name: Avaloq Vocabulary
description: Unified taxonomy mapping resources, actions, workflows, and personas across Avaloq banking and wealth management APIs.
operational:
  resources:
    - name: Account
      description: Bank account entity with balance and status information.
      apis: [Banking API]
    - name: Transaction
      description: Financial transaction record associated with an account.
      apis: [Banking API]
    - name: Customer
      description: Individual or entity that holds accounts with the institution.
      apis: [Banking API]
    - name: Payment
      description: Payment instruction for domestic, SEPA, or SWIFT transfers.
      apis: [Payments API]
    - name: Portfolio
      description: Collection of investment holdings managed for a client.
      apis: [Wealth Management API]
    - name: Order
      description: Trade order for buying or selling securities.
      apis: [Trading API]
    - name: Authorization
      description: Prior authorization or service review request.
      apis: [Compliance API]
  actions:
    - name: List
      description: Retrieve a paginated collection of resources.
      httpMethod: GET
    - name: Get
      description: Retrieve a single resource by identifier.
      httpMethod: GET
    - name: Create
      description: Create a new resource.
      httpMethod: POST
    - name: Update
      description: Update an existing resource.
      httpMethod: PUT
    - name: Delete
      description: Remove a resource.
      httpMethod: DELETE
    - name: Initiate
      description: Initiate a payment or transaction process.
      httpMethod: POST
    - name: Search
      description: Search or filter resources by criteria.
      httpMethod: GET
capability:
  workflows:
    - name: Wealth Management
      description: End-to-end workflow for client account management, transactions, and payment processing.
      file: capabilities/avaloq-wealth-management.yaml
  personas:
    - name: Wealth Manager
      description: Manages client portfolios and investment strategies.
    - name: Relationship Advisor
      description: Maintains client relationships and coordinates banking services.
    - name: Operations Specialist
      description: Handles back-office operations, payments, and settlements.
  domains:
    - name: Banking
      description: Core banking operations including accounts, transactions, and customer management.
    - name: Payments
      description: Payment processing for domestic and international transfers.
    - name: Wealth Management
      description: Investment portfolio and asset management.
    - name: Trading
      description: Order management and trade execution.
    - name: Compliance
      description: Regulatory compliance, AML, and risk management.
  namespaces:
    - prefix: avaloq-banking
      uri: https://api.avaloq.com/banking#
    - prefix: avaloq-payments
      uri: https://api.avaloq.com/payments#