FINANCE

Intraday FX drift alert to PagerDuty on threshold breach

Checks consolidated currency exposure against thresholds every hour and, only when a currency breaches its limit.

CategoryFinance
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerHourly market-hours schedule fires
  • ActionQuery net receivables per currencySnowflakeSnowflake
  • ActionConvert buckets to base currencyHTTP webhook
  • LogicBreach gate: exit if no currency over limit
  • OutputOpen PagerDuty incident for breached currencyPagerDutyPagerDuty

What it does

On an hourly cadence, it recomputes net exposure per currency from Snowflake receivables, marks each bucket to market with current rates, and evaluates breach conditions. Unlike a digest, this workflow stays silent unless a threshold is crossed — when one is, it pages the on-call treasury rotation with the offending currency, the exposure amount, and how far past the limit it sits.

When to use it

Use this when FX risk needs an active escalation path, not just a report. Ideal for desks that hold limits per currency and must act intraday when a large invoice batch or a rate move pushes exposure past tolerance.

How it works

  1. 1An hourly schedule trigger fires during market hours.
  2. 2Snowflake returns net open receivables per currency.
  3. 3An HTTP rate call converts each bucket to base currency.
  4. 4A logic gate checks each currency against its limit and exits quietly if none breach.
  5. 5For any breach, a PagerDuty incident is opened with severity scaled to the overage.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect SnowflakeWarehouses, queries, shares.
  2. 2
    Connect HTTP webhookTrigger any URL on agent actions.
  3. 3
    Connect PagerDutyIncidents, on-call, escalations.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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