Studio

Change it, see what it does, then sign it. Every change is staged, reviewed with its financial effect, and applied as one set.

A change set through StudioChanges are staged, reviewed with their before-and-after and forecast effect, then saved or submitted; an approver signs the same list; only then is it applied.Stageany number of changesReviewbefore, after, forecastSubmitor save, if no rule appliesCountersignthe same list, signedAppliedas one, on its value datesNothing reaches the ledger before the last stepA change set can cross accounts, counterparties and settings, and it is one authorisation, not seven
The review step is the point. The approver sees the list the clerk staged, not a summary of it.

Pressing Apply on an operation writes nothing.

It stages the change into Studio. Stage as many as the job needs: a rate change and a revised instalment plan on an account, a new bank account and an address on the counterparty, five facilities on a customer. Each shows its full before-and-after on the Staged Changes panel. Then save the set, or submit it for approval where a rule says a second person must sign.

See the money before it moves

The forecast includes what you have staged.

Stage a deposit of 100,000 on an account holding nothing and the forecast's starting balance reads 100,000, while the plain forecast beside it still reads zero, because nothing is committed. Stage a rate change and the projected accruals move. That is how a change is shaped and checked before anyone signs it, and the approver sees the same projected effect.

Before and after

Every staged card carries the prior value and the new one. A corrected tax residency shows the old country beside the new.

Value dates respected

A change dated next month sits pending on the panel and takes effect when the day walk reaches it. Until then it can be cancelled or re-dated.

One authorisation, not seven

A set that crosses accounts, counterparties and settings is reviewed and signed once, as the combined change it is.

The same discipline for settings

Approval rules, rate cards and the other settings screens keep your edits in a staged copy. Nothing reaches the live rules until you publish it, and publishing is an action your organisation can put behind a second signature. There is no way to edit a live rule in one step.

What this means for you: a clerk can prepare a whole restructuring, see exactly what it will do to the book, and hand it to an approver as one thing. The approver signs what will run, not a description of it.