Permissions
Finance authority matrix. Differentiates Finance User, Manager, Executive, Operations, Support, Provider, Community, Preferred Partner, AI, and Processor.
| Capability | Finance User | Finance Manager | Executive | Operations | Support | Provider | Community | Preferred Partner | AI | Processor |
|---|---|---|---|---|---|---|---|---|---|---|
| VIEW | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| CALCULATE | ✓ | ✓ | — | — | — | — | — | — | ✓ | — |
| PREPARE | ✓ | ✓ | — | — | ✓ | — | — | — | ✓ | — |
| REQUEST | ✓ | ✓ | — | ✓ | ✓ | — | — | — | — | — |
| REVIEW | ✓ | ✓ | ✓ | — | — | — | — | — | ✓ | — |
| APPROVE | — | ✓ | ✓ | — | — | — | — | — | — | — |
| REJECT | — | ✓ | ✓ | — | — | — | — | — | — | — |
| REFUND | — | ✓ | ✓ | — | — | — | — | — | — | ✓ |
| RELEASE | — | — | ✓ | — | — | — | — | — | — | ✓ |
| RECONCILE | ✓ | ✓ | — | — | — | — | — | — | ✓ | — |
| CLOSE | — | ✓ | ✓ | — | — | — | — | — | — | — |
| CONFIGURE | — | — | ✓ | — | — | — | — | — | — | — |
Cross-Application Handoffs
| ID | From | To | Record | Account | State |
|---|---|---|---|---|---|
| HOF-001 | Admin V2 | Finance V2 | Provider Marketplace billing issue | Apex Home Services (Provider) | Received |
| HOF-002 | Support V2 | Finance V2 | Refund case #4821 | BrightPath Property Management | Review Required |
| HOF-003 | Provider V2 | Finance V2 | Commission qualification query | Lumen Smart Spaces (Provider) | Received |
| HOF-004 | Community V2 | Finance V2 | Subscription status inquiry | Maple Grove Community Association | Received |
| HOF-005 | Intelligence V2 | Finance V2 | Anomaly — reconciliation mismatch | Northstar Vendor Network (Provider) | Review Required |
Admin V2 (Operations authority) → Finance V2. Provider V2 may display references but cannot approve. Community V2 may display status. Support V2 may escalate but cannot approve. Intelligence V2 may identify anomalies but cannot move money.