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Industry solutions / Banking, FinTech & Lending

Make the responsibilities as clear as the flow.

Financial workflows need careful boundaries between technology, operations and the authorised service provider. Bring your existing process and the specific problem you want to address, not just a list of integrations.

Talk to our team Take a closer look

Start with your operations, then choose the right tools.

Responsibility boundaries
  1. Provider responsibilitiesDefine the use case
  2. Information handlingReview the dependencies
  3. Exception reviewAgree the evidence

Illustrative planning view

WORTH CHECKING

Before you start.

  • Do not treat a technology discussion as a regulatory or banking approval.
  • Use approved test data when exploring an integration.
  • Lending decisions, funds movement and customer obligations remain with the authorised parties.

WHAT TO EXPECT

What your team needs to plan.

Start with your operations, then choose the right tools.

Provider responsibilities

Identify the regulated entity and service providers involved, and distinguish their decisions from the work performed by the technology platform.

Information handling

Map what data enters the process, who needs it and how access should be limited across operational and technical teams.

Exception review

Describe how uncertain results, incomplete requests and customer queries reach a responsible reviewer with enough context to take the next step.

NEXT STEPS

Plan the work around your industry.

Bring the people, records and requirements into the discussion.

  1. 01

    Define the use case

    Describe the workflow, customer group and existing provider arrangements, including the boundaries of the service you are discussing.

  2. 02

    Review the dependencies

    Bring the relevant business, security and compliance owners into the discussion before agreeing any technical integration scope.

  3. 03

    Agree the evidence

    Specify what must be demonstrated, documented and approved before a proposed workflow can move beyond evaluation.