate the platform moat.

See live tenant deployments → tenants.financeconnixt.com