Integrations

• Bank or custodian. Exchange authorized instruction identities and receive confirmation, settlement and correction evidence from the provider.
• Account feeds. Bring dated ledger and available balances into account snapshots and provider movements into reconciliation items.
• Identity system. Align users and team membership with the organization’s access process.
• Document source. Attach supporting request documents to the instruction with an owner and visibility choice.

Agree which system owns each provider event identity and account identifier. Keep repeated deliveries traceable to the original event. Only verified provider evidence supports confirmation. Define who investigates a delayed response and how the team checks an uncertain operation before another submission. Review access to imported account data and attachments alongside normal application permissions.