Demo listing. This page uses illustrative seed metadata to demonstrate the Atlas. Claims shown here are not verified product facts.
Portiva
Financial Services
An executive AI opportunity portfolio and operating-model decision system that helps financial institutions pick, fund, sequence, and govern AI bets across value creation, operations, competition, and policy—without confusing a pilot catalogue for a strategy.
Last verified 15 Sept 2026 · Updated 23 Sept 2026 · Metadata v1
Problem
Group CIO / Chief Strategy / FS transformation offices at mid-to-large banks and insurers that have dozens of AI pilots and need a WEF-aligned portfolio with kill criteria, data-moat logic, and policy watch items.
Outcome
A deployment-ready foundation that teams can configure into production.
Who uses it
- Operations Analyst
- Solution Architect
Key capabilities
Core workflow
AI-assistedIncludedPrimary operating workflow for this foundation.
Document intelligence
AI-assistedIncludedExtract and ground decisions from operating documents.
Typical workflow
Primary operating flow
Trigger: An operator starts the primary use case
Task
Stage 1: Capture inputs
Operator
AI-assisted
Stage 2: Assist with draft
System
Human checkpoint
Stage 3: Human approval
Approver
Task Automated AI-assisted Human checkpoint Decision
About this foundation
WEF FS AI opportunity portfolio OS. Deloitte and the Forum summarise how AI reshapes building blocks of success (scale of data, tailored experiences, matching, retention benefits, augmented performance) and raise executive questions across four arcs; Portiva turns those arcs into an investable portfolio. Distinct from Autara (self-driving personal finance execution), Alliora (fintech alliance shopping), and Ordovex (desk risk controls).
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- • Addresses the same problem: Manual Workflow, Fragmented Systems
- • Shared capabilities: Workflow Automation, Document Intelligence
- • Addresses the same problem: Manual Workflow, Fragmented Systems
- • Shared capabilities: Workflow Automation, Document Intelligence
- • Addresses the same problem: Manual Workflow, Fragmented Systems
- • Shared capabilities: Workflow Automation, Document Intelligence
- • Addresses the same problem: Manual Workflow, Fragmented Systems
- • Shared capabilities: Workflow Automation, Document Intelligence
Primary operating flow
Trigger: An operator starts the primary use case
Task
Stage 1: Capture inputs
Operator
AI-assisted
Stage 2: Assist with draft
System
Human checkpoint
Stage 3: Human approval
Approver
Actors
Operator, Approver
Outputs
- Completed work item
Evidence generated
- Audit trail
Exceptions
- Incomplete inputs returned to operator
Task Automated AI-assisted Human checkpoint Decision
Included ships in the foundation · Configurable is switched or tuned per customer · Extension is customer-specific build scope · Planned is on the roadmap and not available today.
Core workflow
AI-assistedIncludedPrimary operating workflow for this foundation.
Document intelligence
AI-assistedIncludedExtract and ground decisions from operating documents.
- Architecture class
- Domain-driven design, OpenAPI-first
- Bounded contexts
- 5
- API-first
- Yes — OpenAPI contracts are authoritative
- Identity
- Enterprise OIDC / SAML via the fazeZERO identity blueprint; tenant-aware role-based access.
- Multi-tenancy
- Tenant-aware
- Service boundaries
- Bounded contexts behind one API server.
- Integration approach
- Ports-and-adapters: every external system sits behind an adapter; OpenAPI contracts for inbound APIs.
- Eventing
- Integration events via transactional outbox.
- Storage abstraction
- Repository interfaces; DynamoDB or relational adapters.
- Deployment pattern
- Containerized API + web application; infrastructure as code per cloud profile.
- Architecture version
- 1.0
Approved domain names
- identity
- catalog
- workflows
- Web Application
- API Server
- Application Services
- Domain / Generated Core
- Adapters
- Customer Systems
Generator source, templates and factory orchestration are proprietary and are not part of this listing.
Reference Adapter: shipped and tested · Previously Integrated: delivered before · Standard API Pattern: integrates via a documented pattern · Customer-Specific: built in your implementation.
APIs
| Integration | Status | Direction | Method |
|---|---|---|---|
| Customer systems of record | Standard API Pattern | bidirectional | REST API |
Deployment
- Deployment models
- Customer Cloud, Private Cloud
- Cloud profiles
- Azure Profile, Cloud-Neutral
- Containerized
- Yes
- Regions
- GLOBAL
Cloud profiles describe approved deployment patterns. They are not formal marketplace certifications.
Data handling
- Stores customer data
- Configurable
- Data leaves customer environment
- Configurable
- Uses external AI provider
- Configurable
- Sends logs externally
- No
- PII expected
- Determined during customer configuration
- Data-residency support
- Yes
- Subprocessors required
- Determined during customer configuration
Identity & access
- Authentication
- OIDC, Entra ID, SAML
- Authorization
- Role-Based, Tenant-Aware
- Source availability
- Proprietary
Support
- Implementation
- Delivered by fazeZERO or a certified partner during the Solution Definition and AI Production Sprints.
- Production support
- Production support available under a separate support agreement.
- Contact
- support@fazezero.com
Badges
fazeZERO Verified
Listing metadata and published technical claims have been reviewed by fazeZERO.
Issued 23 Sept 2026
Evidence shows that this listing represents real engineering. Internal metrics are only published when fazeZERO has approved them for publication.
Build
Automated tests
Deployment validation
- Last verification
- 15 Sept 2026
- Release
- 1.0.0
- Architecture version
- 1.0
- Listing metadata version
- 1
- Last published
- 23 Sept 2026