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- Real Estate + CRM + Accounting
- Process
- Prepare and review an instruction
Prepare and review an instruction
An instruction can reach the provider only after its amount, instrument, counterparty and mandate have been checked. The Operations Analyst prepares the source record. The Independent Reviewer decides against its current revision, and the receipt preserves each guarded attempt.
Step by step
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Prepare instruction Operations Analyst
The Operations Analyst records the organization, owner, counterparty, amount and subject. The counterparty eligibility note and supporting attachment give the reviewer context.
- Draft request and evidence linked to owner and organization
- Updates Instructions, Counterparties, Record attachments
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Review scope Independent Reviewer
The Independent Reviewer compares the exact amount and instrument with the mandate, then records approve, reject or return with a reason for the current revision.
- Decision fixed to the source revision
- Updates Instructions, Review decisions
ApprovalA person approves before the work moves on. -
Record guarded attempt Provider Coordinator
The operation receipt holds a stable key and expected revision. Repeating the same inputs returns the first result; changed inputs under that key are refused.
- Stable key and expected revision persist
- Updates Operation receipts, Instructions
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Submit instruction Provider Coordinator
The Provider Coordinator receives only the authorized identity and retains the external reference for later matching.
- External identity and reference retained
- Updates Instructions, Operation receipts
Who does what
Roles and permissions- Operations Analyst
- Prepares; Independent Reviewer decides; Provider Coordinator submits; Operations Manager follows exceptions.
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