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Documentation Index

Fetch the complete documentation index at: https://tonic-ai.mintlify.app/llms.txt

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FDC3 2.0 Compliance

CreditNexus is fully compliant with the FDC3 2.0 (Financial Desktop Connectivity and Collaboration Consortium) standard, enabling seamless interoperability with other financial desktop applications. Code Reference: client/src/context/FDC3Context.tsx (lines 234-492), client/src/hooks/useFDC3.ts, openfin/fdc3-intents.json

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FDC3 Implementation

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Context Broadcasting

CreditNexus broadcasts FDC3 contexts for seamless data sharing: 
// Credit/loan (Document Parser, Trade Blotter)
await broadcast({ type: 'finos.creditnexus.agreement', id: { agreementId }, ... });

// Stock prediction (StockPredictionTab after run)
await broadcast(createStockPredictionContext(symbol, { timeframe, strategy, forecast, signal }));

// Prediction market (MarketDashboard on selection)
await broadcast(createPredictionMarketContext(market_id, { question, outcome_type }));

// Agent result (LangAlphaResultView when loaded)
await broadcast(createAgentResultContext(analysis_id, 'langalpha', { query, summary, symbols, recommendations }));
Code Reference: client/src/context/FDC3Context.tsx, createStockPredictionContext, createPredictionMarketContext, createAgentResultContext

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Intent Handling

CreditNexus listens for and raises FDC3 intents: Supported Intents (listensFor):
  • ViewLoanAgreement, ApproveLoanAgreement – credit workflows
  • ViewESGAnalytics, ExtractCreditAgreement, ViewPortfolio, GenerateLMATemplate
  • ShareWorkflowLink, ProcessWorkflowLink
  • ViewInstrument – focus on instrument/symbol (fdc3.instrument, finos.creditnexus.instrument)
  • ViewStockPrediction – open stock prediction for symbol (Chronos/technical)
  • ViewPredictionMarket – focus Polymarket-style SFP market
  • ViewAgentResult – open LangAlpha/DeepResearch/PeopleHub result
Raises: ViewChart (fdc3.timeRange), ViewInstrument, ViewStockPrediction, ViewPredictionMarket, ViewAgentResult Code Reference: openfin/fdc3-intents.json, client/src/context/FDC3Context.tsx

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App Channels

CreditNexus uses custom app channels for workflow and data flow:
  • creditnexus.workflow – Workflow events and approvals
  • creditnexus.extraction – Document extraction
  • creditnexus.portfolio – Portfolio and ESG
  • creditnexus.trading – Instrument, stock prediction (Alpaca, Chronos)
  • creditnexus.predictionMarket – Polymarket-style SFP / prediction markets
Code Reference: client/src/context/FDC3Context.tsx, openfin/fdc3-intents.json

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Context Types

CreditNexus defines custom context types in the finos.creditnexus.* namespace:

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Credit and Loan

  • finos.creditnexus.agreement – Agreement (id.agreementId, borrower, facilities, parties; CDM-aligned)
  • finos.creditnexus.loan – Loan/credit (id.DealID, id.LIN, loan: CDM-aligned)

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Trading and Analytics

  • fdc3.instrument – Standard FDC3 instrument (id.ticker, id.RIC, etc.); maps to CDM Instrument
  • finos.creditnexus.instrument – Instrument with optional signal (bullish/bearish/neutral)
  • finos.creditnexus.stockPrediction – Chronos/technical result (symbol, timeframe, forecast, signal)
  • finos.creditnexus.predictionMarket – Polymarket-style SFP (market_id, question, outcomes)
  • finos.creditnexus.agentResult – LangAlpha/DeepResearch/PeopleHub (analysis_id, agent_type, symbols, recommendations)

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CDM and FDC3 Alignment

  • fdc3.instrument and finos.creditnexus.instrument align with FINOS CDM Instrument (ticker, identifiers).
  • finos.creditnexus.loan and finos.creditnexus.agreement carry CDM-compliant structures.
  • Trade/order events from /api/trades/execute and /api/trades/orders are CDM-aligned; FDC3 context is used for prefill and focus, not as the system of record.
Code Reference: client/src/context/FDC3Context.tsx, app/models/cdm.py

