CAP-023 — Net worth dashboard (linked external accounts)¶
| Category | Insights & intelligence |
| Business goal | Not yet linked to a business goal |
| Satisfying module | MOD-039 Customer analytics · MOD-077 |
| Mode | AUTO |
| BD owner | BD01 Customer |
| Human needed | No |
An aggregated view of the customer's financial position across all their linked accounts — bank accounts at other institutions, KiwiSaver/superannuation balances, investment portfolios, and property estimates. Balances from external institutions are fetched via Open Banking or customer-provided credentials. The analytics layer computes total net worth and trend over time.