Prepare, Screen, Approve, Release
Prepare. The initiator enters beneficiary, amount, purpose, and account. Free-form wires require all fields; template wires pre-fill beneficiary data from saved templates. Screen. The portal runs OFAC checks against sanctioned parties and countries. Matches escalate to the compliance queue and block release until cleared. Approve. A separate user reviews and approves. Above threshold, a second approver co-signs. Above a second threshold, a token-holder provides a hardware-token code. Release. The wire submits to Fedwire or SWIFT with an IMAD/OMAD or MT103 reference. Confirmations post back to wire history in minutes.
Cross-reference the business portal role configuration — who can prepare, who can approve, at what threshold — to align wire policy with your internal controls. Account alerts notify designated staff of every outbound wire above a threshold so finance leadership maintains visibility without approval fatigue.
