How it fits your workflow.
Unit provides infrastructure for embedded financial products, including accounts, payments, and cards. A workflow should distinguish the program's customer experience from the financial records behind it. Clear program and account references help teams understand which product a payment or service event belongs to.
WORKFLOW FOCUS
Embedded account programs and payment event 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.
Why include the program reference with an account record?
Embedded finance can involve different products and program structures. Program context helps operations interpret the account correctly rather than relying only on a customer name.
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.