Bank Manager

The bank manager reviews and approves or rejects pending creation, issuance, and retirement operations that are assigned to them.

The bank manager can approve or reject assigned pending operations. They cannot create accounts, change limits, assign roles, edit token configuration, or change setup.

The bank manager approves or rejects requests to create or retire tokens. For issuance transfers governed by an active approval policy, the configured bank approver or bank approver sequence performs the required policy approval steps. The manager does not perform or replace those approval policy steps. After the required approver sequence has been successfully completed, the manager can complete the eligible issuance transfer. The manager can also reject the transfer while it is pending.

Before you can complete bank manager tasks, you must have an active deposit token account and an eligible wallet. You must be a member of the Bank Manager application group and have the Escrow ledger role. There must be pending requests assigned to you or your organization.

Typically the bank manager completes tasks in the following order.

1. Review pending operations and the pending totals by organization.
2. Open the page that matches the request: Issuance, Creation, or Retirement.
3. Read the operation ID, parties, amount, purpose or memo, and request type.
4. Approve or reject a request, or choose multiple eligible requests and select Approve Selected. (You cannot reject multiple requests at a time.) For issuance transfers governed by an active approval policy, the configured bank approver or bank approver sequence performs the required policy approval steps. The manager does not perform or replace those approval policy steps. After the required approver sequence has been successfully completed, the manager can complete the eligible issuance transfer. The manager can also reject the transfer while it is pending.
5. Refresh data and confirm that the request leaves the Pending page.
6. Select History and verify the terminal status and affected amount.

Troubleshooting

If an action is disabled, verify that the manager account is active and that the row is still pending. If a request is removed, check the History, because it may already be in a terminal state. If an amount or party is missing, refresh the data and verify the source operation. If a request is assigned elsewhere, the bank administrator must verify the approver organization, user, and escrow role. For a policy-controlled transfer, the administrator must verify that the policy’s exact organization and user identify an active bank approver account with an eligible wallet.