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- Energy Trading Platform
- Who it's for
- Settlement teams
Settlement teams
Settlement teams need to explain a confirmed provider event and the account movement that follows it. The operating pattern starts with the organization's records and named people. Each instruction carries its owner, counterparty, requested amount and status. The team can then follow the review decision, provider reference and any account reconciliation from the same case.
How Energy Trading Platform is set up for you
Instruction owner
The Operations Analyst records the intended action and its account scope before another person decides on the revision.
Independent decision
The Independent Finance Reviewer checks the submitted case and leaves a dated reason with the decision.
External outcome
The provider reference and evidence show what happened outside the app; a local authorization alone is only one step.
Exception handling
A receipt or unmatched movement makes an uncertain result visible for the next owner.
Settlement teams need to explain a confirmed provider event and the account movement that follows it. The operating pattern starts with the organization's records and named people. Each instruction carries its owner, counterparty, requested amount and status. The team can then follow the review decision, provider reference and any account reconciliation from the same case.
Choose a trading account with a dated balance snapshot and provider movement. Compare the instruction amount, occurrence date and account scope before marking the item matched. Keep a discrepancy in the exception queue until the source statement is resolved. Before expanding to another counterparty or team, rehearse a correction and a provider timeout. The people running the cycle should agree which statement or confirmation is authoritative, which date controls matching, and how a changed instruction receives a new review.
Keep the first operating case small enough to inspect every linked record. Follow the record number into the decision, provider evidence, account movement and operation receipt. If the outcome is unclear, preserve the source event and route it to the reviewer instead of assuming a successful settlement.
Features to start with
Roles on the team
- Auditor
- Read authorized evidence and reports in a scoped, read-only audit view. No record writes and no action execution.
- 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 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 Energy Trading Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.