Tools and Features

Catalyst Finance: Feature-by-Feature Guide

Use every documented Catalyst Finance feature with sample input and expected output.

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 · Technical Reference

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 is the complete documented feature inventory for Catalyst Finance version 1.4.0. Every feature includes sample data, a seven-step use pattern, expected output, and a verification rule. Reverify this article whenever the product release changes.

Prerequisites

  • A clean demonstration workspace
  • The downloadable all-feature CSV or JSON
  • Current product release notes
  • Permission to use each tested feature
  • A reviewer familiar with the product

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.

Feature-by-feature procedure

1. Model Workspace

Purpose: Use Model Workspace within the governed Catalyst Finance workflow.

Sample action: create CF-RETROFIT-001.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a persistent finance workspace.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

2. Assumption Register

Purpose: Use Assumption Register within the governed Catalyst Finance workflow.

Sample action: record tariff, grant, discount-rate, and project-life assumptions with sources.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a traceable assumption set.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

3. Revenue and Cost Drivers

Purpose: Use Revenue and Cost Drivers within the governed Catalyst Finance workflow.

Sample action: model square footage, kWh, tariff, maintenance, and implementation timing.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: driver-based projections.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

4. Three-Statement Model

Purpose: Use Three-Statement Model within the governed Catalyst Finance workflow.

Sample action: connect income statement, balance sheet, and cash flow.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: integrated statements and balance checks.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

5. Cash Flow

Purpose: Use Cash Flow within the governed Catalyst Finance workflow.

Sample action: schedule project payments, financing, operating savings, and maintenance.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: periodic cash flows.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

6. Budget and Forecast

Purpose: Use Budget and Forecast within the governed Catalyst Finance workflow.

Sample action: compare actual, budget, forecast, and variance.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: variance tables and explanations.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

7. Scenario Management

Purpose: Use Scenario Management within the governed Catalyst Finance workflow.

Sample action: create downside, base, and upside assumption sets.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: scenario-specific statements and metrics.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

8. Sensitivity

Purpose: Use Sensitivity within the governed Catalyst Finance workflow.

Sample action: vary tariff growth, savings realization, cost, and discount rate.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a sensitivity table or chart.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

9. Stress Testing

Purpose: Use Stress Testing within the governed Catalyst Finance workflow.

Sample action: apply a 20% cost overrun and delayed grant.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: liquidity and recovery effects.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

10. Valuation

Purpose: Use Valuation within the governed Catalyst Finance workflow.

Sample action: calculate project NPV under the documented cash-flow timing.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a valuation with explicit assumptions.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

11. Capital Structure

Purpose: Use Capital Structure within the governed Catalyst Finance workflow.

Sample action: combine grant, debt, equity, and repayment terms.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a funding structure and obligations.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

12. Risk Register

Purpose: Use Risk Register within the governed Catalyst Finance workflow.

Sample action: connect contractor, tariff, funding, and performance risks to mitigations.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a finance risk record.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

13. Evidence and Sources

Purpose: Use Evidence and Sources within the governed Catalyst Finance workflow.

Sample action: link assumptions to tariffs, contracts, studies, and historicals.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a source-linked model.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

14. Review and Approval

Purpose: Use Review and Approval within the governed Catalyst Finance workflow.

Sample action: record preparer, reviewer, exceptions, and approval state.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a human-controlled review trail.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

15. Exports

Purpose: Use Exports within the governed Catalyst Finance workflow.

Sample action: produce statements, scenarios, model JSON, and audit bundles.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: portable inspectable files.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

16. Decision Studio Handoff

Purpose: Use Decision Studio Handoff within the governed Catalyst Finance workflow.

Sample action: attach the reviewed scenario comparison to DS-RETROFIT-001.

Steps

  1. Open or create the synthetic retrofit workspace.
  2. Select or navigate to this feature.
  3. Enter the matching row from the CSV or JSON sample.
  4. Review required fields, sources, units, permissions, assumptions, and warnings.
  5. Run or save the feature operation.
  6. Compare the result with the expected result below.
  7. Add a review note and preserve the feature state.

Expected result: a typed handoff with model version.

Verification: The result must preserve the sample feature ID, product version, lifecycle state, provenance, and any domain-specific unit or classification. Failure must return an actionable error without destroying prior state.

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

Whole-product verification

  • All 16 documented features are present or intentionally permission-restricted.
  • Every feature accepts its synthetic row or explains why it does not apply.
  • Errors preserve saved state and provide a recovery path.
  • Exports and handoffs retain provenance and version identity.
  • No private, confidential, or secret information appears in public output.

Responsible use

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

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