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System Interoperability Flow

The platform components work as a “Chain of Command” using FDC3:
  1. Extract: Document Parser broadcasts finos.creditnexus.loan / finos.creditnexus.agreement
  2. Trade: Trade Blotter receives loan context and pre-fills LMA trade ticket; Order Form and Stock Prediction prefill symbol from fdc3.instrument, finos.creditnexus.stockPrediction, finos.creditnexus.agentResult
  3. Analyze: GreenLens consumes loan/ESG; LangAlphaResultView broadcasts finos.creditnexus.agentResult so Trading can focus on symbols
  4. Predict: StockPredictionTab broadcasts finos.creditnexus.stockPrediction on run; Trading and Order Form prefill from it
  5. Polymarket: MarketDashboard broadcasts finos.creditnexus.predictionMarket on selection and listens to focus a market
  6. Verify: Verification Demo broadcasts finos.cdm.landUse / finos.cdm.greenFinanceAssessment and breach alerts
  7. Surveil: Risk War Room listens for alerts and highlights assets
Code Reference: README.md, client/src/context/FDC3Context.tsx, client/src/components/trading/*, client/src/components/polymarket/MarketDashboard.tsx, client/src/components/agent-results/LangAlphaResultView.tsx

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OpenFin Integration

CreditNexus integrates with OpenFin Runtime for FDC3 2.0 support: Configuration: openfin/app.json
  • FDC3 2.0 API: fdc3InteropApi: "2.0"
  • Runtime Version: "stable" (automatic latest stable)
Code Reference: openfin/app.json (line 14), openfin/README.md

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FDC3 App Directory

CreditNexus is registered in the FDC3 app directory at /api/fdc3/apps: App Metadata:
  • App ID: creditnexus
  • Version: 1.0.0
  • Categories: Analytics, Credit, Lending, AI, Document Processing, Trading, Prediction Markets
  • Intents: ViewLoanAgreement, ViewInstrument, ViewStockPrediction, ViewPredictionMarket, ViewAgentResult, plus ExtractCreditAgreement, ViewPortfolio, ViewESGAnalytics, ShareWorkflowLink, ProcessWorkflowLink, ApproveLoanAgreement, GenerateLMATemplate
Code Reference: openfin/fdc3-intents.json, app/api/fdc3_routes.py

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Compliance Checklist

  • ✅ FDC3 2.0 API implementation
  • ✅ Context broadcasting (loan, agreement, document, portfolio, workflow, approvalResult, esgData, generatedDocument, instrument, stockPrediction, predictionMarket, agentResult; fdc3.instrument; finos.cdm.landUse, finos.cdm.greenFinanceAssessment)
  • ✅ Intent handling (listen and raise): ViewInstrument, ViewStockPrediction, ViewPredictionMarket, ViewAgentResult plus credit/workflow intents
  • ✅ App channels: workflow, extraction, portfolio, trading, predictionMarket
  • ✅ Custom context types in finos.creditnexus.* and finos.cdm.*
  • ✅ CDM alignment for instrument, loan/agreement, and trade/order events
  • ✅ OpenFin integration
  • ✅ FDC3 app directory at /api/fdc3/apps

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Testing FDC3 Integration

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Test Context Broadcasting

  1. Open Document Parser
  2. Extract a document
  3. Click “Broadcast to Desktop”
  4. Verify context is received by other FDC3 apps

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Test Intent Handling

  1. Open Trade Blotter and verify it receives ViewLoanAgreement and loan context
  2. In Trading: run a stock prediction, then open Order Form and confirm symbol prefills from finos.creditnexus.stockPrediction
  3. In Polymarket: select a market, then in another window receive finos.creditnexus.predictionMarket to focus it
  4. From another FDC3 app, raise ViewInstrument with fdc3.instrument (id.ticker) and confirm Order Form / Stock Prediction prefill

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Additional Resources

Last Updated: 2026-01-14
Standard: FDC3 2.0
Code Reference: client/src/context/FDC3Context.tsx, openfin/fdc3-intents.json, openfin/app.json