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- Digital Wallet Platform
- Who it's for
- Wallet operations teams
Wallet operations teams
A wallet operator can use this app for the financial operations around provider accounts. Analysts prepare reviewed instructions, follow external confirmation and reconcile reported movements. The operating record tells finance who requested an amount, which counterparty and account scope was involved, and what evidence supports the final result.
How Digital Wallet Platform is set up for you
Instruction ownership
Assign the analyst and organization before a request enters review.
Independent decision
Have a finance reviewer decide on the submitted revision with a recorded reason.
Provider evidence
Keep source identifiers and dated confirmation or settlement events with the instruction.
Balance check
Compare provider snapshots and movements with confirmed account scope.
A wallet operator can use this app for the financial operations around provider accounts. Analysts prepare reviewed instructions, follow external confirmation and reconcile reported movements. The operating record tells finance who requested an amount, which counterparty and account scope was involved, and what evidence supports the final result.
Begin with one organization, one provider counterparty and a small set of active financial accounts. Choose a request whose debit and credit scopes can be checked easily. Follow it through review, provider submission, verified evidence and reconciliation. Rehearse a second event with the wrong date or amount; keep that item visible as an exception while finance investigates.
Agree who supplies provider event data and who can declare the evidence verified. Operations analysts should see their assigned work; the independent reviewer needs the decision and account comparison context. The auditor needs a read-only path from the instruction to the decision, receipt and source event. Record an account application only where the provider account-opening path is part of the operating cycle.
A customer-facing transaction service can supply a business reason for an instruction through a connection. The operating team still checks the financial scope and provider result in this app. Start with one known event and a verified provider response before increasing volume.
Features to start with
Roles on the team
- Operations Analyst
- Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and provider evidence is read-only; guarded workflows authorize every transition.
- Independent Finance Reviewer
- Review eligible instruction revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.
Set up Digital Wallet Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.