Connections

• Payment provider. Bring a confirmed provider receipt reference into the receipt event and retain the external reference on the related operation result.
• Bank or accounting system. Reconcile confirmed cash and disbursement outcomes with the funding case before treating the use as complete.
• Program delivery records. Connect delivery evidence to the case through an attachment or an agreed reference where the work happens elsewhere.
• Identity service. Map each authorized person to a user account and team member record with the right organization.

Finance Officer owns the source of confirmed money and investigates any operation that fails or needs review. Keep a stable operation key when checking the result of a retry. A reviewer checks the case restriction and linked evidence before approving use or close. Agree the source system, owner and reconciliation step for each connection during setup.