Receipt to restricted allocation

Step by step

1. Pledge Finance Operator

   Finance Operator records a pledge as intended support under the case.

   • Finance Operator records a pledge as intended support under the case.
   • Updates Fund events, Funding cases

2. Provider confirmation Finance Operator

   Finance Operator brings in the provider reference and confirmed receipt amount.

   • Finance Operator brings in the provider reference and confirmed receipt amount.
   • Updates Fund events, Funding cases

3. Restriction check Finance Operator

   Finance Operator compares the requested allocation with the unused balance of the matching restriction.

   • Finance Operator compares the requested allocation with the unused balance of the matching restriction.
   • Updates Fund events

4. Allocation Finance Operator

   Finance Operator records the allocation once under an operation key and verifies the parent revision.

   • Finance Operator records the allocation once under an operation key and verifies the parent revision.
   • Updates Fund events, Operation receipts, Funding cases

5. Verification Operations Analyst

   Operations Analyst checks the saved events and operation receipt before accepting completion.

   • Operations Analyst checks the saved events and operation receipt before accepting completion.
   • Updates Operation receipts, Fund events

Finance Operator

Records pledges, confirmed receipts and eligible allocations.

Operations Analyst

Checks uncertain operation receipts against saved effects.