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- Digital Wallet Platform
- Frequently asked questions
Questions, answered
Practical answers about setup, approval, provider evidence and reconciliation.
Digital Wallet Platform
10 questions
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How do I get started?
Click Get started, then use Proto to configure Digital Wallet Platform for your business. Start with one organization, one provider account and a reviewed instruction you can follow through confirmation and reconciliation.
Who prepares an instruction?
The Operations Analyst owns preparation and account scope for assigned work. The instruction also records its organization, counterparty and requested amount.
Who approves an instruction?
An Independent Finance Reviewer decides on the submitted revision and records a reason. The preparer cannot approve their own submission.
When is an instruction confirmed?
After verified provider confirmation or settlement evidence supports the result. A submitted request or provider acknowledgement remains a separate stage.
How are provider accounts represented?
Financial accounts retain the provider name, external account ID, currency and counterparty owner. Dated snapshots retain ledger and available amounts.
What happens to an account application after approval?
The analyst follows the provider application reference. The application becomes completed after the provider has granted authority.
How is a movement matched?
Finance compares a provider movement with a confirmed instruction linked to the same account. Amount and confirmed occurrence date must agree exactly.
What if the amount or date differs?
The movement stays unmatched or becomes an exception while the team investigates the source event and instruction evidence.
How do repeat requests stay traceable?
Operation receipts retain a stable key, expected revision and effect references. The team checks the existing result before treating a repeat as new work.
Can administrators approve financial work?
Administrative membership manages configuration and access. Financial approval remains with the independent reviewer.
Set up Digital Wallet Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.