How it fits your workflow.
Treasury Prime provides technology for bank and embedded banking operations. A connected workflow needs to preserve the relationship between the program, financial account, and responsible institution. That context is particularly important when operational teams reconcile payments or review exceptions across more than one banking relationship.
WORKFLOW FOCUS
Bank-program relationships and payment reconciliation context.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
What distinguishes a program record from a bank account?
A program describes the operating arrangement; an account represents a specific financial relationship. Both may be needed to interpret a transaction or service exception.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.