Docs

Personal documentation library for product knowledge, platform design notes, prompt material, and reusable reference material.

This repo is organized so new document sets can be added without turning the root into a loose file dump.

Repository Map

Area	Purpose
docs/products/	Product and domain knowledge packs.
docs/technical/	Technical knowledge base for enterprise architecture, technology choices, backend structure, frontend supportability, API governance, data products, CI/CD, infrastructure, deployment, observability, SRE, security, testing, resilience, Git hygiene and engineering knowledge management.
docs/prompts/	Prompt libraries, AI workflows, reusable instructions, and evaluation notes.
docs/reference/	External references, glossaries, citations, and source lists.
docs/operations/	How to add, classify, review and maintain docs in this repo.
templates/	Reusable templates for future document packs.

Reusable Knowledge Maps

Map	Purpose
docs/products/cash-deposits-money-market-and-fx.md	Product and platform-design map for cash, deposits, money market instruments, money market funds, FX, liquidity, buying power, settlement, and reporting.
docs/products/client-reporting-and-portfolio-review-guide.md	Cross-product guide for client statements, portfolio reviews, report labels, exception panels, client explanations, and report QA.
docs/products/advisory-mandate-reporting-decision-guide.md	Cross-product decision guide for advisory explanation, mandate controls, reporting requirements, QA evidence, and common review failures.
docs/products/commodities-precious-metals-and-real-assets.md	Product and platform-design map for commodities, precious metals, real-asset-linked wrappers, unit controls, exposure, collateral, and reporting.
docs/products/cross-product-worked-examples-calculations-case-studies/	Deeper cross-product case-study library for calculations, transaction impacts, reporting outputs, QA scenarios, golden cases, AI workflow tests, and implementation acceptance criteria.
docs/products/cross-product-worked-examples.md	Worked examples across cash, bonds, commodities, equities, funds, insurance, lending, private markets, real estate, derivatives, structured products, and rebalance funding constraints.
docs/products/derivatives-and-overlay-products.md	Product and platform-design map for derivatives, hedging overlays, exposure, Greeks, margin, collateral, lifecycle events, and mandate controls.
docs/products/direct-equities-and-market-operations.md	Product and platform-design map for direct equities, trading, settlement, corporate actions, P&L, risk, and market operations.
docs/products/fixed-income-and-structured-products.md	Product and platform-design comparison for bonds and structured notes.
docs/products/insurance-and-annuities.md	Product and platform-design map for policy contracts, protection benefits, ILPs, annuities, cash values, surrender, claims, and reporting.
docs/products/implementation-backed-capability-map.md	Neutral product-capability map that separates implementation-backed support, source-backed product extensions, support-limited states, and future candidates.
docs/products/product-implementation-evidence-review-guide.md	Guide for translating app docs, API contracts, validation evidence, UI proof, report payloads, and runbooks into neutral product-capability documentation.
docs/products/lending-collateral-and-buying-power.md	Product and platform-design map for credit lines, Lombard lending, margin lending, collateral, pledges, LTV, buying power, and margin calls.
docs/products/private-markets-and-alternatives.md	Product and platform-design map for private equity, private credit, real assets, hedge funds, commitments, cashflows, NAV lag, liquidity, controls, and reporting.
docs/products/pooled-investment-products.md	Product and platform-design map for funds, ETFs, fund of funds, hedge funds, and private market funds.
docs/products/portfolio-construction-and-rebalancing-guide.md	Cross-product portfolio construction and rebalancing guide for target allocation, drift, funding, liquidity, tax/cost impact, mandates, execution readiness, reporting, and QA.
docs/products/portfolio-exposure-modelling-guide.md	Cross-product portfolio exposure guide for legal holdings, market value, look-through, notional, sensitivity, issuer, counterparty, currency, liquidity, collateral, commitment, mandate, and reporting exposure.
docs/products/product-capability-boundary-matrix.md	Cross-product support-boundary matrix for generic baseline capabilities, source-backed extensions, support-limited states, future candidates, reporting claims, and QA evidence.
docs/products/product-calculation-example-catalog.md	Cross-product calculation catalog with formulas, reporting labels, degraded-state behavior, and QA assertions across covered product families.
docs/products/product-documentation-review-rubric.md	Professional product-documentation review rubric for improving clarity, depth, examples, analytics, advisory, DPM, reporting, implementation boundaries, supported capabilities, and future candidates.
docs/products/product-library-polish-dashboard.md	Compact dashboard for product-family polish posture, strongest coverage, and next enrichment slices.
docs/products/product-library-role-guide.md	Role-based navigation for business users, BAs, developers, architects, QA, operations, advisory, DPM, reporting, analytics, and product development.
docs/products/cross-product-transaction-position-data-model.md	Canonical cross-product model for transaction types, transaction legs, positions, lifecycle events, corrections, APIs, controls, and QA examples.
docs/products/product-lifecycle-cashflow-and-event-guide.md	Cross-product lifecycle, cashflow, event, transaction, accrual, entitlement, obligation, reporting, implementation, and QA guide.
docs/products/product-payoff-scenario-and-stress-guide.md	Cross-product payoff, scenario, stress, downside, income reliability, liquidity, advisory, reporting, and QA guide.
