Service & eligibility
Define the institution, jurisdictions, instruments, service role and applicable permissions before a financial workflow opens.
RISK & GOVERNANCEClear boundaries.
Clear boundaries.
Accountable decisions.
Our development plan puts service scope, client eligibility, data rights and operational readiness ahead of financial availability.
READINESS GATESEach responsibility
Each responsibility
needs a clear owner.
Provider responsibilities
Document execution, account, clearing, asset-control, settlement and exception responsibilities in the relevant agreements.
Data & access
Confirm source licenses, client authorizations, read-only boundaries, user permissions and audit evidence.
Operational acceptance
Test reconciliation, failures, recovery and escalation. Agree who accepts the result and owns ongoing support.
Financial exposure
Review liquidity, leverage, collateral and counterparty dependencies within the particular service scope.
Expansion discipline
Treat custody, lending, payments, managed portfolios and issuance as separate initiatives requiring their own readiness decisions.
WORKFLOW CONTROLDesign the exception
Design the exception
alongside the normal process.
Source unavailable
Show the source state and observation time. Do not present missing or stale data as a fresh observation.
Records disagree
Preserve identifiers and source evidence, assign an exception owner and document the resolution.
Access changes
Review permissions and dependent workflows before enabling a new role or integration.
A financial role is incomplete
Keep the activity unavailable until its applicable permissions, contracts and operational conditions are complete.
CONNECT WITH SOLIRION
Explore partnerships Discuss responsibilities early.
We welcome institutions and prospective providers that can help define clear service boundaries.