Define decision rights
Map who can initiate, review and approve each stage of a transaction.
bullionOS for Institutional teams
Review the record behind every handoff.
Evaluate the product against your requirements for locations, settlement and operating controls.
Keep the critical handoffs connected.
Keep custody in context
Review the asset, location and supporting records behind a physical handoff.
Reconcile the obligation
Trace settlement status and exceptions to an owner and next action.
Your demo agenda
Make the approval boundary explicit.
Use your real process to evaluate the fit.
Bring an allocation scenario
Define the counterparty, units, custody location and settlement conditions.
Test an approval exception
Identify who requests, reviews, releases and resolves a disagreement.
Confirm evidence and controls
Review permission scope, records, exports and implementation requirements.