Consent activation

Step by step

1. Prepare Instruction Treasury Preparer

   Treasury Preparer identifies the banking work that needs account-data access.

   • Identify parent and organization scope
   • Updates Bank instructions, Organizations

2. Submit for Review Treasury Preparer

   Treasury Preparer records the access consent and submits its current revision.

   • Record provider request and revision
   • Updates Access consents, Record attachments

3. Decide Authorization Independent Treasury Approver

   Independent Treasury Approver checks the request, parent instruction and evidence, then records a reasoned decision.

   • Preserve independent decision and time
   • Updates Access consents, Review decisions
   ApprovalA person approves before the work moves on.

4. Verify Provider Evidence Independent Treasury Approver

   The team checks the provider's actual grant before treating access as completed.

   • Record grant time, provider application and account count
   • Updates Access consents

Treasury Preparer

Creates the request.

Independent Treasury Approver

Decides and checks provider activation.

Auditor

Follows the consent trail.

App Administrator

Maintains membership.