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A hands-on workshop that takes you from “I have this ontology repo and nothing else” to “I’m asking Ana governed questions about my own custody and portfolio data — and the model grows itself as I work” — mostly without leaving the Ana chat window. The Wealth & Asset Management Starter Pack is a document of domain expertise over a portfolio/custody book of record — clients, households, accounts, positions, securities, transactions, advisors, benchmarks, fees, AUM, flows, performance, allocation, concentration, and revenue quality. It’s just files (Markdown + .tql) in a git repo: TextQLLabs/ontology-starter-kits/tree/main/wealth — your TextQL team grants access and sets up your own fork (your adaptations live in your fork; the template stays pristine).
This is not a form to fill out — The starter is a warm start, not a finished model to deploy. Treating it as “close enough” and shipping it is the fastest way to build a model nobody trusts. So we begin by naming your North Star — what someone does differently on Monday when this works — and in Module 1 you let Ana look at your data and draft it for you. Then the model accretes from real questions: Ana reads what’s known, explores only the frontier, answers, and proposes additions back as git commits you review. (The repo’s NORTH_STAR.md is your starting point — no questionnaire to fill out.)

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What you’ll do

Tour the six layers

Entity spine, metrics, classification, governance, decisions, validation.

Define your North Star

Let Ana look at your data and draft what the ontology is for — saved as north_star.md.

Connect three things

The ontology repo, your warehouse (read-only), your documents.

Validate against your schema

Ana diffs the model vs. your tables and opens the fix as a PR.

Light up the classification

Asset-class & GICS look-through, security-identifier crosswalks — zero warehouse writes.

Ask governed questions

AUM, net flows, return, allocation, concentration, fee yield — with the SQL shown.

Govern & customize

MNPI, PII, and small-cell defaults, golden queries, and making the definitions yours.
What ships in the box — Free / public classification structure (the asset-class taxonomy, the 11 GICS sector names + groups, the OpenFIGI identifier crosswalk, ISO 4217/3166) is in the repo — yours to keep and extend. Licensed systems (CUSIP, the per-security GICS mapping) are modeled structurally and sourced from your own licensed feed; we never bundle the security master.
No customer data — ever — The starter is built entirely from public standards (FIBO / ISO 20022 / OpenFIGI / GICS structure). Connecting it never uses your data to improve the template; it runs read-only, and your adaptations live in your own repo, never back in the template.
T-minus-1-day pre-flight: run the workshop’s key prompts end-to-end in the session workspace — confirm logins, connectors, and the features this workshop touches are enabled for every attendee; have a fallback demo workspace ready in case a customer connector fails live. Pacing: when a long prompt is running (2–4 min), fire it first, then discuss the concept while Ana works — never watch a spinner in silence. If behind schedule, cut sections marked optional, never the checkpoints. Group sessions: attendees drive, you narrate; collect every miss or wrong answer in a shared doc — that list is the ontology backlog. With 10+ attendees on one warehouse, stagger the heavy prompts.
🤖 Prefer to have Ana run this workshop? Open a thread with your data connected and paste the prompt below — Ana walks you through it on your own data, one step at a time. You run each prompt; she coaches. (Air-gapped / VPC tenants where Ana can’t reach the web: download ana-runner.md and paste its module list instead.)
Run with Ana
▶ Open in Ana — prompt loaded Ana fetches the steps from the link — no copy/paste of the workshop needed. (Air-gapped / VPC tenants where Ana can’t reach the web: paste the module list from this workshop’s ana-runner.md instead.)