Setup and Configuration

Catalyst Finance: Installation and Configuration

Install, configure, validate, and recover Catalyst Finance safely.

ProductCatalyst FinanceVerified version1.4.0ComponentAssumption Register, Budget and Forecast, Capital Structure, Cash Flow, Decision Studio Handoff, Evidence and Sources, Exports, Model Workspace, Revenue and Cost Drivers, Review and Approval, Risk Register, Scenario Management, Sensitivity, Stress Testing, Three-Statement Model, ValuationUpdatedJuly 17, 2026Reading time18 minutes
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Catalyst Finance · How-to Guide

Governed financial workspaces, assumptions, drivers, statements, cash flow, budgets, scenarios, sensitivity, stress, valuation, capital, risk, review, export, and decisions.

Audience: product users, administrators, reviewers, and integrators.

Last verified version: 1.4.0

Reading time: 18–30 minutes

Status: Published support documentation.

Purpose

This guide covers a reversible installation or update of Catalyst Finance, including baseline capture, package identity, dependencies, routes, permissions, service health, sample validation, rollback, and documentation handoff.

Prerequisites

  • A verified backup
  • Administrative or repository access
  • The canonical release archive and checksum
  • A documented rollback path
  • A test workspace and the synthetic sample below

Sample data

This article uses a fictional Resilient Community Retrofit Program. The files contain one demonstration row for every documented feature, so each capability can be tested without private or production data.

Download CSV feature examples · Download JSON workspace example

Preview

# Feature Sample action Expected result Classification
1 Model Workspace create CF-RETROFIT-001 a persistent finance workspace synthetic-demo
2 Assumption Register record tariff, grant, discount-rate, and project-life assumptions with sources a traceable assumption set synthetic-demo
3 Revenue and Cost Drivers model square footage, kWh, tariff, maintenance, and implementation timing driver-based projections synthetic-demo
4 Three-Statement Model connect income statement, balance sheet, and cash flow integrated statements and balance checks synthetic-demo
5 Cash Flow schedule project payments, financing, operating savings, and maintenance periodic cash flows synthetic-demo

The downloadable files include all 16 feature rows.

Procedure

1. Capture the baseline

  1. Record the installed interface, backend, package, and schema versions.
  2. Export or back up product-owned state.
  3. Record canonical routes, shortcodes, service URLs, repository branch, and environment variables.
  4. Check for incomplete migrations or uncommitted changes.

2. Install or update

  1. Verify the archive root, manifest, checksum, and version identity.
  2. Install through the product-supported WordPress, package, or service path.
  3. Run syntax, structure, contract, and product tests before replacing the working release.
  4. Apply database or schema migrations only after the backup is confirmed.
  5. Start or refresh the backend and verify its health response.

3. Configure

  1. Set documented endpoints and secret references; never store secret values in public code.
  2. Assign least-privilege roles and product ownership.
  3. Confirm product, version, component, issue, release, collection, and article-type context where supported.
  4. Clear only the caches affected by changed assets or routes.

4. Validate

  1. Import the feature-example CSV or JSON.
  2. Test every feature row in a nonproduction workspace.
  3. Compare actual results with the expected_result field.
  4. Reopen state after a clean reload.
  5. Record differences as draft support issues before enabling real use.

Expected output

  • One consistent product version across interface, service, manifest, package, and export
  • Healthy routes and dependencies
  • A complete synthetic feature test
  • A verified backup and rollback point
  • No credentials or private data in public artifacts

Verification

  • PHP, Python, R, JavaScript, or package checks pass where applicable.
  • The product loads in an incognito or clean session.
  • The sample data can be created, saved, reopened, exported, and removed.
  • Permissions prevent unauthorized administrative or private access.
  • The previous release can be restored.

Responsible use

This is not investment, accounting, tax, or legal advice; consequential financial decisions require qualified review and authoritative records.

Do not delete backups or the prior working release until the installed version and all sample features have been validated.

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