slug: drivewealth
provider: DriveWealth
generated_by: planning/capability-mapping/scripts/classify_capabilities.py
model: claude-opus-5
frame:
- Banking & Capital Markets
min_confidence: 0.7
capability_model:
  source: https://github.com/vincentmakes/turbo-ea-capabilities
  license: CC-BY-4.0
  attribution: Turbo EA Capabilities by Vincent Verdet — Turbo EA, https://github.com/vincentmakes/turbo-ea-capabilities,
    CC BY 4.0
  notice: NOTICE
edge_count: 7
edges:
- tag: Orders
  spec_file: drivewealth-orders-api-openapi.yml
  capability_id: BC-1370.30
  capability_id_l1: BC-1370
  capability_name: Trading Order Management
  confidence: 0.94
  evidence: POST /orders Create Order; PATCH /orders/{orderID} Update Order; GET /accounts/{accountID}/summary/orders
    List Account resting Orders
  reason: Full securities order lifecycle — capture, amend, retrieve resting and historical orders with
    order audit — which is trading order management on a brokerage platform.
- tag: Settlements
  spec_file: drivewealth-settlements-api-openapi.yml
  capability_id: BC-1380.30
  capability_id_l1: BC-1380
  capability_name: Settlement Management
  confidence: 0.82
  evidence: GET /settlements Retrieve Settlements; POST /accounts/{accountID}/reports/daily-trade-summary
    Create DVP RVP Report; GET /funding/reconciliations List Cashless Reconciliations
  reason: Securities settlement surface — settlement records plus DVP/RVP daily trade summaries and cashless
    reconciliations, i.e. post-trade settlement operations.
- tag: Users
  spec_file: drivewealth-users-api-openapi.yml
  capability_id: BC-1300.10
  capability_id_l1: BC-1300
  capability_name: Customer Onboarding Management
  confidence: 0.78
  evidence: POST /users "Create User"; GET /users/{userID}/kyc-status "Retrieve KYC"; schemas Personal_Info,
    Employment_Info, Tax_Info, Documents, userStatus
  reason: Creating an end investor record with personal/employment/tax data plus KYC status retrieval
    is customer onboarding with identity verification for a brokerage/financial account; L2 onboarding
    chosen over pure KYC because create/update user dominates the surface.
- tag: AutoPilot
  spec_file: drivewealth-autopilot-api-openapi.yml
  capability_id: BC-1390.20
  capability_id_l1: BC-1390
  capability_name: Discretionary Portfolio Management
  confidence: 0.75
  evidence: POST /managed/autopilot/{partnerID} Create Autopilot Run; GET /accounts/{accountID}/portfolio
    Retrieve Portfolio by Account; schemas autoPilotRebalanceID, portfolioHoldings, fundTarget, riaID
  reason: Automated rebalancing runs against model portfolios/fund targets for RIA-managed accounts —
    discretionary portfolio construction and rebalancing.
- tag: Portfolios
  spec_file: drivewealth-portfolios-api-openapi.yml
  capability_id: BC-1390.20
  capability_id_l1: BC-1390
  capability_name: Discretionary Portfolio Management
  confidence: 0.72
  evidence: POST /managed/portfolios Create Portfolio; GET /users/{userID}/managed/portfolio List Portfolios
    by Advisor; schemas portfolioTriggers, holdingsObject, portfolioLowerBound
  reason: Advisor-managed portfolio definition with target holdings and rebalancing triggers under /managed
    — discretionary portfolio construction and maintenance for managed accounts.
- tag: Statements
  spec_file: drivewealth-statements-api-openapi.yml
  capability_id: BC-1390.30
  capability_id_l1: BC-1390
  capability_name: Client Reporting Management
  confidence: 0.7
  evidence: GET /accounts/{accountID}/statements List Account Statements; GET /accounts/{accountID}/taxforms
    List Account Tax Statements; GET /accounts/{accountID}/confirms List Account Trade Confirmations
  reason: Production and retrieval of client-facing account statements, tax forms and trade confirmations
    — client reporting for investment accounts. Some overlap with trade confirmation processing, hence
    0.7.
- tag: Trade Allocations
  spec_file: drivewealth-trade-allocations-api-openapi.yml
  capability_id: BC-1380
  capability_id_l1: BC-1380
  capability_name: Capital Markets Operations Management
  confidence: 0.7
  evidence: POST /managed/allocations "Create Trade Allocation"; GET /users/{userID}/managed/allocations
    "List Trade Allocations by Advisor"; schemas unallocatedQuantity, allocationStatus
  reason: Post-trade allocation of block/managed-account orders across advisor client accounts is a capital-markets
    post-trade operations function (trade capture/booking/allocation). Ambiguous between trade confirmation/booking
    and discretionary managed-account operations, so only the L1 is asserted.