arazzo: 1.0.1
info:
  title: Temenos Wealth Open Portfolio And Place Order
  summary: Open a managed portfolio for a client and place and track a security order.
  description: >-
    Wealth and asset-management flow in Temenos Wealth. The workflow opens a
    portfolio for a client under a chosen mandate and risk profile, places a
    buy or sell security order against that portfolio, and then polls the order
    to track execution, branching to a successful end when the order is FILLED
    and to a partial-fill path when it is PARTIALLY_FILLED. Every step inlines
    its request so the chain is self-describing.
  version: 1.0.0
sourceDescriptions:
- name: wealthApi
  url: ../openapi/temenos-wealth-openapi.yml
  type: openapi
workflows:
- workflowId: open-portfolio-place-order
  summary: Open a portfolio, place a security order, and track its execution.
  description: >-
    Opens a managed portfolio for a client, places a security order against it,
    and polls the order until it reaches a terminal execution status.
  inputs:
    type: object
    required:
    - customerId
    - currency
    - mandateType
    - securityId
    - side
    - orderType
    - quantity
    properties:
      customerId:
        type: string
        description: Wealth client identifier the portfolio belongs to.
      portfolioName:
        type: string
        description: Optional display name for the portfolio.
      currency:
        type: string
        description: Portfolio base currency in ISO 4217 format.
      mandateType:
        type: string
        description: Mandate type (DISCRETIONARY, ADVISORY, EXECUTION_ONLY).
      riskProfile:
        type: string
        description: Risk profile (CONSERVATIVE, MODERATE, BALANCED, GROWTH, AGGRESSIVE).
      securityId:
        type: string
        description: Security identifier to trade.
      side:
        type: string
        description: Order side (BUY or SELL).
      orderType:
        type: string
        description: Order type (MARKET, LIMIT, STOP, STOP_LIMIT).
      quantity:
        type: number
        description: Order quantity.
      limitPrice:
        type: number
        description: Limit price for LIMIT and STOP_LIMIT orders.
  steps:
  - stepId: openPortfolio
    description: Open a managed portfolio for the client.
    operationId: createPortfolio
    requestBody:
      contentType: application/json
      payload:
        customerId: $inputs.customerId
        portfolioName: $inputs.portfolioName
        currency: $inputs.currency
        mandateType: $inputs.mandateType
        riskProfile: $inputs.riskProfile
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      portfolioId: $response.body#/portfolioId
  - stepId: placeOrder
    description: Place a security order against the newly opened portfolio.
    operationId: createSecurityOrder
    requestBody:
      contentType: application/json
      payload:
        portfolioId: $steps.openPortfolio.outputs.portfolioId
        securityId: $inputs.securityId
        side: $inputs.side
        orderType: $inputs.orderType
        quantity: $inputs.quantity
        limitPrice: $inputs.limitPrice
    successCriteria:
    - condition: $statusCode == 201
    outputs:
      orderId: $response.body#/orderId
      status: $response.body#/status
  - stepId: trackOrder
    description: >-
      Poll the security order to track execution, branching on the terminal
      execution status and retrying while it is pending or submitted.
    operationId: getSecurityOrder
    parameters:
    - name: orderId
      in: path
      value: $steps.placeOrder.outputs.orderId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      status: $response.body#/status
      filledQuantity: $response.body#/filledQuantity
      averagePrice: $response.body#/averagePrice
    onSuccess:
    - name: filled
      type: end
      criteria:
      - context: $response.body
        condition: $.status == "FILLED"
        type: jsonpath
    - name: partiallyFilled
      type: end
      criteria:
      - context: $response.body
        condition: $.status == "PARTIALLY_FILLED"
        type: jsonpath
    - name: stillWorking
      type: retry
      retryAfter: 5
      retryLimit: 12
      stepId: trackOrder
      criteria:
      - context: $response.body
        condition: $.status == "PENDING" || $.status == "SUBMITTED"
        type: jsonpath
  outputs:
    portfolioId: $steps.openPortfolio.outputs.portfolioId
    orderId: $steps.placeOrder.outputs.orderId
    finalStatus: $steps.trackOrder.outputs.status
    filledQuantity: $steps.trackOrder.outputs.filledQuantity