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Expert: Enterprise Modeling SynthesisConcept Challengeadvanced35 min

Fintech ledger and balances

Model a double-entry ledger fact and a daily balance snapshot that share one conformed account dimension.

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Concept

conformed-dimensions

The primary modeling idea this problem reinforces.

Requirements

3

Business needs the model must satisfy.

Scenario

A fintech needs auditable balances and fast daily reporting. Balances must reconcile from a double-entry ledger, and dashboards need a daily balance per account without replaying the whole ledger.

Why this matters

Auditability comes from the ledger; reporting speed comes from the snapshot. Both must conform to one account dimension or the two views disagree.

Requirements
  • Add a ledger entry fact with an entry-type flag and a signed amount.
  • Add a daily balance snapshot with a balance measure, snapshot date, and a key on account plus date.
  • Connect both facts to the same account dimension by surrogate key.
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Template

Fintech synthesis starter

The model users start from in the full workspace.

Entities

1

Seeded tables visible in the public preview.

Dialect

postgresql

Generated SQL target for this starter model.

Mini Map

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