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- Branch Operations
- Data model
The tables behind Branch Operations
Branch Operations ships with 15 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 15
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and people
Organizations hold the operating scope; People link users to an organization; Parties identify eligible settlement counterparties.
Transfer work
Vault transfers connect a party and owner to account directions, attachments, decisions and operation receipts.
Provider outcome
Assessment evidence and Applications retain the provider-side case and outcome trail.
Accounts
Financial accounts connect to dated account snapshots and source-identified reconciliation items.
Every table, by feature
- Vault transfers6
- Transfer accounts6
- Review and decisions5
- Provider evidence4
- Account applications5
- Reconciliation6
- Shared and settings1
- Vault transfers
Recorded vault transfers moving through authorization, submission and confirmation.
Linked to Organizations, People, Parties - Transfer accounts
Debit and credit account scopes that make a vault transfer balanced.
Linked to Vault transfers, Financial accounts - Credit decisions
Independent approver decisions recorded against a frozen transfer revision.
Linked to Vault transfers, People - Assessment evidence
Provider statements, confirmations, settlement notices and corrections for a vault transfer.
Linked to Vault transfers - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Vault transfers - Record attachments
Supporting documents attached to a vault transfer.
Linked to Vault transfers, People
- Transfer accounts
Debit and credit account scopes that make a vault transfer balanced.
Linked to Vault transfers, Financial accounts - Financial accounts
Provider-held financial accounts owned by a party.
Linked to Parties - Vault transfers
Recorded vault transfers moving through authorization, submission and confirmation.
Linked to Organizations, People, Parties - Parties
Banks, custodians and settlement parties eligible for vault transfers.
Linked to Organizations - Account snapshots
Dated provider balance snapshots for a financial account.
Linked to Financial accounts - Exchange rates
Read-only effective exchange rates for this app.
- Credit decisions
Independent approver decisions recorded against a frozen transfer revision.
Linked to Vault transfers, People - Vault transfers
Recorded vault transfers moving through authorization, submission and confirmation.
Linked to Organizations, People, Parties - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Vault transfers - People
Preparers, approvers, auditors and administrators working in the organization.
Linked to Users, Organizations - Record attachments
Supporting documents attached to a vault transfer.
Linked to Vault transfers, People
- Assessment evidence
Provider statements, confirmations, settlement notices and corrections for a vault transfer.
Linked to Vault transfers - Record attachments
Supporting documents attached to a vault transfer.
Linked to Vault transfers, People - Vault transfers
Recorded vault transfers moving through authorization, submission and confirmation.
Linked to Organizations, People, Parties - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Vault transfers
- Applications
Applications to open a provider-authorized account against a vault transfer.
Linked to Vault transfers, Organizations - Vault transfers
Recorded vault transfers moving through authorization, submission and confirmation.
Linked to Organizations, People, Parties - Organizations
Organizations whose branch operations are run in this app.
- Credit decisions
Independent approver decisions recorded against a frozen transfer revision.
Linked to Vault transfers, People - Record attachments
Supporting documents attached to a vault transfer.
Linked to Vault transfers, People
- Reconciliation items
Source-identified provider movements matched against vault transfers.
Linked to Financial accounts, Vault transfers - Account snapshots
Dated provider balance snapshots for a financial account.
Linked to Financial accounts - Financial accounts
Provider-held financial accounts owned by a party.
Linked to Parties - Vault transfers
Recorded vault transfers moving through authorization, submission and confirmation.
Linked to Organizations, People, Parties - Assessment evidence
Provider statements, confirmations, settlement notices and corrections for a vault transfer.
Linked to Vault transfers - Operation receipts
Idempotent operation receipts with stable operation keys and actual effect references.
Linked to Vault transfers
Keys and references
A transfer’s record number is its working identifier. Related rows use their parent transfer reference. Provider instruction, application, event and snapshot identifiers keep external observations distinguishable. Decision source revisions and receipt operation keys preserve what was decided and which effect was attempted. An account movement links to a financial account and its matched transfer when there is an exact match.
Migration order
- Create Organizations, Users and People with the intended operating scope.
- Load Parties and financial accounts with provider identifiers and owners.
- Load vault transfers and transfer accounts, then Applications.
- Attach record attachments, credit decisions, assessment evidence and operation receipts to their parent transfers.
- Add account snapshots and reconciliation items with their provider source identifiers; review the first account period.
Set up Branch Operations your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.