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CAP 134

Category: Financial intelligence
Business Goal: BG-003 — Intelligent financial assistant
System Domain: SD07 — Data Platform
Satisfying Module: MOD-087 Transaction enrichment engine (module in design)

Description

Every transaction in the bank is enriched with a normalised merchant name, merchant logo, merchant category code (MCC), geolocation, and human-readable category before it is surfaced to the customer. Raw payment processor data (e.g. "MCDONALD'S 1234 *NZ AU" becomes "McDonald's" with logo and "Eating out" category).

This is the foundational capability that all other intelligence (classification, geo-spatial analysis, expense automation) builds on. Without clean enrichment, no higher-order capability is reliable.

Enrichment dimensions

Dimension Source Example
Merchant name Normalised from MCC + acquirer descriptor "McDonald's"
Merchant logo Brand asset library (merchant entity match) Brand icon
Merchant category MCC → category mapping + ML override "Eating out"
Geolocation Payment metadata + merchant registry lat/lng + address
Chain grouping Entity resolution — all branches = one merchant "McDonald's NZ"
Country / jurisdiction From geolocation NZ

Consumers

Consumer Usage
SD08 transaction history (MOD-070) Display enriched merchant on every transaction
CAP-135 expense classification Enriched merchant is primary classification input
CAP-137 rental property attribution Merchant type signals property expense
MOD-039 customer risk score Merchant category signals used in risk features
MOD-041 transaction categorisation Builds on enrichment to add spend categories