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Institution Administrator (IA)

Who this is: Works for one bank or institution. Must have an institution scope.

Can see

  • Finance and monitoring, limited to their institution.
  • Cannot see the investment schemes.

Can do

  • Manage institution data.
  • Record transactions, investments, loans, grants and disbursements as the maker.
  • Manage applications and financing cases for their institution.
  • Record repayments as the maker (with two-step verification).
  • Record risk assessments and generate reports.
  • Acknowledge warnings.

Can never do

  • See or act on the investment schemes.
  • Approve a finance transaction.
  • See records from another institution.

Top 5 tasks

  1. Record a transaction for approval.
  2. Start a disbursement request for an approved tranche.
  3. Work a financing case: upload documents and update conditions.
  4. Check the early warnings for the institution's cases.
  5. Generate a report for the institution.