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ERP ATLASAPPNEURALFinanceP2Reference
Investment Operations MicroERP
Reconciled provider positions, instructions and reviewed portfolio obligations
CapabilityFinance
OwnerUnassigned
Delivery progressNot tracked yet
LifecycleReference
About this erp
Purpose and scope
Reconciled provider positions, instructions and reviewed portfolio obligations
- Source
- reviewed-functional-microerps
- Source version
- reviewed-functional-microerps-2026-11-03
- Readiness
- Reviewed scope definition. Application implementation, migration and live availability are not verified by this catalogue import.
- Family
- Investment Operations
- Proposed repository
- investment-operations-microerp
- Feature modules
- 8
- Primary workflow
- Mandate/account opening → authority/constraint checks → approved instruction → provider execution/settlement reconciliation → holdings/valuation/corporate actions → performance/mandate review and authorized handoff/exit
- Dependencies
- financial-advisory; finance-and-expenses; legal-and-contracts; governance-and-risk
- Business user
- Authorized investment operations/portfolio staff
- Useful output
- Reconciled provider positions, instructions and reviewed portfolio obligations
- Independent scope
- Investment mandates, corporate actions and custody-provider reconciliation have different records/invariants from bookkeeping or advice alone. Uses shared engagement/offboarding controls rather than another account-master copy.
- Scope exclusions
- ["Dependent rating, custody, reconciliation and reporting steps stay modules; no arbitrary stage-only split.", "Preserve all source applicability and authorized-role constraints."]
- Module keys
- ["investment-account-opening", "investment-corporate-actions", "investment-holdings-valuation", "investment-mandates", "investment-order-control", "investment-performance-review", "investment-rebalancing", "investment-trade-reconciliation"]
- Catalogue checksum
- 04a805f5c7ba84f644ec39bafe95fff22afc842e84594e3636247055ca5edaf6
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