Scope the bank workflow before promising a build.
A report, script or file transfer needs rules the business owner can accept and a technical route the bank supports. Begin with the actual core, version and authorized environment.
Request a bank workflow callBring four facts to the first conversation.
- The workflow, expected output and acceptance owner.
- The core, version, hosting model and supported customization route.
- The permitted source, file relationships and output destination.
- The qualified reviewer, nonproduction test environment and release process.
Keep the scope and acceptance records.
Agree selection rules, synthetic fixtures, dependencies, runtime evidence, UAT and restore steps. A credit-union script is not evidence of compatibility with a bank core.
Fee and timing follow review of the delivery prerequisites.
Review limits and responsibilities are described in the method. Read the method.