Savings Allocation Rules Engine
United States
Feature work and test coverage on a rules engine that classifies a household financial position and allocates savings toward goals.
The situation
A personal-finance product needed feature work and test coverage on the rules engine that classifies a household financial position and allocates savings toward goals.
What we built
The engine
Test coverage for savings-to-goals allocation and a financial-position classification feature, in Python with pytest, on GCP.
What mattered
A one-month engagement on someone else’s rules engine is mostly reading. The estimate for the follow-on phase was the deliverable that mattered.
Outcome
One month. The follow-on phase did not proceed.