Provider account review

Tie a provider account link outcome to its parent instruction and evidence.

Step by step

Link draft Treasury Preparer

Treasury Preparer records the applicant, parent instruction and organization.
- Scoped application
- Updates Provider account links, Bank instructions, Organizations
Submission Treasury Preparer

Treasury Preparer records provider application details and submitted date.
- Submitted revision
- Updates Provider account links
Independent decision Independent Treasury Approver

Independent Treasury Approver reviews the frozen revision and source evidence.
- Decision attached to parent case
- Updates Review decisions, Provider account links
ApprovalA person approves before the work moves on.
Provider state Treasury Preparer

Treasury Preparer records the provider-side outcome and supporting event.
- Source-linked outcome
- Updates Provider account links, Bank evidence
Completion review Independent Treasury Approver

Independent Treasury Approver checks that required source records are present before completion.
- Completed or rejected link state
- Updates Provider account links, Review decisions, Bank evidence

Treasury Preparer: Owns preparation and provider follow-up.
Independent Treasury Approver: Makes the human decision and checks exceptions.
Auditor: Traces the retained result.
App Administrator: Manages organization membership and configuration.

Start free, then use Proto to change fields, steps and approvals before your team goes live.