Questions, answered

Click Get started, then use Proto to configure Open Banking API Platform for your business. Begin with one organization, its team members, an eligible counterparty and a small set of provider accounts. Rehearse an instruction through independent review before connecting provider outcomes.

Treasury Preparer records the instruction, selects its organization and counterparty, and attaches the account scope and supporting material.

Independent Treasury Approver checks the submitted revision and records a decision with a reason. The preparer should not approve their own submission.

The preparer submits the instruction to the banking provider and retains its provider reference. The team monitors submitted and pending work until verified provider evidence supports confirmation.

An access consent belongs to an instruction and organization. Its decision and provider grant details show the path from request to active authority.

The movement must relate to the same account as a confirmed instruction and have the exact amount and occurrence date. A difference stays visible for investigation.

Yes. Bank evidence can retain correction events alongside earlier provider statements, confirmations and settlement notices for the same instruction.

It records the action key, expected revision, result state and effect references. The team checks those references against the actual records when completion needs review.

Record attachments links a document to an instruction with a title, upload time, uploader and visibility choice.

An Auditor can follow instruction status, decision, provider evidence, reconciliation movement and operation receipt within the assigned scope.