Integrations

• Payment or banking system. Bring confirmed receipt references into the funding event and reconcile amounts with the external record that confirms settlement.
• Document source. Attach source files to the funding case with the intended Internal or Shared visibility and a meaningful evidence type.
• External funder portal. Decide how application submissions and decisions exchanged outside the team will be represented in the linked application and case records.

Use a stable external reference and retain the originating record when an event comes from another system. Keep an operation key for actions that may be retried, and inspect the operation receipt before repeating an award or correction. A failed action needs an owner to reconcile it. The organization should test its chosen source of payment confirmation and its file access policy with a real case before using summary reports for decisions.