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- Mobile Banking App Backend
- Frequently asked questions
Questions, answered
Common questions about instruction review, provider outcomes and reconciliation.
Mobile Banking App Backend
9 questions
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How do I get started?
Click Get started, then use Proto to configure Mobile Banking App Backend for your business. Begin with one organization, one eligible counterparty and a representative instruction that can be reviewed and reconciled.
Who prepares a bank instruction?
Treasury Preparer owns the draft, account scope and supporting documents. The instruction keeps its owner and organization visible through review.
Who approves the instruction?
Independent Treasury Approver reviews the current revision and records a decision with a reason. The preparer cannot approve their own request.
When is a request confirmed?
A request reaches confirmation after verified provider confirmation or settlement evidence is linked to it. Submission alone is an earlier step.
How do we inspect a delayed provider response?
Look at the provider instruction identity, bank evidence and operation receipt together. Assign an owner to investigate the pending case.
What happens when an instruction changes after review?
The changed revision needs a fresh independent decision. The earlier decision stays available in the history.
How are bank movements matched?
Compare the provider movement with a confirmed instruction for the same account, exact amount and confirmed occurrence date. Differences remain open for investigation.
Can administrators approve transactions?
App Administrator maintains organization configuration and membership. Financial approval belongs to Independent Treasury Approver.
What can an auditor see?
Auditor has a scoped, read-only view of authorized evidence, decisions and reports without record writes or action execution.
Set up Mobile Banking App Backend your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.