Account applications

An account application connects a provider account request to a parent instruction and organization. It records the applicant, submitted date, initial deposit amount, revision, decision time and provider application identifier. The Operations Analyst can prepare the request and supporting material, then send the submitted revision for an independent decision.

The finance reviewer checks the applicant context and evidence before approving or rejecting. The review decision on the parent instruction retains the source revision and reason. Approval is an internal decision; the application reaches completed only when the provider has granted authority and the supporting evidence is retained with the parent instruction. This distinction helps the team find work that has passed review but still awaits the external result.

• Draft. The analyst gathers applicant and instruction context.
• Decision. A submitted revision enters the reviewer queue.
• Provider follow-up. Approved applications remain visible until provider completion.

Agree what evidence is sufficient for an application, who is responsible for the provider handoff and how the provider application identifier will be entered. Keep the organization of the application aligned with its parent instruction. Define the reviewer independence check and what counts as a changed revision. The record includes an initial deposit amount, so the team should agree how that amount relates to the provider account request and its supporting instruction.

Administrators maintain the organization and member scope, but financial decisions stay with the independent reviewer. Auditors need read access to the decision and provider result. A rejected application retains its reason and can be distinguished from an approved request waiting on the provider.

An analyst prepares an application for a provider-held account connected to an instruction. They identify the organization and applicant, record the initial deposit amount and attach supporting material to the instruction. The reviewer checks the submitted revision and approves with a reason. The analyst records the provider application identifier when the request is sent. The application remains approved until the provider has granted the account authority, when it can become completed.

For the exception rehearsal, submit an application whose parent belongs to another organization or whose supporting evidence changed after review. The decision should stop and the team should see the mismatch before any completed status appears. Keep the prior decision row even when a corrected revision is reviewed later.

• Account applications awaiting decision — Submitted revisions requiring independent review.
• Account application workboard — Applications from draft through provider follow-up.
• Provider accounts — Active provider-held accounts available for future instruction scope.

Follow the account application and review instruction authorization.