Independent review

A review decisions row records the reviewer, source revision, decision, reason, time and operation key against an instruction. This makes the authorization history readable after the instruction changes or the provider responds. The reviewer acts independently of the preparer and works within the same organization scope.

• Record. The Review queue starts from instructions marked Review. The reviewer compares the instruction, account scope and supporting attachment before recording Approve, Reject or Return. A decision belongs to the frozen revision; it should never be treated as blanket approval of later edits.
• Decision. Agree who can prepare, who can decide, and how a returned request is revised. Keep the approver entitlement separate from membership administration. App Administrators can maintain people and organizations, but that work is distinct from financial decisions.
• Evidence. Keep each reviewer, reason, source revision and operation key linked to the instruction when the status changes.

Agree who prepares an instruction and which independent reviewers may decide for that organization. Test the reviewer entitlement separately from team membership administration. Before review, freeze the instruction revision and show the account scope, counterparty and supporting attachment. Define how a returned or rejected request reaches another review without replacing the prior decision. Check direct record access as well as the queue so the preparer cannot bypass independence through another screen.

An analyst submits a revised instruction after changing its requested amount. The reviewer checks the new revision rather than reusing a decision on the earlier amount. If the reviewer is also the preparer, the request goes to another reviewer. A rejection records a reason that the analyst can act on; the original decision remains part of the record. At handoff, the analyst should be able to read the decision reason and the exact revision decided. The reviewer should explain the amount and account scope they saw at decision time. If the analyst edits those facts, the old approval remains in history while a new review is required. The Auditor can then distinguish the previous decision from the authority used for a later provider submission.

• Instructions in review — See instructions awaiting an independent decision with their owner and revision.
• Position outcomes — Follow position decisions that depend on a reviewed parent instruction.

Follow instruction review, provider confirmation and account reconciliation to see how this work joins the next stage.