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- Energy Trading Platform
- Frequently asked questions
Questions, answered
Plan the first instruction cycle and the decisions around it.
Energy Trading Platform
9 questions
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How do I get started?
Click Get started, then use Proto to configure Energy Trading Platform for your business. Pilot one organization, active counterparty, trading account and instruction with a provider response you can check.
Who prepares an instruction?
An Operations Analyst records the intended amount, owner, counterparty and account scope, then sends the revision for independent review.
Who approves the instruction?
An Independent Finance Reviewer decides on the submitted revision and records a reason. The preparer cannot approve their own submission.
Does authorization mean the provider completed the trade?
Authorization is the internal decision to proceed. The team uses the provider reference and verified confirmation or settlement evidence to establish the external outcome.
How do we handle a provider timeout?
Open the operation receipt and inspect its external reference and recorded effects. Resolve an uncertain result with the provider before repeating the action.
What counts as a matched movement?
The movement must refer to the same account and agree exactly with the instruction’s requested amount and confirmed occurrence date.
How is a position approved?
The reviewer compares the submitted position revision with its parent instruction and supporting evidence, then records the decision and reason.
Can an administrator approve a financial request?
App Administrators maintain organization configuration and membership. Financial decisions remain with the Independent Finance Reviewer.
Where can an auditor follow a case?
The auditor can read the instruction, review decision, provider evidence, position and operation receipt within their assigned scope.
Set up Energy Trading Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.