Settlement documentation
Understand the workflow.
Follow the evidence.
A settlement brings the recipient, agreed terms, execution and result into one record. Start with the lifecycle, then review integration and operating controls.
From instruction to final record
Define the recipient and terms
Identify a verified Indian beneficiary, the required recipient INR amount, payment purpose and funding currency. Link the instruction to a commercial reference.
Check requirements before authorization
Preflight identifies outstanding requirements. Review the quote, fees and validity, then authorize the agreed settlement under the workspace policy.
Observe execution
Funding, payout execution and provider observations are tracked against the instruction. Exceptions need an explicit resolution rather than an assumed success.
Reconcile and retain the result
Match delivery evidence to the expected amount and recipient. A settled outcome is supported by reconciliation and a final receipt.
Five customer-facing states
- Ready
- The requirements are satisfied; execution has not been authorized.
- Settling
- The authorized settlement is progressing through execution.
- Settled
- Delivery and reconciliation support the final result; the receipt is available.
- Action required
- A stated requirement or exception needs attention.
- Cancelled
- The settlement did not complete and has a recorded resolution.
The demo illustrates these states. It does not represent a live provider connection or a completed financial transaction.
Explore the operating model
Provider integration
Funding, provider execution, status observations and evidence boundaries.
Read the integration guide →Platform integration
Beneficiaries, quotes, authorization, safe retries and event delivery.
Explore developer workflows →Operating controls
Workspace scope, permissions, financial integrity and demo access.
Review the security model →Reconciliation and receipts
Match delivery evidence to the instruction and retain the final record.
Review settlement evidence →