docs/products/product-performance-attribution-risk-guide.md	Cross-product guide for return components, contribution, attribution, risk denominators, degraded analytics states, and analytics QA.
docs/products/product-worked-example-index.md	Central navigation index for worked examples by product family and by implementation workflow.
docs/products/practical-product-implementation-review.md	Cross-product review layer for examples, cashflows, valuation, analytics, advisory, mandate, reporting, QA, and implementation boundaries.
docs/products/product-qa-regression-matrix.md	Cross-product QA and regression matrix for normal, degraded, reporting, reconciliation, migration, and release-gate evidence.
docs/products/product-source-ownership-deep-dive.md	Product-family source-ownership deep dive covering issuer credit events, corporate actions, fund liquidity, derivatives margin, structured-product observations, private-market notices, insurance values, collateral pledges, and wealth-structuring authority.
docs/products/product-source-intake-and-migration-guide.md	Cross-product source-intake and migration guide for field profiling, source ownership, reconciliation, degraded states, and sign-off evidence.
docs/products/product-taxonomy-and-vocabulary-guide.md	Cross-product taxonomy and vocabulary guide for product family, subtype, wrapper, legal holding, exposure, lifecycle, valuation, liquidity, reporting, and supportability states.
docs/products/real-estate-reits-and-infrastructure.md	Product and platform-design map for listed REITs, property securities, private real estate, infrastructure, income, valuation, liquidity, and reporting.
docs/products/source-ownership-calculation-reporting-matrix.md	Cross-product source-ownership, calculation dependency, reporting, QA, and implementation-boundary matrix.
docs/products/tax-regulatory-and-reporting.md	Tax-aware and regulatory-reporting map for tax classification, withholding, tax lots, cross-border documentation, report outputs, controls, and QA.
docs/products/wealth-structuring-trusts-and-family-office.md	Wealth-structuring map for trusts, estates, family offices, holding vehicles, beneficial ownership, authority, access control, reporting groups, and QA.
docs/technical/	Practical technical learning path for architecture boundaries, technology stack, backend structure, frontend and experience-API supportability, API governance, data products, CI/CD, containers, deployment, observability, SRE, security, testing, performance, resilience, Git hygiene and engineering review.
docs/technical/technical-library-polish-dashboard.md	Concise operating dashboard for technical KB review standards, guide posture, priority polish backlog, and completion criteria.
docs/technical/technical-learning-path-and-role-guide.md	Role-based and project-based technical reading map for engineers, architects, QA, SRE, DevOps and engineering leads.
docs/technical/technical-practice-labs-and-case-studies.md	Applied technical practice labs for service boundaries, API compatibility, data-product certification, CI gate promotion, observability, security, testing, async resilience, runtime readiness, documentation truth, AI governance, migration, reporting evidence and productization readiness.
docs/technical/technical-practice-lab-sample-answers.md	Source-safe sample lab answers for calibrating evidence-backed technical judgement across service boundaries, APIs, data products, CI gates, incidents, async workflows, AI governance and migration readiness.
docs/technical/technical-master-index-study-roadmap/	Master technical study roadmap for learning sequence, role-based paths, KT, repo adoption, architecture review, PR standards, production readiness, AI adoption, specialization maps, scorecards, evidence cadence, quarterly maturity planning and execution checklists.
docs/technical/security-cyber-resilience/	Practical engineering guide for threat modelling, IAM, entitlements, object-level authorization, sensitive data, runtime controls, DevSecOps, incident response, AI security and security review examples.
docs/technical/testing-quality-certification/	Practical engineering guide for test strategy, quality engineering, contract testing, certification sweeps, synthetic test data, security testing, observability testing, runtime testing, performance/resilience tests, AI evaluation and CI lane placement.
docs/technical/git-workflow-release-hygiene/	Practical engineering guide for Git workflow, branch hygiene, commit discipline, PR review, merge governance, release notes, hotfixes, documentation truth, artifact hygiene and audit traceability.
docs/technical/performance-scalability-resilience-async/	Practical engineering guide for latency, throughput, capacity, timeouts, retries, back-pressure, idempotency, async execution, workers, queues, caching, batching, database performance, degradation, autoscaling, SLOs and recovery playbooks.
docs/technical/documentation-knowledge-governance/	Practical engineering guide for documentation infrastructure, knowledge taxonomy, source-controlled truth, architecture governance, ADRs/RFCs, runbooks, evidence maps, onboarding, documentation gates and AI/RAG-ready knowledge management.
docs/technical/engineering-leadership-architecture-governance/	Practical guide for engineering leadership, architecture governance, technical strategy, service ownership, quality maturity, technical debt, production readiness, dependency governance, metrics, stakeholder communication, coaching, incident learning and operating rhythm.
docs/technical/ai-rag-copilot-agentic-governance/	Practical guide for enterprise AI capability design, RAG, copilots, agents, entitlement-aware retrieval, prompt safety, grounding, tool authorization, model routing, evaluation, security, observability and AI operating model.
