Banking overview
Read-only operational visibility.
Administrator permissions
Customers
Masked customer information and public customer references.
| Customer | Contact | Status | Linkage |
|---|
Accounts
Masked savings and loan account visibility.
| Account | Type | Product | Status | Linkage |
|---|
Cases & Approvals
Manage operational complaints, disputes, investigations and maker-checker approvals.
Operational cases
Complaints, transaction disputes, KYC reviews, reconciliation issues and general operational cases.
| Case | Category | Priority | Status | Assigned | Updated | |
|---|---|---|---|---|---|---|
| Open Cases & Approvals to load records. | ||||||
Approval queue
Independent maker-checker review. A requester cannot approve their own approval request.
| Approval | Case | Requester | Status | Requested | |
|---|---|---|---|---|---|
| No approval records loaded. | |||||
Staff & Roles
Create staff administrators, review access, assign roles and manage permissions.
Administrator accounts
| Staff | Role | Status | Permissions | |
|---|---|---|---|---|
| Open Staff & Roles to load administrators. | ||||
Available roles
Set your permanent password
Your administrator account currently uses a temporary password. Choose a permanent password before accessing privileged functions.
MFA has been verified. Complete this final step to activate your assigned administrative access.