Integrations

• Banking provider. Supply provider instruction identifiers, confirmations, settlements and corrections for submitted instructions.
• Account data source. Supply dated ledger and available balance snapshots for each provider-held financial account.
• Movement source. Supply stable event identifiers, occurrence dates, amounts and account references for reconciliation.
• Document source. Attach supporting files to the parent instruction with an appropriate visibility setting.

Map each provider account identifier to the corresponding financial account. Preserve the source event identifier and event date when importing evidence or movements. A repeated operation uses its existing operation key; the team checks the recorded effect before any retry. Choose who can verify provider evidence and who investigates mismatches. Rehearse a delayed confirmation and a duplicate movement during implementation.