docs/technical/wealth-management-domain-engineering/	Practical guide for wealth-platform domain engineering across clients, accounts, portfolios, holdings, transactions, market data, performance, risk, advisory, reporting, data lineage, APIs, events, security, supportability, migration and golden scenarios.
docs/technical/reporting-document-evidence-engineering/	Practical guide for report request lifecycle, snapshots, reproducibility, templates, rendering, document storage, archive, evidence, entitlements, APIs, batch reporting, degraded reports, observability, testing, migration and AI-assisted narratives.
docs/technical/platform-productization-bank-buyable-readiness/	Practical guide for turning enterprise platforms into bank-buyable software through capability scope, buyer evidence, reference architecture, security, data governance, support model, quality certification, onboarding, commercial readiness, pilots and due diligence.
docs/technical/migration-replatforming-cutover-engineering/	Practical guide for migration strategy, current and target state, inventory, mapping, reconciliation, parallel run, cutover, rollback, integration migration, infrastructure migration, entitlement migration, report continuity, testing, hypercare and migration governance.
docs/technical/production-support-operations-incident-excellence/	Practical guide for production support operating model, service ownership, SLAs/SLOs, monitoring, alerting, incidents, communications, runbooks, on-call, problem management, operational risk, data operations, batch/job support, DR/BCP, AI operations and maturity scorecards.
docs/reference/private-banking-platform-knowledge-map.md	Reusable checklist for applying product knowledge to APIs, UI, docs, QA, and source-ownership decisions.
docs/reference/private-banking-operating-model/	Migrated and consolidated private-banking operating-model wiki material for performance, advisory, DPM, suitability, execution, custody, lending, controls, and QA.
docs/reference/ai-decision-intelligence-wealth-platform/	AI, RAG, advisor-copilot, decision-intelligence, governance, security, evaluation, and agentic-workflow reference for wealth platforms.
docs/reference/canonical-data-dictionary-api-event-domain-model/	Canonical domain model, data dictionary, API contract, event schema, validation, lineage, QA and service-boundary reference.
docs/reference/commercial-saas-pricing-enterprise-sales/	Commercial SaaS pricing, enterprise sales, contracts, support, customer success, revenue operations and value-realization reference.
docs/reference/enterprise-cloud-kubernetes-platform-engineering/	Cloud, Kubernetes, runtime, platform-engineering, observability, GitOps, resilience, cost-control and regulated-workload reference.
docs/reference/enterprise-delivery-sdlc-devsecops-operations/	Enterprise delivery, SDLC, DevSecOps, quality engineering, release, production-readiness, SRE, incident, migration and operating-governance reference.
docs/reference/enterprise-platform-reference-map.md	Enterprise platform map for routing architecture, product framework, runtime, delivery, security, AI and operating-model questions.
docs/reference/enterprise-security-cyber-resilience-controls/	Enterprise security, cyber resilience, IAM, entitlements, data protection, DevSecOps, detection, incident response, AI security, audit evidence and control-library reference.
docs/reference/knowledge-base-master-index-roadmap-playbook/	Master index, roadmap, learning sequence, office sharing, repository governance, quality rubric and navigation standards for the knowledge base.
docs/reference/vendor-management-third-party-risk/	Vendor management, outsourcing, third-party risk, procurement, due diligence, contracts, exit planning and bank-buyable software controls reference.
docs/reference/wealth-ai-product-strategy/	Wealth AI strategy, product packaging, MVP prioritization, roadmap, operating model, governance, and business-case reference.
docs/reference/wealth-business-strategy-operating-model-transformation/	Wealth business strategy, target operating model, transformation roadmap, governance, KPIs, value realization and executive communication reference.
docs/reference/wealth-platform-architecture/	Wealth-platform architecture reference for domain boundaries, APIs, events, source ownership, analytics workflows, resilience, migration, and architecture governance.
docs/reference/wealth-product-framework/	Cross-product canonical position, transaction, advisory, mandate, analytics, reporting, and knowledge-base quality framework.
docs/products/product-knowledge-coverage-matrix.md	Coverage and enrichment roadmap for the product library.

Adding New Material

1. Decide the category first: product, prompt, reference, or operations.
2. Create a folder with a stable lowercase slug, for example docs/products/private-markets/.
3. Add a local README.md that explains purpose, audience, reading order, and a non-personal curation note when applicable.
4. Add enrichment where useful: modelling distinctions, source ownership, API/UI implications, QA scenarios, controls, and stakeholder explanations.
5. Add or update the local worked-example file when the material introduces new lifecycle, cashflow, valuation, reporting, suitability, or implementation behavior.
6. Update the closest index file, the product worked-example index, the product coverage matrix, and this root README.
7. Keep draft, temporary, and personal scratch files out of versioned content.

Naming Rules

Use lowercase hyphenated names for new folders and files:

docs/products/structured-notes/
docs/prompts/research-workflows/
docs/reference/market-data-sources.md

Keep numbered files only when the reading order matters.

Disclaimer

Some documents may discuss investment products, platform design, suitability, risk, regulation, tax, or operations. They are for education, product analysis, architecture, and documentation work only. They are not investment, legal, tax, regulatory, or client advice.