Service status ·A8 Core™ · The Operating System for Financial Accounts ·The account operating system · API-first
Products · Core infrastructure

Workflow & operations. Controls people actually follow.

The controls a regulated account business depends on — queues, assignment, maker-checker, dual approval, service levels — built into the platform where the work happens, not described in a binder.

Product specificationInstitution configuration

Operational controls, in the workflow

Controls that live outside the system get skipped. These do not.

Queues & assignment

Work items with ownership, priority, and aging — nothing sits invisible.

Maker-checker

Sensitive changes are proposed by one operator and approved by another.

Dual approval

Money movement and instrument changes above thresholds require two approvers.

Service levels

Each work type carries a clock; breaches surface before clients notice.

Exception handling

Breaks and holds route to owned queues — see reconciliation.

Evidence

Every approval and action is recorded as it happens.

The human interface

Operators work these controls through Operations Studio, the role-specific back-office workspace.

See Operations Studio →

Availability. Account types, workflows, and filing capabilities described on this page depend on the operating institution’s legal authority, configuration, contracts, integrations, and policies, and are subject to institution, jurisdiction, product, and legal review. Module maturity is summarized on the product status page.

Build on the account operating system.

See how this module fits your institution’s account, custody, and operations model.

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