Instruction pipeline List
Which requests are in preparation, review, provider follow-up or confirmed outcome?
From Provider accounts
- Core Banking System
- Reports and analytics
Reports for the questions your team asks
Answer operational questions from instructions, provider evidence and exceptions.
Overview×
Core Banking System · Overview
Core Banking System dashboard
This quarter
Account applications in view
6Approved
3Completed
2Rejected
1Bank instructions by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 33 | ||
| Review | 10 | 30% | |
| Authorized | 2 | 20% | |
| Submitted | 1 | 50% |
Amount USD by status
Sample totals per stage
Questions to answer
Provider outcome aging List
Which submitted instructions have waited longest for a provider result?
Approval decisions List
Which reviewer decided each revision, and what reason was recorded?
From Independent review
Reconciliation exceptions List
Which provider movements still need an account, amount or date investigation?
Reading the results
Filter by organization and date before comparing periods. Treat a submitted instruction as an in-flight request; use verified evidence and confirmed status for completed outcomes. A dated account snapshot reports the provider position as of that date. Drill into a receipt or provider event before resolving an exception, so its original evidence remains visible.
More reports
Account application outcomes List
Group applications by status, organization and decision date.
Provider account balances List
Compare dated ledger and available amounts by account.
Evidence verification List
Review provider evidence by type, verification and instruction.
Operation receipt results List
Find failed and needs-review operations with their recorded reason.
Set up Core Banking System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.