Cash Instructions — Iress
Cash Instructions is a set of features allowing a financial adviser or an employee of a financial/banking facility to make money transfer and management requests.
Some requests require manual approval at one or two levels. Users can also act as Level 1 (L1) or Level 2 (L2) approvers, based on their in-app rights.
Jobs-To-Be-Done:
Approve or reject requests from other users (For my approval).
Track the progress of instructions created by the user (My instructions in progress).
Review the workflow and history of recent instructions (All).
Learn more about this complex financial product in my case study.