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- Crypto Exchange Platform
- Process
- Instruction review
Instruction review
Move a scoped instruction from preparation to an independent decision.
Step by step
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Prepare instruction Operations Analyst
Operations Analyst records the organization, counterparty, amount, owner and account scope.
- Operations Analyst records the organization, counterparty, amount, owner and account scope.
- Updates Instructions, Trading orders
-
Submit for review Operations Analyst
Operations Analyst presents the current revision and its supporting records.
- Operations Analyst presents the current revision and its supporting records.
- Updates Instructions
-
Authorize instruction Independent Finance Reviewer
Independent Finance Reviewer approves or rejects the frozen revision and records a reason.
- Independent Finance Reviewer approves or rejects the frozen revision and records a reason.
- Updates Review decisions, Instructions, Operation receipts
ApprovalA person approves before the work moves on.
Who does what
Roles and permissions- Operations Analyst
- Prepares and tracks the work.
- Independent Finance Reviewer
- Makes the independent decision and investigates disputed evidence.
- Auditor
- Reads the retained history; App Administrator maintains organization membership.
Set up Crypto Exchange Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.