Search and reuse user stories for enterprise implementations (Treasury, Payments, Cash Forecasting, Bank Connectivity…).
Audit trailAs a Treasury Operations, I want to maintain a single bank account master record with owner, entity, currency, and lifecycle status, so that bank account data is consistent across treasury, ERP, and bank connectivity processes.
Finance → Treasury → Bank Account Management → Account Master Data · BusinessTaxonomy Seed · 2026-01-06
As a Buyer, I want to update purchase orders with change versioning and notify suppliers, so that we keep an auditable PO history and avoid disputes.
Procurement → Procure-to-Pay → Purchase Orders → PO Change Control · BusinessTaxonomy Seed · 2026-01-06
As a Sales Manager, I want to require specific fields and artifacts before moving opportunities to the next stage, so that pipeline data is reliable and sales execution is consistent.
Sales → Lead & Opportunity → Opportunity Pipeline → Opportunity Stage Gating · BusinessTaxonomy Seed · 2026-01-06
As a Pricing Manager, I want to maintain price lists by region, currency, and customer segment with effective dates, so that pricing is consistent and updates can be planned.
Sales → Quoting & Pricing → Pricing & Discounts → Price Lists · BusinessTaxonomy Seed · 2026-01-06
As a Account Executive, I want to request discounts that route for approval based on margin and amount, so that we protect profitability and keep approvals auditable.
Sales → Quoting & Pricing → Pricing & Discounts → Discount Approval · BusinessTaxonomy Seed · 2026-01-06
As a GL Accountant, I want to create journal entries that route for approval based on amount and entity, so that we reduce posting errors and maintain a compliant audit trail.
Finance → Accounting & Close → General Ledger & Journals → Journal Entry Workflow · BusinessTaxonomy Seed · 2026-01-06
As a Hiring Manager, I want to create job requisitions that require approval against headcount and budget, so that we control hiring and ensure approvals are consistent.
Human Resources → Talent Acquisition → Job Requisitions → Requisition Approval · BusinessTaxonomy Seed · 2026-01-06
As a Customer Service Rep, I want to manage order changes with versioning and notify customers of changes, so that we reduce disputes and keep a clear order history.
Sales → Order Management → Order Capture → Order Change Control · BusinessTaxonomy Seed · 2026-01-06
As a Demand Planner, I want to adjust demand forecasts collaboratively and track overrides with reasons, so that the forecast is explainable and governance is maintained.
Supply Chain → Planning → Demand Planning → Forecast Adjustments · BusinessTaxonomy Seed · 2026-01-06
As a HR Business Partner, I want to submit organization changes that require approval and effective dating, so that org structure remains accurate and changes are controlled.
Human Resources → Core HR → Organization Management → Org Change Approvals · BusinessTaxonomy Seed · 2026-01-06
As a People Manager, I want to approve team timesheets with delegation and audit trail, so that payroll processing is on time and approvals are traceable.
Human Resources → Payroll & Time → Time Approvals → Time Approval Workflow · BusinessTaxonomy Seed · 2026-01-06
As a Treasury Manager, I want to route payment approvals based on amount, entity, and bank account, so that we enforce policy and reduce fraud risk.
Finance → Treasury → Payments & Disbursements → Approvals & Controls · BusinessTaxonomy Seed · 2026-01-05
As a Reconciliation Specialist, I want to auto-match bank statement lines to open items using configurable rules, so that we reduce manual reconciliation effort.
Finance → Treasury → Reconciliation & Accounting Integration → Auto-Matching Rules · BusinessTaxonomy Seed · 2026-01-05
As a Treasury Analyst, I want to store debt contracts and key terms in a central repository, so that we can manage obligations and reporting reliably.
Finance → Treasury → Debt & Investments → Debt Lifecycle · BusinessTaxonomy Seed · 2026-01-05
As a Treasury Analyst, I want to generate intercompany funding proposals based on forecasted liquidity gaps, so that funding actions are consistent and traceable.
Finance → Treasury → Cash & Liquidity Management → Intercompany Funding · BusinessTaxonomy Seed · 2026-01-05