Bank Approver

The bank approver completes transfer approvals as configured in the bank's governance policies.

This persona is distinct from the bank manager.

Before you can complete bank approver tasks, you must have an active deposit token account and an eligible wallet. You must be a member of the Bank Approver application group and must be assigned to the current approval position. Before an administrator adds a user to an approval policy sequence, they must confirm the exact organization ID and user ID that belong to this active bank approver account.

Typically the bank approver completes tasks in the following order.

1. Open the Requests window and locate a request assigned to the signed-in user and current approval position.
2. Review the request row and approval sequence information, and then select Approve or Reject and confirm the decision. Approve advances the request to the next approver or completes it when this is the final step. Reject stops the pending transfer; it does not settle.
3. Refresh the Requests and History windows, and then verify the new statuses and balances.