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name description trigger skip_when
using-finops-team 2 FinOps agents for Brazilian financial regulatory compliance (BACEN, RFB, Open Banking). Dispatch for compliance analysis or template generation. - Brazilian regulatory reporting (BACEN, RFB) - Financial compliance requirements - Open Banking specifications - Template generation for Reporter platform - Non-Brazilian regulations → use appropriate resources - General financial analysis → use other tools

Using Ring FinOps & Regulatory Agents

The ring-finops-team plugin provides 2 specialized FinOps agents for Brazilian financial compliance. Use them via Task tool with subagent_type:.

Remember: Follow the ORCHESTRATOR principle from using-ring. Dispatch agents to handle regulatory complexity; don't implement compliance manually.


2 FinOps Specialists

1. FinOps Analyzer (Compliance Analysis)

ring-finops-team:finops-analyzer

Specializations:

  • Brazilian regulatory compliance analysis
  • BACEN (Central Bank) requirements:
    • COSIF (accounting chart of accounts)
    • CADOCs (financial instruments catalog)
  • RFB (Federal Revenue) requirements:
    • e-Financeira (financial reporting)
    • SPED (electronic data exchange)
  • Open Banking specifications
  • Field mapping & validation

Use When:

  • Analyzing regulatory requirements (Gate 1-2)
  • Validating field mappings for compliance
  • Understanding BACEN/RFB specifications
  • Planning compliance architecture
  • Determining required data structures

Output: Compliance analysis, field mappings, validation rules

Example dispatch:

Task tool:
  subagent_type: "ring-finops-team:finops-analyzer"
  model: "opus"
  prompt: "Analyze BACEN COSIF requirements for corporate account reporting"

2. FinOps Automation (Template Generation)

ring-finops-team:finops-automation

Specializations:

  • Template generation from specifications
  • .tpl file creation for Reporter platform
  • XML template generation
  • HTML template generation
  • TXT template generation
  • Reporter platform integration

Use When:

  • Generating regulatory report templates (Gate 3)
  • Creating BACEN/RFB compliant templates
  • Building Reporter platform files
  • Converting specifications to executable templates
  • Finalizing compliance implementation

Output: Complete .tpl template files, ready for Reporter platform

Example dispatch:

Task tool:
  subagent_type: "ring-finops-team:finops-automation"
  model: "opus"
  prompt: "Generate BACEN COSIF template from analyzed requirements"

Regulatory Workflow: 3-Gate Process

Brazilian regulatory compliance follows a 3-gate workflow:

Gate 1: Compliance Analysis

Agent: finops-analyzer Purpose: Understand requirements, identify fields, validate mappings Output: compliance analysis document

Dispatch when:

  • Starting regulatory feature
  • Need to understand BACEN/RFB specs
  • Planning field mappings

Gate 2: Validation & Confirmation

Agent: finops-analyzer (again) Purpose: Confirm mappings are correct, validate against specs Output: validated specification document

Dispatch when:

  • Ready to confirm compliance understanding
  • Need secondary validation
  • Before moving to template generation

Gate 3: Template Generation

Agent: finops-automation Purpose: Generate executable .tpl templates from validated specifications Output: complete .tpl files for Reporter platform

Dispatch when:

  • Specifications are finalized & validated
  • Ready to create Reporter templates
  • Need production-ready compliance files

Supported Regulatory Standards

BACEN (Central Bank of Brazil)

  • COSIF Chart of accounts and accounting rules
  • CADOCs Financial instruments and derivatives catalog
  • Manual de Normas Regulatory requirements

RFB (Brazilian Federal Revenue)

  • e-Financeira Electronic financial reporting
  • SPED Electronic data exchange system
  • ECF Financial institutions data

Open Banking

  • API specifications Data sharing standards
  • Security requirements Auth and encryption
  • Integration patterns System interoperability

Decision: Which Agent?

Phase Agent Use Case
Understanding requirements finops-analyzer Analyze specs, identify fields
Validating mappings finops-analyzer Confirm correctness, validate
Generating templates finops-automation Create .tpl files, finalize

When to Use FinOps Agents

Use finops-analyzer for:

  • Understanding regulations What does BACEN require?
  • Compliance research How do we map our data?
  • Requirement analysis Which fields are required?
  • Validation Does our mapping match the spec?

Use finops-automation for:

  • Template creation Build .tpl files
  • Specification execution Convert analysis to templates
  • Reporter platform prep Generate deployment files
  • Production readiness Finalize compliance implementation

Dispatching Multiple FinOps Agents

If you need both analysis and template generation, dispatch sequentially (analyze first, then automate):

Workflow:
Step 1: Dispatch finops-analyzer
  └─ Returns: compliance analysis
Step 2: Dispatch finops-automation
  └─ Returns: .tpl templates

Note: These must run sequentially because automation depends on analysis.

ORCHESTRATOR Principle

Remember:

  • You're the orchestrator Dispatch agents, don't implement compliance manually
  • Don't write BACEN specs yourself Dispatch analyzer to understand
  • Don't generate templates by hand Dispatch automation agent
  • Combine with using-ring principle Skills + Agents = complete workflow

Good Example (ORCHESTRATOR):

"I need BACEN compliance. Let me dispatch finops-analyzer to understand requirements, then finops-automation to generate templates."

Bad Example (OPERATOR):

"I'll manually read BACEN documentation and write templates myself."


Reporter Platform Integration

Generated .tpl files integrate directly with Reporter platform:

  • Input: Validated specifications from finops-analyzer
  • Output: .tpl files (XML, HTML, TXT formats)
  • Deployment: Direct integration with Reporter
  • Validation: Compliance verified by template structure

Available in This Plugin

Agents:

  • finops-analyzer (Gate 1-2)
  • finops-automation (Gate 3)

Skills:

  • using-finops-team (this skill - plugin introduction)
  • regulatory-templates (overview/index skill)
  • regulatory-templates-setup (Gate 0: Setup & initialization)
  • regulatory-templates-gate1 (Gate 1: Compliance analysis)
  • regulatory-templates-gate2 (Gate 2: Field mapping & validation)
  • regulatory-templates-gate3 (Gate 3: Template generation)

Note: If agents are unavailable, check if ring-finops-team is enabled in .claude-plugin/marketplace.json.


Integration with Other Plugins

  • using-ring (default) ORCHESTRATOR principle for ALL agents
  • using-dev-team Developer specialists
  • using-pm-team Pre-dev workflow agents

Dispatch based on your need:

  • General code review → default plugin agents
  • Regulatory compliance → ring-finops-team agents
  • Developer expertise → ring-dev-team agents
  • Feature planning → ring-pm-team agents