Reusable user stories — organized by business taxonomy

Search and reuse user stories for enterprise implementations (Treasury, Payments, Cash Forecasting, Bank Connectivity…).

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Updated: 2026-01-08T22:54:54.828Z

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Intercompany netting run with approvals and settlement proposals

As a Treasury Analyst, I want to create a periodic netting run that calculates net positions by entity and currency, so that we reduce payment volume and settle intercompany positions efficiently.

Finance → Treasury → In-House Banking → Netting · BusinessTaxonomy Seed · 2026-01-06

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Consolidated cash dashboard by bank, entity, currency

As a Treasury Manager, I want to view a consolidated cash dashboard with drill-down by bank, entity, and currency, so that I can quickly understand liquidity and exposures.

Finance → Treasury → Cash & Liquidity Management → Cash Reporting & Dashboards · BusinessTaxonomy Seed · 2026-01-05

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Hedge accounting documentation pack

As a Treasury Controller, I want to generate a documentation pack for each hedge relationship, so that we can support audit and accounting requirements efficiently.

Finance → Treasury → FX, Hedging & Risk → Hedge Accounting Support · BusinessTaxonomy Seed · 2026-01-05

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