Organization setup

Step by step

1. Create the organization App Administrator

   App Administrator records its name, code, time zone and currency. Use the operating entity that will own instructions and snapshots.

   • Establishes code, currency and time zone
   • Updates Organizations

2. Assign team members App Administrator

   App Administrator links each member to a platform user and organization, records the role name and checks the active state.

   • Connects identity and operating scope
   • Updates Team members, Users

3. Check counterparties App Administrator

   App Administrator records contact details and an eligibility note for each party used by that organization.

   • Identifies the eligible relationship
   • Updates Counterparties, Organizations

4. Prepare instruction Operations Analyst

   Operations Analyst selects the correct owner, organization and counterparty when creating the request.

   • Ties a request to its owner and party
   • Updates Instructions, Team members, Counterparties

App Administrator

Maintains scope and master records.

Operations Analyst

Prepares requests.

Independent Finance Reviewer

Checks the scope of a decision.

Auditor

Reads the resulting trail.