slug: fintary provider: Fintary generated_by: planning/capability-mapping/scripts/classify_capabilities.py model: claude-opus-5 frame: - Insurance 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: 6 edges: - tag: AMS - Agents spec_file: fintary-ams-agents-api-openapi.yml capability_id: BC-2110.10 capability_id_l1: BC-2110 capability_name: Producer & Intermediary Management confidence: 0.88 evidence: '"GET /api/ams/agents/{strId}/hierarchy Get agent hierarchy tree (uplines and downlines)", "POST /api/ams/agents/{strId}/contracts Create agent contract" on an insurance commission platform' reason: Operations create/update insurance agents, their contracts and upline/downline hierarchies — producer and intermediary lifecycle management within insurance distribution. - tag: AMS - Policies spec_file: fintary-ams-policies-api-openapi.yml capability_id: BC-2140 capability_id_l1: BC-2140 capability_name: Policy Administration Management confidence: 0.87 evidence: '"PATCH /api/ams/policies/{strId}/status Change policy status", "GET /api/ams/policies/{strId}/documents List policy documents (Document Repository Service)"' reason: 'Administration of in-force insurance policies: detail, update, status change, team members and policy document repository — policy administration. Spans several sub-capabilities so L1 only.' - tag: Agents spec_file: fintary-agents-api-openapi.yml capability_id: BC-2110 capability_id_l1: BC-2110 capability_name: Insurance Distribution Management confidence: 0.85 evidence: '"POST /openapi/agents/{id}/assign-upline agents.assignUpline", "GET /openapi/agents/{id}/commissions agents.listCommissions"' reason: Public API for insurance agent records, upline hierarchy, commissions and payouts — producer/intermediary distribution management; spans producer management and commissions so L1 only. - tag: Analytics spec_file: fintary-analytics-api-openapi.yml capability_id: BC-610.50 capability_id_l1: BC-610 capability_name: Analytics & BI Management confidence: 0.8 evidence: '"List published analytics reports", "List analytics dashboard widgets", "Query an analytics dataset by name"' reason: Generic reporting/BI delivery surface — datasets, published reports, dashboard widgets — i.e. analytics and BI management rather than an insurance-specific capability. - tag: AMS - Customers spec_file: fintary-ams-customers-api-openapi.yml capability_id: BC-2120 capability_id_l1: BC-2120 capability_name: Insurance Customer Management confidence: 0.78 evidence: '"GET /api/ams/customers/{strId}/policies List policies for a customer", schema "AmsCustomerAddressSchema"' reason: CRUD and summary of policyholder records linked to their policies in an insurance agency management system — insurance customer management. Evidence does not single out a sub-capability. - tag: Commission Reports spec_file: fintary-commission-reports-api-openapi.yml capability_id: BC-2110.30 capability_id_l1: BC-2110 capability_name: Commission & Incentive Management confidence: 0.76 evidence: '"GET /openapi/comp-reports/data compReports.getData Get commission report data"' reason: Retrieves compensation/commission report data on an insurance commission management platform — commission and incentive management. Thin surface (single operation) so moderate confidence.