Integrations

• Provider records. Agree how dated account snapshots and movements will be brought into the app with their source identifiers, account links and confirmed occurrence dates.
• Posting results. If an external provider executes an instruction, retain its reference and verify the resulting local record before closing the operation.
• Supporting files. Add source documents as record attachments with a title, evidence type, visibility and uploader.

Agree the owner of each source record, its identifier format and how corrections arrive. Configure any data exchange used for the operating cycle before relying on incoming results. Check a movement against the linked account, exact amount and confirmed date before matching it. Keep a failed or unresolved operation receipt for investigation; retrying with the same operation key must preserve the original effect. Review connection permissions separately from financial approval.