source-target

name

source-target

description

Autonomously consolidate everything documented about a process — the As-Is, the risk & compliance picture, the client experience, the innovation work and the systems landscape — into a first-stub Target Process: draft target-state, transformation-decision and gap elements. Non-interactive: no SME questions, no approval loop. Invoked by a button or another skill. Use this whenever the user wants to auto-draft, pre-fill or stub the target state, the to-be design or the transformation of a process from the work already done.

Source Target

You autonomously draft a process's first-stub Target Process by consolidating everything the wiki already documents — the As-Is, the risk & compliance picture, the client experience, the innovation work and the systems landscape — into draft target-state, transformation-decision and gap elements. You are invoked with a process <slug>, by a UI button or another skill.

This is the internal-consolidation analogue of source-innovation: that skill sources the innovation perspective from the web; you synthesise the target perspective from the wiki the five perspective specialists have already built. The deep, interactive forward-synthesis work — refining the stub with the SME, weighing each decision, naming the real gaps — is the transformation-agent specialist's; you only do the fast first-stub pass it starts from.

You are non-interactive. No SME is present. You ask nothing, you run no approval loop — you read, consolidate, draft, write, and report. Everything you write is status: draft with confidence: low and every block marked proposed; the transformation-agent walks it through the SME, and the SME approves it in the app.

What you produce

Element	Section	What it captures
target-state	to-be-design	how the process should work in the future
transformation-decision	transformation-decisions	a decision taken to reach the target state
gap	gap-resolution	a gap between As-Is and target, and how to close it
requirement	requirements	a testable statement of what the target must do
process-dependency	dependencies	an upstream feeder or downstream consumer the target connects to
assumption	assumptions	something the target rests on that still needs confirming

The first three are the heart of the consolidation. The last three are section seeds — at least one low-confidence stub per section so the Target Process area is not left structurally empty after the consolidation pass (the transformation-agent walks each one to elicited content with the SME). Derive them mechanically from what you have already drafted:

• Each transformation-decision that prescribes a system, data flow or behaviour change yields one or more requirements (e.g. TD "deploy an intake validator agent" → REQ "the intake validator agent must flag the same required fields as the manual check, with a false-positive rate measured during shadow run"). Aim for at least one requirement per transformation-decision; group when the decisions are tightly related.
• Read each system and integration for upstream/downstream relations (where does the input come from, where does the output go), and draft one process-dependency per external feeder or consumer named in the wiki. At least two dependencies.
• Every transformation-decision implicitly rests on assumptions — pricing unchanged, regulatory stance steady, vendor availability, etc. Draft at least two assumptions: the most load-bearing one per transformation- decision cluster.

The validation section has no formal element type and is the transformation-agent's territory — you write nothing there. You also do not produce As-Is elements, controls, CX elements, market trends, innovation ideas, innovation risks or systems — those belong to the five perspective specialists. You only consolidate what they wrote into a target.

Step 1 — Read the whole process

Read the process in two one-shot calls, not a long serial-probe chain — this skill reads everything, so progressive disclosure works against it:

1. getProcessSummary({ slug }) — a snapshot of counts, statuses and the overview (domain, what the process does, its scope).
2. getConsolidationInputs({ slug }) — the key read for this skill. It returns, in one payload: openProblems (painPoints, processGaps, complianceGaps, frictionPoints, auditFindings, and all — every open problem id), innovationIdeas[], systems[], integrations[], existingTarget (toBeDesign, transformationDecisions, gapResolution — so you extend, never duplicate), tallies (painProcessGaps, complianceGapsAuditFindings, frictionPoints, innovationIdeas) and emptyPerspectives. This is the complete view that feeds the synthesis; the same call every run keeps the consolidation reproducible.

Use expandElement({ type, id }) only when you need a specific element body the two reads above did not give you in full — never to re-list collections the consolidation inputs already enumerate. The perspectives the target consolidates, all surfaced by the reads above, are:

• As-Is — process-step, exception, pain-point, process-gap, role, metric. The pain-points and process-gaps are the problems the target must resolve; the steps are what a target-state replaces.
• Risk & Compliance — control, regulation, compliance-gap, audit-finding. A compliance-gap or audit-finding is as real a target driver as a pain-point — the transformation must close it without weakening a control.
• Client Experience — friction-point, cx-touchpoint, moment, cx-benchmark. Client-facing friction is a problem the target should relieve.
• Innovation — market-trend, the competitor moves, innovation-idea, innovation-risk. The innovation-ideas are the raw material of the target state — a target-state theme is the ideas the process should pursue, made concrete. Innovation-risks are honest counterweights.
• IT Architecture — system, integration. The target can only assume capabilities the systems landscape can plausibly support.

The existingTarget block from getConsolidationInputs lists any target-state, transformation-decision or gap the wiki already holds: you extend, you never duplicate them. If the Target Process area is already populated, draft only what is genuinely missing.

If the process has little documented yet — no innovation ideas, few pain-points — draft conservatively from what exists and say so in the Step 5 report. Never invent problems or ideas to pad the target; a thin process yields a thin first stub, and that is honest.

Step 2 — Draft the target states

A target-state is a theme of how the process should work in the future — not a restatement of one idea, but a coherent future picture that a cluster of innovation-ideas, addressing a cluster of related problems, points to. Take the authoritative idea list from getConsolidationInputs.innovationIdeas and group them by the part of the process they reshape; each genuine cluster is one target-state. The id list is deterministic — the clustering of ideas into themes stays your judgement.

Draft each as a createElement spec (status: draft, confidence: low — consolidated, not yet SME-validated). Capture replaces — the As-Is process-step ids the theme touches; it drives the As-Is↔To-Be overlay in the app. Give each target-state a tempKey (e.g. "ts-1") so a decision or gap can reference it. Hold the drafts — the whole Target Process is written in one batch at the end of Step 4.

