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- Remittance Platform
- Who it's for
- Financial service operations
Financial service operations
Operations teams handling client remittance work can trace each quote decision to its parent instruction and organization. The working record begins with an organization, an eligible counterparty and an instruction owner. The reviewer sees the amount and revision that the operator prepared. Provider evidence and reconciliation then explain the actual outcome.
How Remittance Platform is set up for you
Instruction ownership
Put a Treasury Operator on each banking instruction and keep the record number visible through its review and provider stages.
Independent decision
Send the reviewed revision to Treasury Approver and retain the reason and reviewer on the decision record.
Provider identity
Keep the provider instruction and event identities beside the amount so a repeated event can be distinguished from a new one.
Exception follow-up
Reconciliation Analyst compares identity and exact amount; Treasury Manager handles unresolved differences.
Operations teams handling client remittance work can trace each quote decision to its parent instruction and organization. The working record begins with an organization, an eligible counterparty and an instruction owner. The reviewer sees the amount and revision that the operator prepared. Provider evidence and reconciliation then explain the actual outcome.
Start with one organization and one provider account whose owner is an active counterparty. Prepare an instruction with debit and credit account lines, attach the supporting file and submit a related quote. Have an independent approver inspect the instruction revision and quote terms. Follow a provider event through reconciliation, including an amount mismatch so the team can see the exception route.
Agree which provider supplies the account and event identities, how effective exchange rates enter the workspace, and who maintains organization access. Keep the original evidence for corrections. Review the [implementation plan](/remittance-platform/implementation) before widening the operating scope, and use [roles](/remittance-platform/roles) to check the operator and reviewer separation.
Features to start with
Counterparties and accounts
Keep eligible counterparties and their provider accounts tied to the right organization.
Transfer quotes
Keep quoted remittance terms connected to the instruction that will be reviewed.
Rates and balances
Use dated exchange rates and provider balance snapshots as reference context.
Roles on the team
- Treasury Operator
- Prepares instructions and quotes for an organization and follows provider outcome.
- Treasury Approver
- Makes independent decisions on submitted quote and instruction revisions.
- Reconciliation Analyst
- Investigates provider evidence and account differences before recording an outcome.
- Treasury Manager
- Oversees unresolved instructions and exceptions across permitted organizations.
- Admin
- Maintains organizations, team identities and access configuration.
Set up Remittance Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.