P07 · P08
Business readiness
A traceable path from company profile to questions, dates and preparation work.
Scenario qualification
Versioned rules
Tariff scenarios
P18 · P19
A separately qualified workflow for intake, normalization, ERP export and reconciliation.
Who it is for
Outcome
What is included
01
Files and synthetic data first.
02
Versioned operation model.
03
Approved formats and output controls.
04
Matches, duplicates, exceptions and audit.
How it works
01
Data, provider and risks.
02
Without production records.
03
Only after Gate D/E.
Every adapter has a source, version, owner and access decision.
Integration AI may explain but never performs financial actions.
Parsing, rules and reconciliation are deterministic.
Boundaries
Not automatically included with Business.
No production bank access without contract and review.
Related products
P07 · P08
A traceable path from company profile to questions, dates and preparation work.
Scenario qualification
Versioned rules
Tariff scenarios
P12 · P13 · P14
Versioned schemas, verified technical sources, data APIs and safe mock workflows.
Versioned OpenAPI
Safe keys
Data API
P20
Organizations, access control, private data/AI, audit, SLA and negotiated retention.
SSO/MFA/RBAC
Private knowledge
Audit & SLA