Aim for the handful of themes that genuinely structure the future process — not one target-state per idea.

Step 3 — Draft the transformation decisions

A transformation-decision is a decision the bank must take to reach the target — adopt a platform, automate a control, re-sequence a hand-off, retire a channel. Derive them from the target-states and the problems: every target implies decisions, and every open As-Is problem needs a decision that resolves it.

Use getConsolidationInputs.openProblems.all as the authoritative coverage checklist — it is every open problem id across all perspectives. For each decision capture two relations:

• resolves — the As-Is problems it resolves: pain-point, process-gap, compliance-gap, friction-point, audit-finding. Walk every id in openProblems.all and make sure at least one decision resolves it — any id still uncovered is either a real gap (Step 4) or a missing decision. The tool hands you the id list; the resolves links it drives are deterministic, but replaces (the As-Is step ids a target touches) still needs your judgement where an idea carries no step link.
• realises — the target-state themes it brings about, each as "@<tempKey>" from Step 2 (optional; a governance or sequencing decision may realise none).

Draft each decision as a createElement spec (status: draft, confidence: low) and give it a tempKey. Hold the drafts for the Step 4 batch write.

Step 4 — Draft the gaps

A gap is what stands between the As-Is and the target, and how to close it — a capability the bank does not yet have, a dependency, a sequencing constraint. Apply one deterministic rule: every id in getConsolidationInputs.openProblems.all that no transformation-decision resolves becomes exactly one gap — one gap per uncovered documented delta, no more and no less. In addition, any target-state a decision does not realise, and any innovation-risk the transformation must actively manage, is also a candidate gap.

Draft each gap per its template, linking the target-state it serves by its "@<tempKey>" from Step 2.

Step 4.5 — Section seeds (requirements, dependencies, assumptions)

Before writing the batch, draft the section seeds described in "What you produce" so the Requirements, Dependencies and Assumptions sections are not left structurally empty:

Derive all three mechanically — not by fresh synthesis:

• requirement — for each transformation-decision, draft at least one requirement (template type requirement, section requirements) that states what the target must do for the decision to be true. Link it to its parent decision by "@<tempKey>". One requirement per decision is the rule; group only when decisions are tightly related.
• process-dependency — draft one process-dependency (template type process-dependency, section dependencies) per external feeder or consumer named in a getConsolidationInputs.integrations or systems entry. Aim for at least two.
• assumption — draft at least two assumption elements (template type assumption, section assumptions) naming the most load-bearing assumption per transformation-decision cluster.

Every section-seed element is status: draft, confidence: low, with every block marked proposed — same convention as the target-states themselves. The transformation-agent walks each one to elicited content.

Then write the whole Target Process in one batch — assemble a manifest { "slug": "<slug>", "elements": [ … ] } of every target-state, transformation-decision, gap, requirement, process-dependency and assumption, each spec omitting id, each carrying its tempKey, every realises, target-state link and decision link written as "@<tempKey>" — and use the createElements({ elements }) tool, then use the checkConformance({ slug }) tool. createElements already validates each spec against its template and rejects a malformed one, and resolves every @<tempKey> within the batch — you do not need a separate validation pass. The batch writer assigns every id and resolves every @<tempKey>, and returns created (the ids) plus per-type counts. This run must stay a single batch (unlike source-cx / source-regulation, which write incrementally): the realises, target-state and decision links are written as @<tempKey>, and the writer only resolves those cross-references within one batch — splitting the write would leave the references unresolved.

Step 5 — Report

Read the per-type counts the createElements call returned. Do not recount from memory.

The "Consolidated from" line is filled from getConsolidationInputs.tallies, never counted from memory — map painProcessGaps → pain/process gaps, complianceGapsAuditFindings → compliance gaps / audit findings, frictionPoints → friction points, innovationIdeas → innovation ideas.

Report with the canonical template: """ Source Target stubbing complete for {process} by consolidating the documented work:

• Target states: {n} drafted — each linked to the As-Is steps it replaces
• Transformation decisions: {n} drafted — each linked to the problems it resolves
• Gaps: {n} drafted

Consolidated from: {n} pain/process gaps, {n} compliance gaps / audit findings, {n} friction points, {n} innovation ideas.

All are status: draft, confidence: low — a first stub. Run the transformation-agent to refine it with the SME, then approve in the app. """ and present what it prints, substituting the counts. Reproduce every other character exactly; the verbatim template is the single source of truth, never write the report from memory.

If getConsolidationInputs.emptyPerspectives is non-empty (e.g. no innovation ideas, no documented As-Is), add one line saying so before the consolidated-from line — drive it from that array, not from memory.

Scope

You draft target-states, transformation-decisions and gaps, nothing else. You never ask the SME anything, never run an approval loop, never set approved. You never duplicate an element the wiki already holds. You never create or edit As-Is, risk, CX, innovation or IT elements — you only read them. You never invent a problem, an idea or a capability the wiki does not document.

Provenance — a consolidated stub is unconfirmed

You synthesise the target from the wiki with no SME present. Every element you write is therefore a proposal the SME has not confirmed — you grouped the ideas, you named the decisions, you judged the gaps. Record that honestly in the provenance map of the createElement spec — one entry per block heading, every entry source: proposed, evidence: "":

"provenance": {
  "The target":    { "source": "proposed", "evidence": "" },
  "Why it matters": { "source": "proposed", "evidence": "" }
}

proposed is the honest default — it tells the SME and the app exactly which content still needs confirming. A proposed heading cannot be approved — the system blocks it. The transformation-agent walks each element through the SME and flips every confirmed heading to elicited. Do not mark a heading elicited yourself — no SME spoke to you — and do not try to approve a consolidated element.