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fidelity-ai-workspace/ai/context/workstreams/flow-page-references.md

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Flow And Page References

Goal

Keep recurring flow names, page names, and shorthand references aligned so debugging notes and external updates do not drift into ambiguous wording.

Current Mappings

  • HybridYouthAccountOpening

    • This is the real flow identifier when David refers to the Youth flow in recent AO validation discussions.
    • The relevant page in this flow is TeenIdentityCheck.

  • HybridBrokerageAccountOpening

    • This is the separate authenticated flow discussed alongside the Youth issue.
    • The relevant page in this flow is JointIdentityCheck.

Usage

  • When drafting updates, prefer the real flow identifier if there is any risk that shorthand like Youth flow or HybridBrokerage could be misunderstood.
  • When a shorthand is still useful for readability, keep the real flow ID available somewhere in the same session context.
  • Capture additional stable flow/page mappings here when they come up repeatedly in debugging, standups, Jira comments, or consumer communication.
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