Worked Examples
Catalyst Finance: End-to-End Sample Workflow
Complete an all-feature retrofit demonstration in Catalyst Finance.
Catalyst Finance · How-to Guide
Governed financial workspaces, assumptions, drivers, statements, cash flow, budgets, scenarios, sensitivity, stress, valuation, capital, risk, review, export, and decisions.
Purpose
This end-to-end workflow demonstrates every documented Catalyst Finance capability through one fictional resilient-community-retrofit case. The objective is not to prove a real-world conclusion; it is to verify the complete product workflow with controlled data.
Prerequisites
- The current product release
- A new synthetic workspace
- The all-feature CSV and JSON
- No production or private information
- Time to review every checkpoint
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
Scenario
A community center is assessing energy, comfort, financing, implementation, evidence, and monitoring needs. Use only the supplied fictional records.
- 1. Model Workspace: create CF-RETROFIT-001. Confirm a persistent finance workspace.
- 2. Assumption Register: record tariff, grant, discount-rate, and project-life assumptions with sources. Confirm a traceable assumption set.
- 3. Revenue and Cost Drivers: model square footage, kWh, tariff, maintenance, and implementation timing. Confirm driver-based projections.
- 4. Three-Statement Model: connect income statement, balance sheet, and cash flow. Confirm integrated statements and balance checks.
- 5. Cash Flow: schedule project payments, financing, operating savings, and maintenance. Confirm periodic cash flows.
- 6. Budget and Forecast: compare actual, budget, forecast, and variance. Confirm variance tables and explanations.
- 7. Scenario Management: create downside, base, and upside assumption sets. Confirm scenario-specific statements and metrics.
- 8. Sensitivity: vary tariff growth, savings realization, cost, and discount rate. Confirm a sensitivity table or chart.
- 9. Stress Testing: apply a 20% cost overrun and delayed grant. Confirm liquidity and recovery effects.
- 10. Valuation: calculate project NPV under the documented cash-flow timing. Confirm a valuation with explicit assumptions.
- 11. Capital Structure: combine grant, debt, equity, and repayment terms. Confirm a funding structure and obligations.
- 12. Risk Register: connect contractor, tariff, funding, and performance risks to mitigations. Confirm a finance risk record.
- 13. Evidence and Sources: link assumptions to tariffs, contracts, studies, and historicals. Confirm a source-linked model.
- 14. Review and Approval: record preparer, reviewer, exceptions, and approval state. Confirm a human-controlled review trail.
- 15. Exports: produce statements, scenarios, model JSON, and audit bundles. Confirm portable inspectable files.
- 16. Decision Studio Handoff: attach the reviewed scenario comparison to DS-RETROFIT-001. Confirm a typed handoff with model version.
Save and review
- Save the final workspace under the sample workspace ID.
- Close and reopen it in a clean session.
- Compare every feature result with the sample expected_result field.
- Document unresolved differences and do not hide warnings.
- Export one complete artifact bundle.
- Send one supported handoff to an integration and verify its receipt.
Supported integrations
- Decision Studio
- Catalyst Data
- Workbench
- Knowledge Library
- Platform Core
Expected output
- a persistent finance workspace
- a traceable assumption set
- driver-based projections
- integrated statements and balance checks
- periodic cash flows
- variance tables and explanations
- scenario-specific statements and metrics
- a sensitivity table or chart
- liquidity and recovery effects
- a valuation with explicit assumptions
- a funding structure and obligations
- a finance risk record
- a source-linked model
- a human-controlled review trail
- portable inspectable files
- a typed handoff with model version
- A complete saved workspace
- A portable export
- A validated cross-product handoff receipt
Verification
- Every CSV feature row has a corresponding saved result.
- The JSON workspace ID and product version are preserved.
- The export can be inspected without temporary browser state.
- The receiving product identifies source, destination, schema, artifact, and review state.
- A human reviewer can reproduce or audit the demonstration.
Responsible use
This is not investment, accounting, tax, or legal advice; consequential financial decisions require qualified review and authoritative records.
Replace synthetic data only with information you are authorized to use, after reassessing licensing, privacy, uncertainty, and review obligations.