Scope & preparation
When this is useful
Corporate banking administration often involves multiple internal owners. A bank query may depend on a company record, a finance document or an authorised signatory’s response. Coordination is useful when the work is delayed by handoffs rather than by a lack of information.
How ADPR can help
ADPR can help maintain a shared request tracker and coordinate administrative follow-up. Payment instructions, account permissions and acceptance of bank terms remain with authorised people. The scope should identify a single business owner who can resolve internal questions.
A typical process
List open requests and their bank contacts.
Assign business owners and agree the approval sequence.
Track queries, dependencies and responses without accessing banking credentials.
What to prepare
- Open banking requests
- Internal owner and signatory roles
- Relevant bank correspondence
Possible scope outputs
- Request and responsibility register
- Follow-up schedule
- Resolution and evidence log
The proposal will confirm what is included, who is responsible and the applicable timeline. These are scope examples, not a fixed package.
Questions worth asking
Can ADPR authorise a payment?
No. Payment authority remains with the account’s authorised users under the bank’s arrangements.
Is this only for a new account?
Coordination can also concern administrative requests on an existing relationship, subject to an agreed scope and the bank’s process.