PRD Template: Confluence for Fintech Products
Confluence is the default documentation tool for Atlassian-stack fintech teams. This template uses Confluence macros, Jira integration, and structured page templates to create PRDs that satisfy both product and compliance requirements.
Use Confluence page properties and Jira issue macros to create traceable, auditable product specifications.
Template sections
4 sections covering the complete prd workflow.
Confluence Page Properties for Compliance
Use the Confluence Page Properties macro to add structured metadata: Document Owner, Compliance Reviewer, Security Classification (Public/Internal/Confidential/Restricted), Regulatory Scope (PCI-DSS/SOX/AML), and Approval Status. These properties are searchable and reportable across the Confluence space.
Jira-Linked Requirements
Use the Jira Issues macro to embed a filtered list of Jira stories linked to this PRD. Each requirement in the PRD references a Jira epic or story key. As engineering updates Jira status, the PRD page reflects current implementation progress in real time.
Regulatory Compliance Matrix
Create a Confluence table mapping each feature requirement to applicable regulations. Columns: Requirement ID, Description, PCI-DSS Clause, SOX Control, AML Rule, Implementation Status. This matrix serves as the primary compliance documentation artifact.
Financial Specification Standards
Fintech PRDs must specify: decimal precision for financial calculations (typically 8+ decimal places for crypto, 2 for fiat), rounding rules (banker rounding vs truncation), currency handling (ISO 4217 codes), and timezone handling for financial transactions (always UTC).
Copy-paste template
# [Feature] PRD — Fintech (Confluence) | Property | Value | |---|---| | Owner | [Name] | | Compliance Reviewer | [Name] | | Security Classification | [Confidential] | | Regulatory Scope | [PCI-DSS, SOX] | ## Problem Statement [Problem] ## Compliance Matrix | Req ID | Description | PCI-DSS | SOX | Status | |---|---|---|---|---| | R1 | [Desc] | 3.4 | [Control] | Draft | ## Financial Specifications - Decimal precision: [8 places] - Rounding: [Banker rounding] - Currency format: [ISO 4217] - Timezone: [UTC]
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