Institution Management

Chinese source: 机构管理
Locale: en-US
Audience: Internal learning

Business Frame

Institution management covers branch or operating-unit sign-on, sign-off, and institution information inquiry. It defines whether an institution is open for business processing and whether users under that institution can continue transactions.

flowchart LR
  A["Institution sign-on"] --> B["Users sign on"]
  B --> C["Transactions processed"]
  C --> D["Users reconcile and sign off"]
  D --> E["Institution balances and signs off"]

Transaction List

Code	English Name	Page Type	Study Focus
[9601]	Institution Sign-on	Opening control	Start institution-level business processing.
[9602]	Institution Sign-off	Closeout control	End institution-level business processing after closeout.
[9603]	Institution Information Inquiry	Institution inquiry	Review institution identifiers and status.

[9601] Institution Sign-on

Institution Sign-on opens the branch or operating unit for processing. It usually must happen before users under the institution can perform business transactions.

Risk controls: confirm institution code, business date, operating status, and whether prior-day closeout completed successfully.

[9602] Institution Sign-off

Institution Sign-off closes the institution for the business day. It should be done after users have completed transaction review, balancing, and sign-off.

Risk controls: check unreconciled user records, unfinished workflows, abnormal transactions, and institution-level balancing before sign-off.

[9603] Institution Information Inquiry

Institution Information Inquiry helps confirm institution identifiers, names, status, and operating information. It is useful when troubleshooting whether a user or transaction is allowed under an institution.

Related Concepts

Concept	Link
Institutions and user permissions	Institutions, Users, and Permissions
EOD and balancing	Business Date Rollover, EOD, and Balancing