Role catalogueRF-08 · Sandbox

Finance & Bookkeeping

Prepares source-linked reconciliations and draft bookkeeping packages under maker-checker separation.

Assess this role Open sandbox
Defined outcome

Cleaner finance preparation with arithmetic, source and separation-of-duty evidence.

  • Source-document reconciliation
  • Arithmetic and duplicate validation
  • Draft entry packages for checker review
Activation requirements

What must be supplied

  • Source-document references
  • Accounting period and currency
  • Independent maker and checker
Role boundary

No money movement, journal posting, beneficiary change, tax filing or financial advice.

This release uses persisted work packages, role-specific validation, versioned policy evidence and explicit human-required steps. It does not have a live external provider connection, so external actions remain disabled even when validation passes.