Separate preparation, independent decision, administration and audit access.
Case Analysts prepare organization-scoped requests and supporting evidence.
Credit Reviewers decide on a revision through the review path; the preparer cannot approve their own submission.
Auditors inspect authorized evidence and reports without changing records.
App Administrators maintain membership and organization settings without gaining financial approval authority.
| Role | Vault transfers | Transfer accounts | Review and decisions | Provider evidence | Account applications | Reconciliation |
|---|---|---|---|---|---|---|
| Credit Reviewer | — | — | — | — | — | — |
| Auditor | — | — | — | — | — | — |
| App Administrator | — | Edit | Edit | — | Edit | — |
| Case Analyst | Edit | — | Edit | Edit | Edit | — |
| Admin | View | Edit | Edit | — | Edit | — |
Reviews eligible transfer revisions independently and reconciles operational evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
Starts on: Transfers in progress
Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
Starts on: Confirmed transfers
Maintain organization configuration and membership. Administrative membership does not confer approval, financial or execution authority and cannot grant an independent reviewer entitlement.
Captures assigned branch operations work and evidence. Own organization and draft scope only; accepted, posted and provider evidence is read-only; guarded workflows authorize every transition.
Starts on: Transfers in progress
Sets up access and reviews organization membership without making an independent credit decision on that basis alone.
Start free, then use Proto to change fields, steps and approvals before your team goes live.