Define the workflow.
Agree the users, regulated responsibilities, success criteria and the first service.
WHO IT’S FOR
Your business.
Your starting point.
Start with the customer problem and your operating responsibilities. Choose a focused workflow, then add the modules and provider connections that make it work.
BANKS & PAYMENT INSTITUTIONS
Improve the request-to-review journey.
Give clients one place to submit a request and staff one place to review it. Keep the authoritative ledger and execution responsibilities explicit.
See the workflowA useful first scope
- Relationship application and institution review
- Recipient and payment preparation with clear exceptions
- Independent approval, status and reconciliation
Existing-core, ACH and wire connectors require implementation. Corporate KYB and signatory authority need a separately agreed scope.
ASSET & WEALTH MANAGERS
Connect authority to every decision.
Help clients define mandates and managers record decisions without publishing proprietary rationale. Give the institution a clear oversight view.
Explore the manager demoA useful first scope
- Client mandate, named manager and bank acceptance
- Restrictions, expiry, revocation and decision records
- Simulation reports and narrowly scoped experimental proofs
No blanket MiFID or MiCA compliance claim. Production execution, custody and complete regulatory reporting require their own acceptance.
BUSINESS & MEMBER NETWORKS
Bring finance into your customer experience.
Evaluate a branded program for customers, affiliates or members. Connect your experience to the institution and providers responsible for the financial service.
Explore Card StudioA useful first scope
- Program and tenant responsibilities
- Card requests, approvals, limits and events
- Funding, payout and reconciliation requirements
Card issuance and real payment rails are not activated. A program needs appropriate issuer, provider, legal and geographic arrangements.
A PRACTICAL IMPLEMENTATION PATH
Scope. Connect. Validate. Activate.
Map your systems.
Choose Hybrid Core or an existing authoritative core. Define identity, data, provider and deployment boundaries.
Prove it in Testnet.
Test permissions, exceptions, retries, reconciliation, outages and recovery using non-value records.
Approve production scope.
Activate only after contracts, controls, operating procedures and the specific provider connections pass acceptance.
Your existing core
Retain its balances and execution authority. Scope APIs, event synchronization and failure recovery; imported data alone is not an execution integration.
A new Hybrid Core instance
Evaluate the own-ledger Testnet workflows. Institution isolation, custody, settlement, backups and production operations still require a deployment plan.
On-premise, controlled cloud and hybrid deployments are design options. Validate residency, identity dependencies, model endpoints, retention and support access for your institution.
Review available capabilities and remaining dependencies →YOUR STARTING POINT
Bring one use case.
Build the right scope.
Walk through the client journey, choose the first module and identify the systems and providers your institution needs.
Discuss your use case