Policies

Policies are used to validate any operation performed over payouts. They act as rules that determine how actions such as creating, updating, or deleting are controlled.

You can configure policies for different elements, including:

• Beneficiary

• Beneficiary Account

• Execution Day

• Execution Mode

• Execution Time Slot

• Payout

Each policy can trigger a workflow process. This means that when a policy is matched (for example, when a beneficiary account is updated), the related workflow will start to ensure the action is validated and approved before continuing.

Validation

Every change is validated according to your business requirements.

Approval

Sensitive operations (like updating accounts or execution rules) go through approval steps.

Consistency

Payouts follow a consistent and secure process.